TallyPrime + Odoo CRM Empower
Your Sales Team on Mobile

Bridge your Accounting powerhouse (Tally Prime) with Odoo CRM to empower your sales team to
Capture Leads, Track Pipelines, and Send Quotations on mobile
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Benefits for Your Business

  • Reduce Sales Team Workload

    No duplicate entry between Tally & CRM

  • Boost Productivity

    Sales teams get updated customer/product info instantly

  • Better Visibility

    Track leads, pipelines, and team performance live

  • Faster Decisions

    Managers can monitor sales activities anytime, anywhere

  • Stronger Customer Relationships

    Personalized engagement with accurate data

How It Works

1

Customer & Product Sync

Tally customer ledgers into CRM-ready contacts with product catalog.

2

Lead Capture & Assignment

Capture leads from website or manually. Auto assign leads to sales reps.

3

Sales Pipeline Visibility

Track lead stages, monitor conversions and take action in real time

4

Mobile CRM

Access customers, products, leads on the go and Update deals in real-time

Howitworks

Sales team from Good to Great

Sales Team

Who Should Use Tally + Odoo CRM

Trading &
Distribution Companies

Manufacturing
Businesses

Service Providers with Sales Teams

Any business using Tally Prime for accounts + Odoo CRM for sales