🕖 4 min read | Maple CRM
Do you ever think of going ‘THAT EXTRA MILE’ for capturing leads and ensuring nothing goes amiss?
If you’re into sales management or an enthusiast, you can resonate very well when we say that leads are the greatest asset for a business and the most valuable one too.
In a demographically, culturally and professionally diverse population, it’s common to get poured in a huge amount of inquiries.
Point here is that no prospective lead should be perdue and no irrelevant lead should eat up the efforts of the sales executive. The tracking of leads, relevant notifications and escalations should be aligned in such a way that they are intuitive and easy to follow.
What does Maple CRM do to ensure proper lead tracking and perfect follow ups?
Lead Tracking in Maple CRM
1. Centralized Lead Capture
- Automatically pulls leads from:
- Website forms
- Landing pages
- Facebook/Instagram Lead Ads
- Email campaigns
- WhatsApp/Chat integrations
- Every incoming lead is logged with source, timestamp, and owner.
🔹This ensures that no leads are lost in the capture stage and every lead comes with a notification to the assigned executive.
2. Lead Qualification & Categorization
- Leads can be auto-tagged based on:
- Service/product interest
- Region or branch
- Priority level or lead score
This lead tagging ensures that leads are properly categorized. This segregation helps the executives to prioritize their leads and chronologize the communication accordingly,
🔹Custom Views
In Maple CRM, Custom Views allow users to personalize how they see their leads, contacts, or deals based on specific criteria. Each user can create tailored filters like lead status, source, assigned executive, or follow-up dateand save them as custom views. This helps sales teams quickly focus on the most relevant records without sifting through the entire database. By showing only what matters to each user, custom views improve productivity and make lead management more organized and efficient.
3. Automated Lead Assignment
- Rules can assign new leads to specific sales executives or teams based on:
- Availability
- Geography
- Product/service expertise
🔹 This ensures the leads are gone to the best executive responsible/expert to handle that lead. Saves time and gives an impeccable experience to the client.
Follow-Up Management in Maple CRM
Once leads are captured and assigned, Maple CRM ensures systematic follow-ups:
4. Follow-up Scheduling & Reminders
- Users can log calls, meetings, or emails and set next follow-up dates.
- Built-in reminder notifications (email/in-app) alert salespeople when follow-ups are due.
🔹 Benefit: No missed follow-ups and timely engagement.
5. Communication Tracking
- All communications (emails, calls, WhatsApp chats) can be recorded in the lead timeline.
- Shows a complete history of interactions with each lead.
🔹 If, at any point, the lead has to be re-assigned to any other team member, they can pick up the conversation without losing context and continue the process without any hurdle.
6. Pipeline & Status Tracking
- Visual dashboards show where each lead is in the sales funnel (New, Contacted, Qualified, Converted, Lost).
- Managers can monitor lead aging and pending tasks.
🔹 It’s a one-page display of the overall progress of all leads and opportunities. Maple CRM further improves this experience by customizing dashboard for each and every executive.
7. Reports & Analytics
- Track metrics like:
- Number of follow-ups done
- Response time
- Lead-to-conversion ratio
- Managers can see who followed up when, and with what outcome.
🔹 The super- useful feature of NON-FOLLOWED UP leads enables the executives and managers to quickly glance through all the leads to whom contact has not been done in the last 24-48 hours and immediate action can be taken.
Lead follow up automation
Once the leads are prioritised and put in the respective buckets, an action plan can be set –
- Automatic mail to the leads
- Automatic message to confirm receipt of their inquiry
- Notification to the lead owner to call the lead
- Action prompts to the lead owner to attend the lead and put up follow ups
These steps will ensure that no lead goes amiss, no lead gets leaked and your contacts get a better experience than most other businesses who don’t have this system in place.
Maple CRM enhances your business to upto 5 folds with it’s most user friendly interface, flexibility in configuration and most prompt customer support.
Running a business? Get Maple CRM, get sorted!
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
