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 leads with lead tracking, prioritization, and follow-up scheduling. Log field service tasks, assign jobs, and track progress. Integrate with CRM systems for sales and service management.
Connect, share, and organize professional relationships
Create and manage professional connections with contact details, notes, and follow-up reminders. Schedule and join virtual meetings. Share updates and insights. Sync across devices and integrate with calendars.
