Skip to the content
JAI CRM

JAI means victory

Victory over business chaos.

No business loses money loudly. It goes

one missed callback at a time. one lead at a time, still sitting in WhatsApp. one reminder at a time, that nobody set. one customer at a time, still waiting on a price. one invoice at a time, that nobody chased.

JAI CRM is where that stops. Your leads, quotations, GST invoices, stock and accounts, in one app your whole team works in.

Start free for 14 days See pricing

No card. Import your customers from a spreadsheet and raise a real GST invoice in ten minutes.

  • GST built in, not added on
  • Your data exports, any time
  • The whole suite on a phone
The JAI CRM business overview: what was invoiced this month, money received against what is outstanding, the open pipeline, overdue invoices, follow-ups that have slipped, and money owed sorted by how old it is

Everything a growing business runs on

GST invoicingE-way billsPurchase ordersStock ledgerTimesheetsTDSPayrollCredit notesCustomer portalDependency rulesScheduled reports

Instead of a WhatsApp group, three spreadsheets, a separate billing program and one person who remembers everything, one app your whole team works in.

You are not losing deals. You are losing track of them.

Good product. Good team. Good intentions. And still the same pattern, in business after business, because none of this goes wrong loudly enough to get fixed.

Every business already has a system. It is paper, memory and one person who knows where things are.
A phone on an office desk showing three missed calls. 3 missed callsSharma Traders, since Tuesday

One missed callback

Somebody meant to ring back on Tuesday. It is Friday. The enquiry has gone quiet and nobody knows it was ever warm.

A salesman scrolls a long chat on his phone in a client’s waiting room. Last reply 9 days agoRate asked for 200 pcs SS pipe

One lead stuck in WhatsApp

It arrived on a personal number, was answered once, and now lives in a chat nobody else can see.

An empty office desk with a sticky note on a closed laptop. Follow-up: no owner, no dateThe note is on a laptop. Its owner is on leave.

One forgotten reminder

The follow-up was in somebody’s head. The head went on leave.

A business owner checks her watch at her desk, waiting for a reply. Revised quote asked 6 days agoStill half done, on Amit’s laptop

One customer still waiting

They asked for a revised quotation. It is on a laptop, half done, behind three other things.

A warehouse supervisor with a tablet frowns at a half-empty shelf. The books say 40The shelf says 26

One number nobody trusts

Stock says forty. The shelf says twenty-six. So everybody checks the shelf, every time.

An owner asks a question in a meeting while his team looks down at their laptops. “What happened to that enquiry?”Monday meeting, 10:05

One question with no answer

Somebody asks it in the Monday meeting, and the room goes quiet.

And slowly, chaos starts looking normal.

A CRM is not magic. Discipline is.

Nothing here will sell for you. What it will do is make sure every enquiry is written down, given to somebody, followed up when it was promised, and measured afterwards. Every time, whoever is on leave.

Win over missed leads

Every enquiry lands in one place with where it came from, who owns it and what happens next.

Win over scattered data

One customer record. Not one in the CRM, one in Tally, one in a spreadsheet and one in somebody’s phone.

Win over unclear follow-ups

What is due today is a list, not a memory. Overdue work is visible to more than the person who forgot it.

Win over founder dependency

The business stops running through you. Anyone can open a record and see the whole story.

Win over rules in someone’s head

Numbering, approvals, tax and who can see what are rules the software keeps, not habits people have to remember.

Win over the month-end

GST returns are a view of the invoices you already raised. Nothing is rebuilt in the first ten days of the month, and the due dates stop being a scramble.

VICTORY over business chaos

One chain, from the first enquiry to the filed return

Each step is made from the one before it, so nothing is typed twice and the books are written as it happens. Four colours in the logo, four parts of the day.

1 of 4, Enquiry

Never lose an enquiry again

Every enquiry, from WhatsApp, IndiaMART, JustDial, your website or a visiting card, lands in one list with a name against it and a date to call back.

  • See where each lead came from, so you know which spend works
  • Duplicates caught by email, phone and company name
  • Every call, note and email kept on the record
How the CRM works
The deals board in JAI CRM, with deals grouped by stage and their value in rupees

2 of 4, Invoice

Quote, bill and get paid without typing twice

A quotation becomes an order, the order becomes a GST invoice, and the invoice is closed by the payment. Each step carries the details of the one before it.

  • CGST and SGST, or IGST, worked out from the place of supply
  • Your letterhead and numbering on every document
  • See who owes you money, oldest first
How billing works
The invoices list in JAI CRM, with each invoice’s customer, amount, GST and payment status

3 of 4, Field

Your team in the field, on one screen

Salespeople log visits and calls from the Android app, wherever they are. You see who met whom today without ringing anybody to ask.

