JAI CRM
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Modules

Eleven modules, each one a plugin you switch on when you need it and off when you do not.

Every module below is a plugin. A consultancy runs Sales, Projects and Accounting and never sees a warehouse; a distributor runs Procurement and Inventory and never sees a timesheet. Switched off means invisible, not greyed out behind an upgrade prompt.

CRM

Every enquiry gets an owner and a next step — and a won deal becomes a GST invoice without anyone retyping it.

Sales documents

Eight sales documents on one tax engine — the quotation becomes the order, then the invoice, with the GST decided from the…

Vendors

A supplier pipeline of seven stages — and a vendor nobody approved cannot have a purchase order, a bill, a debit note…

Procurement

Purchase orders through their whole life — half billed, half received, part called off — with the TDS deducted on the way…

Inventory

Stock held per shelf and per batch on an append-only ledger, so the figure on screen is the sum of the movements…

Manufacturing

Making things over a period of time — what went in, who did it, how long it took, and what the run…

Quality

The gate between 'it has been made' and 'it is stock you can sell' — a manufacturing order cannot be marked complete…

Accounting & finance

Expenses, supplier bills, banking, GST returns, TDS and payroll — built from the documents you already raised, and totalled together everywhere.

Accountant

The journal book — accruals, corrections, opening balances and the monthly postings that never had a document — and a trial balance…

Projects

Projects, milestones, tasks in five views and timesheets — with unbilled hours turning into a GST-correct draft invoice in one action.

Documents

Folders where sharing is inherited, files attached to the record they belong to, and one piece of code deciding who may open…

Notifications

Ninety-seven rules already written, a queue that shows the exact message before it sends, and a ladder that sends the final notice…

Reports & analytics

Nineteen reports that run their own sums, dashboards anybody can build over 51 record types, and a schedule that emails last month's…

Subscriptions

Arrangements that repeat — an AMC, a membership, a retainer, a delivery round — billed by a job that runs at night,…

Warranty

Put a warranty period on the product and sending the invoice raises the warranty on its own — dated from that invoice,…

Exhibitions

Scan visiting cards at the stall, file each one as a lead, customer or supplier with a follow-up task, and see what…

Charcha

Direct chats, groups and channels for your own team, with threads, files, meetings by link and broadcasts down the reporting line. Live,…

Calendar

Follow-ups, visits, meetings, tasks and project tasks from every module on one calendar, with money and tax dates beside them, and Google…

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.