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Transform service friction into total customer satisfaction

See how JustRelate Home turns reactive, fragmented service into a structured, scalable operation.

Reactive, manual support

Requests arrive via email, phone, and chat with no structured triage. Teams spend more time routing tickets than resolving them.

Automated service workflows

Configurable workflows route, prioritize, and escalate tickets automatically — so the right person handles every issue without manual handoffs.

Customers can't help themselves

Every routine question requires a support call or email, driving up ticket volume and stretching your team thin.

24/7 self-service access

A secure portal gives customers direct access to knowledge bases, order history, documentation, and ticket submission — reducing inbound volume without reducing satisfaction.

Field teams work disconnected

Technicians on-site don't have access to customer history, service contracts, or documentation — leading to repeat visits and missed context.

Mobile CRM with offline capability

Field service teams access full customer records, log work, and capture documentation on any device — even without internet connectivity.

No visibility into service performance

SLA compliance, resolution times, and customer satisfaction are tracked in spreadsheets, if they're tracked at all.

Real-time service analytics

Dashboards and KPI tracking surface bottlenecks, measure SLA adherence, and give managers the data they need to improve continuously.

The composable service system

JustRelate Home gives service organizations a connected operating layer — from ticket intake and triage through field service execution, self-service deflection, and ongoing customer communication. CRM serves as the single source of truth for every customer interaction, contract, and service history. Portal enables customers and partners to resolve routine issues independently. Automated workflows eliminate manual routing and ensure SLA compliance across teams and locations.

With context-aware AI grounded in your own service data, teams find answers faster, documentation writes itself, and customers get consistent quality at every touchpoint.

Unified service records 

Self-service deflection

Mobile field access

AI-assisted resolution

Everything you need to deliver service that scales

A connected toolkit that ties ticketing, self-service, field operations, and customer communication into one system.

CRM

Manage tickets, service contracts, activity history, and field dispatch from one platform — with full 360° customer context and mobile access for every team member.

Portal

Give customers and partners secure 24/7 access to knowledge bases, ticket submission, order tracking, and documentation — reducing support volume while improving satisfaction.

Analytics

Track resolution times, SLA compliance, ticket volume trends, and customer behavior with privacy-compliant analytics that surface what needs attention.

Measurable impact on service operations

JustRelate customers reduce ticket volume, accelerate resolution, and scale service without scaling headcount. Here's what teams have achieved.

Digitalized service operations across 14,000 elevators — replacing paper-based workflows with automated service contracts, mobile field reporting, and predictive maintenance powered by IoT sensor data.

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Deployed a global CRM for 800 users across 6 languages — unifying sales and service on one platform with offline-capable mobile access, integrated dispatching, and bidirectional ERP synchronization.

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Launched the myTROX self-service portal where customers independently access product data, configure solutions, and manage projects across 29 countries — reducing routine support inquiries while improving engagement.

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Up to 70%

Cost savings

99.9%

Uptime SLA

x4

Output increase

+75%

Efficiency

Composable service in action

Build scalable service solutions by orchestrating CRM, portal, email, automation, and analytics into one connected system.

Service desk and ticketing

Manage inbound requests with structured ticket workflows, automated routing, priority escalation, and SLA tracking — all within one CRM workspace.

Customer self-service portal

Deflect routine inquiries with a portal that gives customers 24/7 access to knowledge bases, FAQs, documentation, order status, and ticket submission.

Field service management

Equip mobile technicians with offline-capable CRM access, service contract details, customer history, and on-site documentation — synced automatically when connectivity returns.

Automated service communication

Trigger ticket confirmations, status updates, resolution summaries, and satisfaction surveys through Marketing Automation — keeping customers informed without manual effort.

Customer onboarding programs

Deliver structured onboarding journeys that guide new customers through setup, training, and first-value milestones — increasing activation and reducing early churn.

SLA monitoring and reporting

Track resolution times, first-response rates, and SLA compliance with real-time dashboards — giving managers the visibility to intervene before targets are missed.

Preventive and predictive maintenance

Use IoT data and CRM-based service schedules to shift from reactive break-fix to planned maintenance — reducing downtime and increasing equipment availability.

Partner and dealer support

Provide channel partners with dedicated portal access to documentation, spare parts catalogs, service manuals, and co-branded support materials.

