Tally Prime CRM Integration
Your CRM and Tally Finally
Talking to Each Other
Won deals in ZIVUX create invoices in Tally automatically. Payment status syncs back. No double entry. No reconciliation nightmares. Ever.
The Problem
Two Systems. Double the Work. Zero Visibility.
Your sales team updates ZIVUX. Your accounts team updates Tally. Neither knows what the other is doing. A deal marked "Won" in CRM sits unvoiced for days. Month-end reconciliation takes 3 days of back-and-forth between sales and finance. Customers call asking about unpaid invoices your team forgot to raise. It's a ₹-leaking problem hiding in plain sight.
How the Sync Works
Automatic, Two-Way Data Bridge
From deal closure to payment confirmation — every step is automatic.
Deal Won in ZIVUX
Rep marks deal as "Won" with invoice details
Invoice Created in Tally
GST-compliant voucher auto-generated in Tally Prime
Payment Received
Accounts marks payment in Tally ledger
CRM Updated
ZIVUX shows "Invoice Sent" → "Payment Received" automatically
Market Context
India's Most Trusted Accounting Software — Now Integrated
7 million+ Indian businesses use Tally Prime for their accounting. Most of them run it completely disconnected from their sales CRM — creating a gap where revenue leaks, invoices get delayed, and reconciliation kills productivity.
Use Cases by Industry
How Different Businesses Use ZIVUX + Tally
🏭 Manufacturing
- Sales order in ZIVUX → Purchase order in Tally
- Dispatch details sync from Tally back to CRM
- Dealer-wise outstanding reports
- GST-compliant B2B invoicing
🛍️ Retail & Distribution
- Invoice reconciliation across outlets
- Credit note sync for returns
- Customer ledger visible in CRM
- Overdue payment alerts to sales rep
💼 Services & Consulting
- Project milestone → invoice trigger
- Recurring retainer invoicing automated
- Payment receipt → project continuation
- TDS tracking synced to Tally
Manual Process vs ZIVUX + Tally
What Integration Actually Saves
| Task | Manual Process | ZIVUX + Tally ✓ |
|---|---|---|
| Invoice creation after deal win | Sales emails accounts; accounts enters in Tally | Auto-created in Tally on deal close |
| Payment status visibility (sales team) | Call accounts every week | Visible in CRM in real-time |
| Month-end reconciliation | 3–5 days of Excel matching | Zero — always in sync |
| Overdue follow-up | Finance sends email; rep unaware | Rep sees overdue flag in CRM |
| GST compliance | Manual field entry, error-prone | Auto-filled, GSTR-1 ready |
Pricing
Tally Integration Included in Grow & Scale
No extra cost. No setup fee. Included in your subscription.
- Lead Management
- WhatsApp Inbox
- Basic Pipeline
- IndiaMART / JustDial Sync
- Email Support
- Everything in Spark
- Tally Prime Integration
- Auto-Invoice Creation
- Payment Status Sync
- Quotation Module
- HR & Attendance
- Priority Support
- Everything in Grow
- Multi-Company Tally Support
- Unlimited Users
- Inventory Management
- API Access
- Dedicated Account Manager
FAQ
Tally Integration — Questions Answered
Which Tally versions are supported?
Does ZIVUX work with Tally on a local server?
Is GST handled correctly when syncing to Tally?
What if I change an invoice in Tally — does ZIVUX update?
Is there a setup fee for Tally integration?
Stop Reconciling. Start Selling.
14-day free trial. Tally integration included in Grow plan. No setup fees.