Services · Tally with Vtiger
Tally and Vtiger, one door, both ways.
We connect your Tally to Vtiger CRM in a two-way sync. Customers, products, orders, invoices and payments move between sales and accounts on their own, so nobody types the same thing twice.
- 2-way sync, both directions
- 0 double entries
- 1 view of every customer
01 · Enter once
Write it once in Vtiger. Tally keeps the carbon copy.
- No double entryCustomers, quotes and orders keyed into Vtiger reach Tally on their own, and new ledgers made in Tally reach Vtiger. Nobody types the same thing twice.
- No retyping errorsGSTINs, rates, quantities and amounts travel exactly as entered, so sales and accounts never argue over a figure.
- Hours back every weekYour accounts team stops copying orders into vouchers and spends that time on work that needs them.
02 · Sales sees what accounts sees
See inside every customer before you promise anything.
- Dues and ageing in the CRMOutstanding, overdue days and the last payment from Tally sit on the customer's Vtiger record, so sales follows up with the right people.
- Credit limits respectedSee when an order would cross a customer's credit limit before you accept it, not after accounts flags it.
- Stock you can promiseLive stock from Tally sits beside every product, so the delivery dates sales quotes are real ones.
Checked against Tally✓ Within credit limit · OK to book
03 · Order to cash
Throw a quote. It comes back paid.
- Quote to invoice in a clickAn order won in Vtiger becomes a Tally sales voucher with the right ledger, items and taxes already filled in.
- Payments find their way homeReceipts booked in Tally mark the invoice paid in Vtiger, so sales knows the moment the money lands.
- Faster collectionsReminders go out on real dues only, and nobody calls a customer who has already paid.
Back in Vtiger✓ Paid in full
Tally with Vtiger
Two halves, one record. Books that finally tally.
For centuries a debt was notched across a stick that was then split in two. Each side kept a half, and the halves always matched. We'll set Tally and Vtiger up the same way, on your own data.
Every notch matches: no month-end reconciliation.