  • The whole app on the phone, not a cut-down version
  • Keeps working on a weak signal and catches up later
  • Scan cards at an exhibition and file them before you leave the stall
About the mobile app
Field visits in JAI CRM: who visited which customer, when, and what came of it
The JAI CRM Android app showing today’s field visits

4 of 4, Numbers

Know your numbers without asking anyone

Which source converts, who is carrying the pipeline, what is owed and how old it is. Emailed to you on a schedule, and to your accountant, who does not even need a login.

  • 35 reports and exports, ready on day one
  • Every figure opens to the rows behind it
  • GST returns built from the invoices you already raised
See the reports
A sales report in JAI CRM with a chart and the rows behind it

You are already running a system. It is held together by people remembering.

Nobody starts with nothing. The spreadsheet, the group, the diary and the accountant are a system, and they work right up until the week somebody is on leave.

The job How it happens now With JAI CRM
An enquiry comes in A WhatsApp message somebody screenshots into a group. Whoever sees it first replies, or nobody does. A lead with its source, an owner and a date on the next follow-up.
You send a quotation A Word file saved as quotation-final-2.docx, emailed from a personal account. A numbered document on your letterhead that turns into the order without retyping.
Somebody asks what is in stock A register, a phone call to the godown, and a number nobody fully trusts. A stock ledger that moves when the document moves, batch and warehouse included.
The invoice goes out Typed again in the billing software, with the GST split worked out by hand. Raised from the order, with the split read from the place of supply.
The return is due Everything exported to the accountant and matched up in a spreadsheet. GSTR-1 and 3B put together from the invoices you already raised.
You ask what is owed Somebody adds it up on Friday, and it is out of date by Monday. On the first screen, oldest at the top.

None of this is a criticism of the spreadsheet. It is a description of what the spreadsheet costs once there are more of you.

Two states decide how the tax is written

Same state, and it is CGST and SGST at half each. Another state, and it is IGST at the whole rate. The app reads it from the state code, so nobody has to remember the rule. Try it.

Tax invoiceINV/26-27/0142
Inter-state supply
FromYour businessMaharashtra (27)
Place of supplyYour customerKarnataka (29)
Taxable value₹1,00,000.00
IGST 18%₹18,000.00
Invoice total₹1,18,000.00

The same rule the app applies on a real invoice. Exports, SEZ supplies and reverse charge follow their own rules. They are not on this page, but they are in the software.

18 parts. Switch on the ones you use.

A consultancy runs sales, projects and accounts and never sees a warehouse. A distributor runs purchase and stock and never sees a timesheet. What you switch off is gone from the menu, not greyed out behind an upgrade banner. Try it: pick the shape of your business, or tick them yourself, and watch the menu change.

Every one of these is a switch in Settings, not a move to new software. Switch one on in March and the March data is where it should be.

Read about each part

What you have on the first day

Counted, not claimed. The parts are the ones in the builder above, the reports are the ones in the app, and the trial asks for an email and nothing else.

  • 18parts, each one optional
  • 35reports and exports
  • 10 minfrom sign-up to a real invoice
  • ₹0for 14 days, no card

It fits the desk you actually sit at

All teams Find your industry

Sales teamsEvery enquiry answered, every follow-up kept. An accountant at her desk reading a printed ledger, a calculator and a stack of invoices beside her. AccountsReturns built from real documents, and a month-end that ends. WarehouseA stock figure that is actually true. The owner of a small manufacturing unit standing in his doorway, arms folded, the workshop behind him. FoundersAnswers without having to ask anyone.

It already knows how your business bills

The same suite, set up the way your trade works: the fields, the documents and the tax that go with it, instead of a blank CRM you have to bend into shape.

Helping businesses across the world

  • 20countries
  • 62states
  • 129cities

Each with its own page on the tax there, the currency it bills in, and the trades that place actually runs.

IndiaGST in INR United Arab EmiratesVAT in AED United StatesSales tax in USD United KingdomVAT in GBP Saudi ArabiaVAT in SAR SingaporeGST in SGD AustraliaGST in AUD CanadaGST/HST in CAD QatarVAT in QAR OmanVAT in OMR
KuwaitVAT in KWD BahrainVAT in BHD MalaysiaSST in MYR South AfricaVAT in ZAR KenyaVAT in KES NigeriaVAT in NGN New ZealandGST in NZD Sri LankaVAT in LKR NepalVAT in NPR BangladeshVAT in BDT
India, state by state: all 33 states and union territories
Every country, state and city

It meets your enquiries where they already are

WhatsApp, IndiaMART, JustDial, Meta and Google ads, your WordPress site or a custom one. The enquiry becomes a lead with its source attached, which is the only way to know which spend is working. Payments, Tally and the government portals are wired in on the other side. IndiaMART, JustDial, Shopify, Tally, Google Drive and Dropbox are free on every plan.

See all integrations
  • WhatsApp
  • IndiaMART
  • JustDial
  • Meta Ads
  • Google Ads
  • Telecalling
  • WordPress
  • Your website
  • Razorpay
  • Tally export
  • E-invoice (IRP)
  • E-way bill

The same suite, on the phone in your pocket

Not a cut-down app with three screens. The whole thing, and everything the desk can do. Pick a moment to see it on the phone.

