Simplify meeting scheduling and tracking with Maple CRM. Manage invites, updates, and follow-ups in one place for seamless collaboration.
🕖 1 min read | Maple CRM | www.maplecrm.com
Meetings are a vital part of running any business, but managing them effectively is often easier said than done. From finding the right time slot to keeping track of discussions and follow-ups, scheduling and managing meetings can become a time-consuming task. This is where Maple CRM steps in to simplify the entire process.
With its meeting management feature, Maple CRM helps teams organize schedules, reduce miscommunication, and ensure no important conversation slips through the cracks. Let’s explore how it works.
Major Features:
Custom Meeting modes and Attributes
Online meetings, over call meetings, In-person, etc.- configure all the possible types of meetings at the backend, get them in a drop down list and select the relevant one. Maple CRM allows custom configuration of the other attributes and makes it highly convenient to mention all the details of the meeting without a miss.
Linking the meeting with clients
Facilitation of a meeting feature is when we can link it to clients and the updates are received with all the details, the date, agenda, type and also the client details. On clicking of the client list, the history of the client, relevant notes and updates- all are visible with a single click.
Assign meeting to executives to drive ahead
Assign the meetings to executives, so that they get instant notifications on their desktop as well as in mobile app. Within 1 click they can check the details, agenda of the meeting, timing and client details. Reminder will be automatically set for them as per the meeting time.
Automated Reminders
Forget the hassle of manually reminding participants. Maple CRM sends automated notifications to executives and attendees, reducing the chances of missed or delayed meetings. This keeps schedules on track and productivity uninterrupted.
Quick View of Meetings and Details
A meeting isn’t just about discussion-it’s about action. Maple CRM allows users to record notes, assign tasks, and track follow-ups directly from the meeting screen. This way, every meeting leads to measurable outcomes instead of being forgotten once it’s over.
Why Choose Maple CRM for Meeting Management?
- No more switching between apps or tools.
- Improved coordination between teams and clients.
- Better visibility into meeting history and outcomes.
- Automated updates save time and reduce errors.
Meetings are essential, but they don’t have to be chaotic. By using Maple CRM for scheduling and management of meetings, businesses can stay organized, improve communication, and focus on what really matters- building stronger relationships and driving results.
Maple CRM provides a robust system for management of the entire workflow- right from lead management, client management, service management and support management.
Connect with Maple CRM team today and schedule a demo as per your convenient time!
Maple CRM: Sales and Process management software for SMEs.
The most user-friendly and smart software for thriving businesses for an automated workflow which boosts productivity.
info@maplecrm.com | +91 9+91 9538925641 | www.maplecrm.com