No system change. No migration. AI arrives in version 8.4 inside your existing CRM and works where you already work.
The JustRelate GenAI Platform
AI service developed and operated in the EU.
AI in CRM replaces tasks, not people.
It works where your team already works. Your data, your processes, your interface stay the same.
Talk less, know more
ChatGPT, Gemini, and similar tools are useful, but not connected to your customers, products, and processes. AI in CRM goes one step further.
Know your context, because it is yours.
Customer history, contacts, contracts, activities, service cases and contact history exist directly in your CRM. That is where the AI can use them.
An extra layer instead of a new system.
30%
Data and maintenance
of a salesperson's working time goes into data entry and reporting.
~15 min
Per appointment note
is what a clean meeting summary costs written manually.
10x
Per day
repetitive writing tasks, from emails to internal memos.
1
Click with AI
to run Beautify, Account Summary, or a mail draft directly in CRM.
Indicative values. Differences are possible depending on the system and use case.
Eight AI features, ready from day one
No configuration required. Each feature is available directly in JustRelate CRM 8.4.
01
Transcribe
Teams meeting recordings become structured notes: topics covered, who owns what, and clear next steps.
02
Email with context
One click generates a draft reply. You set the tone and language. The AI writes from your CRM data: account history, open tickets, whatever's relevant.
03
Beautify
A rough note in, a clean CRM entry out. Corrects, structures, and formats without changing what you meant.
04
Account Summary
Open topics, risks, and opportunities for a key account, pulled from all modules into one view. Useful before a meeting or when handing over an account.
05
Ticket Summary
Full ticket history – communication, status, last actions – condensed into one overview. Built for escalations.
06
Daily Digest
A role-tailored briefing delivered each morning: high-priority leads, open tickets, renewals, pipeline, and forecast. Appointments included.
07
SalesBot
Ask questions, run research, pull briefings, all answered from your own CRM data. Source references included; no hallucinated outputs.
08
MCP Server
Connect JustRelate CRM to external tools, including Claude Desktop, your own agents, or Copilot, via the Model Context Protocol. Secure connection, no duplicate data entry.
Around 30% of day-to-day work is spent searching, formatting, and maintaining data. That's the work AI takes on first.
What this looks like in practice
An account manager handles a customer escalation: initial conversation, documentation, email response, follow-up.
Without AI
2:30 h
Documenting, researching, coordinating, summarizing, writing
With AI
1:05 h
Summaries, briefings, and responses generated automatically or drafted in one click
57%
Time saved
per escalation, without the Sales Day having to do more.
~1:25 h
Saved
per process, which can be used for customers.
DE / EN / FR
Automatically
depending on customer and process.
1 click
Instead of typing
for note, summary and response.
Indicative scenario. Results will vary by use case.
The platform AI service. Responsible from our side.
All AI features run through JustRelate GenAI, the layer between your CRM functions and the major language models. Complete in the EU, without third-party access.
EU-hosted and EU AI Act-ready
GDPR-compliant processing in the EU and documented security checks for data, IAM, access to environments, and third-party processors.
Current models on AWS Bedrock
The standard LLM is currently Anthropic Claude Haiku 4.5. Future models can be connected flexibly.
Strict tenant isolation
Your different CRM instances are technically separated in storage; every mandate works in its own dedicated context.
CRM and AI belong together.
This isn't a third-party integration bolted on. The foundation was already there.
Built on a mature data model
Years of development produced a knowledge graph that understands what customers, products, and service cases actually mean — and how they relate to each other.
Modular by design
AI features pull from the modules where relevant data lives: contacts, processes, evaluations, tickets. The structure was always there; the AI uses it.
Made in Germany
EU-hosted from the start. Long-term data stays under your control, not a hyperscaler's terms of service.
Native, not bolted on
No connector experiments, no plugin maintenance. Features are added where users already work.
From the operating system to context layer.
Through the MCP Server, your CRM stops being a standalone tool. It becomes the knowledge source for your broader AI setup.
Connects to the platforms you already use
Langdock, Microsoft Copilot, or your own agents built in Python, Node, or similar environments.
Curated tools, not an open API
Purpose-built CRM tools for AI use — semantic, scoped, and predictable.
