Unified customer data from two ERP systems and 21 global branches into a single CRM — giving sales teams transparent lead and offer tracking, real-time mobile access, and automated compliance screening across all locations.
Transform sales bottlenecks into revenue velocity
See how JustRelate Home turns structural sales bottlenecks into competitive advantages.
Manual quoting and pricing errors
Spreadsheets and email threads lead to misconfigured products, inconsistent pricing, and lost margin.
Automated configuration and pricing
Rule-based CPQ logic eliminates errors, enforces margin controls, and generates validated quotes in minutes.
Scattered customer data
Contact details, deal history, and communications live in different systems, leaving sales teams without a complete picture.
Unified 360° customer view
One CRM record consolidates every interaction, touchpoint, and data point — accessible to every team member, from anywhere.
Long sales cycles with too many handoffs
Deals stall when configuration, pricing, approval, and follow-up depend on separate teams and disconnected tools.
Orchestrated deal workflows
Connected systems move deals through configuration, approval, and follow-up automatically — cutting handoffs and compressing cycle time.
Forecasts based on gut feeling
Without reliable pipeline data, revenue projections are guesswork and resource allocation suffers.
Data-driven pipeline intelligence
Real-time dashboards, lead scoring, and conversion tracking give sales leaders the accuracy they need to plan with confidence.
The composable sales system
JustRelate Home gives sales organizations a connected operating system — from lead capture and qualification through product configuration, quoting, and post-sale service. Unified CRM data ensures every rep works from the same customer truth. CPQ automation eliminates manual configuration and pricing errors. Self-service portals let customers and partners access information, configure products, and track orders without waiting on your team.
With context-aware AI grounded in your own product and customer data, sales teams prepare faster, quote more accurately, and focus on the conversations that move deals forward.
Unified pipeline data
Automated quoting
Self-service access
AI-assisted selling
Everything you need to sell complex solutions at speed
A connected toolkit that ties pipeline management, product configuration, and customer engagement into one system.
CRM
Centralize every lead, opportunity, and customer interaction — with full pipeline visibility, forecasting, and mobile access for field and inside sales teams.
CPQ
Configure complex products, calculate accurate pricing, and generate branded, technically validated quotes — in minutes instead of days.
Portal
Give customers and partners secure self-service access to orders, quotes, documentation, and account data — reducing support load and accelerating decisions.
Email Builder
Create polished sales communications, proposal follow-ups, and deal-stage nurture emails — on brand, responsive, and ready to send without design support.
Analytics
Track campaign-to-deal attribution, monitor conversion rates, and measure sales performance with privacy-compliant analytics that capture the full picture.
Measurable impact on sales performance
JustRelate customers shorten cycles, increase accuracy, and close more business. Here's what teams have achieved.
Digitalized sales, marketing, and service processes with JustRelate CRM at the center — creating full pipeline transparency across inside and field sales teams.
Reduced quote generation time by 30–50%, especially for standard machine configurations, by replacing manual processes with automated CPQ workflows.
Up to 70%
Cost savings
99.9%
Uptime SLA
x4
Output increase
+75%
Efficiency
Composable sales in action
Build scalable sales solutions by orchestrating CRM, CPQ, portals, email, and analytics into one connected system.
Quote-to-cash automation
Configure products, generate quotes, route approvals, and trigger order confirmations — all in one automated workflow from opportunity to invoice.
Partner and dealer portals
Give channel partners self-service access to product configuration, pricing, order tracking, and co-branded materials through a secure portal.
Pipeline management and forecasting
Track every deal stage with real-time dashboards, weighted forecasting, and activity-based health scores that surface risks before they stall revenue.
Sales-ready lead handoff
Receive marketing-qualified leads directly in CRM with full engagement history, scoring data, and behavioral context — so reps start conversations informed.
Field sales enablement
Equip mobile sales teams with offline CRM access, on-device quoting, and customer history — everything they need to close on-site without delays.
Guided self-service configuration
Let prospects configure products, view real-time pricing, and request quotes directly on your website — no sales call required to start the process.
Proposal and follow-up automation
Generate branded proposals from CPQ data and trigger personalized follow-up sequences through Marketing Automation — keeping momentum after every meeting.
Account-based engagement
Coordinate targeted outreach across email, web, and CRM for high-value accounts — with shared visibility into every touchpoint across the buying committee.
