JAI CRM
Home Release notes Customers and vendors now open their shared files and projects in the portal

Customers and vendors now open their shared files and projects in the portal

Earlier today customer and vendor logins were kept to their portal, and the portal had no way to the files you share with them or to a customer's projects. It now has both: a Files tab for what you shared in Documents, and for customers a Projects tab showing where each of their projects stands. On a phone the portal's tabs sit in a bar along the bottom.

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What changed

📁

Files you shared, in the portal

Share a file or a folder with a client or vendor login in Documents and it appears on the Files tab of their portal, subfolders included. They tap a file to open it, and download it where the share allows downloads; otherwise the row says View only.

📋

Their own projects, to read

A customer sees the projects that are theirs: status, progress, the next milestone, the dates, the milestones and the tasks. Never the budget, what was spent, hours, rates, notes or the subtasks under a task.

🔒

Only what was shared

The Files tab shows none of your tags, storage, other folders or who else has a file, and a folder is named from the one you shared downwards. Each open and download is written on the file’s activity.

👥

Everyone here means your staff

A folder shared with Everyone here also reached customer and vendor logins, through the staff Documents screen. It now reaches the people who work here. To show a customer a file, share it with them under Clients.

📱

Designed for a phone

On a phone the portal’s five places sit in a bar along the bottom, where a thumb is, and every file and project is a row or card with room to tap.

⚙

Your roles decide

Files appears while the portal role holds Documents: View, and Projects while the Customer portal role holds Projects: View. Take either off in Settings, Roles and the tab goes with it.

Does this change anything you already have?

Nothing is moved or deleted. Files already shared with a client or vendor login, and projects already set against a customer, show in their portal straight away. One thing narrows: a folder shared with Everyone here no longer reaches customer and vendor logins. If a customer should see it, share it with them under Clients.

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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

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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

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  • 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.

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