The power of CRM for modern teams
4x
Accelerate task completion
Complete daily workflows faster with intuitive tools
50%
Reduce manual work
Automate data entry and updates, cutting repetitive tasks by half
10s
Access critical data
Retrieve customer histories, notes or documents in less than 10 seconds - in the office or on the move
24/7
Stay connected
Work offline or online, and sync data automatically when back in range
Adapt your marketing to every opportunity
- Plan and execute diverse campaigns, from events to digital, with adaptable tools.
- Precisely target audiences and import data for strategic outreach.
- Manage events, telemarketing, and publications systematically.
- Optimize channels using real-time response gauging and analytics.
- Control marketing budgets with integrated planning and cost tracking.
Sharpen your sales for maximum impact
- Maintain transparency across all sales phases, from inquiry to contract.
- Utilize sales-phase specific workflows and robust forecast analysis.
- Configure and calculate multi-language quotes with product database support.
- Leverage comprehensive competitor analysis to refine sales strategies.
- Provide secure portal access for seamless business partner connectivity.
Unite teams for superior service
- Orchestrate service processes collaboratively, from request to resolution.
- Share comprehensive views of service histories and base installations.
- Jointly manage ticketing, complaints, and disruptions for swift solutions.
- Utilize a shared knowledge base (FAQs, error codes) for consistent support.
- Enable seamless information flow between field operatives and office support.
Streamline operations, maximize output
- Automate maintenance management and strategically plan service assignments.
- Optimize resource allocation with a dedicated service planning board.
- Monitor service forecasts and employee workloads for operational oversight.
- Increase marketing efficiency through automation of processes and activities.
- Systemize event management and digital fair reporting for smoother execution.
A central CRM platform for all customer-focused business units
Use a centralized knowledge and work platform on which all information and functions required for daily work are available at all times and everywhere to all participating employees.
In addition to contact and activity management, the software offers modules for the areas of marketing, sales and service, integrated document management as well as strong analytic components.
Collaborative work across teams and locations
Use the CRM messaging service to organize communication between employees, departments and locations simply and without any disruptions. With an innovative chat collaboration tool, you can send and receive messages from all devices.
In this way, you are not only permanently in contact with your employees, but the system itself sends you messages if, for example, there is news from your work area, an order has been received or a task is in danger of being overlooked. You are always well informed.
Effective activity management for optimal performance
The activity management function helps you to use your own working time and that of your teams optimally. Thanks to easy- to-configure workflows and a reminder and follow-up system, no to-do remains undone and all tasks are completed punctually. A clear team calendar helps you to achieve the optimal utilization of your colleagues.
All tasks, appointments, correspondence and telephone calls that are planned, delegated and completed using our CRM are automatically linked in the correct context in the history - e.g. to the customer, the quotation process, the service ticket or the campaign.
Access CRM insights with conversational AI
Our CRM application now includes an integrated AI assistant to help you access and understand your customer data more efficiently.
- Get quick summaries. The assistant provides key details like status, account manager, and recent activity in real time.
- Ask questions in plain language. Ask for specific information, and the assistant retrieves it without needing complex searches.
- Explore data contextually. View information at different levels, from a brief summary to key points or all related details.
- Navigate customer information faster. The assistant provides instant context, helping you prepare for calls or meetings efficiently.
Before...
Siloed customer data and manual records lead to incomplete insights and an inability to understand the full customer journey.
Disparate tools for task and customer management increase the risk of missed opportunities and inefficient workflows.
Time-consuming manual data entry results in delays, inaccuracies, and frustrated teams.
Fragmented communication across various channels leads to information gaps and misaligned efforts.
Inconsistent or delayed access to critical customer information hinders proactive engagement and decision-making.
Navigating extensive CRM data to find specific insights often requires multiple clicks and complex queries.
With CRM app...
A unified view of customer profiles, including complete history and relationship mapping, enables personalized engagement.
Integrated task management with configurable workflows on a single platform improves team productivity and accountability.
Efficient data capture, automated reporting, and robust analytics provide timely, accurate insights for better decision-making.
Centralized communication tools foster seamless collaboration and ensure everyone stays informed with relevant updates.
Consistent, reliable access to critical data, whether in the office or remote, online or offline, empowers teams to work effectively.
An integrated AI assistant provides quick, conversational access to CRM data and insights, simplifying information retrieval.
A CRM solution for every team
Speed up your team's efforts with efficient tools offered by our CRM application, supporting your marketing, sales, and service processes.
For field reps in sales
Access all customer and prospect data, including a 360° view, while on the go. Prepare for appointments, manage opportunities, configure offers, and record visit reports efficiently. Mobile access ensures this information is available anywhere.
For client consultants
Access project histories, manage service tickets, update records during site visits, and collaborate with specialists via real-time chat. Mobile capabilities make on-site updates and service delivery efficient.
For trade fair staff
Keep all event details in a digital folder, capture leads using configurable questionnaires, and seamlessly transfer recorded conversations with prospects and customers to sales for immediate follow-up.
For sales and marketing managers
Monitor team activities, analyze sales funnels and campaign performance, run market analyses, approve offers, and adjust priorities from any device.
Trusted by businesses that rely on CRM
Leading B2B companies and public sector organizations use JustRelate's CRM to manage relationships, track progress across sales, marketing, and service, and keep teams aligned. A CRM helps them stay efficient in the office and on the go.
Ready to improve your customer relationships?
