Welcome to BasePlate
Several years and hundreds of coding hours have gone into what we believe is the best CRM on the market delivering a solution equal to that of the big boys but with a price tag a small or medium business can afford. Out-of-box it is a powerful soltuion to tracking contacts and companies and will suit most business but with a level of customisation it will truely enhance your business and take it to the next level.
Baseplate works across all areas of your business.
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ProspectingTake leads and prospects and assign then various statuses that reflect where you are at with them. |
Data CollectionRecord all the information about your prospects, customers, suppliers and service providers in one place. Choose to customise and add as many fields as you like to make it akin to your business. |
DeliveryEnsure that you and your team deliver the sales promise to your client the right way. Using our work-flow tools construct business processes and practices and build productivity and performance gains into your business. |
After SalesKeeping a customer to then spend a second dollar with you is rule #1 in marketing. Using BasePlate you are able to deliver true after-sales service to your clients or simply keep them up-to-date. |
ReportingWhile the default reporting in BasePlate gives you a power of information at your fingertips, the customised reporting functions allow you to construct reports the way you want to see them. |
Baseplate for the Financial Services Industry.
Adviser WorkbenchOur Adviser Workbench is built specifically for Financial Advisers. The AWB has a range of tools for the financial advisory practice. The base module is a full-featured, flexible and an easy to use customer relationship management (CRM) solution. Additional modules provide various optional financial planning specific functions including investment implementation and reporting plus insurance risk, debt and asset management. |
BasePlate CoreTMBasePlate Core sits between BasePlate AWB and a trading platform. It is responsible for the flow of data between the two - namely trading instructions on investments from the AWB (essentially from clients) and reporting data from the trading engine that the CRM can then access and report. Developed in-house over four years, Core allows seamless and tightly integrated trading via the standard BasePlate AWB maintaining all of the personalised reporting and management of portfolio's that clients expect. BasePlate Core drives lower cost trading, efficiencies in reporting and complete integration with our best of practice adviser CRM Workbench. While you can still use BasePlate AWB in isolation from the Core trading platform, it is the use of these in combination that allows real efficiencies and client experience improvement to be developed. |
Some of the companies we work with:
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The ProcessThe trick to having a CRM last in your business (and we have seen plenty of them become redundant within a couple of months) is embedding it into your company. For this reason we don't operate in a manner whereby you provide your credit card details and have access the system straight away. We work with you through a consultative process we call "The Foundations" to understand your business, your workflows and more importantly your requirements. We will then implement the CRM to those specifications and most importantly devise a training programme with you in order to ensure that all staff are bought up-to-date and using the system to the full potential. |
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