Baseplan CRM vs Maps 4 CRM

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.

With Maps4CRM you can view all your customers and contacts on a map. See at a glance if a prospect or partner is nearby and if you can still make it to visit them. Maps4CRM currently supports the Apple Contacts app and the Daylite CRM system. Load all specific contacts into your app and display them in the overview. All contact data are handled secured and locally on your device. With a tap on the contact, we show you how long the journey will take and when you will be there. Thanks to the integration of Apple Maps and Google Maps, traffic conditions are also included in the calculation, and you can start navigation with one click. Maps4CRM makes route planning in the field a breeze. If you want to announce your visit, you can start a phone call with one click from the app. FUNCTIONS - Import and synchronization from Apple Address Book - Import and synchronization from CRM system Daylite - Display your contacts on a map - Selection of individual contacts with travel time and arrival time (ETA) - Call a contact directly from the app - Secure: Your contact data is handled locally on your device - we will never see them! SUBSCRIPTION In the free version, you can download up to 50 contacts from your Apple Addressbook or 100 contacts from the CRM system Daylite. Use unlimited contacts with a subscription. The annual subscription is available from 29,00 €. QUESTIONS? Contact us at hello@iosxpert.biz Get in touch if you have any questions or suggestions. Terms of use: https://iosxpert.biz/en/gtc/ Privacy Policy: https://iosxpert.biz/en/privacy-policy/ Help: https://iosxpert.biz/en/services/technical-support/report-bug/