Products and services

JustRelate CRM is designed to manage complex products and services across a wide range of industries.

The Product/Service database module offers an overview of all sectors, products and services as well as product and service classes that are available to the sales sector in the company.

Products or services and positions can be accessed directly by means of the product and services database to have the structures and related documentations displayed. If you configure products or services for a sales case, you will usually use Sectors that you will find here in the database. If additional information about products, services or positions is needed, you can make them directly available as documentation.

You can access the product database via predefined profiles (product manage­ment, sales application, administration...). The view of product data and their use is defined differently for the different user groups. A user may be able to view all delivery items within a quote, but not be able to access the article data. As a consequence, the user is prevented from viewing the use of the products in other sales and services cases, as well as the case-specific use of the articles.