Changing what a stage means says what it would win, first
Marking a stage Deal won closes every deal already on it. Before it does, JAI CRM now says how many deals that is and how many have no value, so you can go back and fill in the values or save anyway.
14 days free · nothing to install · your data exports whenever you want
What changed
Counted before it saves
Change a stage to Deal won in Sales pipelines and a window says, for example, 12 deals are on it and will be marked won, 3 of them with no value.
Go back or save anyway
Go back leaves everything as it was, so you can fill in the missing values first. Save anyway makes the change and closes the deals.
Lists ask too
Changing a deal stage or a lead stage in Fields & rules, Lists asks the same. For leads it says they would be marked won without being converted to customers.
Does this change anything you already have?
No. Nothing is changed until you choose Save anyway, and a change that marks nothing won saves straight away as before.
More in release notes
All release notesThe books now say what actually happened
A voided invoice was still owed. A credit note never reduced the profit. A partly credited…
Mark GST returns filed, and the due-date reminders reach you
GST now has a Returns tab listing every return the year asks for, with its due…
Change several expenses, bills or payments at once
Expenses, purchase bills and both payment lists have a Change button for the rows you tick:…
Proposals: write a designed offer on your letterhead, send it, and see when the client opens it
A new sales document for the offer a price alone will not win. Create one from…
Fixes worth naming
Dialogs opening behind the sidebar, counts needing a reload, a five-second stall, and a New menu…
A mailbox like Gmail: drafts, conversations, reply all, forward and Trash
The mail panel now looks and works like Gmail. Folders down the side, a list 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.