Connected to where your business already happens
An enquiry should not have to be copied from a marketplace into a spreadsheet into a CRM. These connect the places leads arrive, money moves and returns are filed, with the source kept, so you can tell what is working. IndiaMART, JustDial, Shopify, Tally, Google Drive, Dropbox and video meetings cost nothing extra: they are free on every plan, wherever the module they work with is on, and are set up in Settings, Integrations.
Where enquiries come from
WhatsApp Business
AvailableEnquiries and replies land on the lead, with the whole thread kept against the record.
IndiaMART
AvailableBuy-leads pulled in automatically, deduplicated against what you already have. Free on every plan with CRM.
JustDial
AvailableEnquiries arrive as leads with the listing they came from attached. Free on every plan with CRM.
Meta Ads
AvailableFacebook and Instagram lead forms, straight into the pipeline with the campaign name.
Google Ads
AvailableLead-form extensions and conversion tracking, so spend can be judged against closed business.
Website forms
AvailableA contact form on any site posts into the API and becomes a lead.
WordPress
PlannedA plugin for the enquiry forms you already run, with no code.
Telecalling / IVR
BetaClick to dial, call recording against the record, and outcomes logged.
Selling online
Shopify
AvailableTwo ways. Collections become categories, products become items matched on SKU, and a checkout becomes a confirmed sales order with the buyer as a customer. Stock pushes back so the shop stops selling what you do not have, and a shipment raised here marks the order fulfilled with its tracking. No invoice is raised and nothing is marked paid. Shopify already took the money, and putting a receipt here as well would count the same sale twice. Free on every plan with Inventory.
WooCommerce
PlannedThe same shape as Shopify, for shops running on WordPress.
Money
Razorpay
AvailableCollect against an invoice by UPI, card or net banking; receipts allocate themselves.
UPI autopay
AvailableRecurring mandates for retainers and subscriptions.
Bank statements
AvailableImport a statement and match receipts against open invoices.
Tally
BetaSales, purchases and payments, with their GST, as two files TallyPrime imports: masters, then transactions. Customers, vendors and stock items go with them, and only what is new or changed goes the second time. Free on every plan with Sales documents, and marked Beta until it has been proven against a real TallyPrime import. The Tally documentation says how it works and what it does not do yet.
Compliance
E-invoice (IRP)
AvailableIRN and signed QR on the invoice, generated at the moment it is issued.
E-way bill
AvailableRaised from the delivery challan with the transporter details already on it.
GST portal
AvailableGSTR-1 and 3B exported in the shape the portal expects.
Files
Google Drive
AvailableLink Drive files into Documents without copying them. Each person connects their own account, only the files you pick can be reached, and nothing is written back. Free on every plan with Documents.
Dropbox
AvailableLink Dropbox files into Documents without copying them. Each person connects their own account, and nothing is written back. Free on every plan with Documents.
Meetings and calendars
Google Meet
Coming soonMake a Meet link on your own Google account with one press: when you schedule a meeting in Charcha, on any record, or in an email. Each person connects their own with one sign-in, and nothing is typed into JAI CRM. Free on every plan.
Microsoft Teams
Coming soonThe same for Teams, from a work or school Microsoft 365 account: a Teams link wherever you schedule something. Free on every plan.
Zoom
Coming soonThe same for Zoom: a meeting at the time you set, or one that starts now from a chat. Free on every plan.
Google Calendar
Coming soonYour JAI CRM follow-ups, meetings, visits and tasks in a calendar of their own in your Google Calendar, both ways: move one there and it moves here. Deleting one there only removes it there. Your busy time shows to colleagues as Busy. With the Calendar module.
Outlook calendar
Coming soonThe same for Outlook, from a work, school or personal Microsoft account. With the Calendar module.
Spreadsheets
Google Sheets
AvailablePull any report or list into a sheet, edit it, and push the changes back. Only the cells you actually changed are sent, a row deleted in the sheet deletes nothing, and anything that also moved in the app since you pulled is held back and shown to you rather than quietly overwritten. Check what would change before anything is written.
CSV, in and out
AvailableEvery list exports to CSV and imports from one. Your columns are mapped onto fields, and failed rows are reported by row number before anything is written.
Everything else
E-mail (SMTP)
AvailableSend quotations and invoices from your own address, with replies kept on the record.
Zapier
PlannedReach the tools that have no direct connector yet.
Our API
AvailableA documented REST API for anything bespoke. Everything the app does, you can do.
Nothing here fits? Build it.
Everything the app does is a documented REST API call. If you have a developer, you have an integration.
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.