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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
PensionPro is a comprehensive cloud software solution aimed at enhancing the efficiency of Third Party Administrators (TPAs) by simplifying plan management, client interactions, and overall business operations. It features three different levels: TRACK, TEAM, and BUSINESS, each specifically designed to cater to diverse organizational requirements. TRACK is the foundational tier, offering fundamental tools such as Client Relationship Management (CRM), a Plan Cycle Milestone Dashboard, and basic reporting options. Additionally, it grants access to PlanSponsorLink.com, a secure portal that facilitates seamless information sharing between administrators and their clients. The TEAM tier builds on the capabilities of TRACK by incorporating features like online data collection, time tracking, mass email functionality, fee schedule oversight, and integration with ftwilliam.com for necessary forms and compliance needs. This level is crafted to enhance operational organization and streamline internal processes, ultimately boosting profitability. Furthermore, the BUSINESS tier offers even more advanced tools and analytics to support larger organizations in maximizing their operational effectiveness.
API Access
Has API
API Access
Has API
Integrations
CleverReach
Inxmail
JustRelate Web Builder
Neoletter
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
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
PensionPro
Founded
2010
Country
United States
Website
pensionpro.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