JAI CRM
Home Release notes A module for the thing we did not think of

A module for the thing we did not think of

Every business keeps a list the product never thought of. The answer used to be to bend Leads into that shape, which works until the day somebody wants both.

Start free, no card See pricing

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

SellingBuyingDeliveringAccounting

What was missing

Site visits, sample requests, complaints, applications, inspections: every business keeps something that is not a lead, not a deal and not an invoice. Until now the way to track one was to bend Leads into that shape, which works until the day somebody wants leads as well.

How you make one

1

Name it

What one of them is called, what the list is called, and what the first column is named: “Visit reference” rather than “Name” if that is what your team says.

2

Put it somewhere

Which section of the sidebar it sits under. It appears there straight away, with a live count beside it like every other list.

3

Give it fields

In Fields & rules, exactly like every other module. Dates, dropdowns, money, lookups, checkboxes, and rules about when each one shows.

4

Decide who sees it

It appears in Roles & permissions under “Modules you added”. View, create, edit, delete, import and export, with the same record-visibility scopes as everything else.

What comes with it, without being asked for

▤

The list you already know

Same columns, sorting, filters, saved views and page sizes. The columns are read from the fields, so a field added this afternoon is a column this afternoon.

⛃

Board and pivot

Group it by any dropdown, total it by any number.

⇅

Import and export

CSV in with column matching and per-row errors, CSV out honouring whatever is filtered on screen.

◫

A record page

With its timeline, notes, files, assignees and the full history of who changed what.

⌗

Tags

Every module gets them, and they share one list with the rest of the product.

⏱

An audit trail

Created, changed and deleted, with who and when, the same trail as an invoice.

Does this affect anything existing?

Nothing changes unless you add one. No existing module, field or record is touched.

One deliberate refusal: a module holding records will not delete until that is confirmed, and the message says how many records go with it. Switching it off instead takes it out of the sidebar and leaves everything where it is.

More in release notes

All release notes

Who actually signed for it

A transfer records which login sent it and which took it in. Those are sessions. The…

IndiaMART enquiries, arriving as leads

Switch it on in Plugins, paste the key from Lead Manager, and enquiries stop living in…

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…

Choose who sees the contacts on a company page

A company with customers looked after by different salespeople no longer has to show everybody’s contacts…

A finished task now shows on the lead, deal or customer it was for

Marking a task Completed on its own page, in the Tasks list, on the board or…

A lead converted to a customer keeps its company

Convert to customer on a lead’s own page made the customer without the company typed on…
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