Maple CRM

Key Features and Functions include:

Lead and Sales Management
Captures and organizes leads from multiple digital sources, including websites and advertising platforms. Provides tools for lead tracking, scoring, assignment, and follow-up management, supported by customizable dashboards and reporting.

Immigration Case and Process Management
Supports end-to-end immigration workflows, including multi-country case handling. Includes task tracking, workflow automation, case timelines, and status monitoring, along with assessment tools and form generation for Canada-focused filings.

Document and Agreement Management
Offers centralized document storage with structured checklists and retrieval capabilities. Enables generation of agreements from templates and supports digital signature workflows.

Client Portal
Provides a client-facing portal where users can monitor case progress, upload documents, and access invoices and payment history. Includes configurable branding and secure document signing with authentication measures.

Billing and Payment Tracking
Includes functionality for invoice and receipt generation, payment tracking, and installment management. Automated reminders support timely collection and financial oversight.

Mobile Access and Communication Tools
Offers mobile accessibility for managing leads, communications, and task tracking. Includes notification features, communication tools such as messaging templates, and call logging capabilities.

Workflow Automation and Productivity Tools
Enables automation of routine processes across sales and case management functions. Supports activity tracking and operational oversight to reduce reliance on manual processes.