JAI CRM
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For sales teams

Every enquiry answered, every follow-up kept, and a pipeline the whole team can see.

Monday morning

What the day looks like

You open the day and know exactly which eleven people are waiting to hear from you, what was said to each of them last, and which three deals are worth chasing before lunch.

What you get

On your desk, specifically

Leads arrive from WhatsApp

IndiaMART, JustDial, ads and the website with the source attached — nobody is copying them out of an inbox.

The pipeline is a board you drag. Group it by stage

By owner, by source or by a field you invented last week.

Every call, note and e-mail stays on

Every call, note and e-mail stays on the record, so cover is possible when somebody is on leave.

Duplicate detection catches the same enquiry arriving twice

On e-mail, phone or company name.

Follow-ups that are due show up as

Follow-ups that are due show up as tasks rather than living in somebody’s memory.

Who sees what

This desk sees this desk

Everyone starts seeing what they own or are assigned to. Widening that is a change to a role, and it never requires handing somebody the settings.

  • Their own records, their team’s, or everything
  • Permissions per action, not one blanket switch
  • A module that is off is not offered to anybody
EverythingThe teamTheir own
What you can measure

What sales gets judged on

Each of these runs on demand, over any period, and can arrive by e-mail on a schedule so nobody has to open the app to see it.

  • Pipeline by stage, with weighted value
  • Conversion by source
  • Win and loss by owner and reason
  • Activity per person

How reports work

EnquiriesContactedQualifiedWon

What to switch on for this desk

Sales · Sales documents · Reports & analytics · Notifications. Nothing about stock, purchasing or payroll is on screen, because none of it is this desk.

See pricing

See it with your own data

Start free, import a spreadsheet of your customers, and raise a real GST invoice in the first ten minutes. No card, no sales call.