A CRM your team will actually use
Companies, contacts and deals in one place, with booking links, email tracking, AI-drafted emails and built-in leads. Staffing agencies get clients, job orders and placements that update from JAI Bot on their own.
Everything about a customer, in one place
Companies, contacts and deals
A timeline of calls, emails, meetings, notes and tasks for each customer, with deal stages and values.
Booking links
Send a link and let customers pick a meeting time; both sides get the confirmation.
Team activity reports
Calls, emails, meetings, deals won and open value for each rep.
Email that works harder
Open and click tracking
See when an email was opened and which links were clicked. Automatic opens from privacy features and security scanners are counted apart, so you see real interest.
Help me write
Say what you want in a few words, pick a tone, and JAI Bot drafts the email from the customer’s history, putting anything missing in [brackets].
Daily summary
A morning email to each rep with what was opened and clicked.
Built for staffing agencies too
Clients, job orders and placements
Job orders move to Submitted, Interviewing and Filled on their own as candidates progress in the agency portal.
Leads
Companies hiring, government contracts and private RFPs, added to the CRM in one click.
Learn more about Leads →Questions
Is the CRM really free?
Yes, for up to 2 users. After that it is $15 per user per month, and it is included with a JAI Bot agency plan.
Are candidate emails tracked?
No. Only emails sent from the Sales or Staffing CRM can be tracked. Emails to candidates and job seekers are never tracked, and an admin can turn tracking off.
Do I need to use JAI Bot for hiring to use the CRM?
No. Sales teams can use the CRM on its own with an email sign-in.