XBS CRM | Xplantr



Growth Without Growing Pains: CRM For SMBs

A Powerful CRM: Customer Happiness Generator and Business Growth Hacker

Struggling to nurture customer relationships? Fragmented data and disjointed communications make it hard to deliver personalized experiences.

That's why our ERP system features an advanced CRM module - unite customer data, streamline interactions, and turn relationships into revenue.

Track their pain points and delight them with dedicated support with a simple to use platform. Increase customer lifetime value and upsell, charm your customers from day zero.

Real-time inventory management

Unlock the Power of CRM:

1. Unified Customer Data: Say goodbye to scattered customer information. Our CRM module consolidates data from various touchpoints, giving you a 360-degree view of each customer. Understand their preferences, history, and needs for personalized interactions.

2. Seamless Communication: Strengthen connections with seamless communication. Our CRM integrates email, phone, and messaging, allowing you to effortlessly interact with customers from within the platform.

3. Efficient Lead Management: Nurture leads effectively with streamlined processes. Our CRM captures, tracks, and scores leads, ensuring no opportunity slips through the cracks.

4. Personalized Engagement: Delight customers with personalized experiences. Our CRM tracks customer behavior and interactions, enabling you to tailor offers, promotions, and solutions that resonate.

5. Sales Pipeline Optimization: Empower your sales team with an optimized pipeline. Our CRM visualizes the sales process, making it easy to track deals, forecast revenue, and identify bottlenecks.

6. Customer Support Excellence: Elevate customer support with efficient ticket management. Our CRM enables quick issue resolution, ensuring customer inquiries are met with swift responses and resolutions.

7. Performance Analytics: Make strategic decisions backed by data. Our CRM offers comprehensive analytics and reporting, enabling you to analyze sales trends, customer behavior, and team performance.

8. Scalability: Whether you're a small business or an enterprise, our ERP system's CRM module scales with you. As your customer base grows, our solution adapts seamlessly.

Cross-platform mobile apps for iOS, Android, Windows, & Web

Why Choose Our CRM Module?

- Integrated Ecosystem: Our CRM module seamlessly integrates with other ERP components, fostering a holistic approach to business management.

- Customizable to Your Needs: Tailor our CRM to match your business processes and customer journey, ensuring a solution that aligns with your unique requirements.

- Enhanced Collaboration: Foster collaboration across departments with shared customer insights. Our CRM module breaks down silos, promoting a unified customer-centric approach.

- Data Security: Your customer data is secure with us. Our CRM module employs robust security measures to safeguard sensitive customer information.

Cross-platform mobile apps for iOS, Android, Windows, & Web

Transform Customer Relationships Today:

The future of customer engagement is powered by our ERP system's revolutionary CRM module. Don't miss out on the opportunity to elevate customer satisfaction, drive growth, and boost your bottom line. Contact us for a personalized demo, and see how our CRM module can reshape your business's approach to customer relationships. Embrace the power of CRM innovation and forge stronger connections with your customers!

Cross-platform mobile apps for iOS, Android, Windows, & Web




Advanced Modules





Sales & CRM

Project Management

Real Estate


Feature list of our Customer Relationship Management (CRM) software:

  • Contact Management:
    - Store and organize customer information, including names, addresses, contact details, and social media profiles.
    - Maintain a comprehensive database of leads, prospects, and existing customers.
    - Categorize contacts based on criteria such as demographics, behavior, and buying history.
  • Interaction Tracking:
    - Record and track all customer interactions, including emails, calls, meetings, and social media engagements.
    - Log notes, comments, and attachments related to each interaction for future reference.
  • Sales and Opportunity Management:
    - Track sales leads and opportunities through various stages of the sales pipeline.
    - Monitor deal progress, probability of closing, and revenue projections.
    - Generate forecasts and reports on sales performance.
  • Task and Activity Management:
    - Create and assign tasks to team members for follow-up, nurturing, and relationship-building.
    - Set reminders and due dates for tasks to ensure timely execution.
  • Email Integration:
    - Integrate with email platforms to send, receive, and manage emails within the CRM interface.
    - Automatically capture email communications and associate them with relevant contacts.
  • Reporting and Analytics:
    - Generate customizable reports on various CRM metrics, such as sales performance, customer engagement, and conversion rates.
    - Analyze trends and make informed decisions based on data-driven insights.
  • Document Management:
    - Store and manage documents, contracts, proposals, and other files associated with customer interactions.
    - Enable version control and secure sharing of documents with team members.
  • Customer Support and Helpdesk:
    - Log customer inquiries and support tickets for prompt issue resolution.
    - Assign and prioritize tickets, track response times, and monitor customer satisfaction.
  • Integration Capabilities:
    - Integrate with third-party applications like email clients, marketing automation tools, e-commerce platforms, and accounting software.
    - Ensure seamless data flow and reduce manual data entry.
  • Lead Scoring and Segmentation:
    - Assign scores to leads based on predefined criteria to prioritize follow-up.
    - Segment leads and contacts based on characteristics, behaviors, and interests.
  • Social Media Integration:
    - Monitor and engage with customers on social media platforms directly from the CRM interface.
    - Capture social media interactions and mentions for a holistic customer view.
  • Data Security and Privacy:
    - Implement security measures to safeguard sensitive customer data.
    - Comply with data protection regulations and offer features like data encryption and user access controls.


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