Collection Management (Cred Flow)
Imagine having every detail about your customers right at your fingertips – that’s the power of the Customer Profiling App for Tally. This mobile application takes all customer-related information from Tally ERP 9 and Tally Prime and makes it instantly accessible on your smartphone. It’s an invaluable tool for individuals in the field, such as Sales Executives, Sales Managers, or even Business Owners, who need on-the-go access to crucial customer data.
The app serves as a comprehensive business directory, storing all relevant customer contact details, business data, account statements, and bill-wise outstanding balances. Its clean and organized interface ensures users can quickly find and analyze customer information without any hassle.
What sets this app apart is its ability to provide a business analysis of customers, showcasing their periodic performance in areas like sales, payments, and outstanding dues. This feature allows users to monitor trends, identify opportunities, and make data-driven decisions.
To make it even more user-friendly, the Customer Profiling App comes with a pre-configured company setup, enabling you to explore its functionalities using sample data. However, for real-time integration with your business’s Tally data, you’ll need to purchase and install the server component. This setup ensures seamless synchronization, giving you live updates on your customers wherever you are.
Whether you’re meeting a client, planning sales strategies, or reviewing customer performance, the Customer Profiling App is your reliable companion for quick, accurate, and organized customer management.
Benefits of the Customer Profiling App
- Convenience: Access all customer details in a single app, saving time and effort.
- Quick Data Sync: Syncs data quickly from Tally for real-time updates.
- Enhanced Analytics: Provides clear, graphical insights into customer performance and financials.
- Organized Reporting: Well-structured reports make it easy to understand and act on customer data.
- On-the-Go Functionality: Ideal for field staff who need customer data at their fingertips
Download Business Dashboard App Now !!
App Screens
Some Commonly Asked Questions-
Yes! Download the app from the Play Store or App Store. Use its intuitive interface to explore the features. Alternatively, you can request a personalized demo by clicking the Enquiry button.
You can get the customer address, contact details, taxation details, financial details, and comments can be added and viewed. All the details of a particular customer saved on Tally can be viewed on the customer profiling app.