{"id":31790,"date":"2025-10-07T10:35:00","date_gmt":"2025-10-07T10:35:00","guid":{"rendered":"https:\/\/tenthplanet.in\/odoo\/?page_id=31790"},"modified":"2025-10-08T11:45:35","modified_gmt":"2025-10-08T11:45:35","slug":"integrate-tally-prime-with-odoo-crm","status":"publish","type":"page","link":"https:\/\/tenthplanet.in\/odoo\/integrate-tally-prime-with-odoo-crm\/","title":{"rendered":"Integrate Tally Prime with Odoo CRM"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row full_width=&#8221;stretch_row_content_no_spaces&#8221; kd_background_image_position=&#8221;vc_row-bg-position-top&#8221; css=&#8221;.vc_custom_1759833455298{background-color: #CBE8FF !important;background-position: 0 0 !important;background-repeat: no-repeat !important;}&#8221; css_tablet_landscape=&#8221;.vc_custom_1759833455298{margin-bottom: 50px !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}&#8221; css_tablet_portrait=&#8221;.vc_custom_1759833455298{background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}&#8221; css_mobile=&#8221;.vc_custom_1759833455299{background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}&#8221;][vc_column css=&#8221;.vc_custom_1634054665360{padding-top: 200px !important;}&#8221; css_tablet_portrait=&#8221;.vc_custom_1634054665361{padding-top: 100px !important;}&#8221; css_mobile=&#8221;.vc_custom_1634054665361{padding-top: 100px !important;padding-right: 15px !important;padding-left: 15px !important;}&#8221;]<header class=\"kd-section-title col-lg-12 text-center  subtitle-below-title kd-animated fadeIn   vc_custom_1759833234118\" data-animation-delay=200><h1 class=\"separator_off\" style=\"font-size: 72px;line-height: 80px;margin-bottom:30px;\">TallyPrime + <span style=\"color:#44001A;\">Odoo CRM<\/span> Empower<br \/>\nYour Sales Team on Mobile<\/h1><h6 class=\"subtitle\" style=\"color: #696969;\">Bridge your Accounting powerhouse (Tally Prime) with Odoo CRM to empower your sales team to<br \/>\nCapture Leads, Track Pipelines, and Send Quotations on mobile<\/h6><\/header>[vc_row_inner kd_background_image_position=&#8221;vc_row-bg-position-top&#8221;][vc_column_inner css=&#8221;.vc_custom_1634054748576{padding-right: 5px !important;}&#8221; offset=&#8221;vc_col-xs-6&#8243;]<a  href=\"https:\/\/tenthplanet.in\/getintouch\/\"  target=\"_self\"  title=\"\"  class=\"tt_button tt_primary_button btn_primary_color  button-center button-action-link   kd-animated zoomIn\" data-animation-delay=200><span class=\"prim_text\">Get in Touch<\/span><\/a>[\/vc_column_inner][\/vc_row_inner][vc_row_inner full_width=&#8221;inner_row_contained&#8221; kd_background_image_position=&#8221;vc_row-bg-position-top&#8221;][vc_column_inner css=&#8221;.vc_custom_1634054465034{padding-right: 105px !important;padding-left: 105px !important;}&#8221; css_tablet_portrait=&#8221;.vc_custom_1634054465034{padding-right: 0px !important;padding-left: 0px !important;}&#8221; css_mobile=&#8221;.vc_custom_1634054465034{padding-right: 0px !important;padding-left: 0px !important;}&#8221;][vc_single_image image=&#8221;31791&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; css=&#8221;&#8221;][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row full_width=&#8221;stretch_row&#8221; kd_background_image_position=&#8221;vc_row-bg-position-top&#8221; css=&#8221;.vc_custom_1759837176427{padding-top: 60px !important;padding-bottom: 60px !important;}&#8221;][vc_column]<header class=\"kd-section-title col-lg-12 text-center  subtitle-below-title    vc_custom_1759842818180\" ><h2 class=\"separator_off\" style=\"font-size: 36px;\">Benefits for Your