Ask Hanu how to do anything in JAI CRM, and he answers from the help pages, or says “not today” and what works instead
Hanu now reads JAI CRM's own help pages and release notes to answer how-to questions, with a link to the page each answer comes from. When JAI CRM cannot do something, he says "not today" plainly, offers what works instead, and tells the JAI team you asked, so the most asked-for things are the first to be planned.
14 days free · nothing to install · your data exports whenever you want
What changed
How do I…
“How do I give 10% off on a quotation?” gets the steps, in a few sentences, with the help page they come from. Hanu reads the same pages as the help site, so the answer matches what you would find there.
Can JAI CRM…
“Can JAI CRM connect to Busy accounting?” gets a plain “not today” when it cannot, with up to three things that work instead, such as an Excel export or the Tally connection, each with its help page. He never promises a date.
Your ask reaches the team
Each “not today” lands on the JAI team’s list, counted by how many businesses asked and how often, so what is asked for most is seen first. It is private: other businesses do not see who asked.
The team's answer, next time
When the team writes back on something people ask for, such as “being built” or what to use meanwhile, Hanu gives that answer the next time anyone asks.
Does this change anything you already have?
Nothing changes in your records. Typing to Hanu uses AI credits, or your business’s own AI key. The Android app has this from version 1.3.191.
More in release notes
All release notesA 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…
Counter sales now read as paid, and every document goes out with the right status
A sale paid at the counter was recorded as paid but the invoice still said the…
A calendar and a telephone, on the row that owes them
The list could tell you what stage a lead had reached. It could not tell you…
Download in Documents saves the real file, and a folder's zip holds what is in it
Download in Documents has not saved a working file since the store was rebuilt in early…
Three settings the product asked for and gave you nowhere to answer
Three things the product needed to know, took correctly when told, and gave you no way…
Your own AI key runs every task you chose it for
If your business uses its own AI key (OpenAI, Gemini, Claude or another), every task you…
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.