JAI CRM
Home Release notes A receipt for every payment, and the invoice follows

A receipt for every payment, and the invoice follows

Every payment for your JAI CRM subscription now gets a receipt, emailed within a minute of it reaching us and listed under Subscription, Payments, with the exact amount, the date, how it was paid and its reference. The tax invoice for it follows separately.

Start free, no card See pricing

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

SellingBuyingDeliveringAccounting

What is new

🧾

A receipt by email

The exact amount, such as ₹3,538.82, the date, how it was paid, its reference and what it was for. One receipt for each payment, never two.

💳

Payments, under Subscription

What is due, with its reference and Pay beside it, and every receipt below. A link that used to open Invoices opens this tab.

📩

The invoice follows

Each receipt says the tax invoice for that payment will reach you soon.

Does this change anything you already have?

Nothing you owe changes. An amount due is listed with the same reference to quote on a bank transfer, and paying it switches everything straight back on.

Reminders that quoted an invoice number are paused while invoices are sent separately. A workspace whose payment stays overdue is still suspended, and is still told why.

More in release notes

All release notes

Visits: proving you were there, not saying so

A visit somebody types the address of is a claim. One with coordinates on it is…

Paying for a second workspace by card or UPI works

When you add another business from inside JAI CRM and pay by card or UPI, the…

Tally link, in early access: send sales, purchases and payments to TallyPrime

Invoices, bills and payments raised in JAI CRM can now reach your books in TallyPrime without…

The finance dashboard agrees with the profit and loss, the cash flow and the GST summary

Spent on the finance dashboard added up bills and expenses on the day they were entered,…

Talking with Hanu live: the card shows in the call, and he hears only you

A lead Hanu prepared during a live conversation used to wait in the chat behind the…

The quick bar is on for every business, switched in Modules & menu

The bar of your most used screens along the bottom is now on for every business…
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.

Start free Talk to us