JAI CRM
Home Industries Professional services

Professional services

For CAs, lawyers and consultants: engagements, hours and clean invoices.

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

MonTueWedThuFri30 hoursbillable→ invoice
The day as it is

What actually happens now

The work is the fee, and the fee is a number somebody makes up at the end of the month because the hours were never written down.

What changes

Where the leaks close

◎

Engagements as projects

With a scope and a budget.

▤

Time recorded against matters

Billable and non-billable.

⇄

Invoices that show what was done

With the right SAC code.

▦

TDS deducted by clients tracked against what

TDS deducted by clients tracked against what should have been.

₹

A document store where client papers are separated properly

Before that

Seven systems, or one

Nobody sets out to run a trade on six tools. It happens one sensible decision at a time, and the cost lands in the seams between them.

  • One customer record, not four spellings of it
  • One item, one rate, one tax treatment
  • One place a question can be answered from
One system
How it fits together

The professional services chain, end to end

An engagement is a project, the hours against it are the fee, and the invoice shows what was done under the right SAC.

  • Projects, switched on
  • Sales documents, switched on
  • Accounting & finance, switched on
  • Documents, switched on
MonTueWedThuFri30 hoursbillable→ invoice

Only what professional services actually needs

Inventory and procurement stay off.

See pricing
Read on

Where to look next

The modules

What each of the ones above actually does.

By team

The same system, described from each desk.

Documentation

The steps, task by task.

More in industries

All industries

Healthcare & clinics

Patients as customers, consumables as stock, and receipts that reconcile.

Engineering & fabrication

Long quotations, staged deliveries and payments that arrive in pieces.

Education & coaching

Enquiries, admissions, fee schedules and what is still outstanding.

Trading & distribution

Buy, hold, sell — with margin visible before the deal is done, not after.

IT & software services

Retainers, time and material, and export invoices without GST.

Marketing & creative agencies

Pitches, retainers, and knowing which client is actually worth keeping.
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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