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Home Release notes Move a lead’s stage and set its follow-up from the lead itself

Move a lead’s stage and set its follow-up from the lead itself

A lead's page now shows every stage in a line you can press, keeps the next follow-up beside the lead on every tab (red when it is late, amber on the day), and sets out the details in sections. Changing either no longer means opening Edit.

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What was slow

Moving a lead from Contacted to Qualified, or putting off a follow-up by two days, meant opening the form, finding the field among thirty and saving. Those are the two things a salesperson does to a lead most often.

What is new on a lead

➡

Every stage, by name

The stages run across the top in order, with Won and Lost at the end. Press one and the lead moves there. Lost asks why, if you want to say; Won asks whether to convert it into a customer now or just mark it won and convert it later.

📅

The follow-up, always in sight

A card beside the lead on every tab shows the next follow-up: red with Overdue once it has passed, amber on the day. Today, Tomorrow, 3 days or 1 week in one press, the calendar for any other day, the cross to clear it.

📋

Details in sections

Contact, Sales, Address and Notes, then the fields your business added, instead of one long grid.

👤

A clearer header

Name, what they do and where, their phone and email, and Send email, Task and Visit in one place. On a phone the actions sit in one row.

Does this affect anything you already have?

Nothing about your leads changes. Edit still opens the full form, and the stages and their meanings are the ones set in Settings, Fields & rules. A lead marked won without being converted now keeps its Convert to customer button. Customers, deals and the other records look as before for now.

More in release notes

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Your storage figure read nothing at all, and now says where the space went

A workspace holding 6 MB was told it was using “0 GB of 5 GB”. The…

Choose your colour: twelve themes, or a colour code of your own

The Appearance panel now has twelve colours to choose from, gradients and solids, and a colour…

A receipt for every payment, and the invoice follows

Every payment for your JAI CRM subscription now gets a receipt, emailed within a minute of…

Dashboards for every part of the business, with periods, comparisons and the records behind every number

Business overview is now a dashboard you can change, and it has company: a ready-made dashboard…

Paying for a second workspace by card or UPI works

When you add another business from inside JAI CRM and pay by card or UPI, the…
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

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  • 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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