JAI CRM
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IT & software services

Retainers, time and material, and export invoices without GST.

14 days free · nothing to install · your data exports whenever you want

MonTueWedThuFri30 hoursbillable→ invoice
The day as it is

What actually happens now

Half the revenue is a monthly retainer that somebody has to remember to raise, and the rest is hours that were worked and never billed.

What changes

Where the leaks close

◎

Timesheets against tasks

Marked billable or not, turning into invoice lines.

▤

Retainers billed on a schedule instead of a reminder

⇄

Export invoices handled properly — LUT, zero-rated

Foreign currency.

▦

Project profitability that includes the people

Not just the invoices.

₹

Customer portal, so a client can see

Customer portal, so a client can see their own documents without an e-mail.

Before that

Seven systems, or one

Nobody sets out to run a trade on six tools. It happens one sensible decision at a time, and the cost lands in the seams between them.

  • One customer record, not four spellings of it
  • One item, one rate, one tax treatment
  • One place a question can be answered from
One system
How it fits together

The it & software services chain, end to end

Time recorded against a task becomes an invoice line, and an export invoice carries the LUT and zero-rating without anybody remembering to.

  • Projects, switched on
  • Sales documents, switched on
  • Accounting & finance, switched on
  • Reports & analytics, switched on
MonTueWedThuFri30 hoursbillable→ invoice

Only what it & software services actually needs

Inventory and procurement stay off entirely.

See pricing
Pricing

Start with what you need. Grow into the rest.

Per user, per month. Every plan carries the whole product’s foundations (custom fields, roles, reports, documents and notifications) and differs only in how many modules are switched on. Change plan whenever you like; nothing is re-entered and nothing is lost.

CRM + Sales Documents

Leads, customers and deals, with quotations and GST invoices

₹149 / user / month

Pay annually
+ 18% GST: ₹175.82 / user / month incl. GST

Start 14-day trial
  • Leads, customers, companies and deals
  • Quotations, sales orders and GST invoices
  • Your own mailbox, with replies filed against the record
  • Reports, dashboards and exports
  • Documents, folders and sharing
  • Exhibitions: visiting card scanning, and what each fair earned
  • Integrations: IndiaMART, Just Dial, Tally, Google Drive and Dropbox
7 modules switched on
  • CRM
  • Sales documents
  • Settings
  • Reports & analytics
  • Documents
  • Notifications
  • Exhibitions

1 GB storage per workspace (organisation)

CRM + Sales Documents + Subscriptions + Warranty

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

₹299 / user / month

Pay annually
+ 18% GST: ₹352.82 / user / month incl. GST

Start 14-day trial
  • Everything in CRM + Sales Documents
  • Recurring billing, plans, add-ons and coupons
  • Warranty registration and claims
  • Items and stock, which warranty is held against
  • Recurring revenue reporting
  • Integrations: IndiaMART, Just Dial, Shopify, Tally, Google Drive and Dropbox
10 modules switched on
  • CRM
  • Sales documents
  • Subscriptions
  • Warranty
  • Inventory
  • Settings
  • Reports & analytics
  • Documents
  • Notifications
  • Exhibitions

1 GB storage per workspace (organisation)

Only want this one module?

Individual modules are sold on their own alongside the plans. See every module’s price.

What about storage?

A single module includes 1 GB of storage per workspace (organisation) and Full Suite includes 5 GB per workspace (organisation): documents, attachments, file versions and photographs, counted together for everyone in it, not per user. Add more at any time in tiers, or move to Full Suite and take the larger allowance with it. Nothing is deleted if you run close; uploads are refused with a reason, and what you already have stays exactly where it is.

Annual or monthly?

Both. Annual works out cheaper per month and is charged once at the start; monthly costs a little more and can be stopped at the end of any cycle. The card shows the per-user-per-month figure on both, so the two are comparable at a glance rather than by arithmetic.

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.