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