Business<\/h2><\/header>\r\n            <div class=\"kd-process-steps process_five_elem process-checkbox-template \">\r\n                <ul>\r\n                <li class=\"pss-item kd-animated fadeIn \" >\r\n                    <div class=\"pss-container\"><div class=\"pss-step-number\"><span><div class=\"process-icon\"><i class=\"fas fa-users\" style=\" color: #FFFFFF;\"><\/i><\/div><\/span><\/div><div class=\"pss-text-area\"><h5 >Reduce Sales Team Workload<\/h5><p >No duplicate entry between Tally &amp; CRM<\/p><\/div>\r\n                    <\/div>\r\n                <\/li>\r\n                <li class=\"pss-item kd-animated fadeIn \" data-animation-delay=200>\r\n                    <div class=\"pss-container\"><div class=\"pss-step-number\"><span><div class=\"process-icon\"><i class=\"fas fa-skiing\" style=\" \"><\/i><\/div><\/span><\/div><div class=\"pss-text-area\"><h5 >Boost Productivity<\/h5><p >Sales teams get updated customer\/product info instantly<\/p><\/div>\r\n                    <\/div>\r\n                <\/li>\r\n                <li class=\"pss-item kd-animated fadeIn \" data-animation-delay=400>\r\n                    <div class=\"pss-container\"><div class=\"pss-step-number\"><span><div class=\"process-icon\"><i class=\"iconsmind-Eye-Visible iconsmind-Bodypart\" style=\" \"><\/i><\/div><\/span><\/div><div class=\"pss-text-area\"><h5 >Better Visibility<\/h5><p >Track leads, pipelines, and team performance live<\/p><\/div>\r\n                    <\/div>\r\n                <\/li>\r\n                <li class=\"pss-item kd-animated fadeIn \" data-animation-delay=600>\r\n                    <div class=\"pss-container\"><div class=\"pss-step-number\"><span><div class=\"process-icon\"><i class=\"fas fa-fighter-jet\" style=\" color: #FFFFFF;\"><\/i><\/div><\/span><\/div><div class=\"pss-text-area\"><h5 >Faster Decisions<\/h5><p >Managers can monitor sales activities anytime, anywhere<\/p><\/div>\r\n                    <\/div>\r\n                <\/li>\r\n                <li class=\"pss-item kd-animated fadeIn \" data-animation-delay=600>\r\n                    <div class=\"pss-container\"><div class=\"pss-step-number\"><span><div class=\"process-icon\"><i class=\"far fa-hand-spock\" style=\" \"><\/i><\/div><\/span><\/div><div class=\"pss-text-area\"><h5 >Stronger Customer Relationships<\/h5><p >Personalized engagement with accurate data<\/p><\/div>\r\n                    <\/div>\r\n                <\/li><\/ul>\r\n            <\/div>[\/vc_column][\/vc_row][vc_row full_width=&#8221;stretch_row_content&#8221; kd_background_image_position=&#8221;vc_row-bg-position-top&#8221;][vc_column][vc_separator border_width=&#8221;2&#8243; css=&#8221;.vc_custom_1759839533432{padding-top: 10px !important;padding-bottom: 10px !important;}&#8221;][\/vc_column][\/vc_row][vc_row full_width=&#8221;stretch_row_content&#8221; kd_background_image_position=&#8221;vc_row-bg-position-top&#8221; css=&#8221;.vc_custom_1759839469988{padding-top: 60px !important;}&#8221;][vc_column]<header class=\"kd-section-title col-lg-12 text-center  subtitle-below-title   \" ><h2 class=\"separator_off\" style=\"font-size: 36px;\">How It Works<\/h2><\/header>[\/vc_column][\/vc_row][vc_row kd_background_image_position=&#8221;vc_row-bg-position-top&#8221; css=&#8221;.vc_custom_1759839761179{padding-top: 30px !important;padding-bottom: 60px !important;background-position: 0 0 !important;background-repeat: no-repeat !important;}&#8221; css_tablet_landscape=&#8221;.vc_custom_1759839761179{margin-bottom: 50px !