CRM

CRM Through Tally

Boost Sales, Strengthen Relationships, and Streamline Follow-ups with Tally-Integrated CRM

Managing customer relationships, tracking leads, and ensuring timely follow-ups are essential for driving sustainable business growth. Our CRM solution, seamlessly integrated with Tally Prime, empowers your team to manage the entire sales cycle from inquiry to invoicing with greater efficiency and accuracy.

Whether you're handling new prospects, managing existing customers, or resolving service requests, the CRM module offers a centralized view of every interaction. Track opportunities, automate reminders, assign tasks, and monitor sales performance, all while keeping your billing, receivables, and financial data in perfect sync with Tally.

With built-in features for quotation management, lead nurturing, and customer segmentation, this solution enables you to deliver personalized service, boost conversion rates, and make data-driven decisions all from a single, Tally-connected interface.

Tailored for Sales & Customer-Centric Businesses

Whether you're in B2B, B2C, or service-based industries, this CRM is designed to help your teams stay organized, responsive, and efficient. From lead capture and follow-up scheduling to quotation generation and invoicing, every customer interaction is tracked and synced with Tally’s accounting backend.

Key Features

Lead & Opportunity Management

Capture leads from multiple sources, assign sales reps, and track opportunity stages with full visibility.

Follow-up Reminders & Task Scheduling

Set reminders, schedule calls or meetings, and never miss a follow-up again.

Quotation & Invoice Generation

Create quotes and invoices linked to the sales funnel, with real-time sync to Tally for financial records.

Customer Database with History

Maintain contact details, past conversations, purchase history, and support tickets organized in one place.

Service & Complaint Tracking

Manage AMC, warranty, and customer support requests with ticket tracking and resolution logs.

Email & SMS Integration

Send automated alerts, follow-ups, and promotional messages directly from the CRM dashboard.

Business Intelligence & Reporting

Access powerful insights like sales funnel analysis, conversion rates, rep-wise performance, and customer lifetime value while your financial data like payments, dues, and GST is auto-managed in Tally.

Fast Implementation & Support

With a quick setup process, the CRM can be integrated with your existing Tally instance, enabling your teams to start using it immediately. We also provide training, customization, and ongoing technical support tailored to your business needs.

Why Choose CRM through Tally?

- Consolidates sales, service, and finance into one platform
- Enables proactive customer engagement and faster conversions
- Reduces manual data entry and duplicate records
- Enhances visibility across departments
- Leverages the power of Tally without needing separate CRM software

Ready to Transform the Way Your Business Operates with Smart, Scalable Solutions?

Partner with Nakshatra Solutions to elevate your operations through customized Tally solutions that deliver efficiency, performance, and long-term growth.

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