Migrate your Maple CRM data
Vertical CRM built for immigration consultancies and overseas education firms. It tracks Leads, Cases, and Clients end-to-end with an integrated client portal, but its narrow integration ecosystem and workflow-lock-in make switching painful.
In its favor
Why people choose Maple CRM
The signal that keeps Maple CRM on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
End-to-end immigration case management from lead intake to visa outcome, eliminating the need to stitch together separate tools for the same workflow.
Built-in client portal with document e-signing, application status tracking, and invoice viewing keeps applicants self-served and reduces back-and-forth calls.
Straightforward per-user pricing without contact-based billing surprises — teams know exactly what they pay as they scale.
Strong customer support cited across G2 reviews, with fast response times and multi-layered onboarding during initial setup.
Pre-built intake forms for Canada and other IRCC-relevant jurisdictions reduce manual data entry at the top of the funnel.
Integration ecosystem is narrow — users report friction connecting with marketing automation platforms and newer business tools, pushing them toward broader CRMs.
Limited customization options for workflows and fields leave growing teams unable to model complex immigration scenarios without workarounds.
No integrated HR module means staff records, payroll context, and team assignments stay outside the CRM, creating a data gap.
Reporting on large datasets requires a steep learning curve; users struggle to build graphs and analytics for high-volume case loads.
Workflow automations are tightly coupled to the platform — migrating out means rebuilding every automation rule from scratch.
Reasons to switch
Why people leave Maple CRM
The recurring reasons buyers give for replacing Maple CRM. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where Maple CRM fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
Maple CRM pricing overview
Maple CRM charges on a per-user, per-month basis with annual billing discounts. Most tiers enforce a minimum of 10 user logins. Pricing varies significantly across sources — USD tiers range from $8–12/user/month for SMB plans while the Professional tier is priced at a flat $120/month for up to 50 users. INR pricing is available for Indian-market customers. Implementation costs range from $1,000–$5,000 for small businesses and $10,000–$50,000 for enterprise deployments.
Basic
Tier 1 of 4
$10/user/month (billed annually)
What's included
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What gets migrated
Maple CRM object support
Object-by-object support for Maple CRM migrations. Per-pair details surface during scoping.
Leads
Fully supportedLead Management is a first-class object across all tiers. Fields include source, status, assigned executive, follow-up dates, and custom intake data. We migrate Leads 1:1 with field mapping and preserve the follow-up history as activity records in the destination.
Cases
Fully supportedMaple CRM's core vertical object. Cases link to a Client, track process stages (Application, Review, Submission, Approval, Denial/Appeal), and hold associated documents and notes. We map Case stages to destination pipeline stages using a customer-defined mapping table.
Clients
Fully supportedClient records hold contact details, address, nationality, passport data, and links to multiple open Cases. We treat Clients as the parent entity and migrate them before Cases to preserve foreign-key relationships in the destination.
Documents
Mapping requiredDocuments attach to Cases or Clients and include intake forms, passports, proof of funds, and visa applications. File attachments migrate as binary blobs; metadata (document type, upload date, related entity) maps to destination custom fields. No version history is preserved in standard migration.
Agreements
Mapping requiredAgreement templates with macro placeholders can be generated in bulk from Client or Case records. The template definitions (not generated documents) are not fully exposed via API; we export rendered agreement records where available and note that raw template definitions require manual transfer.
Quotations
Fully supportedQuotation Builder creates PDF quotations linked to Deals or Orders. We migrate quotation line items, pricing, and status. The PDF itself is not migrated; only the underlying data record is transferred.
Invoices
Fully supportedInvoice Builder tracks invoice generation, payment status, and instalment schedules. We map Invoice records including line items, amounts, payment terms, and outstanding balance. Historical paid invoices are migrated as closed records.
Contracts / AMCs
Mapping requiredContracts and Annual Maintenance Contracts (AMCs) are linked to Clients and track service terms, renewal dates, and pricing. We migrate the contract record and its terms; renewal scheduling is mapped to the destination's equivalent date-based workflow.
Support Requests
Mapping requiredSupport Request Management is a separate module with its own SLA/TAT tracking and escalation rules. We migrate open and recent Support Request records; SLA escalation rules must be rebuilt as workflow automations in the destination.
