JAI CRM
Home For startups

For startups

Set it up once, and let it grow with the team instead of being replaced by it.

EnquiriesContactedQualifiedWon

The first thirty customers fit in a spreadsheet. The problem is the two years after that, when the spreadsheet is load-bearing and replacing it means stopping.

Start small on purpose

Switch on Sales and invoicing and nothing else. The rest of the product is not hidden behind an upgrade banner — it simply is not there until you turn it on. Your team learns four screens, not forty.

Grow without migrating

  • Add procurement when you start buying properly.
  • Add inventory the first time you hold stock.
  • Add projects when delivery becomes a thing you plan rather than react to.
  • Add payroll when there are enough people to make it worth it.

Investor questions, answered from the system

Pipeline by stage with a weighted value. Conversion from lead to customer, by source. Revenue by month against what was actually collected. These are reports, not a data exercise the week before a board meeting.

Roles that match a small team

Everyone starts seeing only what they own. Widen it when you need to, per role, without giving anybody the settings.

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.