Somebody else has to agree
A discount over ten per cent, an invoice over a lakh, every purchase order, whatever your business actually checks before it goes out.
14 days free · nothing to install · your data exports whenever you want
What it does
Four shapes come out of one mechanism rather than four features. No approval is no rule. Simple is one level. Multi-level is several, asked in order, where the next is not asked until this one agrees. Custom is any of those with a condition deciding when the rule applies at all.
Who approves
A named person
When it is genuinely one person who signs.
Anybody holding a role
Whoever is doing that job this month.
Anybody on a team
For a group who cover for each other.
Whoever they report to
The commonest rule of all, and the one nobody wants to maintain as a list of names. It follows the organisation tree, so it keeps working when somebody leaves.
What it will not let you do
Approve your own work
Refused unless a business explicitly allows it. That is the thing an approval exists to prevent.
Send it anyway
Enforced where a document leaves the building (sent, confirmed, issued) rather than on save. Writing one nobody has agreed to is fine; putting it in front of a customer is what needs the signature.
Rewrite history
The levels are copied onto the request when it is raised, so editing the policy next month does not change what was asked of whom last month.
Lose track of it
Waiting on you lists everything you can decide right now, and the document itself says what is waiting and on whom.
Does this affect anything existing?
Nothing needs approving until you add a rule. Set them up in Settings → Approvals.
Rejecting at any level ends the chain rather than passing it on, and the levels after it are marked never asked rather than left looking as though they are still waiting.
More in release notes
All release notesSaving a person with a role works again, and a new person can have their own permissions
Opening a person in Settings > Users showed their roles unticked, and saving them failed with…
A time on due dates and follow-ups, and reminders at that time
Due dates and follow-ups can now carry an hour, for everybody: tasks, lead follow-ups, project tasks…
Save sits at the top in Settings, and stays there as you scroll
Save changes and Save order in Settings moved from a bar along the bottom to the…
A new quotation or invoice is yours by default
The Owner box on a new quotation, invoice, proforma, sales order, bill of supply, credit note…
Books that add up: no missing numbers, nothing left orphaned
A quotation, a sales order and an invoice are one commitment at three stages. Until now…
Type by voice: hold Alt+D in any box, or the mic above a phone's keyboard, and speak
Speak instead of typing, anywhere in JAI CRM. Hold Alt+D in a lead's notes, a task,…
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
Pay annually
+ 18% GST: ₹175.82 / user / month incl. GST
Pay monthly
+ 18% GST: ₹234.82 / user / month incl. GST
- 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
Pay annually
+ 18% GST: ₹352.82 / user / month incl. GST
Pay monthly
+ 18% GST: ₹470.82 / user / month incl. GST
- 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)
Full Suite
Every module, switched on
Pay annually
+ 18% GST: ₹588.82 / user / month incl. GST
Pay monthly
+ 18% GST: ₹706.82 / user / month incl. GST
- 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.