A CRM for Complete Lead Management
The system provides comprehensive support for capturing, managing, qualifying, and following up on leads and prospects. Centrally capture inquiries from all channels, categorize and qualify them, and transparently hand off promising leads to your sales team. Automated processes and in-depth reporting ensure that no inquiry is lost and every lead is consistently pursued.
Centralized Lead Capture
Every inquiry at a glance: Capture and manage leads from online forms, emails, phone calls, events, and other channels — all in one central CRM.
Lead Qualification
Turning interest into potential: Evaluate and categorize incoming inquiries to nurture the most promising leads with purpose and precision.
Lead Management Portal
Full visibility: Keep track of the status, progress, and ongoing development of all your leads in one central overview.
Lead Handoff to Sales
Seamless continuity: Hand off qualified leads transparently to the responsible teams and track the entire downstream sales process.
Trade Show Lead Capture
Capture leads digitally on the spot: Document contacts, conversations, and needs on mobile — even without an internet connection.
Automate Lead Processes
Respond faster: Automatically trigger tasks, messages, and further processes based on lead information.
Capture Leads and Develop Their Potential with Precision
Systematic lead management is the foundation for turning incoming inquiries into successful business opportunities. JustRelate CRM helps you centrally capture leads from a variety of channels, manage them with full transparency, and follow up consistently — ensuring that both marketing and sales always have access to all the information they need.
- Capture and manage leads and prospects from all channels.
- Central overview of the status, progress, and source of every lead.
- Rapid qualification and categorization of incoming inquiries.
- Transparent handoff of qualified leads to sales.
- Comprehensive reporting on lead sources, lead volume, and conversion rates.
Capture Leads Efficiently and Develop Them Successfully
A successful sales process starts with the fast and structured handling of every single interaction at every possible touchpoint.
The lead management portal in JustRelate CRM brings together inquiries and leads from all channels in a single central overview. At a glance, you can see when and through which channel a lead came in, its current status, and how far along the process it is.
Incoming inquiries and interactions can be quickly qualified, categorized, and routed to the responsible employees or teams. The entire process remains transparent throughout — from the first point of contact, through marketing, and all the way to the sales handoff. Automated escalation management provides an additional safety net to ensure that no inquiry goes unanswered.
Everything at a Glance
A central lead overview provides full visibility into all incoming inquiries and prospects. You can see which channel a lead came from, when it was captured, and its current processing status — making it easy to stay on top of things even during high inquiry volumes. The lead management portal also serves as a shared working and information hub for both marketing and sales. Business opportunities, quotes, and orders arising from individual leads remain traceable, giving you a clear picture of how each prospect develops throughout the entire process.
Handing the Right Leads to Sales
Marketing and sales work from a shared data foundation in JustRelate CRM. Qualified leads can be handed off transparently to the responsible employees and teams, with no risk of losing critical information along the way.
The downstream process remains fully traceable at all times. You can see which leads have resulted in business opportunities, quotes, or orders — providing a valuable basis for evaluating and optimizing your lead processes.
Qualify Leads with Precision
Not every inquiry carries the same potential. A structured approach to capturing and categorizing leads lays the groundwork for targeted evaluation and effective follow-up.
Relevant information is stored directly against the lead and is available to all team members involved.
This makes it faster to identify the most promising prospects and route them to the right teams with confidence.
Qualify Leads with Precision
Not every inquiry carries the same potential. A structured approach to capturing and categorizing leads lays the groundwork for targeted evaluation and effective follow-up.
Relevant information is stored directly against the lead and is available to all team members involved.
This makes it faster to identify the most promising prospects and route them to the right teams with confidence.
Capture and Process Leads Directly On-Site
Capture contacts and conversation details directly at trade shows and events, and turn valuable conversations into qualified leads.
Contact details can be captured easily by photographing business cards. The integrated OCR text recognition and QR code reader reduce the need for manual data entry. Conversation content, requirements, and interests can be documented using individually configurable questionnaires.
Depending on the responses captured, further processes can be triggered automatically — for example, creating tasks for the sales team or initiating subsequent processing steps right away.
Trade shows and events are particularly rich sources of valuable contacts. With mobile lead capture, you can document contact details, conversations, and specific needs directly on-site.
The app works offline and syncs the captured information to the CRM as soon as an internet connection is available again — so no information is ever lost, even with poor signal on the trade show floor.
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