Connect HelloGrowthCRM with Tally — track leads before they become invoices, send WhatsApp payment reminders for overdue bills, and manage the customer relationship that Tally can't.

Tally is the accounting backbone of millions of Indian businesses — it handles GST invoicing, ledger management, balance sheets, and statutory compliance better than any other software in the market. But Tally starts recording a customer at the point of sale. Everything before that — the enquiry, the quotation, the negotiation, the follow-up — lives in WhatsApp groups, notebooks, and memory. HelloGrowthCRM manages the pre-sale and post-sale relationship layer: the lead pipeline, the quotation follow-up, the relationship context, and the payment reminder. Both systems do their job. Together, nothing falls through.
Your Tally outstanding report shows ₹12 lakhs in overdue receivables. Calling each customer individually takes your accounts team half a day. Some customers get called. Others don't. The ones who weren't called this month will be on the list again next month. HelloGrowthCRM syncs with your Tally invoices and sends automatic WhatsApp payment reminders to every overdue customer at the intervals you configure — 7 days, 15 days, 30 days overdue. Customers respond to WhatsApp much faster than to calls or emails. Your outstanding balance reduces without your accounts team spending half their week on reminder calls.
A new enquiry comes in. Your team calls back, sends a quotation on WhatsApp, and waits. Three days pass. No follow-up. The customer goes to a competitor. When the month closes, your Tally revenue is lower than it should be — but you can't see why because Tally only records what was invoiced, not what was lost. HelloGrowthCRM shows you the full picture: how many enquiries came in, how many converted to quotations, how many converted to orders, and how many went cold. Your sales pipeline tells you where revenue is being lost before it shows up (or doesn't) in Tally.
AI-powered CRM with the features you need to close more deals.