The business overview on a phone: invoiced this month, money received, open pipeline and quotations open. The new-invoice form on a phone: customer, date, due date and the first line, with the tax working itself out underneath. The visits list on a phone, each visit a card with its status, who was met and when. The deal board on a phone, one stage at a time, each card with its value and owner.

Working by the end of the afternoon

  1. Sign up and name the business

    GSTIN, state and financial year. That is the setup, and the tax follows from it.

  2. Bring your customers in

    Upload the spreadsheet you already have. Match the columns, decide what happens to duplicates, import.

  3. Raise something real

    A quotation or an invoice, with your numbering and your letterhead, sent from inside the app.

  4. Switch on what else you need

    Purchase, stock, projects, payroll. Each is a switch in Settings, not a move to new software.

The leads list by the end of the afternoon: six enquiries with their company, source and stage, the overdue ones marked, and what the pipeline comes to.
By five o’clock: your enquiries in one list, each with an owner and a next step.

We would rather show you than tell you

There is no customer logo wall on this page. We are not going to borrow somebody’s name to make a point.

What we can show you is the work. Every change we ship is written up in plain English: what was wrong before it, and whether it affects anything you already have.

  • 363changes shipped and written up
  • Indiais where your data sits
  • 14 daysfree, without a card

Shipped lately

  1. 24 Oct 2026Feature Hanu Sena: a manager’s yes where you choose, and one place for what waits
  2. 24 Oct 2026Feature Website Desk: Hanu reads your website, and opens the chat for hot visitors
  3. 24 Oct 2026Improvement Debit notes to customers: their own emails and reminders, two webhooks, and Hanu
  4. 24 Oct 2026Feature Hanu Sena: agents with their own rights, used only by the people you choose
  5. 24 Oct 2026Feature Hanu works in his own browser: watch him, take over, hand it back
Every release note The documentation

Worth reading before you start

Priced per person, not per problem

Start free for fourteen days without a card. After that you pay for the people using it and the parts you switched on, and nothing you did not.

5 people

CRM + Sales Documents

Leads, customers and deals, with quotations and GST invoices

₹149 per person a month

For 5 people: ₹745 a month, billed as ₹8,940 a year. ₹10,549.20 with 18% GST.

  • Leads, customers, companies and deals
  • Quotations, sales orders and GST invoices
  • Your own mailbox, with replies filed against the record
  • Reports, dashboards and exports
  • 1 GB storage per workspace (organisation)
Start free

CRM + Sales Documents + Subscriptions + Warranty

For a business that bills on a cycle and stands behind what it sells

₹299 per person a month

For 5 people: ₹1,495 a month, billed as ₹17,940 a year. ₹21,169.20 with 18% GST.

  • Everything in CRM + Sales Documents
  • Recurring billing, plans, add-ons and coupons
  • Warranty registration and claims
  • Items and stock, which warranty is held against
  • 1 GB storage per workspace (organisation)
Start free
Most popular

Full Suite

Every module, switched on

₹499 per person a month

For 5 people: ₹2,495 a month, billed as ₹29,940 a year. ₹35,329.20 with 18% GST.

  • Every module in the product
  • Procurement, Inventory, Manufacturing and Quality
  • Books, GST returns, TDS and payroll
  • Projects, timesheets and billing
  • 5 GB storage per workspace (organisation)
Start free

Every plan, and what is in each Prices in rupees, per person, per month. Parts can also be bought on their own.

Questions people ask first

Anything else? Ask us. A person answers.

Talk to us
What is JAI CRM?

JAI CRM is a business app for Indian small and medium businesses. It keeps your leads, quotations, GST invoices, stock, accounts and team in one place, on the web and on an Android phone.

Do I have to use all of it?

No. Every part is a switch in Settings. Turn on only what you use, and the rest disappears from your menu. It is not hidden behind an upgrade banner, it is simply not there.

Does it handle GST properly?

Yes. The app reads the state codes and puts CGST and SGST on a same-state invoice and IGST on an inter-state one. HSN and SAC codes sit on each line, and GSTR-1 and 3B are built from the invoices you already raised.

Can I bring my existing data?

Yes. Import customers, leads, items, vendors, employees, projects and documents from a spreadsheet. You match your columns to ours, choose what happens when a record already exists, and see exactly which rows need fixing before anything is saved.

What happens to my data if I leave?

It is yours. Every list exports to Excel-ready CSV and every report to CSV or PDF, any time, without asking anyone.

Is there a mobile app?

Yes, for Android. It is the full app, not a cut-down version, and it keeps working on a weak connection because the app itself is on the phone.

How much does it cost?

You can use it free for 14 days without a card. After that you pay per person, and only for the parts you switch on.

The businesses that win are not the ones with the most leads.

They are the ones that look after every lead properly. Start free, bring in your customers, and raise a real invoice this afternoon.

Start free for 14 days Talk to us