Professional Services ERP Integration Solutions
CRM integration, automated invoicing, and payment tracking
ERPPlugs integrates TallyPrime with Zoho CRM, Salesforce, Razorpay, and WhatsApp Business so Indian professional services firms can auto-generate invoices from CRM deals, track payments in real-time, and send automated reminders via WhatsApp. CA firms, consultancies, and agencies save 10+ hours per week on billing and collections.
Professional services firms including CA firms, law offices, consulting companies, and agencies need seamless integration between their CRM, invoicing, and accounting systems. ERPPlugs connects your ERP with CRM and communication tools.
Challenges We Solve
Without ERPPlugs
Manual invoice creation from CRM deals
Payment follow-up and tracking
Client communication management
Revenue recognition and reporting
With ERPPlugs
Auto-generate invoices from CRM deals
Automated payment reminders via WhatsApp
Real-time payment status in CRM
Accurate revenue dashboards
Recommended Connectors
Pre-built integrations designed for professional services businesses
TallyPrime <-> Zoho CRM
Sync TallyPrime invoices, payments, and receivables status with Zoho CRM so sales sees real-time credit exposure and collection history.
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TallyPrime <-> Salesforce
Sync Salesforce CRM accounts, opportunities, and invoices with TallyPrime accounting so sales and finance work off the same customer record.
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TallyPrime <-> WhatsApp Business
Send Tally invoices, payment reminders, and dispatch updates over WhatsApp Business — in Hindi, English, or Hinglish per buyer state.
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TallyPrime <-> Razorpay
Auto-reconcile every Razorpay payment, fee, and settlement with TallyPrime ledgers — including refunds, GST on fees, and multi-bank splits.
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Join hundreds of Indian professional services businesses saving 15+ hours per week with ERPPlugs ERP integrations.