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.
Sales
Leads, customers, companies, deals, tasks and the activity kept against each.
Sales documents
Raising quotations, converting them, invoicing and getting paid.
Reports
Running a report, changing the question, and having it e-mailed on a schedule.
Procurement
Vendors, purchase orders, receiving goods, and matching the bill.
Inventory
Items, warehouses, batches and keeping the stock figure true.
Accounting & finance
Bills, payments, GST returns, TDS and payroll.
Projects
Setting up a job, recording time against it, and billing what was done.
Documents
Folders, sharing that is inherited, and links that expire.
Notifications
Deciding what is worth interrupting somebody for, and writing what it says.
API
Connect anything to JAI CRM. Everything a screen can do, a request can do.
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.