The CRM connects with ERP, DMS, email, telephony, directory service, and configuration systems via open standards — XML, web services, and REST API. Standard interfaces are available for SAP, abas, PSIpenta, Outlook/Exchange, and Office applications. Most integrations require no custom development; for more complex environments, the architecture also supports customer-specific interfaces. JustRelate has been integrating enterprise system landscapes for over 30 years.
The CRM as an Integration Platform
JustRelate CRM integrates flexibly into existing IT landscapes — from ERP systems such as SAP, abas, and PSIpenta to document management and groupware, through to telephony, email marketing, and further applications. Bidirectional interfaces, modern connector technologies, and flexible integration architectures ensure that data flows reliably between systems and that processes interlock without media breaks.
1
ERP Integration
Connecting CRM and ERP intelligently: reliably exchange customer, quote, order, product, and other business data between your systems.
2
Mobile CRM Apps
Your CRM in your pocket: access customers, cases, documents, appointments, and tasks online and offline — in sales, marketing, and service.
3
Document Management
Documents in the right context: manage, version, and find quotes, contracts, product information, and other documents centrally within the CRM.
4
Email & Groupware
Communication centrally available: synchronize emails, appointments, tasks, and other information bidirectionally with your existing groupware systems.
5
Telephony Integration
Make calls directly from the CRM: automatically identify incoming calls, open the matching customer record, and document conversations right within the system.
6
Flexible Interfaces
Open to your system landscape: connect PisaSales with additional applications and flexibly adapt integrations to your individual processes.
Integration is King
CRM delivers its greatest value when relevant information is not siloed in individual systems. PisaSales connects your existing applications and creates a continuous flow of information between CRM, ERP, DMS, communications, and other business systems.
Whether SAP, abas, or PSIpenta, Microsoft Exchange, Google Workspace, document management, telephony, or other specialized applications: PisaSales offers proven standard interfaces and flexible technologies for individual integration scenarios.
The Foundation for Integrated Processes
Bidirectional data exchange between the CRM and connected systems.
Automated adoption and updating of customer, product, quote, and order data.
Synchronous or asynchronous data exchange — tailored to the respective use case.
Flexible interface architecture for individual requirements and future expansions.
Integration Without System Breaks
ERP & CRM
JustRelate CRM connects your CRM with existing ERP systems and ensures that relevant business and customer data is available across systems. Master customer data, contacts, quotes, orders, delivery information, products, prices, and invoice data can be exchanged between systems and automatically updated depending on the integration scenario. Expandable standard interfaces are available for SAP, abas, and PSIpenta; additional ERP systems can also be integrated via modern connector technologies.
Using CRM on the Go
With the JustRelate CRM apps, sales, marketing, and service teams can access key CRM data on the go. Contacts, activities, documents, appointments, tasks, opportunities, and service information are available online and offline.
Using specially developed app-in-app solutions, trade show leads or visit reports can be captured directly on-site and later automatically synchronized with the CRM.
Documents in the Right Context
JustRelate CRM offers integrated document management and can simultaneously connect with existing DMS solutions. Documents can be linked directly to contacts, cases, quotes, or other CRM objects. Versioning, document lifecycles, and a powerful full-text search ensure that information can be found quickly and managed reliably. Integration with Microsoft Office also enables documents to be edited and filed directly from within the CRM.
Communication Directly In and From the CRM
Emails, appointments, and phone calls are part of daily customer contact. With JustRelate CRM, this information is automatically linked to the relevant CRM data and made available to team members exactly where it is needed.
Email & Groupware
JustRelate CRM synchronizes bidirectionally with Outlook/Exchange and Google Workspace. Emails, appointments, tasks, and other information can be automatically matched and assigned to the correct contact or case. A personal calendar as well as a team calendar provide additional transparency for appointments and availability.
Telephony & CTI
With CTI integration, telephony becomes a direct part of the CRM workspace. Outgoing calls can be initiated with a single click. For incoming calls, JustRelate CRM identifies the caller by phone number and, if desired, opens the matching customer record immediately. Call histories, open quotes, service notifications, and other relevant information are therefore already available at the start of each conversation.
Further Integrations
Specialized solutions can also be integrated into the CRM landscape. Examples include company and data intelligence from Leadfeeder (formerly Echobot), or the visualization of geodata via Google Maps, Bing, or OpenStreetMap. Existing integrations can be individually adapted and extended as needed.
Communication Directly In and From the CRM
Emails, appointments, and phone calls are part of daily customer contact. With JustRelate CRM, this information is automatically linked to the relevant CRM data and made available to team members exactly where it is needed.
Email & Groupware
Comprehensive control through greater transparency across the entire process chain.
Always know what's driving the market and where new potential lies — thanks to actionable visit reports.
Always keep every detail in view — products/services requested and sold, expected revenue, open to-dos, known competitors, stakeholders involved, and more.
Comprehensive analytics capabilities such as forecast and trend analyses as a basis for fact-based decisions.
Modern Technology for a Future-Proof CRM
JustRelate CRM is built on a flexible, multi-tier system architecture and can be operated both in the cloud and in virtualized or containerized environments. Modern technologies such as PostgreSQL, Docker, and AWS enable a scalable and high-performance system landscape, while standardized interfaces support integration into existing IT environments.
