Maple CRM Immigration is a specialized CRM solution built for immigration consultants and agencies to manage both sales (lead lifecycle) and operations (case processing) within a single platform.

1. Lead & Sales Management
The system captures leads automatically from multiple sources like websites, Facebook, Google Ads, and landing pages, ensuring no inquiry is missed. It supports:
✅ Follow-ups, reminders, and activity tracking
✅ Custom dashboards and reports

2. Immigration Process & Case Management
Maple CRM goes beyond a traditional CRM by handling end-to-end immigration workflows, including:
✅ Multi-country process management
✅ Built-in assessment tools and evaluation reports
✅ RCIC Form generators for easy Canada case filing

This ensures structured handling of applications and reduces delays caused by manual processes.

3. Document & Agreement Handling
The platform provides centralized document management with:
✅ Agreement generation using templates
✅ Digital e-signatures

This reduces paperwork errors and speeds up onboarding and compliance.

4. Client Portal & Experience
A built-in client portal allows applicants to:
✅ White-labelling to support Your-Brand
✅ Document E-Signing with two-factor authentication

This improves transparency and reduces back-and-forth communication over standard communication channels.

5. Billing & Payments
Maple CRM includes financial tracking features such as:
✅ Invoice and receipt generation
✅ Payment tracking and instalment management
✅ Automated reminders for dues

This ensures better revenue tracking and cash flow management.

6. Mobility & Accessibility
✅ Instant WhatsApp communication with the help of templates
✅ Speech-to-text for easier client updates
✅ Instant calling and call logging

7. Positioning & Value
Maple CRM is positioned as:
✅ A CRM + ERP-like solution for immigration businesses
✅ Designed for small, medium and large immigration firms with presence in multiple locations/countries


Maple CRM

Org chart

Teams

Offices

Maple CRM

Org chart

Teams

Offices

Related companies