Why Service Providers Need Connected Customer Management
Individual customer requirements, numerous touchpoints, and complex sales and service processes all demand a shared data foundation. JustRelate CRM connects marketing, sales, and service, creating transparency across customers, projects, activities, and ongoing cases.
Scattered Customer Information
Contacts, conversations, documents, projects, and cases are often spread across different systems or spreadsheets. This makes it difficult to provide fast, well-informed customer support.
Individual Requirements
Services are often shaped by specific customer needs. Sales and service teams therefore need constant access to relevant information and the full customer history.
Complex Sales Projects
From the initial inquiry through opportunities and quotes to the final order, sales projects need to be tracked systematically and advanced with clear purpose.
Turn Customer Knowledge into Revenue
JustRelate CRM brings together information from marketing, sales, and service, creating a consistent foundation for successful customer relationships.
Centralize
Consolidate customer, contact, project, and case information in a shared data foundation so that everyone works with the same up-to-date information.
Connect
Bring marketing, sales, and service together and create transparent handoffs across departments and processes.
Mobilize
Use CRM apps for smartphones and tablets to access customer information, documents, and cases on the go, and capture data directly on-site.
Manage
Use dashboards, KPIs, and reports to track leads, sales opportunities, projects, and service processes with full transparency and targeted control.
Built for the Needs of Service Providers
From the first customer inquiry to ongoing support — JustRelate CRM helps service companies organize customer relationships, sales projects, and service delivery end to end.
Customer Management
Keep customers, prospects, partners, competitors, and ongoing activities in view with a 360° perspective. All relevant information is centrally available for marketing, sales, and service.
Sales Projects
Manage complex sales projects from initial inquiry through opportunities and quotes to the final order. Stay reliably on top of progress, activities, and next steps.
Customer Service
Handle customer inquiries in a structured and traceable way using ticketing and helpdesk tools. Service information and customer history are centrally available, enabling fast response times.
Field Service
Plan your service teams using a visual scheduling board and coordinate assignments with full transparency. Feedback and information from the field flow directly into downstream processes.
One Central Platform for Your Service Processes
Service companies need flexible structures as customer requirements, teams, and business processes grow. JustRelate CRM combines core CRM capabilities with marketing, sales, and service, and can be deployed flexibly as either an on-premise or cloud solution.
360°
Customer View
A complete view of customers, prospects, projects, competitors, and partners.
Mobile
CRM on the Go
Current information and documents always available on smartphone and tablet.
Cloud
Flexibly Available
A cloud solution hosted in Germany with no upfront effort for installation, maintenance, or operation of your corporate IT infrastructure.
GDPR
Compliant Processes
Features for legally compliant handling of customer data in accordance with EU GDPR.
Your Service Processes on a Shared Data Foundation
Connect marketing, sales, and service, keep customers and projects in view, and empower your teams to work efficiently — whether in the office or on the go.