Sugar / SuiteCRM Tally ERP Integration



Sugar / SuiteCRM Tally ERP Integration


As sugarcrm or SuiteCRM provides platform for Sales, Support and marketing, therefore, you can easily connect this functionality to financial management for tracking and managing your financial aspects. Most importantly, Tally ERP is the most known financial package for all the industries.

It is very important to develop the connectivity between SUGAR CRM Tally ERP or SuiteCRM to Tally ERP for your financial solution. It will give you the flexibility to use your existing financial solution (Tally) and does not need any change for the functionality in Tally ERP. It will reduce the duplication of work. When you create a new account in sugarcrm or SuiteCRM, it will automatically reflect in ledger at Tally ERP and at the same stock items, stock groups, and sales orders etc.

SUGARCRM/SuiteCRM Integration with Tally Provides an amazing experience with sugarcrm. It will make sugarcrm or SuiteCRM more powerful in terms managing Business. This Integration provides necessary and required features with tally. Our main intension while creating this Module is not make sugarcrm / SuiteCRM as a ERP System. Our Main Aim is to Made this module is to help Sales Person or Person who handle the Accounts who are already using sugarcrm / SuiteCRM smoothly. sugarcrm Tally Erp or SuiteCRM Tally Erp or Tally sugarcrm Integration provides features like closing balance, Ledger, Bill by bill details , Account information and stock details in SuiteCRM or sugarcrm.


In More Depth


Let Say I am Sales Person and I need to check Pending amount of XYZ company so is it necessary to use tally again, the answer is NO, With the help of this module I can check the pending Amount of XYZ company in sugarcrm itself in Accounts Modules. is not it amazing ?

Features of CRM : Sugar / SuiteCRM Tally ERP Integration

Create Ledger From sugarcrm or SuiteCRM with all the necessary details in Tally Server (Work With Multiple Company).

Check the Bill By Bill detail of any ledger in sugarcrm Or SuiteCRM directly. (Work With Multiple Company).

Schedule next follow up for ledger from SuiteCRM or sugarcrm (Work With Multiple Company).

Create Sales Order or Sales Voucher from from sugarcrm or SuiteCRM directly (Work With Multiple Company).

Synchronize sugarcrm or SuiteCRM Accounts with Tally Ledger. (Work With Multiple Company).

Above is list of features of Tally ERP integration with sugarcrm or SuiteCRM. Different Users have different requirement combination So Tally ERP Add-on will customize according User requirements.

Configuration



2.SugarCRM-tally-erp-configuration

Group Module



3.ugarCRM-tally-erp-group_save


4.SugarCRM-tally-erp-.view_group


5.SugarCRM-tally-erp-.sync_group

Options: Create Leadger, Syncrnize Ledager, Link Ledger



7.SugarCRM-tally-erp-Account_option

Creat Ledger From Account Module



6.Create_Ledger_From_Accounts

Bill By Bill Details



BillByBillDetail

Advantages

If Multiple Company Opened in Tally ERP,it will work great with this module.

Get all the necessary details of Ledger in sugarcrm or SuiteCRM, No need to open Tally ERP.

Need to Create Sale Voucher or Sales Order No need to open tally ERP.

Check Live status of Closing balance On a Single Click In sugarcrm or SuiteCRM Directly.

Easily Sync Ledger Details from Tally ERP to sugarcrm or SuiteCRM.

Pricing Plans




License Details


  • License is Based On CRM Server
  • No recurring fees
  • Unlimited Users
  • License for life time
  • Support
Need Any Help ?


Supported CRM Version



SugarCRM Community Edition (CE)

SugarCRM Pro

SugarCRM Corporate

SugarCRM Ultimate

SugarCRM On Demand

SugarCRM Open Cloud (European On Demand)

SuiteCRM

SuiteCRM All Versions

SugarCRM Versions:

6.1.x    6.4.x    6.5.x    6.6.x    6.7.x