JAI CRM
Home Release notes Filters on your own fields work for dates, ranges and more or less than

Filters on your own fields work for dates, ranges and more or less than

Filters on the fields you add yourself, in Fields and rules, did not work for dates and numbers. "This month" on your own date field showed every date from the 1st onwards, "between" ignored the end, and "more than 50" found only exactly 50. All three now work, in every list, in saved views, on dashboards and when you ask Hanu.

Start free, no card See pricing

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

SellingBuyingDeliveringAccounting

What changed

📅

Dates in a period

This week, this month, this quarter, the last 7, 30 or 90 days, the next 7 or 30, and overdue, on a date field of your own, now stop at the end of the period.

↔

Between two values

Between now keeps both ends, for dates and for numbers.

🔢

More or less than

More than, at least, less than and at most now compare the number or the date, instead of finding only an exact match.

Does this change anything you already have?

Saved views and dashboard cards that filter on your own fields now show the right records, which may be fewer than before. Nothing about your records changes.

More in release notes

All release notes

Dark mode: light, dark, or follow your device, and a clearer notifications panel

Every screen in JAI CRM can now be dark. Each person chooses light, dark or their…

A camera that knows it is looking at a card

Scanning used to hand you over to your phone's own camera app: no guide, no idea…

The POS Menu search finds items, and an expense can be given a category

Typing in the search on Point of sale, Menu now narrows the list, and the Menu…

It stops asking you to sign in

Opening the app asked for your email and password, every time. The thirty-day credential that exists…

Meet Hanu, your helper in JAI CRM, and AI credits for every AI feature

Hanu is now in every JAI CRM business. He walks a new business through setting up,…

One quantity, not two boxes

Two equal boxes side by side, neither saying what it was for. One is five; 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

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