Attractive presentation of key figures (depending on the license and access permissions of the logged-in user).
The cockpit is a compact source of information for the management, sales directors, account managers and sales staff. It shows graphic analyses and overview lists of sales-related parameters in many and diverse cockpit elements. The cockpit elements are individually configurable. They allow you to analyze data from different sources.
Overview of activities or to-dos by their type (appointments, tasks, phone calls, etc.), responsibility, status (also escalation), due date (day, week, month) in a personal calendar view. You can switch between calendar and list view (Entry portal).
JustRelate CRM has a mailbox for correspondence that is similar to common groupware clients in structure and functionality. All correspondence (emails, letters and faxes) can be viewed, read, assigned to CRM contacts or projects, and also follow-up processes (responses, follow-up activities, ...) can be initiated.
The integrated email client serves as a comprehensive email and appointment management tool. It has team mailboxes, combined view of correspondences, appointments and to-dos. Emails can be imported and synchronized with just one click.
Quick search (Quickfinder) is available via the fields of the open mask, the comfortable search via reusable filters and use of the filters as dynamic watchlists. The full-text search engine (EUREKA) is for fast, comfortable queries across all or selected objects (e.g. persons, telephone notes, visit reports, documents etc.). The presentation of search results includes ranking and a preview of the found object.
There are pinboards for all cases in marketing, sales and service for chat collaboration, tracking collaboration with cases.
You can create and send context-related messages to colleagues, reply to messages, forward messages, create tasks from messages, receive messages automatically via push notifications on devices, and launch the CRM app on demand.