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}&#8221; css_tablet_portrait=&#8221;.vc_custom_1759839761179{background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}&#8221; css_mobile=&#8221;.vc_custom_1759839761179{background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}&#8221;][vc_column width=&#8221;1\/2&#8243; css_tablet_portrait=&#8221;.vc_custom_1759843112608{padding-top: 100px !important;}&#8221; css_mobile=&#8221;.vc_custom_1759843112608{padding-top: 100px !important;padding-right: 15px !important;padding-left: 15px !important;}&#8221; offset=&#8221;vc_col-lg-offset-0&#8243;][vc_row_inner equal_height=&#8221;yes&#8221; kd_background_image_position=&#8221;vc_row-bg-position-top&#8221; css=&#8221;.vc_custom_1759843106916{margin-bottom: 20px !important;border-top-width: 2px !important;border-right-width: 2px !important;border-bottom-width: 2px !important;border-left-width: 2px !important;border-left-style: solid !important;border-right-style: solid !important;border-top-style: solid !important;border-bottom-style: solid !important;border-color: #714B67 !important;}&#8221;][vc_column_inner el_class=&#8221;number-column-tally&#8221; width=&#8221;1\/6&#8243; css=&#8221;.vc_custom_1759838636429{background-color: #714B67 !important;}&#8221;][vc_column_text css=&#8221;&#8221;]<\/p>\n<h2 style=\"text-align: center;\"><span style=\"color: #ffffff;\"><strong>1<\/strong><\/span><\/h2>\n<p>[\/vc_column_text][\/vc_column_inner][vc_column_inner width=&#8221;5\/6&#8243;][vc_column_text css=&#8221;.vc_custom_1759842986861{padding-top: 20px !important;padding-bottom: 20px !important;}&#8221;]<\/p>\n<h2>Customer &amp; Product Sync<\/h2>\n<p>Tally customer ledgers into CRM-ready contacts with product catalog.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_row_inner equal_height=&#8221;yes&#8221; kd_background_image_position=&#8221;vc_row-bg-position-top&#8221; css=&#8221;.vc_custom_1759843090980{margin-bottom: 20px !important;border-top-width: 2px !important;border-right-width: 2px !important;border-bottom-width: 2px !important;border-left-width: 2px !important;border-left-style: solid !important;border-right-style: solid !important;border-top-style: solid !important;border-bottom-style: solid !important;border-color: #714B67 !important;}&#8221;][vc_column_inner el_class=&#8221;number-column-tally&#8221; width=&#8221;1\/6&#8243; css=&#8221;.vc_custom_1759838642348{background-color: #714B67 !important;}&#8221; css_tablet_portrait=&#8221;.vc_custom_1759838642349{padding-right: 0px !important;padding-left: 0px !important;}&#8221; css_mobile=&#8221;.vc_custom_1759838642349{padding-right: 0px !important;padding-left: 0px !important;}&#8221;][vc_column_text css=&#8221;&#8221;]<\/p>\n<h2 style=\"text-align: center;\"><span style=\"color: #ffffff;\"><strong>2<\/strong><\/span><\/h2>\n<p>[\/vc_column_text][\/vc_column_inner][vc_column_inner width=&#8221;5\/6&#8243;][vc_column_text css=&#8221;.vc_custom_1759843020100{padding-top: 20px !important;padding-bottom: 20px !important;}&#8221;]<\/p>\n<h2>Lead Capture &amp; Assignment<\/h2>\n<p>Capture leads from website or manually. Auto assign leads to sales reps.