About Us

BasePlate was developed 7 years ago with particular attention paid to putting the "R" back into Customer Relationship Management (CRM) software. Not only do we record every email, call, note, meeting, document, task and opportunity but our document centre allows quick merging of documents and our Relationship Tree Engine introduces the ability to introduce consistent workflows into your business.

With over 250 users in the financial services arena we have developed a reputation as a leading provider of CRM software to the industry. It is time to take it to the next level and enter new markets and geographic locations.


Business size

1-10 employees

Commercial presence