Mobile CRM app for equipment rental 

Baseplan Software launches its mobile customer relationship management (CRM) app.

Baseplan Software launches its mobile customer relationship management (CRM) app.

This new mobile CRM app is designed to offer fundamental CRM functionalities on the go, will be available on Android, iOS, and Windows platforms, marking a significant advance in the way businesses in the equipment rental sector manage their customer relationships while maintaining a single technology partner.

Transforming customer management in the digital age
As businesses increasingly rely on mobile technology to enhance productivity and efficiency, Baseplan’s new mobile CRM app is set to revolutionize the way companies manage customer interactions.

This innovative solution provides users with the ability to access and manage critical CRM functionalities from their mobile devices, ensuring they stay connected and productive when away from their desks. As sales staff within the industry are out making connections and closing deals it is critical to have a solution that can keep up with them.

Key features and benefits
The mobile CRM app features a comprehensive suite of features that are essential for effective customer relationship management. Built specifically for the industry, key functionalities will include:

• Contact management: Seamlessly manage customer information, track interactions, and access contact details on the go.

• Sales opportunities: Monitor and manage sales opportunities, track progress and update deal statuses in real-time.

• Task and activity management: Create, assign, and track tasks and activities to ensure timely follow- ups and efficient customer service.

• Push notifications: Receive instant alerts for important updates, ensuring timely responses and proactive customer engagement.

• Analytics and reporting: Access real-time analytics and generate reports to gain insights into sales performance and customer behavior.

• Quotes: Generate and manage rental quotes for customers and prospects while also allowing for editing, quote conversion, tracking statuses and associating quotes.

• Tailored design: Carefully crafted for the hire & rental industry, to address your operational pain points.