CRM app for tablet and pocket

Native apps for smartphones and tablets offer you access to your CRM data while on the move. Regardless of whether you are using a smartphone or tablet, you have a user interface optimized for the respective device. This allows you to access all CRM data that are important for your workflow, such as contacts, tasks, appointments, routes, contracts, documents and service data.

The functionality of the CRM apps can be extended with plugins which are apps for special application areas that – depending on the configuration – can either be opened from the respective app or are executed autonomously.

Among other things, there is a plugin for service responses. Information on responses and accounting can also be found in Service mission confirmation and accounting.

For information on how to install the touch-enabled JustRelate CRM app for pocket and tablet, see Installation und Bereitstellen einer Konfigurations-URL (PDF, German).

Administrators can find information about how to create a URL that can be sent to users to automatically configure the CRM App with its own connection data. The link automatically distributes the nec­essary settings to all devices on which it is opened.

After the installation, it is also possible to manually enter your own connection data for the app if this is absolutely necessary. How to do this in the app is also described here.