{"id":1522,"date":"2024-06-13T15:07:06","date_gmt":"2024-06-13T15:07:06","guid":{"rendered":"https:\/\/maplecrm.com\/blog\/?p=1522"},"modified":"2024-10-03T07:50:18","modified_gmt":"2024-10-03T07:50:18","slug":"sales-management-on-mobile-app-maple-crm","status":"publish","type":"post","link":"https:\/\/maplecrm.com\/blog\/sales-management-on-mobile-app-maple-crm\/","title":{"rendered":"Sales management on Mobile App &#8211; Maple CRM"},"content":{"rendered":"\n<p>Manage sales inquiries, updates, quotations and order processing on your finger tips!<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/Blog-Pics-9.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"535\" src=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/Blog-Pics-9-1024x535.png\" alt=\"Maple CRM mobile app\" class=\"wp-image-1523\" srcset=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/Blog-Pics-9-1024x535.png 1024w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/Blog-Pics-9-300x157.png 300w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/Blog-Pics-9-768x401.png 768w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/Blog-Pics-9.png 1200w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<figure class=\"wp-block-pullquote has-pale-cyan-blue-background-color has-background has-medium-font-size\"><blockquote><p>\u201cIn my opinion, the future of mobile is the future of everything.\u201d<\/p><cite><strong>Quoted by Matt Galligan, Co-founder of Circa<\/strong><\/cite><\/blockquote><\/figure>\n\n\n\n<p> A world without mobile devices is beyond imagination now a days!  If we have our entire day circling around mobile apps, shouldn&#8217;t our business be too? <\/p>\n\n\n\n<p>Sales and order process management can be entirely managed with Maple CRM mobile app.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Lead connection and nurturing<\/li>\n\n\n\n<li>Status updates of received inquiries<\/li>\n\n\n\n<li>Quotation generation <\/li>\n\n\n\n<li>Updates on customer replies<\/li>\n\n\n\n<li>Prioritizing the inquiries and relevant actions<\/li>\n\n\n\n<li>Order processing<\/li>\n\n\n\n<li>Billing  and Invoicing<\/li>\n\n\n\n<li>Geo-tracking<\/li>\n<\/ul>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>So what are the benefits of using a mobile app? <\/p>\n\n\n\n<p class=\"has-white-color has-vivid-cyan-blue-background-color has-text-color has-background has-medium-font-size\" style=\"font-style:normal;font-weight:500\"> Quick Actions- Instant connection with prospects<\/p>\n\n\n\n<div class=\"wp-block-media-text alignwide is-stacked-on-mobile\" style=\"grid-template-columns:52% auto\"><figure class=\"wp-block-media-text__media\"><img loading=\"lazy\" decoding=\"async\" width=\"515\" height=\"407\" src=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/image-2.png\" alt=\"\" class=\"wp-image-1525 size-full\" srcset=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/image-2.png 515w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/image-2-300x237.png 300w\" sizes=\"auto, (max-width: 515px) 100vw, 515px\" \/><\/figure><div class=\"wp-block-media-text__content\">\n<p>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!<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Instant calling through app<\/li>\n\n\n\n<li>Send WhatsApp message- <strong>(no need to save the number)<\/strong><\/li>\n\n\n\n<li>Put up follow up reminder<\/li>\n\n\n\n<li>Insert notes<\/li>\n\n\n\n<li>View information<\/li>\n<\/ul>\n\n\n\n<p>All from the home screen, in a single tap!<\/p>\n<\/div><\/div>\n\n\n\n<p class=\"has-white-color has-vivid-cyan-blue-background-color has-text-color has-background has-medium-font-size\"><strong>Date-wise View, Custom Views<\/strong> <strong>&amp; Tasks for the day<\/strong><\/p>\n\n\n\n<div class=\"wp-block-media-text alignwide has-media-on-the-right is-stacked-on-mobile\"><div class=\"wp-block-media-text__content\">\n<p>Inquiries received, customers as well as deals (order processing) can be viewed listed day wise, category wise and status &#8211; wise.