
Baseplan CRM
Business
Free
iPad
Baseplan CRM for iPad offers licensed named desktop users of the Baseplan Enterprise CRM module access to their data when on the move. Without the need of middleware and additional servers, once installed, users can connect with their online Baseplan server and database to create, view and edit data in real time.
Baseplan Enterprise is a comprehensive modular yet fully integrated business management solution that tracks, measures utilisation and provides a real time total cost of ownership on individual and / or groups of stock, plant and equipment. It is an operational, process-driven system that seamlessly integrates all sections of your business in a network of information flow.
The CRM App, available only on the iOS mobile platform, provides some of the functionality of the existing desktop application and whilst it adds value to the CRM solution is not considered to be indispensable.
Baseplan Enterprise Business management solution itself is available in both lump-sum and subscription. The CRM App is used to create, edit and view CRM data available on a SQL Server database whilst mobile. It is scalable both in number of users and functionality required, and being a tailored product with complex pricing, costs are determined based on individual company requirements. There are no additional charges for mobile access.
FEATURES
• Contact and Account Management: Capture detailed knowledge about your customers and sales prospects including industry, region, type, source, size, existing brand and key purchasing motives.
• Integrated Mapping: Proof of location and intelligent call route planning.
• Sales Process Tracking: Record activities and notes under categories for easier reporting of sales activities, track past and future presentations, demonstrations, phone calls and site visits. Create and view lists of enquiries by their sales process step and forecast revenue.
• Marketing Performance: Record enquiries and identify customers against the marketing campaigns that generated them.
• Enterprise Back Office: The CRM App is part of the overall modular Baseplan Enterprise business suite providing full integration with Debtor Transactions, Hire, Equipment and Service History.
• Microsoft Office Integration: Real-time synchronisation to Microsoft Exchange ensures appointments are available when needed.
• 3rd Party Integration: Utilising Baseplan Gateway, Baseplan CRM can connect in real-time with external systems for efficient and accurate processing.
Ratings & Reviews
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Performance Improvements
The developer, Baseplan Software Pty Ltd, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Collected
The developer does not collect any data from this app.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Baseplan Software Pty Ltd
- Size
- 5 MB
- Category
- Business
- Compatibility
Requires iPadOS 9.1 or later.
- iPad
Requires iPadOS 9.1 or later.
• iPad Air
• iPad Air Wi‑Fi + Cellular
• iPad mini 2
• iPad mini 2 Wi‑Fi + Cellular
• iPad Air 2
• iPad Air 2 Wi‑Fi + Cellular
• iPad mini 3
• iPad mini 3 Wi‑Fi + Cellular
• iPad mini 4
• iPad mini 4 Wi‑Fi + Cellular
• iPad Pro (12.9‑inch)
• iPad Pro (12.9‑inch) Wi‑Fi + Cellular
• iPad Pro (9.7‑inch)
• iPad Pro (9.7‑inch) Wi‑Fi + Cellular
• iPad (5th generation)
• iPad (5th generation) Wi‑Fi + Cellular
• iPad Pro (12.9‑inch) (2nd generation)
• iPad Pro (12.9‑inch) (2nd generation) Wi‑Fi + Cellular
• iPad Pro (10.5‑inch)
• iPad Pro (10.5‑inch) Wi‑Fi + Cellular
• iPad (6th generation)
• iPad (6th generation) Wi‑Fi + Cellular
• iPad Pro (11‑inch)
• iPad Pro (11‑inch) Wi‑Fi + Cellular
• iPad Pro (12.9‑inch) (3rd generation)
• iPad Pro (12.9‑inch) (3rd generation) Wi‑Fi + Cellular
• iPad mini (5th generation)
• iPad mini (5th generation) Wi‑Fi + Cellular
• iPad Air (3rd generation)
• iPad Air (3rd generation) Wi‑Fi + Cellular
• iPad (7th generation)
• iPad (7th generation) Wi‑Fi + Cellular
• iPad Pro (11‑inch) (2nd generation)
• iPad Pro (11‑inch) (2nd generation) Wi‑Fi + Cellular
• iPad Pro (12.9‑inch) (4th generation)
• iPad Pro (12.9‑inch) (4th generation) Wi‑Fi + Cellular
• iPad Air (4th generation)
• iPad Air (4th generation) Wi‑Fi + Cellular
• iPad (8th generation)
• iPad (8th generation) Wi‑Fi + Cellular
• iPad Pro (11-inch) (3rd generation)
• iPad Pro (11-inch) (3rd generation) Wi-Fi + Cellular
• iPad Pro (12.9-inch) (5th generation)
• iPad Pro (12.9-inch) (5th generation) Wi-Fi + Cellular
• iPad mini (6th generation)
• iPad mini (6th generation) Wi-Fi + Cellular
• iPad (9th generation)
• iPad (9th generation) Wi-Fi + Cellular
• iPad Air (5th generation)
• iPad Air (5th generation) Wi‑Fi + Cellular
• iPad (10th generation)
• iPad (10th generation) Wi‑Fi + Cellular
• iPad Pro (11‑inch) (4th generation)
• iPad Pro (11‑inch) (4th generation) Wi‑Fi + Cellular
• iPad Pro (12.9‑inch) (6th generation)
• iPad Pro (12.9‑inch) (6th generation) Wi‑Fi + Cellular
• iPad Air 11-inch (M2)
• iPad Air 11-inch (M2) Wi-Fi + Cellular
• iPad Air 13-inch (M2)
• iPad Air 13-inch (M2) Wi-Fi + Cellular
• iPad Pro 11-inch (M4)
• iPad Pro 11-inch (M4) Wi-Fi + Cellular
• iPad Pro 13-inch (M4)
• iPad Pro 13-inch (M4) Wi-Fi + Cellular
• iPad mini (A17 Pro)
• iPad mini (A17 Pro) Wi-Fi + Cellular
• iPad (A16)
• iPad (A16) Wi-Fi+ Cellular
• iPad Air 11-inch (M3)
• iPad Air 11-inch (M3) Wi-Fi + Cellular
• iPad Air 13-inch (M3)
• iPad Air 13-inch (M3) Wi-Fi + Cellular
• iPad Pro 11-inch (M5)
• iPad Pro 11-inch (M5) Wi-Fi + Cellular
• iPad Pro 13-inch (M5)
• iPad Pro 13-inch (M5) Wi-Fi + Cellular - Apple Vision
Requires visionOS 1.0 or later.
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- ©2016 Baseplan Software, All Rights Reserved