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CRM

Every customer, lead and case in one place.

Maple CRM brings together what you know about each customer, the leads your team is chasing and the complaints and requests you're resolving, with customers kept informed automatically.

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  • Customer profiles
  • Leads pipeline
  • Case workflow

What changes

Know your customer before you pick up the phone

Balances, purchases, open cases and every message sit on one profile, so anyone on your team can help without asking around.

A support desk with an agent, a large customer profile board, chat bubbles and a customer on a phone

  • Customer details split across sales, accounts and support

    One profile with balances, purchases and history

  • Complaints lost in email and chat threads

    Cases with owners, stages and due dates

  • Customers chasing you for updates

    Automatic SMS and email when their case moves on

How it works

How it all fits together

  1. 1

    One profile per customer

    Every customer, supplier and employee has one profile with their addresses, account balance, credit limit, price list, purchases, loyalty points, files and messages.

    • Account view with open invoices
    • Loyalty points and price lists
    • Duplicate warnings, never deletions
  2. 2

    Turn leads into sales

    Leads from your website, your team and your campaigns go into a pipeline with an owner for each. When a lead is ready, it becomes a quote and an order in Sales.

    • Leads from the website arrive automatically
    • An owner and next step for each lead
    • Quotes and orders without re-typing
  3. 3

    Resolve cases with a workflow

    Complaints and service requests move through stages you define, with queues for each team, assignment to a person or role, due dates and alerts when something is overdue.

    • Stages and queues you configure
    • Assign to a person, team or role
    • Due dates, overdue alerts, merging duplicates
  4. 4

    Keep customers informed automatically

    When a case changes its public status, the customer gets an SMS or email straight away. Statistics show volumes, response times and trends.

    • SMS and email on status changes
    • Cases from bots, SMS and your website
    • Statistics and trends

Everything in CRM

Everything for customer relationships

  • Customer profiles

    Addresses, balances, purchases and history in one place.

  • Account view

    Balance, credit limit, price list and open invoices.

  • Suppliers and staff

    The same directory for every kind of contact.

  • Leads pipeline

    Owners, stages and next steps for every lead.

  • Website leads

    Demo and contact requests arrive as leads.

  • Case workflow

    Stages, actions and queues you configure.

  • Assignment

    To a person, a team or a role.

  • Due dates

    Overdue cases flagged before they become problems.

  • Customer updates

    SMS and email when a case's status changes.

  • Attachments and comments

    Photos, files and notes on every case.

  • Merge and reopen

    Merge duplicates, void or reopen cases.

  • Statistics

    Volumes, trends and performance.

Connected by design

CRM works with the rest of MapleCore™

Same login, same customers, same books. Nothing to export, nothing to re-key.

The MapleCore™ platform

Built for how growing businesses really run

  • Payment integrations

    Take payments by phone, card or payment link, matched to the right customer automatically.

  • Every branch, one view

    Stock, users and books per location, with totals at head office.

  • Access you control

    Permissions down to each action, two-step sign-in and a full audit trail.

  • On the phone too

    Mobile apps for selling and managing on the move.

  • Open to your systems

    A signed REST API and ready-made integrations.

  • Hosted for you

    Runs in the cloud, backed up and monitored around the clock.

Questions

What customer teams ask us

Something else on your mind? Ask us directly.

Is this a sales CRM or a support tool?

Both. Customer profiles, a leads pipeline and a case workflow all share the same customer records, so sales and service see the same picture.

Where do cases come from?

Your team can raise them, and they can also arrive from your chat bot, your SMS inbox, your website or property maintenance requests.

Do customers get updates automatically?

Yes. When a case moves to a new public status, the customer receives an SMS or email straight away.

Can we set up our own stages?

Yes. Stages, actions and queues are configured to match how your team works.

What happens to duplicate customers or cases?

MapleCore warns about likely duplicates. Cases can be merged, and contacts are deactivated rather than deleted.

See CRM working on your own numbers

Tell us a little about your business. We’ll be in touch to understand what you need, then walk you through it with examples from your sector.

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