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Custom views can be created for categorization of inquiries<\/li>\n\n\n\n<li>High priority ones can be addressed first<\/li>\n\n\n\n<li>Tasks for the day as well as past reminders can be viewed from the bottom of the screen<\/li>\n<\/ul>\n<\/div><figure class=\"wp-block-media-text__media\"><img loading=\"lazy\" decoding=\"async\" width=\"515\" height=\"442\" src=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/image-4.png\" alt=\"\" class=\"wp-image-1527 size-full\" srcset=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/image-4.png 515w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/image-4-300x257.png 300w\" sizes=\"auto, (max-width: 515px) 100vw, 515px\" \/><\/figure><\/div>\n\n\n\n<p class=\"has-white-color has-vivid-cyan-blue-background-color has-text-color has-background has-medium-font-size\" style=\"font-style:normal;font-weight:500\">Quotation Generation and Management<\/p>\n\n\n\n<div class=\"wp-block-media-text alignwide is-stacked-on-mobile\"><figure class=\"wp-block-media-text__media\"><img loading=\"lazy\" decoding=\"async\" width=\"481\" height=\"394\" src=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/image-5.png\" alt=\"\" class=\"wp-image-1530 size-full\" srcset=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/image-5.png 481w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/image-5-300x246.png 300w\" sizes=\"auto, (max-width: 481px) 100vw, 481px\" \/><\/figure><div class=\"wp-block-media-text__content\">\n<p>Maple CRM supports <\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Multiple pre-configured quotation templates<\/li>\n\n\n\n<li>User-wise access control<\/li>\n\n\n\n<li>Quotation approval by manager<\/li>\n\n\n\n<li><strong>WhatsApp and Email<\/strong> sharing of quotation with client<\/li>\n\n\n\n<li>Instant quotation generation<\/li>\n\n\n\n<li>Customizable quotation status<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n<\/div><\/div>\n\n\n\n<p>Quotation generation in Maple CRM can be done in just a few clicks.<\/p>\n\n\n\n<p>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. <br>It can then be shared via Email \/ WhatsApp with the client. <\/p>\n\n\n\n<p class=\"has-vivid-cyan-blue-color has-text-color has-medium-font-size\"><a href=\"https:\/\/maplecrm.com\/features\/quotation-builder-software\/sample-quotations\/\"><span style=\"text-decoration: underline;\">Click here<\/span><\/a> to view sample templates of Quotation.<\/p>\n\n\n\n<p class=\"has-white-color has-vivid-cyan-blue-background-color has-text-color has-background has-medium-font-size\" style=\"font-style:normal;font-weight:500\">Voice enabled note addition and Reminders<\/p>\n\n\n\n<div class=\"wp-block-media-text alignwide has-media-on-the-right is-stacked-on-mobile\"><div class=\"wp-block-media-text__content\">\n<p>Maple CRM mobile app enables user to add remarks not only by typing, but also by talking! <\/p>\n\n\n\n<p>Just press the &#8216;mic&#8217; symbol, talk to the phone, the app will convert the voice into English text. <br>Save it and you&#8217;re done!<\/p>\n\n\n\n<p>Quickest way of notes addition. <\/p>\n<\/div><figure class=\"wp-block-media-text__media\"><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"586\" src=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/Blog-Pics-10.png\" alt=\"\" class=\"wp-image-1533 size-full\" srcset=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/Blog-Pics-10.png 602w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/Blog-Pics-10-300x292.png 300w\" sizes=\"auto, (max-width: 602px) 100vw, 602px\" \/><\/figure><\/div>\n\n\n\n<div class=\"wp-block-media-text alignwide is-stacked-on-mobile\"><figure class=\"wp-block-media-text__media\"><img loading=\"lazy\" decoding=\"async\" width=\"442\" height=\"185\" src=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/image-8.png\" alt=\"\" class=\"wp-image-1534 size-full\" srcset=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/image-8.png 442w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/image-8-300x126.png 300w\" sizes=\"auto, (max-width: 442px) 100vw, 442px\" \/><\/figure><div class=\"wp-block-media-text__content\">\n<p>Add reminders just below the notes added. Reminders can be augmented with notes too so as to provide clear reference. <\/p>\n\n\n\n<p>Reminders for the day can be accessed from the &#8216;My Tasks&#8217; menu at the bottom of the screen.