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Home Release notes Website Desk: where visitors are, a lead score across visits, chat history and saved replies

Website Desk: where visitors are, a lead score across visits, chat history and saved replies

Website Desk now shows where each visitor is and what time it is for them, and a lead score that adds up across every visit, with Hanu's read on how likely they are to buy. Chats that nobody took have a group of their own, every chat there has been can be searched, and your browser is told when a visitor asks for a person. Your team can reply with saved answers by typing a slash, send files and pages of your website, and answer once the questions Hanu could not, so he knows them next time.

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

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Who is on your website

🌏

City, state and country

From the visitor’s network, with their flag. The city is kept only for visitors who agree to cookies; otherwise only the country.

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Their own time

The time where the visitor is, how far it is from yours, and their language, so you call at a sensible hour.

📈

A lead score across visits

How keen they have been over every visit, not just today, with a chance to buy: high, some or low, and why.

Never miss a chat

📞

Missed chats

A visitor who asked for a person when nobody was free shows under Missed, with the callback Hanu offered.

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Chat history

Every chat, searched by what was said, a name, a phone or an email, in English or Hindi, with filters for missed, leads made and low ratings.

🔔

A notification when they ring

When a visitor asks for a person, your browser is told even with JAI CRM closed, when notifications are on in Charcha.

Replying faster

⚡

Saved replies

Type / and a shortcut to drop in an answer you give often. Keep your own, or save them for the whole team.

😀

Bold, italic, emoji

Replies keep their formatting in the visitor’s chat, links included.

📎

Files and pages

Send a brochure or a price list, or share a page of your website as a card.

❓

What Hanu could not answer

The questions he had no answer for, most asked first. Answer one once and Hanu knows it for the next visitor.

Does this change anything you already have?

No. Visitors you already have get their place the next time they visit. Nothing is sent to visitors unless someone in your team sends it. IP location by DB-IP (db-ip.com).

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)

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.