Opaque, reactive data chaos driven by gut instinct.
One CRM for All Sales Processes
The system comprehensively and actively supports you in capturing, managing, processing, and evaluating leads, prospects and customers, business opportunities, quotes, orders, sales territories, competitors, potentials, and more. Sales management has access to comprehensive analytics for sales controlling.
1
Sales Management
Market, forecast, and opportunities at a glance? JustRelate CRM delivers the management tools for your entire sales process!
2
Sales Planning
Plan, manage, close: Turn leads into reliable revenue through precise forecasts and clear sales targets.
3
Quote Creation
Close deals faster: Configure and calculate professional quotes directly from your CRM system.
4
Field Sales
Mobile & close to the customer: Use CRM data on-site for maximum efficiency and more closed deals.
5
Inside Sales
The sales engine behind the scenes: Manage leads, quotes, and customer contacts seamlessly through your inside sales CRM.
6
Partner & Dealer Management
Indirect sales: Centrally manage partner and dealer networks for greater shared revenue.
Companies that use generative AI in their CRM are up to 83% more likely to achieve their sales targets.
Context-Aware AI
The artificial intelligence in JustRelate Home helps your team work more efficiently and produce higher-quality content — in seconds.
AI Features
With JustRelate Home, your teams accelerate campaign execution, ensure brand consistency, and foster cross-functional collaboration — turning generative AI from a productivity tool into a growth engine.
Sales Management Made Simple
The system comprehensively and actively supports you in capturing, managing, processing, and evaluating leads, prospects and customers, business opportunities, quotes, orders, sales territories, competitors, potentials, and more. Sales management has access to comprehensive analytics for sales controlling.
Without systematic sales management
With JustRelate CRM
Full transparency and control over your sales processes
CAC and CLV drop dramatically
Analytical CRM
All the key metrics needed for sales management are centrally accessible in JustRelate CRM. Information captured by your field sales team on-site with customers can, for example, feed 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 controlling.
Identify Trends
Which customers have grown? Where has revenue declined? Which business units performed well, and which fell short? Which products or services need more active promotion?
The Trend Center in JustRelate CRM answers all of these questions. It gives you, as the person responsible for sales, a tool that reveals positive and negative trends at the click of a button — making it easy to quickly uncover revenue potential and cross- and upselling opportunities.
Forecast Analysis and Pipeline Management
JustRelate CRM displays all open sales transactions with relevant management information. Alongside a list view, a graphical sales funnel instantly visualizes the success — or weak points — of your sales process.
With just a few clicks, you get a filterable 360° view of all sales activities for a complete overview. It's just as easy to view the products or services requested for an opportunity, as well as the scope of delivery for quotes and orders.
With just a few clicks, you get a filterable 360° view of all sales activities for a complete overview. It's just as easy to view the products or services requested for an opportunity, as well as the scope of delivery for quotes and orders.
Identify Trends
Which customers have grown? Where has revenue declined? Which business units performed well, and which fell short? Which products or services need more active promotion?
The Trend Center in JustRelate CRM answers all of these questions. It gives you, as the person responsible for sales, a tool that reveals positive and negative trends at the click of a button — making it easy to quickly uncover revenue potential and cross- and upselling opportunities.
Define Sales Processes
With JustRelate CRM, defining best-practice workflows is straightforward. Depending on the status of a quote process, for example, standard tasks and follow-up reminders can be generated automatically to help colleagues and staff structure their daily work.
This ensures that quotes are always followed up within a defined timeframe, and that inquiries are consistently tracked. 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 quietly ensures the process efficiency you need.
Everything JustRelate CRM Has to Offer
Use JustRelate CRM as a standalone solution or connect it with the entire JustRelate product family. Combine it with Web Builder for customer-facing websites and portals, with Marketing Automation and Email Builder for campaigns based on current CRM data, or with the Portal module that gives customers and partners direct access to their data — all managed from the same system.
Marketing
Service
BI
Technology
Your CRM, now with AI.
8 AI features built right into the system. EU-hosted and GDPR-compliant.
No setup, no third-party tools, no data copies. Your data stays in the EU, fully under your control.
~30%
Documentation & Maintenance
of the working day goes toward notes, reports, and data upkeep.
~15 Min
per Meeting Note
is what a clean manual summary costs in time.
10x
per Day
repetitive writing tasks per employee, from emails to memos.
1
Click with AI
Beautify, Account Summary, email draft — right inside the CRM.
Fits Into Your Existing System Landscape
JustRelate CRM connects to ERP, DMS, and email systems via REST API, standard connectors, and CSV import/export with mapping — so your data gets to where your processes need it.
More Than a CRM?
Use JustRelate CRM as a standalone solution or connect it with the entire JustRelate product family. Combine it with Web Builder for customer-facing websites and portals, with Marketing Automation and Email Builder for campaigns based on current CRM data, or with the Portal module that gives customers and partners direct access to their data — all managed from the same system.
Landing Pages
Marketing Automation
Email Builder
Portals
Everything You Need to Manage the Entire Customer Relationship
The modules that help your teams manage a relationship from the first contact through order and service all the way to contract renewal.
Contacts
GDPR-compliant contact management with company structures, international address formats, and duplicate detection.
Activities
Document sales and service activities with configurable workflow automation and a complete process history.
