Sales Module Support Documents

Baseplan Enterprise covers the end-to-end sales processes within your business, right from initial enquiry management and lead progression through to quoting, delivery and invoicing.


The Customer Relations (CRM) module is a handy tool for sales representatives and managers. Starting with the early sales stages that include the creation of leads, follow up reminders and to-dos to the more advanced stages of progressing campaigns and conversion – the complete sales process can be managed from a single screen. Baseplan CRM offers location mapping capabilities and integrates with other key areas in the system such as rental quotes and sales quotes. With real-time synchronisation to Microsoft Outlook and Lotus Notes, you can be assured that enquiries and opportunities are never missed.

Baseplan Enterprise can integrate with CRM Mobility an intuitive mobile application that ensures in-field and remote sales staff have critical Customer information at all times and are always able to create and progress sales activities.


How to Use CRM

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Date added: 03-05-2020

Sales Quotes

Users can easily prepare and track capital equipment sales quotes and proposals using the structured Sales Quotes module in Baseplan Enterprise.
The complete quoting process includes:

  • Standards Builds – Record all standard equipment and stock items before any enhancements are made to the equipment build. Multiple authority levels, such as technical and R&M approvals ensure that all modifications have the required authorisation.
  • International Price List – Minimise paperwork by easily importing supplier pricing details
  • Specific Page Sections – Users can modify customer quotes so that they adhere to the documentation standards of their business.

The Sales Quotes module also offers a host of reporting options for better visibility of the sales pipelines through real-time data.
The Sales Quote module integrates with both the Predelivery Wizard and Sales Orders to ensure efficient sales processing.