The Customer Relations (CRM) module is a handy tool for sales representatives and managers. Starting with the early sales stages that include 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.

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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