vCRMBridge
Leads, customers, quotations, orders and follow-ups — on any phone, from anywhere — with what every customer owes in Tally beside their name.
The problem
The enquiries are in one person's WhatsApp, the quotations in another's Excel, the follow-ups in nobody's. When the customer calls back, the desk starts by asking what was quoted. And what the customer already owes is in Tally, in the office, where the sales person is not.
vCRM is one place for all of it — a web app the whole team opens on a PC or a phone, wherever they are. Every lead has a next action on a date; every quotation is one click from an order; every customer page says what Tally says they owe. This download is the bridge: the small app on the Tally PC that keeps the CRM told.
What it does
1Leads, on a board
Every enquiry with a value, a stage, an owner, a source, an expected close and a next action on a date. A list, and a board to drag cards across. Won leads become customers; lost ones say why.
2Customers and their people
Company, GSTIN, address, industry, tags, any number of contact persons, and the whole history — every call, visit, note, quotation and order — on one page.
3Quotations with the GST done
Items from a price list with HSN and rate; CGST/SGST or IGST from the party's state; round-off; the amount in words; a printable A4 page for PDF. Revisions keep the sent one; one click makes the order and marks the lead won.
4Follow-ups that do not slip
Log the call with its outcome and the next date. Today shows what is due, what is late, which leads have gone quiet, which quotations expire this week. Tasks with owners.
5Tally beside every customer
The bridge on the Tally PC sends the customer ledgers and their outstanding — total, overdue, bills, oldest — every half hour, signed. The CRM never writes to Tally.
6Reports
Pipeline, funnel and win rate, by owner, by source, lost reasons, month by month, quotations, activity, customers with outstanding, idle leads, a forecast. Print or CSV.
7Roles and a trail
Administrator, manager, sales (own records first), viewer. Every change written down in plain words: who, what, when.
8A phone app
Add to Home Screen on Android or iPhone and it opens full screen with its own icon. Same site, folded to fit.
Why it is worth it
A browser. The one install is this bridge, on the one PC that has Tally.
Any host with PHP — the Synology NAS in the office, or the hosting account you already pay for. No database server, no licence per seat.
Before the next call, the phone already says what is overdue and for how long.
How you use it
Copy the folder, open it, name the site, make the first administrator. Settings for stages, numbering, templates.
This download. Paste the site's address and key, tick the company, save.
Users with roles. Each one signs in on a PC or adds the site to their phone.
Enquiry in, next action set, quote out, order in — with the Tally outstanding in view all along.
What it needs
| vCRM | Any web host with PHP 7.4 or newer — a Synology NAS, shared hosting, a PC. HTTPS for the phone install button. |
|---|---|
| Bridge | Windows 10 or 11, 64-bit, on the PC with Tally (TallyPrime or Tally.ERP 9), port 9000 open |
| Installs to | Your user profile — no administrator prompt |
| Network | The bridge talks to Tally on its port and to the vCRM address you give it; nothing else |
| Writes to | vCRM writes its own data folder. The bridge writes its settings. Never Tally. |
What it will not do, said plainly
It is not an accounts package. Invoices, receipts and the ledger stay in Tally; vCRM stops at the order.
It reads Tally through the bridge — the outstanding is as of the last send, not the last second.
It sends nothing by itself. WhatsApp and email open with the message ready; a person presses send.
The web part is yours to host. We supply the folder and the steps; the server, the address and the certificate are on your side.
See vCRMBridge on your own machine
A short screen-share is usually enough — we open it on your PC, with your files.
Or write to info@issmart.in.
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