Workflow Automations
Not in this platformAutomation rules (e.g., stage-change triggers, email notifications, follow-up reminders) are platform-configured and not exposed via public API. We do not migrate automation definitions. All automations must be manually rebuilt in the destination CRM post-migration.
Users / Staff
Mapping requiredUser accounts with role-based access control exist within Maple CRM. We export user records with role and team assignments. Staff records with HR data (compensation, PTO) are not stored in Maple CRM's core object model — that data stays outside the CRM.
| Object | Support | Notes |
|---|---|---|
| Leads | Fully supported | Lead Management is a first-class object across all tiers. Fields include source, status, assigned executive, follow-up dates, and custom intake data. We migrate Leads 1:1 with field mapping and preserve the follow-up history as activity records in the destination. |
| Cases | Fully supported | Maple CRM's core vertical object. Cases link to a Client, track process stages (Application, Review, Submission, Approval, Denial/Appeal), and hold associated documents and notes. We map Case stages to destination pipeline stages using a customer-defined mapping table. |
| Clients | Fully supported | Client records hold contact details, address, nationality, passport data, and links to multiple open Cases. We treat Clients as the parent entity and migrate them before Cases to preserve foreign-key relationships in the destination. |
| Documents | Mapping required | Documents attach to Cases or Clients and include intake forms, passports, proof of funds, and visa applications. File attachments migrate as binary blobs; metadata (document type, upload date, related entity) maps to destination custom fields. No version history is preserved in standard migration. |
| Agreements | Mapping required | Agreement templates with macro placeholders can be generated in bulk from Client or Case records. The template definitions (not generated documents) are not fully exposed via API; we export rendered agreement records where available and note that raw template definitions require manual transfer. |
| Quotations | Fully supported | Quotation Builder creates PDF quotations linked to Deals or Orders. We migrate quotation line items, pricing, and status. The PDF itself is not migrated; only the underlying data record is transferred. |
| Invoices | Fully supported | Invoice Builder tracks invoice generation, payment status, and instalment schedules. We map Invoice records including line items, amounts, payment terms, and outstanding balance. Historical paid invoices are migrated as closed records. |
| Contracts / AMCs | Mapping required | Contracts and Annual Maintenance Contracts (AMCs) are linked to Clients and track service terms, renewal dates, and pricing. We migrate the contract record and its terms; renewal scheduling is mapped to the destination's equivalent date-based workflow. |
| Support Requests | Mapping required | Support Request Management is a separate module with its own SLA/TAT tracking and escalation rules. We migrate open and recent Support Request records; SLA escalation rules must be rebuilt as workflow automations in the destination. |
| Workflow Automations | Not in this platform | Automation rules (e.g., stage-change triggers, email notifications, follow-up reminders) are platform-configured and not exposed via public API. We do not migrate automation definitions. All automations must be manually rebuilt in the destination CRM post-migration. |
| Users / Staff | Mapping required | User accounts with role-based access control exist within Maple CRM. We export user records with role and team assignments. Staff records with HR data (compensation, PTO) are not stored in Maple CRM's core object model — that data stays outside the CRM. |
Gotchas
What to watch for in Maple CRM migrations
Issues we've hit on past Maple CRM migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
Workflow automations have no migration path
Minimum 10-user license enforced at signup
Agreement templates are not API-exportable
Support Request SLA/TAT rules do not migrate
Intake form data is tightly coupled to immigration jurisdiction
| Severity | Issue |
|---|---|
| High | Workflow automations have no migration path |
| Medium | Minimum 10-user license enforced at signup |
| Medium | Agreement templates are not API-exportable |
| Medium | Support Request SLA/TAT rules do not migrate |
| Low | Intake form data is tightly coupled to immigration jurisdiction |
Leaving Maple CRM?
Where Maple CRM customers move next
12 destinations Maple CRM can migrate to.
How a Maple CRM migration works
Four steps, Maple CRM-specific
Connect
Not publicly documented into Maple CRM. Scopes limited to read-only on the data we move.
Map
We translate Maple CRM-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate Maple CRM quirks before production.
Migrate
Full migration with Maple CRM rate-limit handling. Rollback available throughout.
FAQ
Maple CRM migration FAQ
Answers to the questions buyers ask most during Maple CRM migration scoping. Not seeing yours? Book a call.
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Migrate Maple CRM.
Without the rebuild.
Free scoping call with a migration engineer. Tell us about your Maple CRM setup and destination — written quote back within a business day.