JAI CRM
Home Release notes The Leads list shows more leads: one header row, and compact cards on a phone

The Leads list shows more leads: one header row, and compact cards on a phone

The Leads list spent the top third of the screen on its title and toolbars, and a phone showed one and a half leads. The header is now one row, and a phone shows every lead on the first screen.

Start free, no card See pricing

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

SellingBuyingDeliveringAccounting

What changed

The top of the Leads list had three bands stacked one above the other: the title with its buttons, a toolbar, and a line with the lead count and pipeline value. Together they pushed the first lead a third of the way down a laptop screen, and almost half way down a phone, where each lead was also a tall card with four labelled boxes.

What you will see

☰

One row

The title, the List, Kanban and Pivot switch, search, your saved view, and Filter, Export, Import, Columns and New share a single row. Each icon names itself when you point at it.

₹

The count where you read it

The number of leads and the pipeline value sit as one line under the title. The short description moved into the information icon beside it, with the link to the Leads guide.

⚙

A filter you can see

The Filter icon carries a small number when filters are on, so a list that has been narrowed says so.

📱

Built for a phone

Two short rows of large buttons. Saved views, Export and Import sit behind the three-dot button.

📞

A lead in one glance

On a phone each lead is one compact row: name, company and source, stage, value, and a green button that rings them. An overdue follow-up still shows as the red mark under the name.

Does this affect anything you already have?

No. Every function is where it was, only smaller. Your saved views, columns, filters and sort are unchanged. Other lists, such as Customers and Deals, keep their current layout for now.

More in release notes

All release notes

A daily assignment cap reset at half past five in the morning, not at midnight

A cap the screen calls “per day” counted the day as UTC keeps it, which here…

Choose who sees the contacts on a company page

A company with customers looked after by different salespeople no longer has to show everybody’s contacts…

Journals that post themselves, and budgets measured against the books

The rent accrual, the depreciation charge, the salary posting: typed out afresh every month by somebody…

A plan changed in the morning was back to its old numbers by lunch

The pricing page was blamed for not reflecting plan changes. It could not reflect what the…

Tally link, in early access: send sales, purchases and payments to TallyPrime

Invoices, bills and payments raised in JAI CRM can now reach your books in TallyPrime without…

A sent invoice is now final: edit drafts, correct with a credit note

An invoice is now edited only while it is a draft. Once it is sent, it…
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)

Most businesses take this

Full Suite

Every module, switched on

₹499 / user / month

Pay annually
+ 18% GST: ₹588.82 / user / month incl. GST

Start 14-day trial
  • Every module in the product
  • Procurement, Inventory, Manufacturing and Quality
  • Books, GST returns, TDS and payroll
  • Projects, timesheets and billing
  • Integrations: IndiaMART, Just Dial, Shopify, Tally, Google Drive and Dropbox
21 modules switched on
  • CRM
  • Subscriptions
  • Sales documents
  • Vendors
  • Procurement
  • Inventory
  • Manufacturing
  • Quality
  • Books
  • Accountant
  • Projects
  • Warranty
  • Documents
  • Notifications
  • Reports & analytics
  • Settings
  • Point of sale
  • Exhibitions
  • Channel Partners
  • Cross-sell
  • Targets & Commission

5 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.

Start free Talk to us