Maple CRM Features
What are the features of Maple CRM?
Platform
- Customization
- Performance and Reliability
Sales Force Automation
- Contact & Account Management
- Partner Relationship Mgmt. (PRM)
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Product & Price List Management
Marketing Automation
- Email Marketing
- Campaign Management
- Lead Management
Customer Support
- Customer Support Portal
- Knowledge Base
Mobile & Social
- Mobile User Support
Reporting & Analytics
- Reporting
- Dashboards
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Maple CRM Categories on G2
Filter for Features
Platform
Customization | Based on 11 Maple CRM reviews. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. | 92% (Based on 11 reviews) | |
Workflow Capability | Based on 10 Maple CRM reviews. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. | 90% (Based on 10 reviews) | |
User, Role, and Access Management | As reported in 11 Maple CRM reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 92% (Based on 11 reviews) | |
Internationalization | Enables users to view and transact business with the same content in multiple languages and currencies. | Not enough data | |
Sandbox / Test Environments | Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. | Not enough data | |
Document & Content Mgmt. | Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. 10 reviewers of Maple CRM have provided feedback on this feature. | 85% (Based on 10 reviews) | |
Performance and Reliability | Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. 11 reviewers of Maple CRM have provided feedback on this feature. | 92% (Based on 11 reviews) | |
Output Document Generation | Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. 10 reviewers of Maple CRM have provided feedback on this feature. | 90% (Based on 10 reviews) |
Sales Force Automation
Contact & Account Management | Based on 14 Maple CRM reviews. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. | 89% (Based on 14 reviews) | |
Partner Relationship Mgmt. (PRM) | As reported in 11 Maple CRM reviews. Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information | 91% (Based on 11 reviews) | |
Opportunity & Pipeline Mgmt. | As reported in 12 Maple CRM reviews. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. | 90% (Based on 12 reviews) | |
Task / Activity Management | Based on 12 Maple CRM reviews. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. | 92% (Based on 12 reviews) | |
Territory & Quota Management | Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. | Not enough data | |
Desktop Integration | Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. 10 reviewers of Maple CRM have provided feedback on this feature. | 87% (Based on 10 reviews) | |
Product & Price List Management | Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. 12 reviewers of Maple CRM have provided feedback on this feature. | 93% (Based on 12 reviews) | |
Quote & Order Management | Based on 10 Maple CRM reviews. Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. | 88% (Based on 10 reviews) | |
Customer Contract Management | Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. | Not enough data |
Marketing Automation
Email Marketing | As reported in 12 Maple CRM reviews. Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. | 83% (Based on 12 reviews) | |
Campaign Management | Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. 11 reviewers of Maple CRM have provided feedback on this feature. | 83% (Based on 11 reviews) | |
Lead Management | As reported in 12 Maple CRM reviews. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. | 93% (Based on 12 reviews) | |
Marketing ROI Analytics | Enables analysis of effectiveness of an organizations various marketing activities | Not enough data |
Customer Support
Case Management | See feature definition | Based on 10 Maple CRM reviews. Tracks issues/help requests reported by customers through the resolution process. | 92% (Based on 10 reviews) |
Customer Support Portal | As reported in 11 Maple CRM reviews. Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. | 91% (Based on 11 reviews) | |
Knowledge Base | Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. This feature was mentioned in 11 Maple CRM reviews. | 88% (Based on 11 reviews) | |
Call Center Features | Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. | Not enough data | |
Support Analytics | Enables analysis of customer support activities to optimize customer support professionals, processes and tools. | Not enough data |
Integration
Data Import & Export Tools | As reported in 10 Maple CRM reviews. Ability to input, modify and extract data from the application in bulk through a structured file. | 95% (Based on 10 reviews) | |
Integration APIs | Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. This feature was mentioned in 10 Maple CRM reviews. | 87% (Based on 10 reviews) | |
Breadth of Partner Applications | To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. | Not enough data |
Mobile & Social
Social Collaboration Features | As reported in 10 Maple CRM reviews. Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone | 72% (Based on 10 reviews) | |
Social Network Integration | Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. | Not enough data | |
Mobile User Support | As reported in 12 Maple CRM reviews. Allows software to be easily used on multiple mobile devices include phone and tablet devices. | 92% (Based on 12 reviews) |
Reporting & Analytics
Reporting | Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. 12 reviewers of Maple CRM have provided feedback on this feature. | 90% (Based on 12 reviews) | |
Dashboards | An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance This feature was mentioned in 12 Maple CRM reviews. | 92% (Based on 12 reviews) | |
Forecasting | As reported in 10 Maple CRM reviews. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. | 75% (Based on 10 reviews) |
