JAI CRM
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For sales teams

Every enquiry answered, every follow-up kept, and a pipeline the whole team can see.

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

Monday morning

What the day looks like

You open the day and know exactly which eleven people are waiting to hear from you, what was said to each of them last, and which three deals are worth chasing before lunch.

What you get

On your desk, specifically

◎

Leads arrive from WhatsApp

IndiaMART, JustDial, ads and the website with the source attached — nobody is copying them out of an inbox.

▤

The pipeline is a board you drag. Group it by stage

By owner, by source or by a field you invented last week.

⇄

Every call, note and e-mail stays on

Every call, note and e-mail stays on the record, so cover is possible when somebody is on leave.

▦

Duplicate detection catches the same enquiry arriving twice

On e-mail, phone or company name.

₹

Follow-ups that are due show up as

Follow-ups that are due show up as tasks rather than living in somebody’s memory.

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 sales 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.

  • Pipeline by stage, with weighted value
  • Conversion by source
  • Win and loss by owner and reason
  • Activity per person

How reports work

EnquiriesContactedQualifiedWon

What to switch on for this desk

CRM · Sales documents · Reports & analytics · Notifications. Nothing about stock, purchasing or payroll is on screen, because none of it is this desk.

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.