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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 EXANTE?

With your EXANTE account, you can easily access over 50 financial markets around the globe, including prominent exchanges like NASDAQ, the London Stock Exchange, and the Tokyo Stock Exchange. This offering is designed specifically for private investors who desire a smooth pathway to various international trading platforms, allowing them to manage all their investments through a single multi-currency account. You have the opportunity to trade a diverse range of assets, including stocks, ETFs, bonds, futures, options, metals, as well as both fiat and cryptocurrencies. For wealth and asset managers servicing multiple clients, EXANTE provides the capability to introduce new exchange-traded and OTC products to your customers, all while enjoying simplified management of multiple accounts and access to comprehensive reporting tools. The platform not only strengthens investor relations but also enhances personal wealth management services, complemented by around-the-clock customer support. Moreover, private financial institutions managing investments for wealthy families and groups can greatly benefit from flexible jurisdiction choices, easy asset transfers, and superior investor protection offered by our award-winning, globally licensed platform. This all-encompassing approach guarantees that every aspect of your investment needs is addressed with expertise and efficiency, ensuring a smooth trading experience.

Media

Media

Integrations Supported

ATAS
CleverReach
Inxmail
JustRelate Web Builder
Neoletter

Integrations Supported

ATAS
CleverReach
Inxmail
JustRelate Web Builder
Neoletter

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

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

EXANTE

Company Location

Cyprus

Company Website

exante.eu/

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

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Mechsoft Digital Technologies Pvt. Ltd.