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What is JustRelate CRM?

JustRelate CRM is a comprehensive customer relationship management platform built for SMEs and mid-market organizations. The system provides a unified hub for managing all customer-facing operations across marketing, sales, and service departments. Core Functionality: Contact and activity management form the foundation, enabling centralized storage of customer data, enterprise structures, and interaction histories. Lead management capabilities support targeted prospecting, while opportunity tracking and quote generation streamline the sales pipeline. Contract and project management features accommodate complex B2B sales cycles. Sales & Marketing Operations: The platform delivers sales funnel analysis, forecast modeling, and performance dashboards. Marketing teams benefit from campaign planning, event management, email marketing integration, and GDPR-compliant contact list management. Automated workflows enhance productivity across departments. Service Excellence: Comprehensive service module includes ticketing, maintenance scheduling, resource planning, and knowledge management with FAQs and error code databases. Mobile & Integration: Native mobile applications (iOS, Android, Windows) provide field access to contacts, tasks, appointments, and service data. The platform integrates with ERP systems (SAP, abas, PSIpenta), email clients (Outlook, Lotus Notes), and third-party applications via REST-API and web services. Deployment & Administration: Choose cloud hosting in Germany or on-premises installation. Multi-language, multi-currency support enables international operations. Granular access controls, process customization, and scalable n-tier architecture accommodate growing organizations.

What is Corporate Planner Sales?

Corporate Planner Sales equips users to quickly resolve any inquiries related to sales while keeping an emphasis on potential sales opportunities and product assortments. This robust software solution enables comprehensive analysis and features planning and simulation functions. With Corporate Planner Sales, professionals in sales management can strategize across diverse parameters such as workforce, geographical areas, nations, products, and product classifications, facilitating the comparison of various scenarios and trends, as well as the evaluation of top-down distributions. The software streamlines the complexities that come with multidimensional data analysis. The crucial inquiry, “Who’s selling what to whom?” is approached daily by the sales team from multiple perspectives. Considering the complex structures and numerous dimensions that sales departments must navigate, Corporate Planner Sales elucidates the relationships within multidimensional datasets, thereby enhancing the ability of team members to assess the impact of their decisions. Consequently, they become more proficient at adjusting to changes in market conditions, ensuring their strategies are not only timely but also effective in a competitive landscape. Ultimately, this empowers organizations to better align their sales strategies with emerging opportunities.

Media

Media

Integrations Supported

CleverReach
Inxmail
JustRelate Marketing Automation
JustRelate Web Builder

Integrations Supported

CleverReach
Inxmail
JustRelate Marketing Automation
JustRelate Web Builder

API Availability

Has API

API Availability

Has API

Pricing Information

Our team can provide detailed pricing information tailored to your specific requirements, including volume needs, integration complexity, and feature requirements.
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

JustRelate Group

Date Founded

1989

Company Location

Germany

Company Website

www.justrelate.com/justrelate-crm-app

Company Facts

Organization Name

CP Corporate Planning

Date Founded

1989

Company Location

Germany

Company Website

www.corporate-planning.com/en/

Categories and Features

CRM

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

Categories and Features

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

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