<\/p>\n<\/div><\/div>\n\n\n\n<p class=\"has-white-color has-vivid-cyan-blue-background-color has-text-color has-background has-medium-font-size\" style=\"font-style:normal;font-weight:500\">Charts and analysis<\/p>\n\n\n\n<div class=\"wp-block-media-text alignwide is-stacked-on-mobile\"><figure class=\"wp-block-media-text__media\"><img loading=\"lazy\" decoding=\"async\" width=\"429\" height=\"346\" src=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/image-9.png\" alt=\"\" class=\"wp-image-1535 size-full\" srcset=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/image-9.png 429w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2024\/06\/image-9-300x242.png 300w\" sizes=\"auto, (max-width: 429px) 100vw, 429px\" \/><\/figure><div class=\"wp-block-media-text__content\">\n<p>Performance analysis and charts can be readily accessed from the mobile app in exactly the same way in which they&#8217;re displayed in web app.<\/p>\n\n\n\n<p>Pie charts, Sales pipelines, performance evaluation charts and other custom charts can give a vivid representation of the sales and achievements.<\/p>\n<\/div><\/div>\n\n\n\n<p><a href=\"https:\/\/sales.maplecrm.com\/\"><strong><span style=\"text-decoration: underline;\">Maple CRM<\/span><\/strong><\/a> empowers the sales and order management in the easiest and the most simplified way with custom configurable workflow and user access control.<br>Mobile app is Android and iOS compatible.<\/p>\n\n\n\n<p>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. <\/p>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-16018d1d wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button has-custom-width wp-block-button__width-75 has-custom-font-size\" style=\"font-size:24px\"><a class=\"wp-block-button__link has-white-color has-luminous-vivid-orange-background-color has-text-color has-background wp-element-button\" href=\"https:\/\/sales.maplecrm.com\/\"><strong>Schedule Demo<\/strong><\/a><\/div>\n<\/div>\n\n\n\n<p class=\"has-text-align-center has-luminous-vivid-amber-color has-text-color has-medium-font-size\"><strong><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">Maple <\/mark><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-black-color\">CRM<\/mark>: <mark style=\"background-color:rgba(0, 0, 0, 0);color:#daaf14\" class=\"has-inline-color\">Sales and Process management software for SMEs. <\/mark><\/strong><\/p>\n\n\n\n<p class=\"has-text-align-center\" style=\"font-style:normal;font-weight:600\">                    The most user-friendly and smart software for thriving businesses for an automated workflow which boosts productivity.<\/p>\n\n\n\n<p class=\"has-text-align-center has-white-color has-vivid-green-cyan-background-color has-text-color has-background has-medium-font-size\"><strong>info@maplecrm.com   |      +91 9538925641<\/strong>    |    www.maplecrm.com<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Manage sales inquiries, updates, quotations and order processing on your finger tips! \u201cIn my opinion, [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[535,539],"tags":[],"class_list":["post-1522","post","type-post","status-publish","format-standard","hentry","category-crm-software","category-immigration-crm"],"_links":{"self":[{"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/posts\/1522","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/comments?post=1522"}],"version-history":[{"count":3,"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/posts\/1522\/revisions"}],"predecessor-version":[{"id":2007,"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/posts\/1522\/revisions\/2007"}],"wp:attachment":[{"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/media?parent=1522"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/categories?post=1522"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/tags?post=1522"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}