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Home Release notes Website Desk: Hanu chats with your visitors, and your team can take over

Website Desk: Hanu chats with your visitors, and your team can take over

Your website now has a chat. Hanu answers visitors from what you wrote for him, finds out what they need and asks once for their name and number. Your team watches every chat as it happens, can send Hanu a note the visitor never sees, and can take the chat over at any time. When a visitor asks for a person, the owner is rung first and then everyone who answers website chats, on whatever page of JAI CRM they have open. A number or email in the chat makes a lead with source Website, and if nobody is free, Hanu books a call back as a task.

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What changed

💬

A chat on your website

In your colour, on the side you choose, with its own hello for each page. On a phone it opens full screen.

🤖

Hanu answers from what you wrote

What you sell, your prices and your hours, written in Settings, Website Desk. He never invents a price or offers a discount, and asks for a name and number only once.

🔔

Your team is rung

When a visitor asks for a person, the lead’s or customer’s owner is rung first for 30 seconds, then everyone who answers website chats. The first to accept takes it.

✋

Watch, whisper, take over

Every chat live in Website Desk, Chats. Send Hanu a private note, take the chat yourself, pass it to a colleague, hand it back to Hanu or close it.

✅

A lead from every chat

A number or email in the chat makes a lead with source Website and the pages they read, or adds the chat to the lead or customer they already are. Leads and customers get a Website visits tab, and every chat downloads as a PDF.

📞

Nobody free? A call back

If nobody accepts within a minute, Hanu tells the visitor someone will call, and the owner gets a call task for today.

Does this change anything you already have?

No. Website Desk is in early access, switched on for a business by the JAI CRM team. Hanu replies only once AI for Website Desk is switched on, and only within the daily and monthly limits you set; until then, a visitor who writes rings your team instead. To choose who answers, give their role Website chats in Settings, Roles. You can switch the chat off and keep only the visitor tracking.

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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

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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