Tally Integrated CRM System

Challenges Faced:

After talking too many companies their major problem, we come across that there is no proper Synchronization between account team and Sales team. Every time your sales team need to check with an accounting team for some of, we listed below.

  • No real time update of outstanding with sales Team.
  • No proper Sync of Masters to CRM
  • No proper Sync of Invoice from Tally to CRM
  • No proper Sync of CRM and Tally Product Masters
  • No proper update of available Stock Item from Tally to CRM
  • No proper Bill by Bill report

Now no more worries let CRM intelligence do the critical work and let your sales, marketing team more focus on lead nurturing and Opportunity closure.

Benefits of CRM and Tally integration:

  • Create Masters in CRM Auto Sync to Tally
  • Bill by Bill Details
  • Sales Report
  • Purchase Report
  • Outstanding Report
  • Sync invoice from CRM to Tally - Create Transactions in CRM auto sync to Tally
  • View the Report with Filters like: date wise, Sales man wise, Item Wise, Ledger Wise
  • Get Closing Balance amount with Payable or Receivable from Detail view of Account.
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