Reports that run, and arrive on their own
Nine Sales and CRM reports with charts and detail rows, exportable as CSV or PDF, and schedulable by e-mail.
14 days free · nothing to install · your data exports whenever you want
What changed
Reports was previously a page of links pointing at other modules’ pivot views. “Sales by customer” was an invoice list with a grouping applied: no period to choose, no chart, nothing to export, and no way for the figures to reach anyone who was not going to open the app and go looking.
There are now nine reports that each answer one question over one period, with the rows behind every figure.
The nine
Pipeline by stage
Open deals by stage, owner, source or pipeline, with the weighted value alongside the raw one.
Lead funnel
How many enquiries reach each stage and how many convert.
Lead sources
Which sources bring volume, and which bring conversion. Rarely the same ones.
Win and loss
What was won and lost, by owner, reason given and competitor.
Sales over time
Invoiced against collected, month by month.
Sales by customer
Who buys most, what they paid, what is still owed.
Quotation conversion
Read from the document chain, so a quote turned into an order by hand still counts.
What sells
Items by value and by quantity, from invoice lines.
Receivables ageing
Who owes you, in bands, with days overdue per invoice.
Scheduling
A report nobody remembers to open is a report nobody reads. Schedules run one and send it without anybody doing anything.
- Daily, weekly, monthly, quarterly, half-yearly or yearly, at an hour you choose
- PDF, CSV or both, attached, with the headline figures in the message itself
- Any mix of staff and plain e-mail addresses: your accountant needs no login
- The period resolves when it fires, so a monthly report always covers the month that just ended
Does this affect anything existing?
No data changes. Reports only read; nothing in this release writes to your records.
One new table was added to store schedules. If you had bookmarked a link on the old Reports page, four of them pointed at addresses that did not exist and have been corrected. Those bookmarks will now resolve.
Mail must be configured for schedules to deliver. Until SMTP is set up, a scheduled report is produced and logged rather than sent, and the schedule list says so against each run.
More in release notes
All release notesProposals: signatures, products and services, earlier versions, and the quotation that follows
Proposals now carry signatures: yours or the organisation's, and the client's, drawn on their phone when…
Events: the return with and without GST, linking a card to somebody you have, and tags on older records
The return on every event is now shown with GST and without it. A card that…
Type by voice tidies with AI when you want it, learns the names you put right, and works in the full editors
Type by voice now has Medium and High clean-up, which tidy what you said with AI…
Invoices, bills and challans move their goods in and out of stock
Stock moved only when goods were shipped or received under Inventory, which most businesses never do,…
Type by voice: hold Alt+D in any box, or the mic above a phone's keyboard, and speak
Speak instead of typing, anywhere in JAI CRM. Hold Alt+D in a lead's notes, a task,…
A Mark to column in an import now marks the people it names
An import with names in its Mark to column failed as a whole, with a server…
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.