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_row_inner equal_height=&#8221;yes&#8221; kd_background_image_position=&#8221;vc_row-bg-position-top&#8221; css=&#8221;.vc_custom_1759843142308{margin-bottom: 20px !important;border-top-width: 2px !important;border-right-width: 2px !important;border-bottom-width: 2px !important;border-left-width: 2px !important;border-left-style: solid !important;border-right-style: solid !important;border-top-style: solid !important;border-bottom-style: solid !important;border-color: #714B67 !important;}&#8221;][vc_column_inner el_class=&#8221;number-column-tally&#8221; width=&#8221;1\/6&#8243; css=&#8221;.vc_custom_1759838646924{background-color: #714B67 !important;}&#8221; css_tablet_portrait=&#8221;.vc_custom_1759838646924{padding-right: 0px !important;padding-left: 0px !important;}&#8221; css_mobile=&#8221;.vc_custom_1759838646924{padding-right: 0px !important;padding-left: 0px !important;}&#8221;][vc_column_text css=&#8221;&#8221;]<\/p>\n<h2 style=\"text-align: center;\"><span style=\"color: #ffffff;\"><strong>3<\/strong><\/span><\/h2>\n<p>[\/vc_column_text][\/vc_column_inner][vc_column_inner width=&#8221;5\/6&#8243;][vc_column_text css=&#8221;.vc_custom_1759843049725{padding-top: 20px !important;padding-bottom: 20px !important;}&#8221;]<\/p>\n<h2>Sales Pipeline Visibility<\/h2>\n<p>Track lead stages, monitor conversions and take action in real time[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_row_inner equal_height=&#8221;yes&#8221; kd_background_image_position=&#8221;vc_row-bg-position-top&#8221; css=&#8221;.vc_custom_1759843100316{border-top-width: 2px !important;border-right-width: 2px !important;border-bottom-width: 2px !important;border-left-width: 2px !important;border-left-style: solid !important;border-right-style: solid !important;border-top-style: solid !important;border-bottom-style: solid !important;border-color: #714B67 !important;}&#8221;][vc_column_inner el_class=&#8221;number-column-tally&#8221; width=&#8221;1\/6&#8243; css=&#8221;.vc_custom_1759838646924{background-color: #714B67 !important;}&#8221; css_tablet_portrait=&#8221;.vc_custom_1759838646924{padding-right: 0px !important;padding-left: 0px !important;}&#8221; css_mobile=&#8221;.vc_custom_1759838646924{padding-right: 0px !important;padding-left: 0px !important;}&#8221;][vc_column_text css=&#8221;&#8221;]<\/p>\n<h2 style=\"text-align: center;\"><span style=\"color: #ffffff;\"><strong>4<\/strong><\/span><\/h2>\n<p>[\/vc_column_text][\/vc_column_inner][vc_column_inner width=&#8221;5\/6&#8243;][vc_column_text css=&#8221;.vc_custom_1759843083647{padding-top: 20px !important;padding-bottom: 20px !important;}&#8221;]<\/p>\n<h2>Mobile CRM<\/h2>\n<p>Access customers, products, leads on the go and Update deals in real-time[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][vc_column width=&#8221;1\/2&#8243;][vc_single_image image=&#8221;31798&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; css=&#8221;&#8221;][\/vc_column][\/vc_row][vc_row kd_background_image_position=&#8221;vc_row-bg-position-top&#8221; css=&#8221;.vc_custom_1759841768371{padding-top: 60px !important;padding-bottom: 60px !important;}&#8221;][vc_column]<header class=\"kd-section-title col-lg-12 text-center  subtitle-below-title    vc_custom_1759842277713\" ><h2 class=\"separator_off\" style=\"font-size: 36px;\">Sales team from Good to Great<\/h2><\/header>[vc_row_inner kd_background_image_position=&#8221;vc_row-bg-position-top&#8221;][vc_column_inner][vc_single_image image=&#8221;31804&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; css=&#8221;&#8221;][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row full_width=&#8221;stretch_row_content&#8221; kd_background_image_position=&#8221;vc_row-bg-position-top&#8221; css=&#8221;.vc_custom_1759842883593{padding-top: 60px !important;padding-bottom: 30px !important;background-color: #CBE8FF !important;}&#8221;][vc_column]<header class=\"kd-section-title col-lg-12 text-center  subtitle-below-title kd-animated fadeIn   vc_custom_1759842561866\" data-animation-delay=200><h2 