maple crm software

CRM software for Immigration Consultants: Maple CRM

Posted on by Philip George

Prime Features which play a key role in every day tasks and enhance the productivity

Maple CRM, Immigration CRM, Lead Management, Canada Immigration, UK visa, US visa, Canada visa, visa application, PR. Work permit, Immigration software, process management software

CRM software is the basis of a stable and a well-organized system. Especially for Immigration Consultants owing to huge amount of data processing every single day.

It’s a great practice to have the CRM software incepted right from the beginning of an organization, as the old saying goes- well begun is half done! A structured way of lead management, workflow configuration and process management ensures a scalable and an error free system.

Why does CRM play such an important role?

  1. Automation of repetitive tasks
  • Why spend time and effort manually when there’s an automatic system for it? Lead Capturing, Assigning, Notifications, Reminders, Automatic Mails and Notifications to Clients- All can be set for the CRM to perform as per pre-defined schedules.
  • Pre-configured mail and WhatsApp message templates are a real time saver when it comes to sending same mail content to multiple receivers every day

2. Automatic Agreement / Document generator

  • Pre-configured templates of documents, with provision of auto pick up of Client Name, Contact Number, Email ID, Address and any other required variable field enable generation of documents / agreements within a couple of seconds
  • These documents can be stored and transferred to concerned authorities internally through the CRM

3. Invoice and Payment Management

  • Multiple profiles of Invoice can be configured in the system and the content in it can be placed as required.
  • Multi-Currency setting option, Flexibility in discounts applicable, pre-feeding of services provided, all are supported in Maple CRM
  • Payment management- in terms of installments provided, discounts for each installment wherever applicable, notifications to account manager as well as client for payment reminding ensure no payments are missed.

4. Marketing Forecast

  • Real-time updated, customizable dashboards and custom reports, CRM gives a clear picture of which are the high performing lead sources
  • Which marketing strategy has driven chunks of leads to your organization and brought business.
  • This can enable forecasting on investing more on the high performing sources and take necessary action for the low performing one.
  • Forecasting can also be done on the basis of quality of leads brought in by various sources, conversion rate and client retention rate.

Maple CRM : 12+ years of enhancing immigration process management, making it simpler and error free with specialised software for Immigration Consultants

Schedule a live demo TODAY! Get a glimpse of Maple CRM with our expert.

Click Here to quickly connect with our executive!

info@maplecrm.com | www.maplecrm.com | www.maplecrm.ae

Call / WhatsApp: +91 8618646767

CRM Highlights

Posted on by maplespeaker

Highlights of Maple CRM system:

Extend your CRM

Integrate your Maple CRM account to your website or webpages. Customize your application to capture leads directly from website.

Track your Sales Activities

Monitor complete sales cycle of your business. Analyze your sales activities and plan your strategies to meet your margins.

Get connected to Customers

Engage and be connected with your prospects and customers. Communicate to customers right through your CRM application.

Bring Automation

Automate many of your routine tasks and save time. No more administrative work when using Maple CRM.

Secure Document Storage

Store all the documents, bills, quotations associated to a Customer at one place. Search and tag the customers easily. Send documents to Customers directly through Email.

SMS based Lead Generation

Sales agents can generate leads quickly through just a simple SMS. Your Sales Executives need not be always connected to internet to access CRM system.

Customer Support Desk

Manage virtual support desk with Web Interface. Simple and an efficient way to handle all your customer services queries.

Sales Analytics & Reports

Get insight on sales progress and performance. Make better decisions with CRM reports.

Effective Sales Management and Sales Follow-up

Posted on by maplespeaker

Sales Management is one of the most important process of business functions. Businesses always try to keep themselves on top of the sales leads. There is always a huge investment of time and money generating leads and following up with it.

But are you able to keep a track of your sales leads and the follow ups? How many times have you lost a sale because you forgot to make a follow-up call in a timely manner?

Maple CRM here enables you to effectively manage all your sales leads at one place. It also helps to keeping tracking of all your follow-ups of the day. This will give you a greater control over the sales process and ensure that all leads get the attention as needed. This way you will never miss out any lead.

Here is snapshot of the Maple dashboard that displays all the follow-ups of the day.

Sales Management and Follow up

 (Click on the image to enlarge it)

If you would like to find out more information on how Maple can help your business in Sales Management, then contact us.

Maple CRM is a simple and powerful CRM tool that enables you to effectively manage your sales and customer enquiries. The solution provides features which can automate your sales process and manage your marketing process. It empowers organizations to manage the entire customer relationship cycle – from lead, opportunity to client.