Re-type orders into Tally
Tally and your CRM, finally in sync
Customer records, invoices and outstanding balances flow between Tally and your CRM, so salespeople see payment status before they call and accounts stops re-typing orders.
Example build. Not a client case study.
- Trigger
- A deal is won in the CRM, or a voucher is posted in Tally
- Good fit for
- Distributors, wholesalers, manufacturers
What happens, step by step
- 1
Won deals in the CRM create the matching customer and sales order in Tally.
- 2
Invoices and receipts posted in Tally update the customer’s balance in the CRM.
- 3
Customers with overdue balances are flagged for the sales team.
- 4
A daily check lists any record that could not be matched, for a person to fix.
What changes for your team
One version of the customer. Sales stops promising credit to people who haven’t paid, and accounts stops copying orders by hand.
What it takes to build
Depends on your Tally version and how it is hosted. We check both during the audit before promising anything.