ERP, CRM and Tally integration that stops the retyping.
Orders come in on WhatsApp, someone types them into Excel, then again into Tally, and the stock figure is still wrong. We set up ERP and CRM software, connect it to your website, WhatsApp, payment gateway and GST e-invoicing, and move your data out of spreadsheets, so every order is entered once.
- Free 30-minute call
- Fixed quote in writing
- Code you own
What is ERP and CRM integration?
ERP and CRM integration means connecting the software that runs your accounts, stock and orders (ERP, enterprise resource planning) with the software that tracks customers and sales (CRM, customer relationship management). It also joins both to your website, WhatsApp, payment gateway and GST portals, so data entered once reaches every system without anyone typing it again.
Most MSMEs are still at this stage. Only 12 per cent of MSMEs use ERP software and 13 per cent use a CRM, according to a survey of 2,882 MSMEs by RIS, a Government of India think tank (published 2026). Tally Solutions says it has about 27 lakh customers (PTI, July 2026), so for many businesses the accounts already live in Tally. The work is joining everything else to it, and a free systems review shows you where to start.
The software we set up and extend.
Not sure it is the right fit? Ask an engineer first.
Thirty minutes with a senior engineer, free and with no obligation. Bring the problem, not a brief.
Off-the-shelf first. Custom only where it pays.
Most businesses do not need an ERP written from scratch. Tally, Zoho, Odoo and ERPNext already handle accounts, GST, stock and sales well, and they cost less to run and maintain than custom software. So we fix and connect what you have before we suggest replacing it, and recommend the product that fits. Then we build only what it cannot do: the connector, the dealer portal, the report the owner asks for every Monday. Licences are bought in your name and paid by you directly. If your process really does need its own system, we tell you why first.
When custom software is the better choiceWhat we connect it to.
One set of numbers for the whole business.
Once orders, invoices and stock sit in one place, the owner stops waiting for someone to build a report in Excel. We add dashboards for sales, collections, outstanding payments and stock, by branch, product or salesperson, readable on a phone and refreshed from Tally or your ERP. Alerts on WhatsApp or email flag an overdue invoice or an item running low. Our Data and Dashboards service goes further, with forecasts and data from marketplaces and ads.
See data and dashboardsHow a project runs.
For manufacturers, traders and distributors.
Much of this work is for businesses that make or move goods. Think of a factory tracking raw material and job work, a trader billing hundreds of dealers or a distributor shipping across states with e-way bills. We set up batch and serial tracking, several godowns, dealer price lists and schemes, and the GST paperwork that goes with each dispatch.
Software for manufacturersOften built alongside it.
Frequently asked questions.
Tally or Zoho or Odoo: which should we use?
It depends on your size, your process and who will run it. Tally Prime suits businesses whose CA and accounts team already know it. Zoho suits teams that want cloud apps for accounts, sales and stock. Odoo and ERPNext suit manufacturers and traders who need everything in one system. We recommend one after the free systems review.
Do we have to stop using Tally?
Usually not. Many businesses keep Tally Prime for accounts and GST, because their CA and staff know it, and add a CRM, a store connector or a dealer portal around it. We suggest a full ERP only when stock, production or several branches have clearly outgrown what Tally and Excel can manage.
Can you connect Tally to our website or online store?
Yes. A small connector uses Tally Prime's built-in XML interface to create customers, stock items and sales vouchers from your store orders. It also sends stock levels back to Shopify, WooCommerce or your own website. Tally needs to run on a computer or server the connector can reach, and we set that up with you.
Can you set up GST e-invoicing from our software?
Yes. Tally Prime, Zoho Books, Odoo and ERPNext can all generate e-invoices, and we set that up and test it with you. For custom billing software, we connect it to the Invoice Registration Portal directly or through a GST Suvidha Provider (GSP). Whether e-invoicing applies to your business is a question for your CA.
Will we lose our old data?
We plan the move so that you do not. Everything is copied before we start, then cleaned, matched and loaded in trial runs until balances, outstanding amounts and stock agree with your current books. Your old files stay readable for reference, and earlier years can stay in Tally if your CA prefers.
How is it priced?
With a fixed, itemised quote in rupees after a short discovery, with any GST shown separately, paid in milestones. Software licences, such as Tally Prime, Zoho or Odoo subscriptions, are bought in your name and paid for by you directly, so the accounts stay yours. Ongoing support is quoted separately, month to month.
Still have a question? Call +91 99966 88404 and speak to an engineer.