JustRelate CRMJustRelate Group
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Related Products
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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.
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About
PensionPro is a cloud-based software solution designed to optimize operations for Third Party Administrators (TPAs) by streamlining plan administration, client communications, and business processes. The platform offers three distinct tiers, TRACK, TEAM, and BUSINESS, each tailored to meet varying organizational needs. TRACK serves as the entry-level tier, providing essential features such as Client Relationship Management (CRM), a Plan Cycle Milestone Dashboard, and standard reporting capabilities. It also includes access to PlanSponsorLink.com, a secure portal for efficient information exchange between administrators and clients. TEAM builds upon TRACK's functionalities by adding online data collection, time tracking, blast email capabilities, fee schedule management, and integration with ftwilliam.com for forms and compliance. This tier is designed to consolidate and organize operations, enhancing internal workflows and profitability.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
b2b
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Audience
Enterprises looking for a tool to enhance efficiency and profitability through a scalable, cloud-based pension administration platform
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationJustRelate Group
Founded: 1989
Germany
www.justrelate.com/justrelate-crm-app
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Company InformationPensionPro
Founded: 2010
United States
pensionpro.com
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Categories |
Categories |
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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
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Integrations
CleverReach
Inxmail
JustRelate Web Builder
Neoletter
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