Centralize service documentation, troubleshooting guides, and best practices in a searchable knowledge hub — powered by AI to surface relevant answers instantly.

With JustRelate Home, compose the service solution you need

See how a mid-market manufacturer reduces support volume and improves resolution times by connecting self-service, ticketing, and automated communication on one platform.

Portal-driven service operations 

A composable system that turns routine support into scalable self-service

Industry

Manufacturing / Industrial

Team size

150+

Goal

Reduce inbound ticket volume

Customer searches for an answer independently

A customer experiences an issue with a product and logs into the company's JustRelate Portal. They search the knowledge hub for troubleshooting documentation. 

JustRelate Portal provides structured access to FAQs, product manuals, maintenance guides, and how-to articles — available 24/7 without contacting support. etracker Analytics tracks which articles are accessed and where users drop off, helping the service team identify documentation gaps.

Self-service doesn't resolve the issue — customer submits a ticket

The knowledge base narrows the problem but doesn't fully resolve it. The customer submits a service ticket directly through the portal, describing the issue and attaching photos.

JustRelate Portal captures the request with structured fields — product type, urgency, description, and attachments — and creates a case in JustRelate CRM. The customer receives an automated confirmation email, built with JustRelate Email Builder and triggered by JustRelate Marketing Automation, with a case number and a link to track status in the portal.

Ticket is routed and assigned automatically
The service case arrives and is routed to the right team based on product category, region, and priority level.

JustRelate Portal workflow automation assigns the ticket, sets the deadline, and notifies the responsible service agent. The agent sees the full customer profile: contact details, contract type, order history, and any previous service interactions.

Agent resolves the case with full context
The service agent reviews the ticket, checks the customer's history and contract coverage, and responds with a resolution

The response is delivered to the customer both via email and visible in the portal, where the ticket status updates to "resolved" in real time. The customer can reopen the ticket or confirm resolution directly in the portal.

Automated follow-up closes the loop

Two days after resolution, the customer receives a satisfaction survey asking about their service experience.

JustRelate Marketing Automation triggers the follow-up automatically based on case closure. etracker Analytics tracks survey completion rates. The service manager reviews response data alongside ticket resolution metrics in a Portal dashboard to identify patterns and improvement opportunities.

Continuous service improvement
The service team uses portal analytics and reporting to monitor ticket volume trends, most-searched knowledge base topics, average resolution times, and SLA compliance.

The team publishes new knowledge articles within JustRelate Portal for recurring issues, reducing future inbound volume. JustRelate Marketing Automation sends proactive maintenance reminders and product updates to customers based on their product and contract data in JustRelate CRM.

The results

What you can expect 
(modeled benchmarks)

Up to 40%

reduction in repeat site visits through better first-visit preparation

99%

service process digitization — virtually eliminating paper-based workflows

+30%

improvement in SLA compliance through automated routing and escalation

Explore solutions for marketing and sales

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 these tools, you can build secure 24/7 self-service environments, intelligent ticketing systems, and automated RMA (return merchandise authorization) workflows. Customers can submit requests and track statuses directly within their personalized portal, while your support agents manage and resolve those tickets inside the CRM with complete historical context.

JustRelate Portal empowers customers to resolve basic inquiries independently. By providing 24/7 access to searchable knowledge bases, digital technical documentation, and real-time order tracking, you eliminate the need for customers to email or call your support team for routine information, drastically reducing your inbound ticket volume.

Yes. JustRelate CRM features robust mobile capabilities designed for teams on the go. Your field technicians can access complete 360-degree customer histories, digital service manuals, and active support tickets directly from their smartphones or tablets while on-site.

Very easily. Using the natively integrated JustRelate Web Builder, your service and content teams can update FAQs, publish new tutorials, and edit technical documentation instantly. The intuitive, zero-code interface means you never have to wait on IT or developers to push critical information live.

Moving to JustRelate Home eliminates disconnected "island" solutions and fragmented support inboxes. It unifies your customer data across sales, marketing, and service, ensuring everyone operates from the same 360-degree view. This automates manual ticket routing, accelerates resolution times, and ultimately drives higher customer satisfaction while lowering your operational costs.

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.

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