Compare HaloCSM vs. JustRelate CRM in 2026

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Description

HaloCSM is an integrated customer management platform built to support sales, marketing, service, and customer relationship management from a single application. Rather than requiring organizations to purchase separate modules for different departments, HaloCSM combines pipelines, campaigns, ticketing, reporting, knowledge, portals, and automation in one environment. Sales teams can capture and score new leads, automatically route prospects, manage multiple pipelines, and generate weighted forecasts. Workflow automation can trigger tasks, approvals, and follow-ups as opportunities move through different stages of the sales process. Marketing and service teams can use the same customer record to view emails, campaign activity, deals, support tickets, and other interactions throughout the relationship. AI functionality is incorporated into the platform to assist with automation, productivity, and customer-facing workflows. Administrators can configure fields, pipelines, dashboards, and automations without depending heavily on outside consultants or custom development. HaloCSM also supports integrations with email, telephony, ERP, accounting, collaboration, and other business systems through APIs, webhooks, and native connections. Security, governance, multiple deployment options, audit capabilities, and compliance features make the platform suitable for organizations that need a scalable customer management system with broad operational coverage.

Description

JustRelate CRM is a flexible, modular customer relationship management platform designed for SMEs and mid-market organizations. The system centralizes contact management, activities tracking, and enterprise structures across marketing, sales, and service operations. Core capabilities include lead management, opportunity tracking, quote generation, and contract administration. The platform features workflow automation, mobile access across iOS, Android, and Windows devices, and responsive interfaces for seamless field operations. Advanced analytics provide real-time cockpits, sales funnel forecasting, and multidimensional trend analysis. JustRelate CRM integrates with ERP systems (SAP, abas, PSIpenta), email platforms (Outlook, Lotus Notes), and third-party applications via REST-API, XML, and web services. The service module encompasses ticketing, maintenance scheduling, resource planning, and knowledge management. Deployment options include cloud hosting in Germany or on-premises installation. The platform supports multi-language, multi-currency, and international operations. Administration tools enable field-level access controls, process customization, and data quality management. Built on scalable n-tier architecture, it accommodates hundreds of concurrent users while maintaining performance.

API Access

Has API Yes

API Access

Has API Yes

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Screenshots View All

Integrations

3CX Yes

Active Directory Yes

AnyDesk Yes

Autotask PSA Yes

Cisco CX Cloud Yes

ConnectWise Automate Yes

Facebook Yes

Freshdesk Yes

GfK Etilize Yes

Instagram Yes

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Explore All 53 Integrations

Integrations

3CX No

Active Directory No

AnyDesk No

Autotask PSA No

Cisco CX Cloud No

ConnectWise Automate No

Facebook No

Freshdesk No

GfK Etilize No

Instagram No

Show More Integrations

Explore All 4 Integrations

Pricing Details

£40 per user per month

All inclusive - no tiered options.
Price per user decreases as you grow

Free Trial No

Free Version No

Pricing Details

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

Free Trial No

Free Version No