Customer upsell and expansion
Identify growth opportunities in existing accounts using CRM data and behavioral signals, then trigger targeted offers through automated workflows.
With JustRelate Home, compose the sales solution you need
See how a manufacturing company accelerates its quote-to-cash process with a composable solution built on JustRelate apps.
Automated quote-to-cash for complex products
A composable sales system that turns configuration into closed revenue
Industry
Manufacturing / Industrial
Team size
200+
Goal
Shorter sales cycles
Inbound lead capture
A prospect visits the corporate website and requests a quote for a custom machine configuration.
JustRelate Web Builder hosts the product page. etracker Analytics captures the visit source, pages viewed, and intent signals. The form submission creates a lead in JustRelate CRM with full behavioral context.
Automated qualification and routing
The lead is scored and assigned to the right sales engineer based on product line, region, and deal size.
The lead is scored and assigned to the right sales engineer based on product line, region, and deal size. JustRelate CRM applies lead scoring rules and triggers an automated assignment workflow. The sales engineer receives a notification with the lead's full engagement history.
Guided product configuration
The sales engineer opens the configurator and builds a validated product specification tailored to the customer's requirements.
The sales engineer opens the configurator and builds a validated product specification tailored to the customer's requirements. JustRelate CPQ manages all product rules, dependencies, and exclusions. Pricing is calculated automatically based on configured components, volume, and margin thresholds. A bill of materials is generated alongside the quote.
Quote generation and approval
A branded, multilingual quote is generated and routed for internal approval.
JustRelate CPQ produces the proposal document. Automated approval workflows route it to the relevant manager based on discount level and deal value. Approval takes minutes instead of days.
Proposal delivery and follow-up
The prospect receives a professional proposal by email with a link to review configuration details in the customer portal.
JustRelate Email Builder creates the proposal email. JustRelate Portal gives the prospect secure access to their quote, technical specifications, and delivery timeline. JustRelate Marketing Automation schedules a follow-up sequence if the proposal isn't opened within 48 hours.
Negotiation and close
The sales engineer tracks engagement, answers questions, and adjusts the quote as needed — all within one connected workspace.
JustRelate CRM logs every interaction. JustRelate CPQ allows version-controlled quote revisions. etracker Analytics tracks portal activity and document engagement, giving the sales team clear signals on buying intent.
Account growth and retention
After the deal closes, the customer's profile is enriched with order data, and automated workflows identify upsell and cross-sell opportunities.
JustRelate CRM maintains the complete customer record. JustRelate Portal provides ongoing self-service access. Marketing Automation triggers expansion campaigns based on purchase history and product usage patterns.
The Results
What you can expect (modeled benchmarks)
+49%
increase in monthly quote volume
-28%
reduction in average sales cycle length
95%+
quote accuracy — virtually eliminating configuration errors
Explore solutions for marketing and service
With JustRelate Home, you orchestrate modular applications that drive efficiency across all customer-facing operations.
Frequently asked questions about sales solutions
Everything you need to know about the JustRelate CRM. If you have any further questions, please use our AI chat or contact us directly.
By combining JustRelate CRM and CPQ, you can build end-to-end quote-to-production workflows. Sales teams can manage their pipeline in the CRM while using guided selling in the CPQ to configure complex products, automatically calculate margins, and generate error-free bills of materials (BOMs) that are handed off directly to production systems.
By combining JustRelate CRM and CPQ, you can build end-to-end quote-to-production workflows. Sales teams can manage their pipeline in the CRM while using guided selling in the CPQ to configure complex products, automatically calculate margins, and generate error-free bills of materials (BOMs) that are handed off directly to production systems.
Yes. JustRelate CPQ is designed to manage highly intricate enterprise pricing models. It can automatically compute direct costs, indirect surcharges (percentage-based), and margins. It also supports specific site cost elements and pricing rules, ensuring consistent quoting logic across all global locations.
Yes. JustRelate CPQ is designed to manage highly intricate enterprise pricing models. It can automatically compute direct costs, indirect surcharges (percentage-based), and margins. It also supports specific site cost elements and pricing rules, ensuring consistent quoting logic across all global locations.
