Product Overview of Maple CRM
Maple CRM is a comprehensive, cloud-based Customer Relationship Management (CRM) solution designed specifically for small and medium-sized businesses. It is developed by Denisys Technologies and aims to enhance business productivity, efficiency, and profitability by automating and streamlining various business processes.
What Maple CRM Does
Maple CRM is an all-inclusive business and customer management solution that covers a wide range of functions, including sales management, customer service management, post-sales support, and marketing campaign administration. It helps businesses manage client data, support requests, and day-to-day activities more effectively.
Key Features and Functionality
Lead Management
- Automatically captures leads from multiple platforms such as websites, social media ads, Facebook/Instagram ads, and integrations with Indiamart and Trade India accounts.
- Configures prequalification rules to identify and qualify/disqualify leads automatically.
- Allows for the allocation of leads to executives based on their expertise and user type.
Sales Automation
- Features automated lead assignment and workflow automation to reduce manual intervention and enhance efficiency.
- Includes a sales pipeline management system with customizable dashboards, bar charts, pie charts, and custom tables to visualize data.
Contact and Customer Management
- Enables contact management with the ability to upload existing contacts from Excel sheets and manage customer interactions through email and SMS.
- Supports account creation from website/email/zipdial and auto-assignment based on the type and nature of the enquiry.
Marketing Automation
- Offers email and SMS marketing tools, including bulk email and SMS services, HTML email templates, and CAN-SPAM compliant bulk email options.
- Allows for the design and execution of marketing campaigns and the tracking of customer behavior.
Quotation and Invoice Management
- Includes a quotation builder with PDF generation, quotation approval hierarchy, and the ability to revise quotations with revision history.
- Features an invoice builder with multiple invoice templates, payment tracking, and reminders for upcoming payments.
Workflow and Task Management
- Automates repetitive tasks and provides task management tools to streamline workflows.
- Allows for the creation of custom reports, export to MS-Excel, and analytics with charts and graphs.
Mobile Access and Integration
- Offers mobile apps for iOS and Android, enabling access to critical customer information anytime, anywhere.
- Supports integration with various external systems through web service APIs, webpage integration, and third-party services like ZipDial.
Customer Support Management
- Includes a support desk management system with ticket creation, auto-assignment, and load balancing features.
- Enables the tracking of support history and customer activities, and supports cost-effective customer support through mobile apps and SMS.
Security and Access Control
- Provides role-based access control, permission settings, and login history visibility for better auditing and system security.
Additional Benefits
- Customizable Dashboards: Users can build their own dashboards with various data viewing formats to prioritize and customize their views.
- Reporting and Analytics: Maple CRM allows users to define custom reports based on their business needs and export data to MS-Excel.
- Document Management: Supports document management, including the storage and sharing of documents.
- Third-Party Integrations: Integrates with multiple platforms to capture leads and manage customer interactions seamlessly.
Overall, Maple CRM is a robust CRM solution that helps businesses streamline their operations, enhance customer relationships, and improve overall efficiency. Its user-friendly interface, comprehensive features, and cloud-based accessibility make it an ideal choice for small and medium-sized businesses.