Marketing
Centralized campaign management with targeting, email marketing, events, telemarketing, and lead management.
Sales
Structured sales processes with pipeline transparency, forecasting, and mobile apps for field sales.
Service
Tickets, parts, maintenance contracts, and history stay with every machine or installation — in the office and on-site.
Analytical CRM
Real-time dashboards, KPIs, and forecasting turn CRM data into decisions.
Take Your Customer Relationships to the Next Level
See what changes when all teams work from the same customer record.
Before
Sales processes lack transparency and control.
After
Full pipeline transparency and clear process control.
Saves time and reduces stress
Before
Customer data is scattered across multiple tools.
After
Centralized data for seamless collaboration.
Saves costs and prevents errors
Before
KPIs and forecasts are hard to track.
After
Real-time dashboards and precise forecasts.
Priceless...
4x
Faster completion of daily tasks
-50%
Less manual work
Up to 30%
Increase in sales
8–14%
Shorter sales cycles
Four Steps to Successful Customer Management
A structured implementation process from requirements to live system — with the expertise to align it with your company's specific processes.
1
Requirements Analysis
Your goals, processes, integration needs, and technical environment are captured together with your teams. This forms the foundation for a CRM setup that fits the way your organization actually works.
2
Solution Design
Your goals, processes, integration needs, and technical environment are captured together with your teams. This forms the foundation for a CRM setup that fits the way your organization actually works.
3
Implementation and Integration
Workflows, roles, and data models are configured. Existing data is migrated, and connections to ERP, DMS, and other systems are established. The CRM adapts to your system landscape — not the other way around.
4
Enablement and Optimization
Teams are trained, the rollout is guided, and adoption is tracked. The system is refined based on real-world usage, with ongoing optimization to maintain performance as your organization evolves.
Built for Teams Like Yours
JustRelate CRM is designed around the actual working practices of specific teams and processes — including organizations with complex products, service objects, and location-based processes.
For Service Teams
Deliver consistent service across all channels.
For IT Teams
Ensure a secure, scalable, and highly flexible CRM infrastructure.
For Marketing Teams
Run precise campaigns with a comprehensive understanding of your customers.
For Sales Teams
Turn leads into revenue with intelligent workflows.
For Service Teams
Deliver consistent service across all channels.
For IT Teams
Ensure a secure, scalable, and highly flexible CRM infrastructure.
For Marketing Teams
Run precise campaigns with a comprehensive understanding of your customers.
For Sales Teams
Turn leads into revenue with intelligent workflows.
Teams Love JustRelate CRM
Hundreds of companies manage marketing, sales, and service with JustRelate CRM.
+34%
more productivity
up to x2
more revenue since CRM go-live
up to 300%
higher conversion rate
Digitalization is making inroads not only in production, but also in sales, marketing, and service. JustRelate CRM is at the heart of this development.
Christian Hörold
Head of Inside Sales Europe & CRM at Haimer
JustRelate CRM gives our sales and service staff the ability to take a more holistic view of our customers and deliver better service. JustRelate supports us excellently across many areas.
Meik Kruckemeyer
Application Manager CRM at Big Dutchman
Frequently Asked Questions About JustRelate CRM
Request a demo with one of our product experts to explore features and assess 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 explore features and assess 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 services, 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 custom interfaces. JustRelate has been integrating enterprise system landscapes for over 30 years.
The CRM connects with ERP, DMS, email, telephony, directory services, 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 custom 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 control, 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, location-based process handling, integrated communication, ERP connectivity, and portals. The solution is developed and hosted in Europe, and is designed to remain customizable without sacrificing upgradeability. 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 control, 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, location-based process handling, integrated communication, ERP connectivity, and portals. The solution is developed and hosted in Europe, and is designed to remain customizable without sacrificing upgradeability. 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 through 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 used in more than 50 countries. The modular design enables a phased rollout — starting with the features you need, and expanding as your business grows.
Yes. The platform is designed for hundreds of concurrent users and scales through 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 used in more than 50 countries. The modular design enables a phased rollout — starting with the features you need, and expanding as your business grows.
Yes. Native apps are available for iOS, Android, and Windows. Field sales 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 syncs automatically when 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 sales 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 syncs automatically when connectivity is restored. The user interface adapts to the device in use, whether smartphone, tablet, or laptop.
Yes. Products, machines, and installations can be managed as service objects within the CRM. Tickets, maintenance contracts, service history, bills of materials, documents, FAQs, and workflows are all stored against the object — accessible to service, sales, and management teams throughout the entire lifecycle of the object.
Yes. Products, machines, and installations can be managed as service objects within the CRM. Tickets, maintenance contracts, service history, bills of materials, documents, FAQs, and workflows are all stored against the object — accessible to service, sales, and management teams throughout the entire lifecycle of the object.
Yes. Customer portals, tender portals, and similar applications can be built on CRM data using the JustRelate portal solution. Maintenance and control are handled directly within the CRM — with no separate data synchronization layer required.
Yes. Customer portals, tender portals, and similar applications can be built on CRM data using the JustRelate portal solution. Maintenance and control are handled directly within the CRM — with no separate data synchronization layer required.
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.
Ready to take full control of your sales, service, marketing, and order processes?
Leave disconnected tools and manual handoffs behind. Manage the entire customer relationship in one system.