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Home Release notes Charcha: make a task, set a reminder or approve, straight from a message

Charcha: make a task, set a reminder or approve, straight from a message

A message is often where work starts. Now you can make it a task, be reminded about it, share the lead or quotation it is about as a card, approve from that card, and keep the words on the record, all without leaving the chat.

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

SellingBuyingDeliveringAccounting

What is new

✅

Make a task

More, then Make a task. The words become the task, linked to the lead or deal in the message, and its card goes into the chat. It can be a task in a project too.

⏰

Remind me

In 20 minutes, an hour, three hours, tomorrow at 9:00 or a time you pick. It rings in JAI CRM, notifies a closed browser, and waits in your Reminders list.

📎

Type # to share a record

Leads, customers, deals, tasks, quotations, orders, invoices and projects show as cards with their status and amount, always current. Only what you can open yourself.

👍

Approve from the card

A quotation waiting on you shows Approve and Reject on its card. Everyone looking sees it change, with no refresh.

📝

Save to a record

Keep a message as a note on a lead, customer or deal, so the words stay where the work is.

Does this change anything you already have?

No. Tasks made from a message are ordinary tasks, approvals are the same approvals as on the record, and nobody can see a record through a card that they could not open before: opening it still needs their own access.

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)

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.