One CRM for All Sales Processes
JustRelate CRM provides comprehensive, active support for capturing, managing, completing, and analyzing leads, prospects and customers, business opportunities, quotes, orders, sales territories, competitors, potentials, and more. Sales management has access to extensive analytics for sales control.
Sales Management
Market overview, forecasts, and opportunities at a glance? JustRelate CRM delivers the control tools for your entire sales process!
Sales Planning
Plan, manage, close: Turn leads into revenue with precise forecasts and clear sales targets.
Quote Creation
Close deals faster: Configure and calculate professional quotes directly from your CRM system.
Field Sales
Mobile & close to the customer: Use CRM data on-site for maximum efficiency and more closed deals.
Inside Sales
The sales engine behind the scenes: Manage leads, quotes, and customer contacts seamlessly through your inside sales CRM.
Partner & Dealer Management
Indirect sales: Manage partner and dealer networks centrally to drive more shared revenue.
Companies that use generative AI in their CRM achieve their sales targets with up to 83% greater likelihood.
Results-Driven Sales Management
Only those who know what's happening in the market, which opportunities and quotes are currently open, how the competition operates, and what the current forecast looks like can truly succeed in sales.
JustRelate CRM gives you exactly the right tools for this. The system supports your entire sales process — from incoming inquiries and lead management through field sales coordination and quote creation all the way to the order.
The Optimal Tool for Sales Management
Comprehensive management capabilities through greater transparency across the entire process pipeline
Always know what's driving the market and where new potential lies, thanks to actionable visit reports
Always keep every detail in view — requested and sold products/services, expected revenue, open to-dos, known competitors, involved stakeholders, and more
Comprehensive analytics capabilities, including forecast and trend analyses, as the basis for data-driven decisions
Sales Management Made Simple
Analytical CRM
For example, information gathered by your field sales team on-site with customers can flow systematically into your operational and strategic decisions. The customizable sales cockpit serves both sales management and individual sales staff as an information hub for optimizing personal performance, as well as a foundation for strategic sales management.
Spot Trends!
Which customers have grown? Where has revenue declined? Which segments performed well, and which fell short? Which products need more active promotion? The Trend Center in JustRelate CRM answers all of these questions. It gives you a tool that highlights positive and negative trends at the click of a button, enabling you to quickly uncover revenue potential as well as cross-selling and upselling opportunities.
Forecast Analysis
JustRelate CRM shows you all open sales processes (opportunities, quotes, and orders) along with all the information critical to sales management. In addition to a list view, the software offers a visual sales funnel that instantly reveals whether your sales process is working — or where weaknesses may exist. With just a few clicks, you gain a 360° view of all sales activities, filter and analyze them from multiple angles, and stay on top of everything at all times.
Process Definition
With JustRelate CRM, defining best-practice workflows is straightforward. Depending on the status of a process — such as a quote — the system can automatically generate standard tasks and follow-up reminders that help team members structure their daily work. This ensures, for example, that quotes are always followed up within a defined timeframe and that inquiries are pursued consistently. The system can also provide users with document folders containing templates, checklists, forms, or product information directly within the relevant process. In this way, the system automates routine tasks and ensures the necessary process efficiency in the background.
Centralized Sales Planning in the CRM System
With sales planning in JustRelate CRM, you professionalize your planning process, ensure the performance needed for day-to-day operations, and gain valuable insights that are essential for managing your sales organization.
Planning targets can be defined based on historical actual values, broken down by criteria such as industry, region, customer, segment/product, or sales unit (sales representative, sales branch, or sales partner).
The Optimal Tool for Sales Management
Comprehensive management capabilities through greater transparency across the entire process pipeline
Always know what's driving the market and where new potential lies, thanks to actionable visit reports
Always keep every detail in view — requested and sold products/services, expected revenue, open to-dos, known competitors, involved stakeholders, and more
Comprehensive analytics capabilities, including forecast and trend analyses, as the basis for data-driven decisions
Sales Planning with a System
Sales planning is an important building block in the planning of annual corporate goals. In many companies, sales planning is still cobbled together in Excel.
However, to make relevant planning data available to all stakeholders on a daily basis, integrated sales planning within a CRM system is the right approach. Sales targets can be defined, for example, as annual revenue, as a percentage breakdown by month, as an allocation across business units, segments, or products, and as planning per customer. If defined targets are not met, the system can automatically send you a notification on request. Additionally, it is possible to connect via an interface to an existing ERP system to pull in further real-time data from order management and invoicing as needed for planning purposes. The advantages of sales planning in a CRM over an Excel-based approach speak for themselves.
Managing Sales with Target/Actual Comparisons
Sales planning in JustRelate CRM not only offers comprehensive planning capabilities — it also consolidates market and customer data according to your specifications. Using an easy-to-operate assistant, you can adjust historical actual values by a percentage or absolute amount. The resulting planned values can then be corrected and supplemented in the planning table.
All team members involved can see the planning values relevant to them — including target/actual comparisons — in their personal cockpit. For example, a field sales representative can see not only their annual target but also the targets for their customers, making it easy to identify where effort is best invested. Sales management, on the other hand, sees the performance of the entire sales team and can step in to take action whenever needed.
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