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Introduction PMS Project Database Project Workflow Workflow Journal CMS Company Profile Caller View Why XLPLAT? XLPLAT v/s Spreadsheet

XLPLAT-Client Relationship Management Module



The XLPLAT-CRM Module has been further divided into two major module which includes

  • Project Management System

  • Client Management System
Project Management System

The Project Management System(PMS) provided by XLPLAT makes the management of projects rather easy.Right from the time of project arrival till it's delivery the software provides a platform to manage it.Allocating teams,mentors,monitoring the progress of the project as well as keeping a check on the expenses made is an extra feature provided by the software.


The key features of the PMS Module are:

  • Customizable workflow for different types of projects

  • Team allotment and notification to each member

  • Notification on each step of workflow as the project advances

  • Hierarchical team structure in projects with different permissions for each member

  • Project Report delivery and sharing with individual people or the whole company, with annotations and annotation sharing.

  • Helps in keeping the client updated on project status

  • Searchable project data which helps in finding a similar project done before for reference

  • Client feedback for each project with option for excellent, neutral or bad feedback to review and analyze the client satisfaction

  • Defining budget and hours on each project for analysis of revenue and cost spent on each project

  • Customizable email notifications as per your needs, with logo, signature etc.



User Interface:

Project Database




Project Workflow




Project Workflow Journal




Client Management System




The XLPLAT Client Management System(CMS) is the most powerful tool for handling the clients information and tracking their record. The module allows the preparation of reports to track trends over different periods, drill down for the consolidated data, allows business forecasting and gives a bird eye view of the marketing activities of the company. This feature in the ERP software enhances the working of the marketing department and ensures that the individuals are working towards their aim.


The key features of the CMS System are:

  • Complete data of potential clients can be added to the system by the data miners

  • The Business Development(BD) Managers can allot the data entered to specific caller according to the type or country for calling

  • Callers have a very impressive view of the data to select a potential client and start calling them using the system.

  • The system provides a very convenient method to input call remarks after each call and set reminders for next follow-up or email reminders for a fixed call or a meeting scheduled next

  • The platform provides a graphical and tabular representation of caller's performance per week/month which gives an added benefit to the management to discover the weak points of callers and provide them with necessary training

  • Another advantage is that the management can easily discover the potential market by analysing the call remarks and status added by each caller with the help of advance search filters



User Interface:

Tentative Company Profile



Caller View



Why XLPLAT?

  • One of the key features of the sofware is that it provides customizable workflow for different types of projects

  • The team members as well as the customers are notified on each step of the workflow so that all the concerned can keep a proper track of the project

  • Our system provides hierarchical team structure in projects along with different permissions for each team member

  • The clients would be notified on each workflow step so that they remain updated on the status of the project

  • Our system is capable of handling searchable project data which helps in finding a similar project done before for reference

  • Satisfying the clients is the most important target of any organisation and our platform fully supports you in achieving it. We have an option for Client feedback where the client can submit their feedback which at a latter stage can be used by the organisation for review and analysis

  • Defining budget and hours on each project for analysis of revenue and cost spent on each project is provided by our software

  • Complete data of potential clients can be added to the system by the data miners which can be used to expand the business

  • The system provides data security and integrity

  • The user can easily   discover the potential market by analyzing the call remarks and status added by each caller with the help of advance search filters

  • Callers have a very impressive view of the data to select a potential client and start calling them using the system. It is a very convenient task to input call remarks after each call and set reminders for next follow-up and email reminders for a fixed call, meeting or WebEx.

  • One can even get a graphical and tabular representation of caller performance giving an added benefit to the management to discover the weak points of the callers and further provide them with necessary training



XLPLAT V/S Spread Sheet



XLPLAT Spreadsheet
XLPLAT provides data integrity.Redundancy of data is minimised as far as possible. Spreadsheets allow multiple data entries which results in alot of redundant data.
There is no limit to the number of records that can be stored in XLPLAT.The data gets loaded quickly and has no overheads. There is a limit to the number of records that can be stored in a spreadsheet.Along with it large processing overheads exist to access data.
XLPLAT can be accessed anytime,anywhere.All one needs is an internet connection. Spreadsheets have an offline operational mode wherein files need to be shared or the individual needs to have a copy of it to access it.
The data stored in XLPLAT is backed up regularly and can be recovered easily if required. Spreadsheet have many chances of file corruption.<
XLPLAT is a very secure server. Spreadsheets do not provide enough security.