Team chat inside your business software, so work is talked about where it is done

Charcha is the team chat inside JAI CRM: direct chats, private groups, open or private channels, threads, files, meetings by link and broadcasts down the reporting line. Messages arrive live, with no refresh, and it is included in every plan.

Nothing extra. Charcha is included in every JAI CRM plan, for everyone on your team.

No. A direct chat is between the two people in it. Neither the owner nor an administrator can read it. The only way to see a conversation's messages is to be in it.

No. Messages, typing, read ticks, unread counts and the notification bell all update by themselves, usually within a fifth of a second.

A group is a private conversation for the people you choose. A channel is for a topic; an open channel can be found and joined by anyone in the business, and a private one is by invitation. Channels can also be announcement-only.

You can edit your own message at any time; it shows Edited, and anyone can see every earlier version with its date and time. You can delete any message for yourself, and your own message for everyone within the time the business or the channel's admins allow.

The person who sent it. In a direct chat the ticks turn blue; in a group or channel, message info lists who has read it and when.

Yes, once you have connected your own Google Drive or Dropbox in Settings, Integrations. You can also attach from your computer, up to 20 at a time, or from Documents. A copy goes into the chat so it opens for everyone there.

Not of its own. A meeting carries a Google Meet, Zoom or Teams link, with a card in the chat, a reminder for everyone invited and a calendar file. The call happens in the service the link belongs to.

One message from a manager to everyone under them in the reporting line, to the level just below, or to chosen people among those. Each person gets it in their own chat with the manager, and replies come back privately. The owner can broadcast to the whole business.

Whoever their role allows. Settings, Roles has a row for each: use Charcha, make groups and channels, broadcast, post in announcement-only channels, schedule meetings for others, and run every group and channel. Every role can use Charcha.

Yes, in the browser and in the Android app. On a phone Charcha shows one screen at a time: your chats, then the conversation, then a thread.

In a browser, yes: turn on Push to this browser in Charcha settings once. A direct message, a mention, a broadcast or a meeting reminder then reaches you while JAI CRM is closed. In the Android app a message reaches you while the app is open; notifications while it is closed arrive in a later update.

Yes. Press the microphone in the message box, speak for up to five minutes, and send. It plays on a computer and on a phone.

Yes. Press the chart button in the message box, write a question and up to ten options, and choose whether people may pick more than one. The counts update live for everyone.

Yes. On any message choose More, then Make a task. The words become the task, you choose who does it and when, and the lead, customer or deal in the message is linked. A card for the task goes into the chat. It can also be a task in a project.

Yes, when it is waiting on you. A quotation, order or invoice shared in a chat shows Approve and Reject on its card for the person it is waiting on, and everyone looking sees it change. It is the same approval as on the record.

Yes. Choose Remind me on the message: in 20 minutes, an hour, three hours, tomorrow at 9:00 or a time you pick. It rings in JAI CRM, notifies a closed browser if you allowed it, and waits in your Reminders list until you mark it done.

Yes. An item can follow a quotation, proposal, visit, task, deal or invoice and tick itself when it is sent, done, reaches the stage you chose or is paid. A target for the day counts the person's own visits, calls, quotations, tasks or new leads. Items can also be ticked by hand, and a checklist can repeat every weekday.

Yes. Thirty minutes before a visit you are down for (or 15 minutes, an hour or two hours, as you choose), it rings with the time, the customer, who to meet and why, and a Navigate button that opens Google Maps directions.

Yes. Send my day puts together each person's visits, follow-ups, quotations sent, deals moved, tasks and checklist progress, adds their note, and sends it to their manager, a group or a channel, now or by itself on the days and at the hour they choose.

Yes. Every lead, deal, task and invoice can have a conversation of its own, in its Charcha tab or, on an invoice, its Charcha card. @mention a colleague there. Anybody who can open the record can join it, and nobody who cannot can be added.

Yes. It offers only what your business has switched on: something that needs a module which is off says which module it needs, and asks you to contact your admin to switch it on or upgrade. A record card in a chat shows each person only what their own role and access let them open; anybody else sees that a record was shared, without its name or amount.

Yes, for four jobs, each with its own switch in Settings, AI writing, once Charcha's AI is included with your workspace or you add your own AI account: What did I miss?, which sums up the messages you missed; Draft with AI, which turns a message into tasks; Write it with AI, which drafts your day report note; and writing out voice notes. Every answer goes only to the person who asked, to read before using. Nothing is sent or made by itself.

Yes. Press the speech button in the message box and talk; your words go into the box as you speak. It works in Chrome and Edge, in English, Hindi, Marathi, Gujarati, Tamil, Telugu, Kannada, Bengali, Malayalam and Punjabi, and costs nothing. In the Android app it comes in a later update.

Yes. A fortnight before each exhibition it makes a private channel for the stall team, inside the exhibition's page. A pinned tally counts the cards as they are scanned, a closing report goes to the channel and the manager at 19:00 each show day, and after the show a checklist of hot visitors ticks itself as each is followed up. The channel is archived thirty days after the show.

No. Charcha is for your own team. Customer and supplier portal logins cannot see or join it.

Every message is kept unless an administrator chooses a period in Charcha settings: 30 days, 90 days, 6 months, 1 year or 2 years. Older messages are then removed each night with their files, for good. A thread goes whole, once its newest reply is older than the period.