Effective Quote & Order Management in CRM

Call it Order or Proposal or Quote, manage it with ease using Maple CRM solution. We understand that you want to send elegant and informative quotation to your customers that too without spending much of your precious time. Maple CRM make it easy for you to configure, generate and store your quotations.

Your sales staff can quickly generate intuitive price quotes for your products/services to any clients.

Quick Highlights:

1. Instantly generate quotes and orders through the application.
2. Easy management of quotations under opportunities or customers.
3. Apply discounts, taxes as well as include terms & conditions.
4. Configure the quotation profile with default values and use it quickly to create quotes in less than a minute.
5. Create time-limited quotes and enable options to approve or cancel the quotes for easy tracking.
6. Track the status of Quotes and easily convert them to Invoices.
7. Send Quotations directly to customers with template based emails. Saves up your time in a big way.
8. Choose the quotation templates that best suits your business model.
9. Automate the calculation of total, discounts and taxes. You don’t need to spend an extra minute for any calculation.
10. Configure multiple quote profiles and save time as well as resource to replicate the same set of information for different types of quotes.

The solution also supports Product Catalogue where you can define all your products and its rates so that you can simply pull it over when generating the quotes.

Maple CRM’s Quotation Management provides your organization to seamlessly generate unlimited quotes. Maintain confidentiality by enabling access control to the quotation management feature in terms of who can create it and who can view it.

Configure your price Quotes with Maple CRM’s easy to use ‘Quotation Management Feature‘. If any questions, please contact our team directly via Phone or Email. Visit our Website at http://www.maplecrm.com

Smart way of Customer Management

If you are thinking that managing business and customers is a difficult process, then you haven’t used a CRM solution yet. Get to know Maple CRM and see how it can simplify your business process. It can make your business life so much easier. That’s not only to it. With Maple CRM, you can go mobile to stay connected to your customers quickly, track the status, etc. while on the go.

Simplifying your work process

One of the biggest daunting task that you face everyday is to find ease to do things. But here in Maple, we have worked our way out to make it easy for you do different tasks from the same window. For example, updating customer details & history, sending email, updating status, re-assigning it other user, adding reminders, etc. can all be tedious if you have to switch windows to perform these. Maple not only makes it simple but also captures these updates automatically for your record.

Easier Customer Interactions

Maple enables easy interaction with customers through email and sms. Create intuitive HTML email templates and use them to send instant mailers to your leads and customers. Same goes with SMS. Just have it ready before in hand and send it when needed.

Secure Document Storage

We know that there are many bills, valuable files, quotations, brochures that you may have designed and sent it to your customers and you would want to store all of them for future reference. What better way to attach it along with your customer details in your CRM system. Way too easy for you to locate it when you need it.

There are much more to add to the list. Plus more new features are coming up soon. Stay tuned in and do like our Facebook page.