Customer Tracking (CRM)

Break the barrier between you and your customers.

Transform your sales approach by empowering your staff with a wealth of information at their fingertips.

Why Baseplan?

Baseplan’s integrated Customer Relationship Management (CRM) module isn’t just a reporting tool—it’s a dynamic resource that your sales team will love!

  • Seamless integration
  • View all contact order history centrally
  • Mobile CRM app
  • Track and report on key data
  • Gain customer insights
  • Access one central repository
  • Automate sales processes
  • Elevate customer interactions 
  • Streamline sales team efficiency

Elevate the performance of your business

By integrating Baseplan’s CRM throughout your business, your staff will be able to manage contacts efficiently whether they’re on a job or in the office.

  • Integrate effortlessly with existing customer data, streamlining sales and rental quoting processes for sales teams.
  • Equipped with tools to nurture customer relationships at every stage, sales teams access customer contact details, quote information, and order history seamlessly.
  • Baseplan CRM for iPad enables on-the-go access to CRM data, fostering productivity without the need for additional servers or middleware.

Make better decisions with better data

With better tracking and reporting for your contacts your teams can make more informed decisions.

  • Meticulous tracking and reporting of essential data, empowering management to validate budgets, drive growth, and foster innovation.
  • Gain deeper insights into CRM data for informed decision-making and improved marketing strategies.
  • Archive and access various attachments, creating a comprehensive repository of all communications, facilitating more informed decision-making.

Enhance customer support

Baseplan’s integrated CRM system allows you to automate sales processes while elevating and streamlining your customer interactions.

  • Deliver top-notch customer support while enhancing product or service marketing.
  • Seamlessly integrated to boost sales team efficiency, driving growth and providing unparalleled customer support.
  • Make CRM an indispensable part of every salesperson’s daily routine, elevating overall customer service standards.

One central information repository

Harmonious system integration allows your staff to access and edit information anytime, anywhere.

  • Ensure harmonious functionality and data connectivity within your entire system.
  • Get access and reference to any communication point at any time, providing a central repository of information.
  • Users gain real-time access to CRM data, allowing the creation, viewing, and editing of data on-the-go.

‘Baseplan continues to provide a tightly integrated product supporting the critical functions of our business. The value lies in the partnership, where we work closely with Baseplan on rental industry solutions tailored to meet our requirements.’

Stuart Dean – Kennards Hire

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.

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