Customers is a key module in Baseplan Enterprise that integrates with other   transactional areas. The Customer Master contains complete customer account, location and pricing information. Rental rates, discounts and billing frequencies can be set up and rental and service invoices can be grouped as per the customer’s preference to ensure the billing stationery adheres to specific business standards/requirements.

Integration between the CRM and Customers modules allows easy transition of converted leads to customers.

A range of specialised features is also available for debt collection, sales order management, invoice and payment processing.

N.B. If you are unable to access the described functionality in Baseplan Enterprise, please contact Baseplan Support at helpdesk@baseplan.com

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