JAI CRM
Home Release notes Settings in one place: search, groups, and a layout of your own

Settings in one place: search, groups, and a layout of your own

Settings opens on one page now: every setting you may change, in nine groups, with a search that knows what things are called and the settings you use most. Arrange it by dragging, or switch to Classic View, the list down the left, whenever you like. The quick bar along the bottom can be put away with a tab, and gets out of the way by itself at the end of a page.

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Why it changed

Settings used to open straight on Business profile, with a long list down the left. Some settings were not in that list at all: the settings of each module sat behind a cog on Settings > Plugins, and each integration behind a card on Settings > Integrations. Finding one meant knowing where it was kept.

What is new

🗂

One page of groups

Your business, People and access, Module settings, You, Integrations, Customisation, Templates, Rules and automation, and Data and history. Module and integration settings are listed in plain sight.

🔍

Search by what you call it

GSTIN finds Business profile, invoice prefix finds Numbering, HSN finds Taxes, password finds your account. Press / to start typing.

⭐

Frequently used

The settings you open most, under the search and at the top of the panel beside every setting.

📋

A panel beside each setting

Every group, the one you are on lit, a search that narrows it, and a round ? for the guide to that page.

Arrange it your way

1

Press Customise

On the Settings page, beside Switch to Classic View.

2

Drag

A setting by its handle into place or into another group; a group by the handle on its header.

3

Hide, rename, add

Hide what you never use, rename a group, make a group of your own, or add a link to any page.

4

Save

Only you see your arrangement. Reset puts back the one JAI CRM starts with.

Prefer the old one?

Press Switch to Classic View and Settings opens on Business profile with the list down the left, as before. Switch to Standard View at its top right brings the new page back. Your choice follows you to every device.

The quick bar gets out of the way

⬇

Put it away

A small tab on its top edge slides it off the screen and brings it back. Press it or pull it.

✨

By itself at the end

Scroll into the last tenth of a page and it fades away, so nothing is left under it; scroll up and it is back.

⚙

Your choice

Settings > You > Quick bar: on or off, how far down a page, and whether scrolling up or only the tab brings it back.

Does this change anything you already have?

No. Every setting works as it did and each person still sees only what they may open. Only the way you reach them changed.

More in release notes

All release notes

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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…

Sidebar counts now show only what each person can open

Somebody allowed only their own leads saw "1 lead" on the list and 10 beside Leads…

Five fixes in Books and Accountant: TDS, GST, the financial year, journal approval and exact figures

TDS a customer withholds now settles their invoice. GSTR-3B counts the IGST on exports made with…

Every export now carries ids and names, ready to import back

A deal export used to show the customer as a long random number and no company…

Circles and groups show who is in them again

Every card in Settings, Circles, and in project Groups said 0 members, even when people were…
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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