Tally CRM Integration, best of both the worlds

Manage your Sales and Service Teams in Enjay CRM and your financial accounting in Tally ERP, withEnjay CRM-Tally Add-on

Avoid Duplication of Data Entry

Import Tally Ledgers to CRM and export CRM Companies to Tally Ledgers. Get Complete Ledger, Bill by Bill details and Closing Balance right into CRM.

CRM Quotation to Tally Invoice

Once the quotation is marked approved by the Client, The final approved version gets synced from CRM to Tally as Sales Invoice or Sales Order.

Attendance Details Sync

The Daily Attendance data from Enjay CRM is synced to Tally Payroll Module. Leave application and balance Leave data is also synced between Tally and CRM.

Receivable Management Solution

Manage receivables (Payments/Collections) right into your CRM, with expected short term Projected Cash-flow report in CRM. Payment Followups from CRM directly.

Inventory details Synchronisation

Sync Inventory Names and closing balances from Tally to CRM. Sales person can know Available quantity before Quoting to Clients. Avoid Duplicate Stock Item creation and reconciliation.

Two Way Sync with Tally

Its not Import and Export, but API level Two-Way-secured Sync between Tally and CRM. Whenever CRM records change correspondingly Tally is changed and vice-versa.

What is Synced and how does it help?

Enable the Add-on in your CRM, Configure and connect it with your Tally ERP Server. Start with Syncing and Linking the Tally Ledgers to CRM Companies. Nothing to be changed in your Tally, Everything is done at CRM level only.

Tally Ledgers to CRM Companies module

CRM Attendance module to Tally Payroll

Tally Stock Items to CRM Products Module

Quotations from CRM to
Tally
Invoices

Benefits of Enjay CRM Systems for Your Tally Integration

Best Tool for Team Tracking and Management.

A Team is the biggest Asset as well as the biggest Challenge and liability for any Service provider. Tally Partners included. Now you don’t need to chase your team on calls and whatsapp Groups. Team reporting and coordination becomes extremely easy and effective with Enjay CRM Mobile App.

growth hacking

Enjay CRM helps Tally Partners in Cross Selling is much easier and profitable.

While Most of Tally Partners have more than 6 offerings and also hundreds and even thousands of Clients. They don’t do much of Cross Selling. Enjay CRM has Special Modules and functionality for enabling Cross selling and growing at a much rapid pace.

Need More Customisation?

Yes, everything in the Add-on can be furthur customised to meet your requirements. Feel free to take the demo and discuss your requirement. We would love to take up that challenge.

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