Product Overview of Maple CRM
Maple CRM is a web-based Customer Relationship Management (CRM) software designed to streamline and automate various day-to-day business activities, particularly focusing on sales, marketing, and customer service automation. Here’s a comprehensive overview of what the product does and its key features.
What Maple CRM Does
Maple CRM is tailored to serve a wide range of businesses, including startups, small to medium-sized businesses (SMBs), and agencies. It helps organizations manage their sales pipelines, customer interactions, and marketing campaigns efficiently. The software is designed to accelerate sales, manage contacts effectively, and provide exceptional customer service through its automated and intuitive features.
Key Features and Functionality
Sales Management
- Lead Management: Automatically capture leads from multiple platforms such as websites, social media ads, and other sources. It allows for lead qualification, assignment, and tracking with follow-ups and reminders.
- Sales Automation: Automate customer interactions and payment/service renewals. It includes features like sales pipeline management, quotation and invoice generation, and approval hierarchies.
- Sales Dashboards: Customize dashboards with sales pipeline views, bar charts, pie charts, and custom tables to prioritize and track sales performance.
Customer Management
- Contact Management: Manage contacts efficiently with features like auto-assignment based on the source and type of inquiries, and the ability to track activities and schedules.
- Customer Support Management: Roll out a cost-effective customer support desk using mobile apps and SMS. Manage support tickets, track customer history, and collaborate within the team.
Marketing Automation
- Email and SMS Marketing: Design HTML email templates, send bulk emails and SMS (specifically for India mobile numbers), and ensure compliance with CAN-SPAM regulations.
- Campaign Management: Automate marketing campaigns, capture leads from Facebook/Instagram ads, and integrate with other marketing platforms like Indiamart and Trade India.
Workflow and Task Management
- Workflow Automation: Automate customer interactions, payment/service renewals, and other repetitive tasks. It includes automatic load balancing and round-robin assignment of tasks.
- Task Management: Assign tasks, set follow-ups and reminders, and track daily work sheets to ensure efficient work management.
Reporting and Analytics
- Customizable Reports: Define custom reports based on the type and need of your business. Export reports to MS-Excel and view analytics through charts and graphs.
- Dashboards: Create customizable dashboards for real-time insights into sales, marketing, and customer service activities.
Integration and Accessibility
- Third-Party Integrations: Integrate with external systems using web service APIs, webpage integration, and third-party telephonic services like ZipDial.
- Mobile Access: Access the CRM software anytime, anywhere through mobile apps available on Android and iOS platforms.
Security and Access Control
- Role-Based Access Control: Control user access according to their roles within the organization. Monitor login history, activity history, and set permission settings.
- Data Management: Import and export data, manage documents, and maintain a secure environment with features like data backup and global configuration.
Pricing and Support
Maple CRM offers two main pricing plans:
- Premium Plan: $7/User/Month, including features like lead management, follow-ups, custom reports, and email support.
- Professional Plan: $11/User/Month, which includes additional features such as quotation and invoice builders, outbound SMS service, workflow automation, and on-call support.
The software also provides a free trial and efficient customer support through email, on-call, and other channels.
In summary, Maple CRM is a robust and user-friendly CRM solution that helps businesses streamline their operations, enhance customer relationships, and boost sales efficiency through its comprehensive set of features and functionalities.