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What is Maple CRM?

Remove the hassle of manual data entry by seamlessly connecting Maple CRM with your website, landing pages, and multiple lead generation tools. Implement automated lead distribution for your team based on factors such as segment, expertise area, or a round-robin method. By optimizing workflows, your team can focus on impactful tasks rather than getting overwhelmed by administrative duties. Maple CRM equips you to map out workflows, specify stages, and set the criteria required for transitioning from one phase to another. This feature enables both you and your managers to focus on core responsibilities instead of having to check the precision of your team's data entry. Furthermore, it offers role-specific access control, allowing you to assign permissions that determine the actions users can perform within the CRM platform. The user profiles in Maple CRM ensure that team members only interact with features relevant to their responsibilities. Moreover, the Multigroup access functionality allows you to extend data and team-level permissions across various user groups or branches within your organization, enhancing collaboration. This all-encompassing system not only promotes efficiency but also nurtures teamwork, ensuring that each team member is equipped with the necessary tools to thrive. With such features, Maple CRM stands as a vital asset in driving your organization towards its goals.

What is Inogic Lead Assignment and Distribution Automation?

The Lead Assignment and Distribution Automation feature efficiently allocates and assigns leads from diverse sources to users within Dynamics 365 CRM. This tool enables managers to methodically distribute leads and customer inquiries, promoting equitable workload sharing among team members. By enhancing automation and lead assignment processes, organizations can boost operational efficiency, ultimately leading to increased sales and profitability. It supports both out-of-the-box (OOB) and custom entities, ensuring versatility in usage. The Round Robin method ensures that leads are allocated evenly across the team, while individual user capacity is taken into account for lead assignments. Various assignment rules can be formulated to meet different lead selection criteria, allowing for tailored approaches. Additionally, leads can be assigned to users on demand, adhering to established assignment rules. The sequence of executing these rules can be customized to meet specific distribution needs, and a defined timeframe can be set for task assignments, optimizing the management of work items. Overall, this system not only streamlines operations but also adapts to the unique requirements of each organization.

Media

Media

Integrations Supported

AXIO Advanced Projects
Microsoft Dynamics 365
Olark

Integrations Supported

AXIO Advanced Projects
Microsoft Dynamics 365
Olark

API Availability

Has API

API Availability

Has API

Pricing Information

$3 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Denisys Technologies

Date Founded

2007

Company Location

India

Company Website

www.maplecrm.com

Company Facts

Organization Name

Inogic Tech

Date Founded

2006

Company Location

India

Company Website

www.inogic.com

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and Features

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

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