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Create integrations between Tally and Elate CRM

Efficient, Accurate, and Comprehensive Business Management at Your Fingertips. Efficient, Accurate, and Comprehensive Business Management at Your Fingertips.

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CustomizationCustomization
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ERP CloudERP Cloud
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  • ✔

    Connect your service provider to make calls from the Zoho CRM app

  • ✔

    Autolog calls under each record

  • ✔

    Get reminders for both upcoming and missed calls

  • ✔

    Update call status, and save notes for calls

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Elate CRM and TallyPrime  Integration

Elate CRM and TallyPrime integration is a unified solution to implement business strategies and manage customers' or prospects' interactions. To capture and store every customer interaction at every point of contact, integrate Elate Sales CRM. Making precise pricing and application decisions gets simpler. Customers have 24/7 access to safe online payment channels. Repeating entries for transactions or product items across several platforms is no longer necessary.

Get a call from our expert within 24 business hours.

Tally Prime

Do More with Elate CRM

Elate CRM allows for the tracking of different business possibilities, effective follow-up with potential clients, comprehension of their needs, and logical conclusion of the deal.

Lead Management

Acquire and manage leads, or prospective customers, until they complete a purchase.

Contact Managemnet

Organize, store, and keep track of information about your clients, prospects, and sales leads.

Conversion

Convert leads to opportunities when they meet all criteria in the organization by converting them to accounts.

Elate CRM Features

Manage the company's interactions with clients, and potential customers by using customer relationship management as a strategy. Marketing, customer assistance, technical support, and sales processes are all used to streamline, automate, and coordinate business operations. It's a strategy to have a seamless platform between the direct customer contacting departments and other organizational departments that are indirectly involved with customers.
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TallyPrime Features

Manage the company's interactions with clients, and potential customers by using customer relationship management as a strategy. Marketing, customer assistance, technical support, and sales processes are all used to streamline, automate, and coordinate business operations. It's a strategy to have a seamless platform between the direct customer contacting departments and other organizational departments that are indirectly involved with customers.
Elate CRM 1

Elate  CRM is More Than Features

Dashboard
Proposals
Reports
Invoice Approvals
Targets
Follow-ups

Dashboard

Dashboards are the core repository for your sales data and information. It displays sales activity, key performance indicators, and other important CRM data in a dynamic, engaging, and aesthetically satisfying way. It's the best administrative helper for the sales manager.

Get a call from our expert within 24 business hours.

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Automate the integration with Penieltech

With a special blend of integration of the partner and client on a single platform, it addresses business demands from pre-sales to post-sales and guarantees high customer satisfaction from acquisition to retention.
You can access them on both platforms with a single data entry. Keep track of all the accounting data that is pulled from the CRM. Update the sales team's information on invoices and payments.

* To manage inventory more effectively, synchronize all of your ledgers, stock items, and sales vouchers in Tally. Sync information easily between Elate CRM and Tally.
* Get rid of inconsistent customer, sales, and accounting data between the database and accounting apps.
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