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
- Centralised 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
- Personalise 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 additional 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 optimise marketing strategies
- Centralised 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 personalised 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
Harmonious system integration allows your staff to access and edit information anytime, anywhere.
- Unified system integration keeps data consistent and connected
- Centralised customer records ensure quick reference for all communications
- Real-time CRM access lets your team create, edit, and view data on-the-go
Don’t believe us? See what our customers have to say!
‘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.
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
