JAI CRM
Home Release notes A file opened from a public link or the portal is shown, never run

A file opened from a public link or the portal is shown, never run

A web page or an SVG drawing uploaded to Documents and opened from a public link was run by the browser as a page on JAI CRM's own address, where a script inside it could act for whoever opened it. It now opens as its text, from public links and from the client portal alike. PDFs and pictures open to view as they did.

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What changed

📄

Web pages open as text

An .html, .svg or .xml file, or a script, opened from a public link shows what is written in it, as text. Nothing in it runs, so a file somebody uploaded cannot act inside JAI CRM for the person who opens it.

🖼

PDFs and pictures as before

A PDF opens in the browser’s own viewer and a photo or a scan opens as a picture, from a public link and from the portal, as before.

⬇

Downloads keep the file

Where a link allows downloads, Download still saves the file exactly as it was uploaded, under its own name.

🔒

One rule for every way in

Public links and the customer and vendor portal now open a file by the same rule, so a new way of opening files cannot leave it out.

Does this change anything you already have?

No file is changed, moved or deleted, and no public link is revoked or altered. The one difference anybody sees is that a web page, an SVG drawing or an XML file opened from a link shows as its text. To share a drawing as a picture, upload it as a PNG or a PDF.

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.