Field Sales/Service Executive tasks and updates management poses one of the biggest challenges for the management and higher authorities. Challenge is due to the intricacies involved in updating and management of:
- Number of customers attended by the Sales executives
- Timely calls and follow ups done
- Number of visits in a day
- Context of the visits
- Distance travelled
- Updates on customer meeting
- Sales status update
- Update on commuting expenses
Maple CRM provides the facility of Call logging and Geo-Tracking of the executives. This greatly facilitates on-time monitoring, escalation management and enhancing client relationship management.
Call Logs with Maple CRM
Maple CRM automatically logs all sales and service calls made through the system, ensuring that no interaction goes unlogged. Users can capture details such as:
- Caller and receiver information (executive and client details)
- Date and time of the call for accurate tracking
- Duration of the call to measure engagement
- Notes and outcomes to record what was discussed and agreed upon
This creates a comprehensive communication history that can be accessed at any time, giving teams the context they need for effective follow-ups.
Individual executives can go through their own list of call logs done, as per each account separately, or collectively under ‘Call Summary’. This allows them to self-manage their calls, get a back track of the earlier communication and refer/add the notes accordingly.
Benefits of Call Logging in Maple CRM
- Better Follow-Ups – Every call is logged with details, so executives can follow up with accuracy and personalization.
- Team Accountability – Managers can monitor call activities and ensure leads are being handled properly.
- Improved Customer Experience – By having access to past interactions, teams can provide consistent and informed communication.
- Data-Driven Insights – Call reports help analyze activity levels, measure performance, and identify improvement areas.
- Time-Saving – Automatic logging reduces the need for manual data entry, letting sales teams focus on building relationships.
With Call Logging, Maple CRM brings structure and efficiency to one of the most critical aspects of sales and customer service — communication. By recording and organizing every call, the system ensures no lead is missed, follow-ups are more effective, and managers gain full visibility into team performance. This not only strengthens customer relationships but also boosts overall productivity and accountability.
Geo-Tagging of Field Sales/Service execs with Maple CRM
For businesses that rely on field executives, tracking activities and ensuring accountability can be challenging. Location details often get missed, and managers are left guessing whether a visit was completed as planned.
Maple CRM’s Geo-Tagging feature solves this challenge by capturing the exact location of field activities, helping businesses monitor operations in real time and improve efficiency.
Why Geo-Tagging Matters
In field service and sales, location accuracy is critical. Without it, managers have limited visibility into client visits, leading to gaps in accountability and reporting. Geo-tagging helps by:
- Recording the precise location of every client meeting or service visit
- Eliminating false reporting or guesswork
- Improving transparency between executives and managers
- Enabling better planning for field routes and schedules
With the time tested and iterated features, Maple CRM ensures the easiest use of the platform so that users do not have to waste time in learning the software, rather get onboarded pretty quickly and right away begin their smart sales management journey with an intuitive user interface.
Maple CRM mobile app is compatible with both- Android and iOS.
With an troop of CRM experts enabling a smooth and fast migration of customer to Maple CRM, it proves to be the best solution for smart and effective sales, inquiries and order management.
Deep dive into features:
Executive login through mobile app & Location update
Once the user is logged in to Maple CRM mobile app, there’s an option as highlighted below:
On tapping this location option, the executive’s present location will be updated in the CRM
- For instance, if a field sales executive, Srikant is beginning his daily commute, he has to tap this icon once he starts from his place.
- Location tracking begins from here.
- As and when he meets customers and updates notes, reminders or calls from the mobile app, the location gets updated automatically.
- Action performed, time, location and context- all get recorded in the CRM instantly.
- The user doesn’t need to manually update the location. It’s picked up automatically by the system.
Notification on customer meeting commencement
This provision is aimed towards exact recording of what time the user reaches a customer site and what time does the meeting start. Some times, due to unavailability of the clients, the sales executives have to wait for them. This waiting time too, should be documented and time stamp, that’s why in Maple CRM there’s a feature of ‘Check-in and Check-out’
- User can ‘Punch-In’ by tapping on the location symbol.
- Herewith, the location tracking gets triggered and time-stamped updates are received.
- When the user reaches a customer’s place, he can tap the symbol again to ‘Check-in’ to log the meeting commencement.
- Once the customer meeting is done, user will be keying in updates / remarks / status change in the CRM. Automatically the location also gets tagged, thus recording the update, location, time and context.
Geo-tag reports
A CRM software is said to be a full fledged one only when it gives the real time and historical updates in the form of reports to the concerned authority,
- In Maple CRM, a detailed report based on the Geo tracking is generated and can be set for auto-mailing to the manager.
- Report consists of the location details with address, context of the visit (Client name, Deal name, remarks and Status)
- This report also displays the distance travelled (in km)
- These details can be useful while calculating the commuting expenses of the sales executive.
Add customer location/s
- Provision to add the geographical location of the client
- Either type in the address and the location will get pinned automatically (affiliated with Google Maps)
- Or you can just pin the location in the map and the address details will get populated automatically in the fields beside as shown.
- These location details can be me accessible for the sales executive when visiting the client.
- If, at any instance, the client has multiple branches, locations can be added accordingly.
- Each deal created under the customer can be linked with the relevant location.
Benefits of Geo-Tagging in Maple CRM
- Improved Accountability – Managers can verify whether field visits were completed at the right location and time.
- Enhanced Transparency – Both executives and management have clear visibility of on-ground activities.
- Better Planning – Location data helps optimize routes, reduce travel time, and assign tasks more efficiently.
- Accurate Client Records – Each customer interaction is documented with precise location details for future reference.
- Real-Time Monitoring – Managers can track field teams as they work, enabling faster decision-making and support.
By combining Call Logging and Geo-Tagging, Maple CRM empowers businesses to manage both communication and field operations with unmatched accuracy. Every client interaction is recorded, every visit is tracked, and managers gain full visibility into their team’s performance. Together, these features strengthen accountability, streamline follow-ups, and build stronger customer relationships — making Maple CRM a complete solution for sales and service excellence.
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