Leads generated from multiple platforms like Website, Social Media ads, etc. are captured automatically with notification to the admin.
Upload all existing contacts from excel sheet to the CRM in one go. The order of the columns does not matter to upload.
Allocate leads automatically based on the expertise/user type of executives. Select multiple leads and assign them to the intended executive in one go.
Configure prequalification rules to identify and qualify/disqualify leads automatically. This shall help you to tackle best leads first.
Add notes/remarks at every stage of lead progress with associated headings, set follow ups and reminders with reminder notes. Get it notified on mobile app.
Schedule daily status reports to be mailed to managers. Custom build reports with multiple filter options & fields. Reports can include daily login history, updates, followup etc.
Configure the view of lead lists with options to filter out based on date, priority, type, category, owner, etc. One glance view of leads which matter the most.
Apply filters easily and find out today, week or month leads. Filters are available for any fields and user can easily locate the leads by global search or field level filters.
Multiple, easily configurable templates for ready use- save time and errors while reaching out to the customers.
Custom configurable data fields and data types. Option for setting of mandatory and optional fields and organize them into groups.
Sales Pipeline, bar chart, pie chart, custom tables- Build your own dashboard with these data viewing formats. Customise and Prioritise.
Configure the lead flow stages, set actions to be taken on status change and get a detailed history with time stamp of the changes done.
Generating and sharing a quote with your customer is a matter of few clicks in Maple CRM.
See Samples Quotations
Define Quotation Approval heirarchy with levels of approval, discount percentage levels. Send approval requests with notifications and notes.
Well defined product catalog with pricing, tax rates, discount percentage, images, custom defined fields and product brochure document.
Revise your quotations as many times with revision history and number. Older versions of the quotations are maintained so that one can always check the earlier pricing and discounts.
Enquiry / Lead submission form from the website can be integrated with CRM to automatically capture the leads and allocate to respective teams instantly.
Never limit your Digital Marketing team with restrictions. DM team can any time add more landing pages and integrate with Maple CRM quickly.
Get all the leads from Facebook/Instagram ads. Round Robin allocation can be configured to eliminate manual intervention and delay in contacting clients.
Integrate and receive leads from Indiamart and Trade India accounts. Segregate normal leads and buy leads automatically and allocate to specific sales persons.
Get the payments updated, generate invoices and send them to the clients. Multiple invoice templates can be created with specific terms & conditions.
Admin user gets approval notification on generation of invoice by other users. CRM can ensure that only approved invoices are shared with clients.
Keep a tab /generate reports on the payments done, pending, due dates, invoices, etc. Send emails / WhatsApp texts to clients as reminders for payments.
Never miss any payments from clients with Payment Scheduler. Maple CRM can notifiy clients and backoffice on upcoming payments.
