ClientLogix

ClientLogix

UNAPEN
JustRelate CRM

JustRelate CRM

JustRelate Group
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About

One solution that is built to handle the very distinct differences in the types of relationships, distribution channels, interested parties and intermediaries in each of these lines of business. One central portal to quickly find all client, prospect and 3rd party information, streamlined portfolio setup and maintenance with a bi-directional interface to many portfolio accounting systems, plus flexible import from sponsor platforms. Heads-up CRM data and document library keeps you informed without leaving Outlook, quickly set up meetings, review/take meeting notes, view history and reminders and much more. User adoption soars when people can arrange the interface to meet their personal preferences, both in the office and on their mobile devices. Insight into social interaction helps drive client relationships and referrals.

About

JustRelate CRM is a flexible customer relationship management platform for SMEs. It centralizes contacts, activities, and business operations across marketing, sales, and service. Core features include lead management, opportunity tracking, quotes, and contract administration. Workflow automation, mobile access (iOS, Android, Windows), and real-time analytics dashboards streamline operations. Advanced reporting provides sales forecasting and multidimensional trend analysis. The platform integrates with ERP systems (SAP, abas, PSIpenta), email clients (Outlook, Gmail), and third-party applications via REST-API and web services. Service capabilities include ticketing, maintenance scheduling, and resource planning. Deployment options: cloud hosting in Germany or on-premises. Supports multi-language, multi-currency operations. Administration tools enable granular access controls and process customization. Scalable architecture handles hundreds of concurrent users.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies in need of an CRM solution

Audience

b2b

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

UNAPEN
Founded: 1991
United States
unapen.com

Company Information

JustRelate Group
Founded: 1989
Germany
www.justrelate.com/justrelate-crm-app

Alternatives

Heads-up

Heads-up

WattsNet

Alternatives

Fiona CMS

Fiona CMS

JustRelate
MomentumTRUST

MomentumTRUST

Momentum3
Ladders HR

Ladders HR

Mechsoft Digital Technologies Pvt. Ltd.

Categories

CRM

Categories

CRM

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Integrations

CleverReach
Inxmail
JustRelate Web Builder
Neoletter

Integrations

CleverReach
Inxmail
JustRelate Web Builder
Neoletter
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Claim JustRelate CRM and update features and information