JAI CRM
Home Blog

Blog

Notes on running a business well, and on what we are building.

10 Oct 2026

Hot, warm or cold: grading leads at the stall

Clear definitions of hot, warm and cold leads, three questions that grade a visitor in a minute, and how to check your…

10 Oct 2026

Trade fair or IndiaMART: where do your paying customers come from?

Hundreds of IndiaMART enquiries against a box of visiting cards tells you nothing. Here is how to compare the two by money…

10 Oct 2026

Which of your team brought in the money from the stall?

The person who scanned the most visiting cards is not always the one who brought in the money. A fair way to…

10 Oct 2026

Met a supplier at a trade fair? Check them before the first order

A good stand does not prove a reliable business. Five checks to run on a supplier you met at a fair, and…

10 Oct 2026

What to write on the back of a visiting card (or say in 10 seconds)

By the next morning, twenty conversations blur into one. Here is the four-part note that keeps each person apart, with examples from…

10 Oct 2026

Exhibitor’s checklist for CPHI and PMEC India 2026: venues, costs and a six-week plan

Exhibiting at CPHI or PMEC India in Delhi NCR this November? The dates, venues, stall rules and deadlines from the organiser, and…

10 Oct 2026

No signal in the exhibition hall? How to capture leads offline

The hall has no signal and the queue at your stall is growing. Here is how to keep capturing visiting cards, and…

10 Oct 2026

Why scanners misread Indian visiting cards, and what fixes each problem

Landlines saved as mobiles, split GSTINs, dark cards read as gibberish. Why scanners misread Indian visiting cards, what fixes each problem, and…

10 Oct 2026

Scanning visiting cards and the DPDP Act: what consent you need

A visitor hands you their card at your stall. What the DPDP Act lets you do with it, what needs consent, what…

10 Oct 2026

Visiting card scanner apps in India, compared on what each app publishes (2026)

CamCard is on India's 2020 app-blocking lists, and most scanner lists are written for the US. Here are eight scanners compared on…

10 Oct 2026

What did your exhibition stall really earn? A rupee calculator

The stall invoice is easy to find. What the stall brought in is not. A method, a worked example in rupees and…

10 Oct 2026

How to follow up exhibition leads: a 7‑day plan for Indian businesses

You came back from the fair with a box of visiting cards. Here is what to do with them, day by day,…

19 Sep 2026

Write off an invoice you are never going to collect

The customer has gone quiet for eleven months. You need it out of receivables without pretending it was paid or that the…

18 Sep 2026

Add the field your trade needs — and a rule that hides it the rest of the time

Every business needs two or three fields nobody else does. Add them without thought and the form becomes a wall of empty…

17 Sep 2026

Read your GSTR-1 before you file it, section by section

Most people see their return for the first time on the portal, where a mistake costs an amendment.

16 Sep 2026

From a name on a card to a purchase order, without skipping the check

Somebody met a supplier at an exhibition. Six weeks later there is an order out and nobody has seen a PAN.

15 Sep 2026

Set your invoice numbering before you raise the first one

GST wants a consecutive series with no gaps. People discover this in month four, with three prefixes in play.

12 Sep 2026

Invoice half a quotation now and the rest in June

Stage billing is normal in project work and almost no billing app tracks it. Two loose invoices later, nobody can say what…

11 Sep 2026

Raise a credit note, then spend it on a different invoice

You over-billed in March. The customer wants it off April’s invoice, not back in their bank. Those are two different decisions.

10 Sep 2026

Pay a bill, deduct the TDS, and have both land in the right place

The bill is ₹1,00,000, you are paying ₹98,000, and ₹2,000 is TDS. Two numbers, two destinations, one entry.

9 Sep 2026

Ordered ten, they can send six — call off the rest without losing the record

Editing the quantity from ten down to six destroys the fact that ten were agreed, and when. There is a better move.

9 Sep 2026

Convert a purchase order into a bill — including when the vendor sends half

The vendor delivered six of the ten you ordered and sent a bill for six. Re-typing it loses the link; this keeps…