Baseplan > The Baseplan Difference > Customer Management
Customer Management is...
Looking after your customers throughout the sales process

Baseplan Software will give your business the tools to look after your customer's before, during, and after the sale by:

  • Managing existing and potential customers through our CRM system.
  • Integrating our sales quote module to easily configure new equipment and provide fast and consistent quoting.
  • Fast contract creation for existing customers and identifying your top customers and view their hiring patterns.
  • Pre-configuring rates and conditions of hire at company, branch, and customer site level.
  • Tracking service jobs and vans using our In-Van Technology (IVT) system.
  • Utilising customer fleet management reports to show response time and preventative maintenance performance.

 
 
 
     
 
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