JAI CRM
Home Release notes Integrations have their own place in Settings, and come free with every plan

Integrations have their own place in Settings, and come free with every plan

IndiaMART, Just Dial, Shopify, Tally, Google Drive and Dropbox are integrations now, not plugins. They have their own entry in Settings, cost nothing on any plan, and each is on wherever the module it works with is on. Nothing you set up changes.

Start free, no card See pricing

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

SellingBuyingDeliveringAccounting

What changed

These six used to be plugins. They were switched on in Settings, Plugins, under Add-ons, and set up behind a cog on their row. Five of them were sold at ₹149 per user per month unless the plan carried them, and Tally was early access, switched on by request.

Now they are integrations. Each has a card in Settings, Integrations, and none of them costs anything, on any plan.

Where they are now

🔌

Settings, Integrations

One card each, saying what it does and whether your business has it. For anybody allowed to set it up, the card also says how far it is set up: Connected, Needs attention, Switched off or Not set up.

⚙

Set up

Opens the integration’s own screen, the same screen as before. Every key, link, setting and connection is where you left it.

👥

Who sees it

Anybody whose role lets them set up at least one of the six, by its own set-up permission, such as IndiaMART setup or Tally set-up.

🧩

Plugins

Now lists only the suite’s own modules, such as CRM, Inventory and Projects. A line at the top says where the six went.

Free, on every plan

✅

With the module each works with

IndiaMART and Just Dial come with CRM, Shopify with Inventory, Tally with Sales documents, and Google Drive and Dropbox with Documents. A plan without that module shows the card with what it needs, for example Needs Inventory.

💰

Nothing to buy

The add-ons for them are withdrawn, so no price or Buy button is shown for them anywhere. Nobody had bought one, so nobody is charged or refunded.

📊

Tally for everyone

Every business with Sales documents now has the Tally link. It keeps its Beta label until it has been proven against a real TallyPrime import.

🔄

Goes with its module

Switch CRM off in Plugins and IndiaMART and Just Dial go with it, and stop bringing in leads. Switch CRM back on and they return, set up as they were. Shopify does the same with Inventory.

Fixed alongside

After connecting Google Drive or Dropbox, the sign-in sent you back to the Plugins page, which never said whether it had worked. It now returns to the Google Drive or Dropbox screen, which says Connected.

The Modules card on the Subscription page printed internal names such as Googledrive. It now uses each module’s own name, with the integrations on a line of their own.

Does this affect anything you already have?

No setting, connection, lead or file changes. A business that had switched Google Drive, Dropbox or Shopify off in Plugins finds it available again, but nothing connects until somebody sets it up, and IndiaMART, Just Dial and Shopify keep their own on and off switch on their own screens.

More in release notes

All release notes

The follow-up marks were missing from vendors

A vendor could have a visit planned against it, and its list would never say so.

An assignment rule can now act when a record is corrected, and five more modules can be routed

Assignment rules only ever ran the moment a record was created. So a lead logged as…

Five screens no longer ask the server again and again until it answers "Too many requests"

Five screens asked the server the same question over and over for as long as they…

The card scanner, rebuilt as a drive

Everything about the card scanner has changed shape. An event is a folder you open and…

A won deal asks its value; a won lead becomes a customer

Marking a deal won now always asks the value it was won at, whether you press…

Depreciation that posts, schedules that say why, and a trial balance that can show a gap

Fixed assets now depreciate at the press of a button and can be sold or scrapped,…
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