Customer Profiling App For Tally

Customer profile in your hands. That is exactly what the Customer Profiling app does. It saves all customer information from Tally and makes it available to all users on their mobile phones.

Customer Profiling app for Tally is a useful Tally Mobile application for people in the field – Sales Persons, Sales Managers, or Business owners themselves. The app includes a Business directory, contact details, customer analysis, customer’s Business data & their account statement & bill-wise outstanding. Overall it does complete profiling of the customer & presents it to you in a simple & organised way.

The Tally Mobile application gives a business analysis of the customer wherein it depicts the periodic performance of the customer in the area of sales, payments & outstandings. The Tally Mobile app comes with a pre-configured company setup which you can utilise to see the working of the app with sample data. However, to configure the app with your Tally, You need to purchase & install the server component.

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Benefits-

  • Easy data for users on the field
  • Quick data sync
  • Tally data on mobile.
  • Organised reporting
  • Better analytics
  • Customer profile on the phone, on the go

App Screens

Frequently Asked Questions

The Customer Profiling App for Tally is a mobile application that connects with Tally to show complete customer profiles on your phone. It allows users to view customer contact details, business performance, account statements, and bill-wise outstanding in a structured and organised format, directly synced from Tally data.

This app is ideal for sales executives, sales managers, business owners, and field teams who need quick access to customer information outside the office. It helps users make informed decisions during meetings by providing real-time customer insights from Tally on their mobile device.

The app displays customer address, contact details, GST and taxation data, financial performance, account statements, bill-wise outstanding, and remarks maintained in Tally. All information shown in the app is directly sourced from Tally, ensuring accuracy and consistency.

Yes. The Customer Profiling App works with live Tally data once the server component is installed and configured. It securely syncs customer information from Tally to the mobile app, ensuring users always see updated and relevant business data.

Yes. The app comes with a pre-configured demo company that allows users to understand its features and workflow. To view your own Tally data, the server component must be installed and connected to your Tally environment.

The Customer Profiling App for Tally is available for Android devices through the Google Play Store. iOS availability may vary based on deployment requirements and configuration. Antraweb Technologies provides guidance during implementation and setup.

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