Maple CRM
CRM for immigration and Visa consultants
Listed in categories:
SalesCRMProductivity
Description
Maple CRM is an all-in-one customer relationship management software designed specifically for immigration and overseas education consultants. It streamlines lead management, process management, billing, and payment management, making it the highest-rated CRM software globally for these industries.
How to use Maple CRM?
To use Maple CRM, sign up for an account, integrate your social media platforms, and start importing leads. Utilize the lead management features to allocate and prioritize leads, manage documents, and generate agreements. Access the client portal for updates and e-signatures.
Core features of Maple CRM:
1️⃣
Social Media Integrations
2️⃣
Lead Bulk Upload and Allocation
3️⃣
Lead Scoring and Prioritization
4️⃣
Document Collection and Management
5️⃣
Online Agreement Generation and Digital Signing
Why could be used Maple CRM?
| # | Use case | Status | |
|---|---|---|---|
| # 1 | Managing leads from various social media platforms | ✅ | |
| # 2 | Automating document collection and management for clients | ✅ | |
| # 3 | Generating invoices and managing payments efficiently | ✅ | |
Who developed Maple CRM?
Maple CRM, founded in 2012, is a cloud-based business and customer management solution tailored for small to medium businesses. Their focus is on providing efficient and productive solutions to help businesses grow and succeed.