Manage sales inquiries, updates, quotations and order processing on your finger tips!
“In my opinion, the future of mobile is the future of everything.”
Quoted by Matt Galligan, Co-founder of Circa
A world without mobile devices is beyond imagination now a days! If we have our entire day circling around mobile apps, shouldn’t our business be too?
Sales and order process management can be entirely managed with Maple CRM mobile app.
- Lead connection and nurturing
- Status updates of received inquiries
- Quotation generation
- Updates on customer replies
- Prioritizing the inquiries and relevant actions
- Order processing
- Billing and Invoicing
- Geo-tracking
Mobile app supports all the above stated functionalities with the easiest UI, so that even the first time users gain expertise in no time! Mobile app facilitates on the go updates and communication. Web app and mobile of Maple CRM are synced real time, so that any changes/updates in either of the platforms reflect immediately with no delay.
So what are the benefits of using a mobile app?
Quick Actions- Instant connection with prospects
As soon as an inquiry is received, notification pops up on the mobile screen. Sales executive is instantly informed of the same. One-touch actions ensure immediate connection with the prospects- winning half the battle with quick response!
- Instant calling through app
- Send WhatsApp message- (no need to save the number)
- Put up follow up reminder
- Insert notes
- View information
All from the home screen, in a single tap!
Date-wise View, Custom Views & Tasks for the day
Inquiries received, customers as well as deals (order processing) can be viewed listed day wise, category wise and status – wise.
- Custom views can be created for categorization of inquiries
- High priority ones can be addressed first
- Tasks for the day as well as past reminders can be viewed from the bottom of the screen
Quotation Generation and Management
Maple CRM supports
- Multiple pre-configured quotation templates
- User-wise access control
- Quotation approval by manager
- WhatsApp and Email sharing of quotation with client
- Instant quotation generation
- Customizable quotation status
Quotation generation in Maple CRM can be done in just a few clicks.
User can select from the pre-configured quotation templates, select products from the drop down list and all the details get added in the quotation automatically. One quotation is generated, it can be sent to the manager for approval. Manager too, can approve it from his mobile and notification is sent to the user.
It can then be shared via Email / WhatsApp with the client.
Click here to view sample templates of Quotation.
Voice enabled note addition and Reminders
Maple CRM mobile app enables user to add remarks not only by typing, but also by talking!
Just press the ‘mic’ symbol, talk to the phone, the app will convert the voice into English text.
Save it and you’re done!
Quickest way of notes addition.
Add reminders just below the notes added. Reminders can be augmented with notes too so as to provide clear reference.
Reminders for the day can be accessed from the ‘My Tasks’ menu at the bottom of the screen.
Charts and analysis
Performance analysis and charts can be readily accessed from the mobile app in exactly the same way in which they’re displayed in web app.
Pie charts, Sales pipelines, performance evaluation charts and other custom charts can give a vivid representation of the sales and achievements.
Maple CRM empowers the sales and order management in the easiest and the most simplified way with custom configurable workflow and user access control.
Mobile app is Android and iOS compatible.
Connect with us TODAY and get a demo of the CRM with our expert who not only present you with a software, but suggest apt solutions suitable for your business structure.
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 9538925641 | www.maplecrm.com