Maple CRM

Lead Management: Lead management encompasses various functionalities to effectively manage leads. It includes social media integration and web forms to capture leads from different sources. The system allows updating lead status and scheduling follow-ups, ensuring efficient lead nurturing. It also integrates email and WhatsApp for streamlined communication. Additionally, lead scoring and prioritization features help identify high-potential leads, and a custom assessment form facilitates collecting relevant information.

Process Management: Process management functionality helps streamline and automate various processes, such as document signing and online payments, to improve overall efficiency. It also manages tasks related to visa approval, ensuring timely completion of all necessary steps. This system also handles agreement generation, ensuring proper documentation and adherence to legal requirements.

Billing and Payment Management: The billing and payment management module automates invoice generation with customizable templates, enabling detailed and informative invoices. It supports on-the-fly payments and provides instant invoices for faster transactions. The module also offers detailed payment receipts, balance payment details, and various reports. These reports include daily, weekly, and monthly summaries, as well as tax/VAT payable reports, ensuring compliance and streamlined financial management. Furthermore, it automates commission calculation and payout reports for efficient processing.

Sales Process: This feature manages the entire sales process, from initial lead capture to closing deals. It includes lead scoring and prioritization to identify high-potential leads. Automated communication via email and WhatsApp ensures efficient follow-ups and engagement. The system manages documents, collects client information, and facilitates contract signing with customizable templates and digital signatures. It also handles payment and billing processes, providing a comprehensive solution for managing the sales cycle.

File Processing: File processing includes functionalities like custom-built assessment forms, document uploading and agreement generation, and a document checklist for ensuring all necessary paperwork is complete. It also facilitates collecting mandatory data and documents from clients and offers a client portal for easy access and interaction. This feature provides visa status updates, manages invoices, and supports multi-country/process visa programs. Additionally, it streamlines procedures for visa filing processes, making the process smoother for both clients and consultants.

Billing: This section focuses on billing capabilities, offering custom templates for creating detailed, informative invoices. It also includes features like quick payments, instant invoices, and on-the-fly payment processing. The module provides detailed payment receipts and balance payment information. Reports such as daily, weekly, and monthly summaries, as well as tax/VAT payable reports, are included for efficient financial management and compliance. Additionally, it automates commission calculations and provides payout reports, streamlining commission-related tasks.

Mobile App: Maple CRM offers an intuitive mobile app with features like task management, lead tracking, document management, and billing access. This enables users to manage key aspects of their work remotely, improving efficiency and accessibility. The app provides a unified platform for managing tasks, monitoring lead progress, accessing important documents, and handling billing operations, all from the convenience of a mobile device.

Client Communication: This feature streamlines communication with clients by integrating email and WhatsApp messaging within the CRM. It supports automated communication sequences, helping automate follow-ups and responses. This system manages leads, tracks their progress, and manages tasks and deadlines effectively, ensuring efficient client engagement and communication.