sugar crm tally connector
Post on 14-Apr-2017
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Tally Sugar CRM Integration
Tally ERP 9.0 Get Accounting reports from Sugar CRM
Do you enter your customers data TWICE ? Once in CRM and then in Tally ?
Don’t do that from now.
Payment Collection report problems.Get day wise collection details from CRM
directly on your Sales Person’s Dashboard.
Projected Cash-flow Get projected Cash-flow for day, week, month
Sales person-wise or Team Wise.
Get Detailed Ledger in SugarCRMGet Detailed Ledger and Bill by Bill Balance
in Sugar CRM
Create Debtors Collection report in CRM, for Sales Person or Team.
Syncs Sugar CRM Accounts with Tally Ledgers.
Statutory and Contact Details synced between CRM and Tally
Get detailed Ledger, and bill by bill balance, directly into Sugar CRM
Supports Multiple Companies in Tally to Single Sugar CRM Instance.
Syncs SugarCRM Accounts with Tally Ledgers.
Statutory and Contact Details synced between CRM and Tally
Get detailed Ledger, and bill by bill balance, directly into SugarCRM
Supports Multiple Companies in Tally to Single Sugar CRM Instance.
Create Debtors Collection report in CRM, for Sales Person or Team.
Easy Installation, Give IP address of Tally Server, and Sugar CRM gets connected
Easy Installation, Give IP address of Tally Server, and Sugar CRM gets connected
This add-on requires almost ZERO configuration in Tally
Enable Single Company or Multiple Company Support.
Import Tally Ledgers into Sugar CRM with single click.
Select Tally “Group”
Ledgers from Tally get imported instantly
Detailed view of Sugar CRM record, just created
Statutory and contact information from Tally is also synced.
Create Account in Sugar CRM.
Select “Create Ledger in Tally”
Sugar CRM creates Ledger in Tally
Ledger as created in Tally, automatically
Contact details from Sugar CRM, directly Coming to Tally.
Changing / Adding information in Tally is synced to Sugar CRM
Just go to Sugar CRM and say “Sync Ledger”
AND, data that you changed in tally comes to Sugar CRM
“Link” Existing data in both the places, for future “Sync”
Linking requires you to select respective Tally Ledger
Get “Bill-wise-details” for any customer Outstanding amount
Get Tally’s “Bill-by-Bill” report instantly in Sugar CRM.
Closing Balances synced from Tally to Sugar CRM data
Note the closing balance field in Detailed view of Sugar CRM.
Assigned sales person can put expected Payment date for that outstanding amount
Which gives you projected Cash flow, user wise
Syncs Sugar CRM Accounts with Tally Ledgers.
Statutory and Contact Details synced between CRM and Tally
Get detailed Ledger, and bill by bill balance, directly into Sugar CRM
Supports Multiple Companies in Tally to Single Sugar CRM Instance.
Create Debtors Collection report in CRM, for Sales Person or Team.
We can also customise this Add-on for You,
on a chargeable basis
Other Sugar CRM Integrations /
Add-ons / Plugins available from
Enjay IT Solutions Ltd.
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Most advanced SMS integration for most advanced CRM
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Get reports of all activities in Sugar CRM modules of all users.
Sugar CRM De-duplication Analytics
Cleaner Data = Better CRMComplete analysis of duplicate data
Sugar CRM De-duplication preventive
Prevent duplicate data entry @ the source itself.
Sugar Freshdesk Integration
Best Customer Portal Service meets best CRM
Tally Sugar CRM Integration
Tally ERP 9.0 Get Accounting reports from Sugar CRM
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