maple crm overview
TRANSCRIPT
Maple CRM is a web based integrated client tracking software that
helps you to manage all the queries of your 'would-be' clients so
quickly and make them your clients. You can improve your sales &
marketing strategies, manage your activities and schedules, give a bet-
ter service and support to your clients using our Maple.
With a quick access to the software and option of multiple users using
the software at the
same time, you can
access the software
from anywhere in the
world. Maple CRM
means having your
customer information
at your finger tips at
any point of time which is available instantly once added.
.
Business simplifying
www.denisystech.com
Hosted CRM for Small Business
"How you gather, manage and use information will determine
whether you win or lose." -Bill Gates
Denisys Technologies
Bangalore - 560 029,
INDIA
Phone: +91 80 41671981
+91 9538925641
flexible solutions for your business needs
Key Features
Depending on your type of business, you
can have multiple activities (e.g. Sales
Activity, Purchase Enquiry, Customer Ser-
vice, Project Maintenance etc.) You can
add such activities to the account and as-
sign that activity to different users who
are expected to work on those activities.
Maple CRM provides you the feature of
creating schedules under an activity (e.g.
to make calls to clients, follow-up with
the leads, meeting with the prospects,
dispatch courier etc.) The user can see
the schedules of the day on his/her Home
Page. Furthermore, it automatically sends
an email of the current day’s schedules to
the mail id of Maple user.
Activities and Schedules:
Generate Custom Made reports on your
needs!
Maple on the move
Schedule notification on e-mail and SMS:
Get the details of the schedules for the day on email without even accessing the
software and get the schedules on SMS without any access to internet.
Archive old accounts:
We don’t encourage deleting of accounts. Instead archive those unwanted accounts
and have access to the general data anytime you need it. You can restore the ac-
count whenever required.
Data Security:
We provide secure data hosting using cloud based technology and dedicated servers.
We ensure that data stored over Maple CRM is completely secured and the data is
the exclusive property of the customer.
Data Backup:
Denisys Technologies takes daily database backup and we also provide backup facili-
ty for customers. Database backup can be taken in three formats. Default database
backup (in encrypted format), In Microsoft Excel format & In XML format (for inte-
grating with other customer side systems)
The data can be retrieved in full or incremental fashion. Only super admin user can
take the database backup so that it is restricted to only one person in the organiza-
tion.
Tagging:
Tagging will help you to group your accounts seamlessly and beyond any boundaries.
The flexibility of using Tagging allows you to classify your accounts in the way you
find it useful.
.
Have multiple activities under a cus-
tomer and schedule tasks to take ac-
tion. Also, automatic mailing of cur-
rent day’s schedules to the mail id of
Maple user
Activities and Schedule
Account Management:
Manage your customers by
classifying them into different
categories. Create activities
and assign schedules to differ-
ent users using Maple CRM.
Single Page Administration :-
Everything related to the cus-
tomer can be done in a single
page itself. It allows you to
work on managing of ac-
counts, activities and sched-
ules; sending emails or SMS to
the customers instantly.
Accounts with Custom Attributes:
In addition to the account details, you
can add custom defined attributes to
the accounts depending on your applica-
tion of Maple or type of business (eg:
PAN Number, TAN Number, SSN, Refer-
ence Person, Company Name etc). This
would help you to customize your Maple
with the options that you would prefer
or need.
Technology at work for you Connecting your business to the technology resources you need
Emails/SMS/Templates:
Imagine when you have to send large no of emails to your clients where most of the
emails are just similar to each other. Drafting all those emails will end up in losing
your precious time. Using templates, you can create one email and use the same
email to send it to many of your customers at one shot instead of designing the email
from scratch for each of your customer. Ultimately, you can send emails quickly and
professionally by just a click. Additionally, you can edit your template for different
customers before sending the email. You can also mark a cc to get that copy of the
email in your mail box. This applies to SMS as well. You can draft short messages as
Templates and use it at anytime.
Custom Reports
Use Maple CRM on your mobile phone
when you are travelling!