JAI CRM
Home Release notes Email many leads, customers or vendors at once, now or at a time you choose

Email many leads, customers or vendors at once, now or at a time you choose

Tick people on the Leads, Customers or Vendors list, write one email or start from a template, and each of them gets their own, with their name, company and account manager filled in. Send it now, or set a time and call it off if plans change.

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

SellingBuyingDeliveringAccounting

What is new

The new price list, the Diwali closing dates, a reminder before a trade fair: some emails go to many people with only the name changing. Until now each one was sent from its own record. Now you tick them on their list, press the envelope, and write it once.

How to send one

1

Tick them

On CRM, Leads or Customers, or on Vendors, tick the people. Search, tick, search again and tick more: the ticks stay. One send reaches up to 500.

2

Press the envelope

Send email sits in the bar that shows how many are selected. It opens the mail panel at one email to all of them.

3

Write it once

Choose the mailbox, write the subject and message or press Template. The buttons Name, Company, Email, Owner, Number and Your business put each person’s own value where your cursor is.

4

Now or later

Send to 24 customers sends now. The clock sets a time: tomorrow at 9, Monday at 9, or any date and time.

Built so nothing goes wrong quietly

📧

Each gets their own

Every email is addressed to one person alone. Nobody sees who else it went to, and each is filed on its own record.

✅

Nobody twice

Two records with the same address get one email between them, and pressing Send twice sends once.

📋

Left out, and told why

No address, an address that cannot receive mail, a lead already converted, or a record you may see but not change: each is named, with the reason.

⏱

Call it off

Until a scheduled send goes, Call them all off stops it, or delete single emails from Scheduled. Each record then says Called off.

🔒

Your permissions apply

Send email shows for people who may change records on that list, and each person ticked is checked again on the server.

Does this affect anything you already have?

Nothing is sent unless you send it, and email from a single record works as before. One small change reaches single emails too: a scheduled email used to go on saying “going out at” on its record after it had gone or been called off. The record now says what happened.

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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.

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