JAI CRM
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For founders & business owners

Answers without asking anyone — and a business that does not live in your head.

Monday morning

What the day looks like

You stop being the integration layer. Nobody has to ask you what happened to that enquiry, because the system knows and so does everyone else.

What you get

On your desk, specifically

One place where sales

Buying, stock and the books read the same events.

Every enquiry accounted for

With its source, so ad spend can be judged against closed business.

Roles and scope

So people see what they should — and settings stay with you.

Reports that arrive by e-mail on a schedule

Including to your accountant, who needs no login.

An audit trail: who changed what

And when.

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 founders & business owners 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.

  • Revenue invoiced against collected
  • Pipeline and weighted forecast
  • Profit by customer and by project
  • What is owed and how old it is

How reports work

EnquiriesContactedQualifiedWon

What to switch on for this desk

Sales · Sales documents · Accounting & finance · Reports & analytics. Everything is on, because this is the desk that has to be able to answer any of it.

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.