JAI CRM
Home Integrations

Connected to where your business already happens

An enquiry should not have to be copied from a marketplace into a spreadsheet into a CRM. These connect the places leads arrive, money moves and returns are filed — with the source kept, so you can tell what is working.

Where enquiries come from

WhatsApp Business

Available

Enquiries and replies land on the lead, with the whole thread kept against the record.

IndiaMART

Available

Buy-leads pulled in automatically, deduplicated against what you already have.

JustDial

Available

Enquiries arrive as leads with the listing they came from attached.

Meta Ads

Available

Facebook and Instagram lead forms, straight into the pipeline with the campaign name.

Google Ads

Available

Lead-form extensions and conversion tracking, so spend can be judged against closed business.

Website forms

Available

A contact form on any site posts into the API and becomes a lead.

WordPress

Planned

A plugin for the enquiry forms you already run, with no code.

Telecalling / IVR

Beta

Click to dial, call recording against the record, and outcomes logged.

Money

Razorpay

Available

Collect against an invoice by UPI, card or net banking; receipts allocate themselves.

UPI autopay

Available

Recurring mandates for retainers and subscriptions.

Bank statements

Available

Import a statement and match receipts against open invoices.

Tally

Available

Export vouchers in the format your CA already imports.

Compliance

E-invoice (IRP)

Available

IRN and signed QR on the invoice, generated at the moment it is issued.

E-way bill

Available

Raised from the delivery challan with the transporter details already on it.

GST portal

Available

GSTR-1 and 3B exported in the shape the portal expects.

Everything else

E-mail (SMTP)

Available

Send quotations and invoices from your own address, with replies kept on the record.

Google Calendar

Planned

Tasks and follow-ups where the rest of your day already is.

Zapier

Planned

Reach the tools that have no direct connector yet.

Our API

Available

A documented REST API for anything bespoke. Everything the app does, you can do.

Nothing here fits? Build it.

Everything the app does is a documented REST API call. If you have a developer, you have an integration.

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.

Start free Talk to us