JustRelate CRM

JustRelate CRM

JustRelate Group
+
+

Related Products

  • MOVEit
    622 Ratings
    Visit Website
  • ZenTreasury
    9 Ratings
    Visit Website
  • Windocks
    7 Ratings
    Visit Website
  • AlsoThere
    1 Rating
    Visit Website
  • Native Teams
    629 Ratings
    Visit Website
  • YouHodler
    28 Ratings
  • Airlock Digital
    35 Ratings
    Visit Website
  • KORONA POS
    222 Ratings
    Visit Website
  • RentGuruz
    8 Ratings
    Visit Website
  • Global Shop Solutions
    77 Ratings
    Visit Website

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.

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.

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

b2b

Audience

Enterprises looking for a tool to enhance efficiency and profitability through a scalable, cloud-based pension administration platform

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

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

Company Information

PensionPro
Founded: 2010
United States
pensionpro.com

Alternatives

Fiona CMS

Fiona CMS

JustRelate

Alternatives

PensionGold

PensionGold

Levi, Ray & Shoup
Avenu CPAS

Avenu CPAS

Avenu Insights
Milliman MARC

Milliman MARC

Milliman
Ladders HR

Ladders HR

Mechsoft Digital Technologies Pvt. Ltd.
PX3000

PX3000

Penad Pension Services

Categories

CRM

Categories

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
Claim JustRelate CRM and update features and information
Claim JustRelate CRM and update features and information
Claim PensionPro and update features and information
Claim PensionPro and update features and information