class=\"separator_off\" style=\"font-size: 36px;\">Who Should Use Tally + Odoo CRM<\/h2><\/header>[vc_row_inner full_width=&#8221;inner_row_contained&#8221; equal_height=&#8221;yes&#8221; content_placement=&#8221;middle&#8221; kd_background_image_position=&#8221;vc_row-bg-position-top&#8221; css=&#8221;.vc_custom_1759842726842{padding-bottom: 50px !important;}&#8221;][vc_column_inner width=&#8221;1\/3&#8243;]<div class=\"key-icon-box icon-default icon-top cont-center ib-no-effect with-shadow   with-border icon-with-background icon-no-border kd-animated fadeInUp\" style=\"background-color: #FFFFFF;border: 1px solid #e7e7e7;margin-bottom:30px;\" ><div class=\"ib-wrapper\" style=\"padding-top:40px;padding-bottom:40px;padding-left:20px;padding-right:20px;background-color:#FFFFFF;\"><div class=\"ib-icon-wrapper\" style=\"width:70px;height:70px;margin-bottom:20px;\"><i class=\"iconsmind-Profile iconsmind-User-Interface\" style=\"font-weight: 400;\"><\/i> <\/div><h3 class=\"service-heading\" >Trading &amp;<br \/>\nDistribution Companies<\/h3><\/div><\/div>[\/vc_column_inner][vc_column_inner width=&#8221;1\/3&#8243;]<div class=\"key-icon-box icon-default icon-top cont-center ib-no-effect with-shadow   with-border icon-with-background icon-no-border kd-animated fadeInUp\" style=\"background-color: #FFFFFF;border: 1px solid #e7e7e7;margin-bottom:30px;\" data-animation-delay=200><div class=\"ib-wrapper\" style=\"padding-top:40px;padding-bottom:40px;padding-left:20px;padding-right:20px;background-color:#FFFFFF;\"><div class=\"ib-icon-wrapper\" style=\"width:70px;height:70px;margin-bottom:20px;\"><i class=\"far fa-id-card\" style=\"\"><\/i> <\/div><h3 class=\"service-heading\" >Manufacturing<br \/>\nBusinesses<\/h3><\/div><\/div>[\/vc_column_inner][vc_column_inner width=&#8221;1\/3&#8243;]<div class=\"key-icon-box icon-default icon-top cont-center ib-no-effect with-shadow   with-border icon-with-background icon-no-border kd-animated fadeInUp\" style=\"background-color: #FFFFFF;border: 1px solid #e7e7e7;margin-bottom:30px;\" data-animation-delay=400><div class=\"ib-wrapper\" style=\"padding-top:40px;padding-bottom:40px;padding-left:20px;padding-right:20px;background-color:#FFFFFF;\"><div class=\"ib-icon-wrapper\" style=\"width:70px;height:70px;margin-bottom:20px;\"><i class=\"iconsmind-Support iconsmind-User-Interface\" style=\"font-weight: 400;\"><\/i> <\/div><h3 class=\"service-heading\" >Service Providers with Sales Teams<\/h3><\/div><\/div>[\/vc_column_inner][\/vc_row_inner][vc_row_inner full_width=&#8221;inner_row_contained&#8221; equal_height=&#8221;yes&#8221; kd_background_image_position=&#8221;vc_row-bg-position-top&#8221; css=&#8221;.vc_custom_1759842744123{padding-bottom: 50px !important;}&#8221;][vc_column_inner]<div class=\"key-icon-box icon-default icon-top cont-center ib-no-effect with-shadow   with-border icon-with-background icon-no-border kd-animated fadeInUp\" style=\"background-color: #FFFFFF;border: 1px solid #e7e7e7;margin-bottom:30px;\" ><div class=\"ib-wrapper\" style=\"padding-top:40px;padding-bottom:40px;padding-left:20px;padding-right:20px;background-color:#FFFFFF;\"><div class=\"ib-icon-wrapper\" style=\"width:70px;height:70px;margin-bottom:20px;\"><i class=\"iconsmind-Profile iconsmind-User-Interface\" style=\"font-weight: 400;\"><\/i> <\/div><h3 class=\"service-heading\" >Any business using Tally Prime for accounts + Odoo CRM for sales<\/h3><\/div><\/div>[\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>[vc_row full_width=&#8221;stretch_row_content_no_spaces&#8221; 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