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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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.

Description

Monex USA operates as a worldwide platform for payments and foreign exchange, enabling businesses to send, receive, and manage funds in over 130 currencies, all while enhancing aspects such as speed, cost-effectiveness, transparency, and risk management compared to conventional banking methods. The platform provides secure services for international payments that include spot trades, forward contracts, market orders, and multi-currency accounts, all supported by 24/7 access and a dedicated foreign exchange specialist for each client. Additionally, sophisticated risk management tools like FX options are available to help businesses mitigate the risks associated with currency market fluctuations, ensuring they can safeguard profits and accurately project their exposure. Furthermore, Monex USA offers API integration and a mobile application, allowing users to access live quotes, carry out transactions, and monitor payments from any location, with features that include real-time pricing and transaction tracking for added convenience. This comprehensive service not only streamlines financial operations but also empowers businesses to make informed decisions in a dynamic market environment.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

CleverReach
Inxmail
JustRelate Web Builder
Neoletter

Integrations

CleverReach
Inxmail
JustRelate Web Builder
Neoletter

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

Free
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

JustRelate Group

Founded

1989

Country

Germany

Website

www.justrelate.com/justrelate-crm-app

Vendor Details

Company Name

Monex

Country

United States

Website

monexusa.com

Product 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

Product Features

Currency Exchange

Analytical Reporting
Client Management
Custom Account Statements
Data Backup Scheduling
For Money Exchanges
Margin Management
Market Data Access
Position Management
Real Time Currency Quotes
Real Time Tracking
Transaction Management

Alternatives

Alternatives

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