Manage all your clients, vendors, and leads from one intuitive dashboard. Tally 365 offers a powerful Customer Management module to help you build stronger relationships and deliver better service.
Track contact details, transaction history, outstanding payments, and communications for every customer. With a 360° view of customer interactions, your team can follow up faster and close deals more efficiently.
Maintain complete profiles with GST details, payment terms, contact info, and transaction history.
Instantly access all past invoices, payments, credit notes, and outstanding balances for each client.
Set automated follow-up notifications for unpaid invoices, service renewals, and customer inquiries.
Assign user roles to restrict who can view, add, or edit customer information in your team.
Access customer details on the go and update records from mobile or tablet anytime.
Analyze customer trends, most profitable clients, and sales history with real-time reports.
Tally 365's customer management system is more than just a contact list — it's your sales and support companion. Developed by Web Intermesh Pvt Ltd, our CRM tools help you improve communication, manage relationships, and grow your client base with confidence.
From the first inquiry to final payment and feedback, keep everything organized and accessible. Whether you’re tracking customers or vendors, our solution ensures that no opportunity is ever missed.