JAI CRM
Home Release notes Hanu reads the whole record: who owns it, the customer, every field and every tab

Hanu reads the whole record: who owns it, the customer, every field and every tab

Asked "who is working on this deal?" or "which customer is it for?", Hanu said the details he could see did not show it. They did not: he was shown only three lines of a record. Now he reads a record the way its own page shows it, in every module, so he can answer who owns it, who is assigned and marked, the customer or vendor, every field your role shows, a document's items and totals, and everything in its tabs.

Start free, no card See pricing

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

SellingBuyingDeliveringAccounting

What changed

👥

Who is on it

The owner, everyone assigned and everyone marked, by name. “Who is working on this deal?” gets a name.

📋

Every field, by its name

The customer or vendor, stage, close date, value, probability, source, pipeline and your own fields from Additional details, with names instead of codes. A date shows its time only when a time was entered.

📁

Every tab under it

Tasks, visits, quotations, proposals, orders, invoices, credit notes, projects, contacts, activity and comments: how many, and the newest few. Records linked through your own lookup fields count too.

🧾

Documents in full

An invoice or quotation reads with its items, quantities, rates and GST, and its total, paid and balance.

🔍

Any module

Leads, deals, customers, contacts, companies, tasks, visits, all sales and purchase documents, payments, vendors, items, expenses, employees, projects and project tasks, journals, BOMs, manufacturing orders, quality rules and more. Asked by name or from the record’s own page.

Does this change anything you already have?

Hanu still reads only what your role lets you see: fields hidden from your role stay hidden, and records outside your scope stay out. Nothing about your records changes. The Android app has this from version 1.3.192.

More in release notes

All release notes

Invoices, bills, payments, expenses and salaries now post to the ledger by themselves

The trial balance, ledgers, balance sheet and budgets used to read journals somebody wrote by hand,…

The packing run made you retype your boxes every single time

The 3D packer could remember your cartons all along. Nothing in the product ever let you…

Talk with Hanu live, and hear him answer at once

Press Talk live beside the mic in Hanu's chat or the dock, and talk to him…

A daily assignment cap reset at half past five in the morning, not at midnight

A cap the screen calls “per day” counted the day as UTC keeps it, which here…

Video meeting links from your own Google Meet, Microsoft Teams or Zoom

A meeting link no longer has to be made in another tab and pasted in. Connect…

Tally link, in early access: send sales, purchases and payments to TallyPrime

Invoices, bills and payments raised in JAI CRM can now reach your books in TallyPrime without…
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.

Start free Talk to us