Maple CRM Integrations
FB/Insta integration allows to receive leads in realtime and allocates to executives automatically. Campaign Manager allows to get analytics on the performance of each campaigns along with duplicate leads management.
With WhatsApp Business API integration, Maple CRM provides various options for Lead generation, Automated Chatbot for Lead pre-qualification and two way communication with clients.
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Calendly integration supports real time lead/case creation along with the appointment. Appointment scheduling is notified to client over email and Case Manager over Mobile App.
Automatically writes the Case documents to Dropbox. Maple CRM shall maintain the cache such that frequntly accessed documents are availble for the Case Manager for quick view or download.
Automatically writes the Case documents to OneDrive. Maple CRM shall maintain the cache such that frequntly accessed documents are availble for the Case Manager for quick view or download.
Quickbooks integration helps to automatically sync your invoice and payments data from Maple CRM. Allows clients to make partial payment and the records are pushed to QuickBooks instantly.
Maple CRM allows to generate invoice in home curreny or the currency of the client with conversion rates managed. Paypal integration allows to build payment link accordingly to the selected currency and collect payments.
Maple CRM allows to generate invoice in home curreny or the currency of the client with conversion rates managed. Stripe integration allows to build payment link accordingly to the selected currency and collect payments.
Maple CRM allows to generate invoice in home curreny or the currency of the client with conversion rates managed. Paytabs integration allows to build payment link accordingly to the selected currency and collect payments.
Custom Web Forms
Maple CRM supports customers to build AS-MANY-AS web forms for their need to gather leads. The forms can be converted to QR codes such that potential clients can scan QR and submit enquiry in seconds.
Appointment Forms
Maple CRM supports Calendly equivalent appointment booking forms without the need to have a paid solution. Customized forms allows to set the customer details, point of contact, timezone, availability slots to get the booking.
Assessment Forms
For various process models supported, Maple CRM allows to define the assessments forms. These forms can be shared with clients to gather more details at the convenience of the client after the first call or meeting.
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