TALLY INTEGRATED CRM
Released on 29 June 2020
When it comes to financing, all of us put in a lot of effort to manage and maintain financial accounts, whether it is personal or professional. Similarly, business accounts are huge and it requires a robust software solution that efficiently manages the entire financial transactions with accuracy.
Tally.ERP 9 is a business solution software for accounting, inventory, statutory and payroll used by small and medium-sized enterprises.
This software enables businesses to combine their activities related to accounting, payroll,
compliance, inventory, finance and more.
However since Tally doesn’t support some of the major features such as CRM and Dunning. We are developing a solution that integrates with Tally seamlessly.
This solution facilitates lead generation, lead mapping to executives, lead transfers, raising quotations, quotation revisions and versioning, and approval of quotations.
Approved quotations will flow to Tally as a sales order and billing will happen in Tally.
This integration will synchronize all ledgers and stock items.
In the current business scenario, providing credit facility to customers is a necessity.However, collecting the payments is also challenging. You need to deploy dedicated workers to follow up with the customers and make sure to get the outstanding realised.
Our solution extracts the outstanding details from Tally and sends auto-generated e-mails, SMS and IVR messages to the customers.
Time saved is money earned, this solution reduces manual effort, and time spent on the field, and in turn increases the productivity of the resource.