TallyPrime ERP + CRM 

TallyPrime ERP + CRM is a comprehensive package that enables small and large businesses to attain excellence in their operations in respect of financial and managerial activities and consolidate customer relations. Our TallyPrime ERP + CRM service is a specialized service that provides tailor-made and innovative solutions to help in the management of the business, standards conformity as well as strategic decision-making.

Invoice Automation and Payments Reminders 

Automation of the issuance of bills and payment reminders also makes the cash flow healthy and ensures a collection on time. TallyPrime is set up as:

• Auto-create personalized invoices and supply them.
• Auto payment reminders should be scheduled to minimize delays. 

Benefits: 

• Efficient invoicing processes will save time.
• Reduce delinquent payment.
• Increase better control in standings to payment. 

Bank Reconciliation and Financial Dashboard 

We automate the transactions reconciliation using your bank accounts integrated with TallyPrime so that there is no discrepancy. Moreover, we develop easy to understand financial dashboards that show the progress of your company. 

Benefits: 

• Get correct financial books.
• Get real time information on business health.
• Use up to date dashboards to make data driven decisions. 

Structuring of Chart of Accounts 

An efficient chart of accounts forms a key to clarity of operation. We customize the framework to what your organization needs. 

Benefits: 

• Distinct income and expenses classification.
• Compliant informed financial reporting.
• Sound foundation of specific financial forecasts and audits. 

Tax/GST Compliance Automation 

In order to have tax compliance, we will configure TallyPrime to automatically calculate tax and to get correct reporting tasks such as GST reporting. 

Benefits: 

• Reduce the probability to make mistakes and punishment.
• Obstinately follow local laws.
• With ease you can create tax-ready reports. 

Profitability Reports and Budgeting of Finances 

With such reports on profitability and financial estimation tools, we assist your company plan its expansion and maximize its profit. 

Benefits: 

• Determine the most lucrative areas and allocate resources in a better manner.
• Remain at par with the actual forecasts so that future planning can be done.
• Make adequate decisions on the basis of well-researched data. 

Workflows in Expense Management 

With automated workflows in TallyPrime, there is effective cost management that provides close control and visibility about costs. 

Benefits:

• Automate expenses controlling.
• Measure team, project and category consolidated cost reports.
• Be less wasteful and transparent about budget. 

CRM Accounting Tool Integration 

By incorporating CRM software to the Tallyprime platform, there will be no discrepancies in data synchronization regarding the business commercial and financial processes, as critical business data will be consolidated. 

Benefits: 

• Populate sales figures directly to finance reports.
• Get information on customer profitability using integrated data.
• Eliminate redundancies and enhance the efficiencies of operations. 

The Way We Can Be of Help 

Our support to TallyPrime ERP + CRM aims at end-to-end and customized support, not just on initial setting up but also in the ongoing support. We work in close collaboration with your team so that your business can make most out of capabilities of this potent solution.

Are you willing to change your finance management and customer relations with TallyPrime ERP + CRM? Today, contact us to find out how we can make your business more efficient and successful!