JustRelate CRM supports bidirectional integration with major ERP platforms including SAP, Proalpha, and SAGE, as well as Microsoft Office 365 and other business systems. Integration is API-driven, enabling real-time data synchronization for contacts, transactions, orders, and pricing. For example, VDM Metals runs JustRelate CRM connected to two separate ERP systems (SAP and SAGE 500) across 21 global branches, with customer data synchronized in real time. Big Dutchman uses bidirectional sync with their INTEGRA ERP, so quotes and orders flow instantly between sales and operations. The platform is designed to fit into your existing IT landscape, not replace it.
JustRelate CRM supports bidirectional integration with major ERP platforms including SAP, Proalpha, and SAGE, as well as Microsoft Office 365 and other business systems. Integration is API-driven, enabling real-time data synchronization for contacts, transactions, orders, and pricing. For example, VDM Metals runs JustRelate CRM connected to two separate ERP systems (SAP and SAGE 500) across 21 global branches, with customer data synchronized in real time. Big Dutchman uses bidirectional sync with their INTEGRA ERP, so quotes and orders flow instantly between sales and operations. The platform is designed to fit into your existing IT landscape, not replace it.
Yes. JustRelate CPQ includes a guided selling module that can be embedded directly on your website or within a JustRelate Portal. Visitors answer structured questions and are guided step by step to a valid configuration — no prior product knowledge required. They receive real-time pricing, validated technical details, and delivery estimates, and can generate a quote, submit a request, or place an order immediately. Images, 3D models, and videos can be included to enhance clarity. For example, TROX uses this approach to let architects and planners independently configure complex ventilation solutions across 29 countries, 24/7.
Yes. JustRelate CPQ includes a guided selling module that can be embedded directly on your website or within a JustRelate Portal. Visitors answer structured questions and are guided step by step to a valid configuration — no prior product knowledge required. They receive real-time pricing, validated technical details, and delivery estimates, and can generate a quote, submit a request, or place an order immediately. Images, 3D models, and videos can be included to enhance clarity. For example, TROX uses this approach to let architects and planners independently configure complex ventilation solutions across 29 countries, 24/7.
Timelines depend on the scope and complexity of your sales processes, product catalog, and integration requirements. A typical project follows four phases: a strategy workshop to define goals, KPIs, and scope; iterative solution design and product modeling with early prototypes; system integration and pilot deployment with a test group; and phased rollout with training and ongoing optimization. Simpler CRM deployments can go live within weeks. Complex CPQ implementations with deep ERP integration and large product catalogs typically run several months in an agile, sprint-based delivery model. JustRelate's services team has delivered implementations ranging from straightforward CRM rollouts to 25-year-long CPQ partnerships with continuous evolution.
Timelines depend on the scope and complexity of your sales processes, product catalog, and integration requirements. A typical project follows four phases: a strategy workshop to define goals, KPIs, and scope; iterative solution design and product modeling with early prototypes; system integration and pilot deployment with a test group; and phased rollout with training and ongoing optimization. Simpler CRM deployments can go live within weeks. Complex CPQ implementations with deep ERP integration and large product catalogs typically run several months in an agile, sprint-based delivery model. JustRelate's services team has delivered implementations ranging from straightforward CRM rollouts to 25-year-long CPQ partnerships with continuous evolution.
By connecting the tools that are typically disconnected. When CRM, CPQ, portal, email, and analytics run on one platform, handoffs between qualification, configuration, quoting, approval, and follow-up happen automatically instead of manually. Sales reps don't wait for engineering to validate a configuration or finance to approve a discount — rules-based logic and automated workflows handle both. Customers can self-serve through guided configuration, which moves them further into the buying process before a sales conversation even starts. And because every interaction feeds back into the CRM, reps always have full context — no re-asking questions, no lost information between touchpoints.
By connecting the tools that are typically disconnected. When CRM, CPQ, portal, email, and analytics run on one platform, handoffs between qualification, configuration, quoting, approval, and follow-up happen automatically instead of manually. Sales reps don't wait for engineering to validate a configuration or finance to approve a discount — rules-based logic and automated workflows handle both. Customers can self-serve through guided configuration, which moves them further into the buying process before a sales conversation even starts. And because every interaction feeds back into the CRM, reps always have full context — no re-asking questions, no lost information between touchpoints.
Ready to turn your sales process into a competitive advantage?
Stop losing margin to manual quoting and scattered data. Connect your pipeline, automate configuration and pricing, and give every rep the context they need to close with confidence — powered by JustRelate Home.