JAI CRM
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For founders & business owners

Answers without asking anyone — and a business that does not live in your head.

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

Monday morning

What the day looks like

You stop being the integration layer. Nobody has to ask you what happened to that enquiry, because the system knows and so does everyone else.

What you get

On your desk, specifically

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One place where sales

Buying, stock and the books read the same events.

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Every enquiry accounted for

With its source, so ad spend can be judged against closed business.

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Roles and scope

So people see what they should — and settings stay with you.

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Reports that arrive by e-mail on a schedule

Including to your accountant, who needs no login.

₹

An audit trail: who changed what

And when.

Who sees what

This desk sees this desk

Everyone starts seeing what they own or are assigned to. Widening that is a change to a role, and it never requires handing somebody the settings.

  • Their own records, their team’s, or everything
  • Permissions per action, not one blanket switch
  • A module that is off is not offered to anybody
EverythingThe teamTheir own
What you can measure

What founders & business owners gets judged on

Each of these runs on demand, over any period, and can arrive by e-mail on a schedule so nobody has to open the app to see it.

  • Revenue invoiced against collected
  • Pipeline and weighted forecast
  • Profit by customer and by project
  • What is owed and how old it is

How reports work

EnquiriesContactedQualifiedWon

What to switch on for this desk

CRM · Sales documents · Accounting & finance · Reports & analytics. Everything is on, because this is the desk that has to be able to answer any of it.

See pricing
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.