JAI CRM
Home Release notes Every notification opens its record, and old record addresses work again

Every notification opens its record, and old record addresses work again

Notifications about an item, a goods receipt, a stock transfer, a file, a project task, a colleague or an import opened the home page, and a purchase order link looked for a sales order. Each opens its record now. Record addresses saved from before September's list changes open again too.

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

SellingBuyingDeliveringAccounting

What changed

📦

Stock, files and tasks

A notification about an item, a goods receipt, a stock transfer, a file or a project task opened the home page. It opens the record now: the receipt, the file’s details, or the task over its project.

👥

Colleagues, imports and invitations

A notice about a colleague opens them in Users. An import notice opens the list it filled. An invitation notice carries the invitation itself, as the invitation email does.

🧾

Purchase orders and vendors

A purchase order link looked for a sales order and found nothing, and a vendor link opened no page at all. They open the purchase order and the vendor’s record.

🔗

Old addresses arrive

Record addresses saved before the September list changes, such as a lead bookmarked at its old address, went to the home page. They open the record again, and links in notifications already sent arrive too.

Does this change anything you already have?

No. Only where the links lead.

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.