Every page here answers the same four questions in the same order: what the thing is, how to do it step by step, what will catch you out, and where to go next. If something is missing, tell us. A question that needed asking usually means a page that needed writing.
Home Documentation
Documentation
How each part works, written for the person using it: a page per task rather than a chapter per module.
Getting started
Setting the business up once, correctly, so everything after it behaves.
CRM
Leads, customers, companies, deals, visits and tasks — what each one is, how they join up,…
Sales documents
Every document you send a customer — quotations, invoices, credit notes — and the money they…
Reports
Running a report, changing the question, and having it e-mailed on a schedule.
Procurement
Purchase orders through their whole life, receiving goods, and matching the bill.
Vendors
Everyone you buy from — the pipeline from a collected name to a supplier you pay,…
Inventory
Items, warehouses, batches and keeping the stock figure true.
Accounting & finance
Bills, payments, GST returns, TDS and payroll.
Projects
Jobs you are delivering — the work, who is doing it, how long it is taking,…
Documents
The company file store — folders whose sharing is inherited, versions, links that expire, and files…
API
Connect anything to JAI CRM. Everything a screen can do, a request can do.
People and access
Roles, teams, who reports to whom, and who can see whose records.
Assignment
Who a record goes to, how much any one person is given, and what happens to…
Notifications
Deciding what is worth interrupting somebody for, and writing what it says.
Making it yours
Fields, tags, modules of your own, and the sidebar they sit in.
Sending from your own address, reading the replies back in, and deciding who may see what.
Integrations
The outside services this business connects to, free on every plan: where enquiries, orders, books and…
Point of sale
A counter that writes real invoices, moves real stock and counts a real drawer — included…
Tally
Send your sales, purchases and payments to TallyPrime as two files you import: what goes, how…
Exhibitions
What every stall, dealer meet and roadshow cost, what it brought back, and whether to book…
AI writing
Suggested replies to the email you receive, the wording of a quotation, and your own AI…
Charcha
Your team's chats, groups and channels inside JAI CRM: threads, files, meetings by link and broadcasts,…
Channel partners
Architects, designers, builders and contractors who send you customers, and everything their referrals turn into.
Calendar
Every follow-up, call, visit, meeting, task and project task on one calendar, with money and tax…
Cross-sell
Pass a customer from one department to the next: rules that open the next deal at…
Targets & Commission
Monthly sales targets, commission plans with steps above the target, statements approved before payroll, and what…
Apps
Make documents, spreadsheets and presentations from templates built for Indian businesses, saved as real Word, Excel…
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.