Secure and auditable
Every call to the CRM is logged and traceable. Nothing passes through without a record.
Frequently asked questions about AI in CRM
No. The AI features are an evolution of the existing CRM. They are available starting with version 8.4, in both cloud and on-premises environments. Existing data, processes, and the user interface remain unchanged. The team reviews the current status, plans the upgrade together, and goes live with everything through onboarding.
No. The AI features are an evolution of the existing CRM. They are available starting with version 8.4, in both cloud and on-premises environments. Existing data, processes, and the user interface remain unchanged. The team reviews the current status, plans the upgrade together, and goes live with everything through onboarding.
With the current release, the process from the initial consultation to go-live typically takes just a few weeks. The environment includes 20,000 credits right out of the box, so the initial features are available immediately, with no waiting period or separate licensing process.
With the current release, the process from the initial consultation to go-live typically takes just a few weeks. The environment includes 20,000 credits right out of the box, so the initial features are available immediately, with no waiting period or separate licensing process.
The credit model is transparent and usage-based. The included credits provide a comfortable starting point for most teams. Volume packages and custom terms are discussed during a consultation, with no hidden costs.
The credit model is transparent and usage-based. The included credits provide a comfortable starting point for most teams. Volume packages and custom terms are discussed during a consultation, with no hidden costs.
Part of the CRM, not a separate add-on. That is the core of the approach: The AI understands the context because it accesses CRM data directly. Customer history, cases, quotes, and activities serve as the prompt. A standalone AI license without CRM would not be able to provide this advantage.
Part of the CRM, not a separate add-on. That is the core of the approach: The AI understands the context because it accesses CRM data directly. Customer history, cases, quotes, and activities serve as the prompt. A standalone AI license without CRM would not be able to provide this advantage.
That depends on the starting point, data migration, and the number of modules. Typical implementation projects for small and medium-sized businesses take between 2 and 6 months. JustRelate handles implementation with its own on-site services team in Germany; it does not use an external SI partner.
That depends on the starting point, data migration, and the number of modules. Typical implementation projects for small and medium-sized businesses take between 2 and 6 months. JustRelate handles implementation with its own on-site services team in Germany; it does not use an external SI partner.
JustRelate CRM is designed for German and European B2B SMEs: companies with complex sales processes, service cases, and often multiple locations or language regions. Typical customers have between 50 and 2,000 employees.
JustRelate CRM is designed for German and European B2B SMEs: companies with complex sales processes, service cases, and often multiple locations or language regions. Typical customers have between 50 and 2,000 employees.
Entirely within the EU and Germany via JustRelate GenAI. Your data is not stored and is not used to train the models, not even by the model provider (Anthropic / AWS Bedrock). Data from different clients remains separate thanks to strict tenant isolation.
Entirely within the EU and Germany via JustRelate GenAI. Your data is not stored and is not used to train the models, not even by the model provider (Anthropic / AWS Bedrock). Data from different clients remains separate thanks to strict tenant isolation.
Currently Anthropic Claude Haiku 4.5, running on AWS Bedrock in the EU region. JustRelate reserves the right to change the underlying model but will communicate any changes transparently. Alternative models can be configured upon request, with credit usage adjusted accordingly.
Currently Anthropic Claude Haiku 4.5, running on AWS Bedrock in the EU region. JustRelate reserves the right to change the underlying model but will communicate any changes transparently. Alternative models can be configured upon request, with credit usage adjusted accordingly.
The MCP Server (Model Context Protocol) is Feature No. 08, currently in the beta phase. It turns your CRM into a knowledge source for external AI platforms such as Langdock, Microsoft Copilot, or your own agents. You don’t need it for the other seven AI features; it’s an additional layer for companies looking to build a broader AI infrastructure.
The MCP Server (Model Context Protocol) is Feature No. 08, currently in the beta phase. It turns your CRM into a knowledge source for external AI platforms such as Langdock, Microsoft Copilot, or your own agents. You don’t need it for the other seven AI features; it’s an additional layer for companies looking to build a broader AI infrastructure.
Ready to experience your CRM with AI?
See the AI features live in your own process or take a first look at what is possible.