The app provides mobile access to Baseplan Enterprise CRM data. Users can create, view, and edit information in real time from their SQL Server database.
Manage sales pipelines by tracking stages and adding notes. Log customer interactions through call, email, and chat records. Automate repetitive tasks with customizable workflows. Integrate CRM with communication tools for unified team collaboration.
Manage customer interactions with automated chatbots and campaign broadcasts. Integrate with CRM systems and route live chats intelligently. Send and receive messages via WhatsApp. Track conversations and analyze performance metrics.