Automated Lead Assignment
Avoid manual data entry and connect Maple CRM with your website, landing pages and any other lead generation platforms via integrations. Configure automatic lead assignment to your team based on segment, subject matter expertise or in Round Robin fashion.
- Leads from your Website
- Leads from landing pages and integrations
- Leads from FB/Insta and other SM platforms
- Leads from Google Ads
- Automated lead assignment based on rules
- Auto-acknowledgement to customer via Email/SMS
- Real-time notifications to Sales Staff
- Round Robin & Rule based Lead Allocation
Lead Workflow Automation
By automating workflows your team can focus on the work, rather than the processes that supports them. Maple CRM allows you to define workflow, the stages, and the conditions to be met before moving from one stage to other. This allows you and your managers to focus on their job than ensuring the accuracy of your team members.
- Define the stages of work
- Define user to capability mapping
- Pre-configured checks to ensure data accuracy
- Automated customer communications at every stage of work
- Automatic Lead Scoring
- On-Screen Notifications for lead follow-ups
- One-Touch Call, WhatsApp & SMS from Mobile App
Speed & Efficiency
The speed and efficiency in which your business operates can be the difference between a good quarter and bad one. Use Maple CRM automated soution to make the difference.
Customer Engagement Made Easy
Workflow management ensures that you are in control with your customer interactions and help improve your sales and conversions.
University Course Finder
Avoid manual data entry and connect Maple CRM with your website, landing pages and any other lead generation platforms via integrations. Configure automatic lead assignment to your team based on segment, subject matter expertise or in Round Robin fashion.
- Leads from website
- Leads from landing pages and integrations
- Automated lead assignment based on rules
- Auto-acknowledgement to customer via Email/SMS
- Lead assignment notifications to Sales Staff
- Round Robin & Rule based Lead Allocation
Document Collection & Tracking
By automating workflows your team can focus on the work, rather than the processes that supports them. Maple CRM allows you to define workflow, the stages, and the conditions to be met before moving from one stage to other. This allows you and your managers to focus on their job than ensuring the accuracy of your team members.
- Define the stages of work
- Define user to capability mapping
- Pre-configured checks to ensure data accuracy
- Automated customer communications at every stage of work
Speed & Efficiency
The speed and efficiency in which your business operates can be the difference between a good quarter and bad one. Use Maple CRM automated soution to make the difference.
Customer Engagement Made Easy
Workflow management ensures that you are in control with your customer interactions and help improve your sales and conversions.
Application Process
By automating workflows your team can focus on the work, rather than the processes that supports them. Maple CRM allows you to define workflow, the stages, and the conditions to be met before moving from one stage to other. This allows you and your managers to focus on their job than ensuring the accuracy of your team members.
- Define the stages of work
- Define user to capability mapping
- Pre-configured checks to ensure data accuracy
- Automated customer communications at every stage of work
- Automatic Lead Scoring
- On-Screen Notifications for lead follow-ups
- One-Touch Call, WhatsApp & SMS from Mobile App
Speed & Efficiency
The speed and efficiency in which your business operates can be the difference between a good quarter and bad one. Use Maple CRM automated soution to make the difference.
Customer Engagement Made Easy
Workflow management ensures that you are in control with your customer interactions and help improve your sales and conversions.
Billing & Payment Tracking
Avoid manual data entry and connect Maple CRM with your website, landing pages and any other lead generation platforms via integrations. Configure automatic lead assignment to your team based on segment, subject matter expertise or in Round Robin fashion.
- Leads from website
- Leads from landing pages and integrations
- Automated lead assignment based on rules
- Auto-acknowledgement to customer via Email/SMS
- Lead assignment notifications to Sales Staff
- Round Robin & Rule based Lead Allocation
Admission Process
Overseas Admission process is time bound and as a genuine agency, you will have the responsibility to complete the process on time and get the admission and fulfill the dreams of the students entrusted in you for their overseas education dreams.
Maple CRM provides seamless features to have full control on the admission process and complete all the task related to get the admission for your students.
- Task driven process management
- Expected & Actual Completion recorded
- Automated Task Flow
Intake & Application Reports
Never let a contact or communication missed. Get a real-time insights into your followups, customer engagement, and customer actions. Dashboards allow you to visualize trends in sales, and contact the customers on the move.
- Intitutive dashboard to easily drill down to data.
- Add new leads, updates and reminders.
- Call leads directly from the mobile app.
- Secure cloud connectivity to core application.
Placement Reports
Leave the time and resource consuming repetitive tasks to Maple CRM. Starting from reminding your staff on thier tasks, Maple can help you in sending automated notifications to your customers on payments, renewals, and any other stuff you want to be in touch with your customers. The preconfigured email templates gives you the personal touch to the communication and improves your relationship with your own customers..
- Define macro supported email,SMS templates
- Automate reminders for birthdays, anniversaries
- Automate reminders for payment, renewals and service activations
- Flexibility to 'configure once and forget for ever'
Associate Management
If you are an institution similar to a Chartered Accountant firm or Immigration Consultants, you might need to take the work through stages and each stage need ensure certain checkpoints to be verified. With its foolproof Task Management, Maple CRM can help your team to define the activities, the turn around time(TAT) for each of the activities and the subject matter expects associated to the activities. Maple CRM ensures to circulate the work as per the definition and takes to the completion of the work without delays.
- Define Task & Task to Activity Mapping
- Define Turn Around Time (TAT) for tasks
- Define Subject Matter Experts against tasks
- Alerts & notifiations on delayed tasks
- Customer cummunication on completion of selected tasks
Placement Reports
Leave the time and resource consuming repetitive tasks to Maple CRM. Starting from reminding your staff on thier tasks, Maple can help you in sending automated notifications to your customers on payments, renewals, and any other stuff you want to be in touch with your customers. The preconfigured email templates gives you the personal touch to the communication and improves your relationship with your own customers..
- Define macro supported email,SMS templates
- Automate reminders for birthdays, anniversaries
- Automate reminders for payment, renewals and service activations
- Flexibility to 'configure once and forget for ever'