Email attachments you can open again, and the PDF of every document you send
An email opened in JAI CRM now lists what was attached, with Download. The PDF of a quotation or invoice sent from the CRM is kept with the email, and the file names on a customer's activity download when clicked.
14 days free · nothing to install · your data exports whenever you want
What was wrong
A quotation sent from the CRM went out with its PDF, but opening that email afterwards showed no attachment and nothing to download. Files on emails could not be opened anywhere in the app, whether the email was sent or received.
What is new
Attached, on every email
Open an email, from the mail box or a record’s activity, and its attachments are listed under the message with Download.
The PDF kept
A document sent from its send window keeps its PDF, and any extra files, with the email.
Names that download
The file names under an email on a customer’s or lead’s activity now download when clicked.
A button you can read
The button under a document email now picks dark or white text, whichever stands out on your colour.
Does this affect anything you already have?
Files on emails you received are now listed and can be downloaded by anyone who may read the email. A document emailed from the send window before this change does not have its PDF kept; send it again to keep a copy with the email.
More in release notes
All release notesEvery default date was yesterday’s until half past five
Raise an invoice at four in the morning and it was dated the day before. Once…
Subscriptions: money that arrives again next month
An AMC, a gym membership, a hosting plan, a water delivery, a design retainer. The same…
Correcting a payment now corrects the invoice it pays
A payment typed as ₹10,000 and corrected to ₹1,00,000 changed the payment and nothing else: the…
The books now say what actually happened
A voided invoice was still owed. A credit note never reduced the profit. A partly credited…
Your mailbox now says what needs a reply, what is waiting, and cleans itself
The mailbox used to be a list of everything that came in. Now it tells you…
Nobody can give a role more than they have, and a copied role keeps its place
Giving somebody a role already refused anything the giver did not hold, but changing the role…
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
Pay annually
+ 18% GST: ₹175.82 / user / month incl. GST
Pay monthly
+ 18% GST: ₹234.82 / user / month incl. GST
- 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
Pay annually
+ 18% GST: ₹352.82 / user / month incl. GST
Pay monthly
+ 18% GST: ₹470.82 / user / month incl. GST
- 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)
Full Suite
Every module, switched on
Pay annually
+ 18% GST: ₹588.82 / user / month incl. GST
Pay monthly
+ 18% GST: ₹706.82 / user / month incl. GST
- 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.