Customer Tracking (CRM)
Break the barrier between you and your customers.
Transform your sales approach with Baseplan’s Customer Relationship Management (CRM) module. Empower your staff with instant access to customer insights, order history, and communication records. Anytime, anywhere.
Why Baseplan?
A CRM designed for equipment rental and service businesses
Baseplan’s integrated Customer Relationship Management (CRM) module goes beyond reporting. It’s a powerful, easy-to-use tool built to help your sales team nurture stronger relationships, close more deals, and deliver exceptional customer service.
Empower your sales team
With real-time customer data
- Seamless integration
- Centralized customer history
- Mobile CRM app
Make better decisions
With connected insights
- Track and report key customer data
- Identify trends and opportunities
- Access a single source of truth
Deliver excellent customer support
And Build Loyalty
- Automate sales processes
- Personalize customer Interactions
- Streamline sales team efficiency
Elevate the performance of your business
Integrating Baseplan CRM across your rental and service operations helps your staff manage contacts efficiently, whether they’re in the office or onsite.
- Streamline quoting and sales with connected customer data
- Strengthen customer relationships by giving teams quick access to contact details, order history, and quote information
- Boost mobility and productivity with Baseplan CRM for iPad, without the need for extra servers or middleware
Make better decisions with better data
Equip your team with accurate, real-time customer information to support smarter business decisions.
- Detailed reporting and analytics to validate budgets and track performance
- Customer insights that drive growth and optimize marketing strategies
- Centralized communication archives for quick reference and informed decision-making
Enhance customer support
With automation and integration at its core, Baseplan CRM ensures your customer service is as strong as your sales team.
- Deliver faster, more personalized support with complete visibility of customer accounts
- Improve sales team efficiency by streamlining workflows
- Make CRM part of every salesperson’s daily routine to ensure consistent, high-quality customer interactions
One central information repository
Eliminate silos and make information accessible across your business.
- Unified system integration keeps data consistent and connected
- Centralized customer records ensure quick reference for all communications
- Real-time CRM access lets your team create, edit, and view data anytime, anywhere.
Don’t believe us? See what our customers have to say!
‘Baseplan isn’t just software; it’s been our catalyst for transformation. It’s empowered us to revolutionize our operations, achieve unprecedented efficiency, and confidently navigate the ever-evolving heavy equipment industry. With Baseplan, we’re not just keeping pace; we’re setting the standard for success.’
Randy Phillips – Porter Group USA
Frequently Asked Questions
Equipment rental CRM software helps sales and account teams manage customer contacts, communications, quotes, order history, and sales activity. Baseplan’s CRM is integrated with rental and service operations, giving employees a centralized view of customer information instead of maintaining a separate sales database.
Rental relationships often involve repeat bookings, multiple jobsites, ongoing service needs, and different contacts within the same account. A CRM creates a central record of those interactions so sales and customer service teams can see previous communications, orders, and quote information before contacting a customer.
Yes. Baseplan gives authorized employees access to customer details, order history, communication records, and quote information. This provides account managers with useful context when handling a new inquiry, preparing a quote, or following up with an existing customer.
Baseplan connects customer information with quote and sales activity, giving sales teams immediate access to the account details they need when working on an opportunity. This can reduce time spent searching separate systems for customer history before preparing or following up a quote.
Yes. Baseplan provides mobile CRM access so salespeople can access and update customer information away from the office. This can be useful for outside sales representatives visiting customer offices, yards, dealerships, and jobsites.
Baseplan provides a centralized communication archive so customer interactions can be retained against the account and referenced by authorized employees. This reduces dependence on information stored only in individual email inboxes, spreadsheets, or personal notes.
Yes. Baseplan combines customer records with reporting and analytics that can help teams identify trends and opportunities. Connecting sales insights with actual customer and order information can help account teams decide where follow-up activity is most likely to create value.
Customer service teams can respond more effectively when they can quickly see account information, previous orders, quotes, and communications. Baseplan provides a shared customer record across the business, helping employees deliver more informed and consistent interactions.
Yes. Baseplan provides customer reporting and analytics that can help teams monitor performance, identify trends, and support marketing decisions. Because customer information is connected with the wider ERP, reporting can be based on operational data rather than a disconnected contact list.
Look for centralized customer records, communication history, quote and order visibility, sales activity tracking, reporting, and mobile access. For equipment rental businesses, CRM becomes more valuable when it connects directly with rental, service, and financial information so employees have a complete view of the customer relationship.
For over three decades, Baseplan has been the unwavering choice for companies serious about profit and embracing evolving technology. As a leader in true ERP software, we’re here to elevate your rental business with cutting-edge solutions.
Randy Phillips
Corporate Controller, Porter Group USA
George Pappas
Managing Director, Linde Material Handling
Simone Klingberg
IT Manager, JLG Industries
Sam Dinsmore
General Manager, Allcott Hire
Stuart Dean
Chief Operations Officer, Kennards Hire