The private cloud in a high-security data center in Germany provides secure SaaS deployment. HTTPS, encryption, firewalls, and certificate-based authentication protect data and access. Daily backups additionally ensure reliable data security.
With support for PostgreSQL, Amazon Aurora, Amazon RDS, and AWS S3, JustRelate CRM is designed for modern cloud infrastructures. Docker, VMware, and Microsoft Hyper-V also enable flexible operation across different IT environments. Email systems can be integrated and information managed centrally in the CRM via IMAP, EWS, and Google.
Frequently Asked Questions about JustRelate CRM
Request a demo with one of our product experts to review features and suitability for your processes. Write to us at info@justrelate.com or use the contact form.
Request a demo with one of our product experts to review features and suitability for your processes. Write to us at info@justrelate.com or use the contact form.
The CRM connects with ERP, DMS, email, telephony, directory service, and configuration systems via open standards — XML, web services, and REST API. Standard interfaces are available for SAP, abas, PSIpenta, Outlook/Exchange, and Office applications. Most integrations require no custom development; for more complex environments, the architecture also supports customer-specific interfaces. JustRelate has been integrating enterprise system landscapes for over 30 years.
The key difference lies in scope. Most CRM systems focus on contact management, pipeline tracking, and reporting. JustRelate CRM is an operational work platform — it supports sales, marketing, service, and order management in a single system, with service object management, object management for location-based processes, integrated communication, ERP connectivity, and portals. The solution is developed and hosted in Europe and is designed to remain adaptable without sacrificing upgradability. For companies with complex products, machinery, or service-intensive processes, this represents an entirely different category of tool.
The key difference lies in scope. Most CRM systems focus on contact management, pipeline tracking, and reporting. JustRelate CRM is an operational work platform — it supports sales, marketing, service, and order management in a single system, with service object management, object management for location-based processes, integrated communication, ERP connectivity, and portals. The solution is developed and hosted in Europe and is designed to remain adaptable without sacrificing upgradability. For companies with complex products, machinery, or service-intensive processes, this represents an entirely different category of tool.
Yes. The platform is designed for hundreds of concurrent users and scales via clustering and load balancing on Amazon Web Services infrastructure. It supports multiple currencies, time zone management, and multilingual capabilities, and can connect branches in different countries within a shared process landscape. JustRelate CRM is currently deployed in over 50 countries. The modular design enables incremental expansion — starting with the features you need and growing with your business.
Yes. The platform is designed for hundreds of concurrent users and scales via clustering and load balancing on Amazon Web Services infrastructure. It supports multiple currencies, time zone management, and multilingual capabilities, and can connect branches in different countries within a shared process landscape. JustRelate CRM is currently deployed in over 50 countries. The modular design enables incremental expansion — starting with the features you need and growing with your business.
Yes. Native apps are available for iOS, Android, and Windows. Field staff can access contacts, tasks, appointments, contracts, documents, and service data from any device. The apps support full offline operation — data is available without an internet connection and synchronizes once connectivity is restored. The user interface adapts to the device in use, whether smartphone, tablet, or laptop.
Yes. Native apps are available for iOS, Android, and Windows. Field staff can access contacts, tasks, appointments, contracts, documents, and service data from any device. The apps support full offline operation — data is available without an internet connection and synchronizes once connectivity is restored. The user interface adapts to the device in use, whether smartphone, tablet, or laptop.
Yes. Products, machines, and equipment can be managed as service objects within the CRM. Tickets, maintenance contracts, service history, bills of materials, documents, FAQs, and workflows are stored against the object — accessible to service, sales, and management throughout the entire lifecycle of the object.
Yes. Products, machines, and equipment can be managed as service objects within the CRM. Tickets, maintenance contracts, service history, bills of materials, documents, FAQs, and workflows are stored against the object — accessible to service, sales, and management throughout the entire lifecycle of the object.
Yes. Customer portals, tender portals, and comparable applications can be built on CRM data using the JustRelate portal solution. Maintenance and management are handled directly within the CRM — without a separate data synchronization layer.
Yes. Customer portals, tender portals, and comparable applications can be built on CRM data using the JustRelate portal solution. Maintenance and management are handled directly within the CRM — without a separate data synchronization layer.
Yes. PisaSales is now JustRelate CRM. As part of the consolidation of all products under the JustRelate brand, PisaSales was renamed and integrated into the JustRelate ecosystem. The product itself — the technology, the development team, the feature set — remains unchanged. Existing PisaSales customers continue to work on the same system. The renaming simply means that your CRM is now part of a cohesive platform — together with Web Builder, Marketing Automation, Email Builder, and Portals.
Yes. PisaSales is now JustRelate CRM. As part of the consolidation of all products under the JustRelate brand, PisaSales was renamed and integrated into the JustRelate ecosystem. The product itself — the technology, the development team, the feature set — remains unchanged. Existing PisaSales customers continue to work on the same system. The renaming simply means that your CRM is now part of a cohesive platform — together with Web Builder, Marketing Automation, Email Builder, and Portals.
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