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Customer Profiling App For Tally

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Customer Profiling App For Tally

Customer Profiling App for Tally: All Customer Information at Your Fingertips

The Customer Profiling App brings all your customer data from Tally directly to your mobile phone, making it accessible to users anytime, anywhere. Designed for sales professionals, sales managers, and business owners, this Tally mobile application provides a comprehensive view of customer profiles in a simple, organized format.

Streamline Sales Order Booking with a Mobile App

  • What the Customer Profiling App Offers
    Complete Customer Information: Access a business directory, contact details, customer analysis, business data, account statements, and bill-wise outstanding balances.

  • Business Performance Insights: View periodic performance metrics such as sales trends, payment history, and outstanding balances for each customer.

  • Organized Data Presentation: Get customer profiles and business analysis in a user-friendly layout.
How It Works

The app comes pre-configured with a sample company setup, allowing you to explore its features using demo data. To sync the app with your own Tally system, you’ll need to purchase and install the server component.

Benefits of the Customer Profiling App

  • Instant Access for Field Users: Empower your team with on-the-go access to customer data.

  • Quick Data Synchronization: Seamlessly sync Tally data to your mobile device.

  • Mobile Reporting: Access organized and detailed customer reports anytime.

  • Enhanced Analytics: Gain better insights into customer behavior and performance.

  • Convenient Customer Profiles: View all customer details and performance on your phone, anytime.

Take your customer management to the next level with the Customer Profiling App for Tally—your ultimate tool for mobile business efficiency.

Download Now!
Available for Android and iOS.

Some Commonly Asked Questions
Can I see a demo of the app?

Absolutely! You can experience the app by downloading it from the Play Store or App Store. Search for Tally Customer Profiling by SBE Fintech Service and install it on your device. Explore its features directly, or click the “Enquire” button below to request a live demo.

With this app, you can access detailed customer information, including:

  • Address and
  • contact details
  • Taxation information
  • Financial data
  • Notes and comments

Features of Tally App

Business Dashboard App

The SBE Business Dashboard for Tally is a mobile application designed for top executives and business owners using Tally.ERP 9 or Tally Prime. This app ensures you stay updated with critical business metrics and key performance indicators, offering a clear view of your company’s progress in real-time.

Read More

Customer Profiling App

The Customer Profiling App is a mobile application designed for Tally.ERP 9 and Tally Prime users. It provides a comprehensive overview of customer profiles, presenting business data in a structured and easy-to-understand format. Access detailed customer insights anytime, anywhere, with support for both Android and iPhone devices!

Read More

Transaction Approval App

The Transaction Approval App enables businesses to identify and define critical transactions based on value thresholds for verification and approval. Stay updated in real-time as these transactions are sent directly to the mobile app. Review and approve them seamlessly before execution, ensuring better control and accuracy.

Read More

Sales Order Booking App

Boost your sales team's efficiency with the Sales Order Booking App. This versatile tool streamlines order and receipt bookings, manages outstanding payments, and provides detailed customer profiling. Compatible with both iOS and Android devices, it ensures seamless operations and enhanced productivity on the go.

Read More

Tally Apps for Mobile

Stay connected to your business with Tally mobile apps by SBE Fintech Service. Designed for Android and iPhone, these apps let you monitor performance, manage sales, and approve transactions on the go. Enhance efficiency and empower your team with affordable, high-ROI mobility solutions tailored for SMEs.

Read More

Business Audit App

Coming Soon! A powerful tool designed to streamline and enhance your business audit processes. Stay tuned for more updates!

Read More
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