The CRM Web Client

Usage, installation and configuration of the Web Client

The JustRelate CRM Web Client allows users to access the CRM application using an internet browser.

We recommend that the Web Client is used by the following user groups and in the following scenarios:

  • Staff members in the home office without VPN access  
  • Sales partners, suppliers, OEM partners, dealers, customers with special views on the CRM data inven­tory and/or limited functional range, e.g., inquiry portal, project information portal
  • User groups that do not use Windows as their operating system (but, e.g., macOS or Linux)
  • User groups using a tablet with a keyboard (e.g., Windows Surface)
  • Portal applications with masks, functions and workflows deviating from the standard
  • Access for external contacts or guest users to questionnaires or forms to capture data that is stored in the system, personalized or anonymized.

See also: Information about installing, configuring, and using the Web Client can be found in Web-Client Installation und Konfiguration (PDF, currently only available in German).

After installing the client, further steps need to be taken.