The CRM for All Service Processes
JustRelate CRM provides comprehensive support for capturing, managing, planning, executing, and evaluating your service processes. Whether it's helpdesk, ticket and complaint management, field service deployments, maintenance contracts, or service sales — all relevant information and processes are brought together in one central place. This creates transparency, automates workflows, and ensures efficient collaboration between your internal service team and field service staff.
Service Processes
From the first customer contact to the completed service order: manage and automate all service processes on one central platform.
Service Planning
Plan service deployments efficiently and keep track of staff, qualifications, vehicles, and tools at all times.
Ticket Management
Respond quickly and help competently: consolidate requests, incidents, and complaints in one central location and reliably manage their resolution.
Field Service
Always fully informed on-site: your service technicians access all relevant information on mobile devices and document deployments directly at the customer's location.
Service Sales
Put your service knowledge to work: identify revenue opportunities and unlock cross-selling and upselling potential in after-sales.
Contract Management
Keep all terms and conditions in view: manage service contracts, deadlines, and maintenance intervals centrally and ensure proactive customer care.
Companies that use generative AI in their CRM system report a 34% higher likelihood of delivering exceptionally good customer service."
Successful Service Management
Excellent service is built on fast responses, transparent processes, and direct access to all relevant information. Only those who manage their service operations centrally can serve customers efficiently and build lasting loyalty.
JustRelate CRM supports your entire service organization — from incoming requests through ticket processing and scheduling to the execution and reporting of service deployments. Customer history, installed products, contracts, documents, and service knowledge are all available centrally.
The Ideal Tool for Your Service Team
Capture and process all service requests, tickets, complaints, and deployments in one central location.
Always know which products, contracts, and service cases are relevant thanks to a complete customer and service history.
Automate service processes, monitor deadlines, and ensure reliable processing through escalations and workflows.
Connect internal service staff and field service teams on a shared information base.
Service Management Made Simple
Transparent Service Processes
From the helpdesk through ticket management to on-site service deployments, all sub-processes are mapped centrally. Automated workflows, progress indicators, and escalations ensure that tasks are reliably completed and agreed response times are met. Centralized document storage and a complete history of all customer interactions provide the transparency you need. This allows you to analyze processes, identify weaknesses, and continuously improve your service organization.
Faster Route to the Right Service
Service requests can come in through a variety of channels — for example, by phone, email, or self-service portal. JustRelate CRM consolidates this information centrally and provides staff with the relevant customer data right away.
Thanks to the 360° view, your service staff can see at a glance all open cases, the installed base, contracts, and previous communications. An integrated knowledge base also helps them quickly find the right solutions and handle service cases competently.
Efficient Service Deployment Planning
The integrated service planning feature supports you in optimally dispatching your field service staff. Using a central scheduling board, you can plan and coordinate technicians, vehicles, and tools, and identify capacity bottlenecks early on. Employee qualifications and experience can be taken into account, as can absences due to vacation or illness. Your service technicians receive all relevant information on their mobile devices and can prepare optimally for each deployment.
Field Service Without Information Gaps
With mobile CRM applications, you connect your internal service team and field staff, ensuring that your employees on-site always have access to the information they need for a successful deployment.
Service notifications, appointments, customer information, product data, contracts, documents, and service history are all available to your technicians on mobile devices. Offline functionality ensures that critical information remains accessible even without an internet connection.
The Ideal System for Your Field Service Team
Efficient deployment execution through direct access to all relevant information.
Seamless communication between internal service staff and field teams.
Direct access to tickets, service orders, customer history, and installed base information.
On-site recording of working time, travel time, and break time, as well as materials and spare parts.
Digital reporting of completed deployments for fast further processing and invoicing.
Mobile Service Apps
With the mobile service applications in JustRelate CRM, your technicians have all the important information at their fingertips while on-site with the customer. Map views, proximity searches, and route planning make it easier to prepare for and carry out deployments.
During a deployment, time entries, materials, spare parts, and other expenses can be recorded directly. The information is then transmitted to the internal service team, where it is available for review, approval, and invoicing.
After completing a service deployment, your staff document the work performed directly on-site. Feedback forms can also be created digitally and signed by the customer.
The complete documentation is stored centrally in the CRM. This ensures that all information remains permanently available, and both the back office and service management maintain full oversight of services rendered, efforts involved, and completed deployments.
Centralized Knowledge Management
The experience of your service staff doesn't have to stay with individual employees. The integrated knowledge base collects problem solutions, FAQs, and documentation in one central location, making them accessible to the helpdesk, field service teams, and — if desired — customers as well.
Relevant entries can be suggested as soon as a ticket is created. Full-text search, tags, and cross-references ensure that relevant information is found quickly and service cases can be closed faster.
Proactive Service Sales
Service and sales benefit from a shared data foundation. JustRelate CRM helps you identify customer needs early and capitalize on revenue opportunities in a targeted way.
You can see which products a customer has purchased, which maintenance or service contracts are expiring, and where no service agreement yet exists. On this basis, you can reach out to customers proactively and unlock cross-selling and upselling potential for spare parts, service offerings, or training.
Building Customer Loyalty Through Better Service
Open tickets, recurring issues, service histories, and field feedback provide valuable insights into your customers. This knowledge helps you not only resolve problems, but also better understand customer needs.
Service, sales, and marketing work from a shared knowledge base. This way, every customer interaction becomes a new foundation for a long-term relationship and additional business opportunities.
From Service Quote to Signed Order
In service sales, JustRelate CRM supports the entire sales process. From identifying an opportunity through quote creation to order management and analysis of projected service revenues, you have the right tools at your disposal.
Service quotes can be created efficiently and enriched with scope of services, pricing terms, and further contract details. This makes your service not only a key driver of customer loyalty, but also an active source of additional revenue.
Ready to Take Control of Your Service Processes?
Discover an AI-powered CRM system that takes your service to the next level.