Resume Demo
Digits CRM
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Add Client Go →
Create a new client with full details including company name, contact info, and assignment.
📋
View Details Go →
Click any client row to view complete profile, documents, invoices, and projects.
📄
Documents Tab Go →
Manage client documents with expiry tracking and compliance alerts.
📊
Pipeline View Go →
Track leads through stages: New → Qualified → Proposal → Won/Lost.
💰
Lead Value Go →
Each lead shows potential deal value for revenue forecasting.
👤
Lead Assignment Go →
Assign leads to team members for clear ownership and tracking.
📅
Document Expiry Go →
See all client documents with upcoming expirations and compliance deadlines.
🎨
Custom Reports Go →
Build reports by drag-and-dropping fields from any module — no coding needed.
📈
Export & Schedule Go →
Export reports to Excel or schedule them to email automatically.
Tally Cloud Integration
Marketplace
Digits — Demo
Company
Settings saved but connection not yet tested. Click "Test Connection" below.
Tally Connection Settings
?
Setup Guide
  1. Open TallyPrime on the server machine.
  2. Go to Gateway of Tally → F12: Configure → Product Features → Enable ODBC & XML Server → Yes
  3. Default port is 9000. Ensure firewall allows this port if Tally is on a different machine.
  4. Enter the URL above (e.g. http://192.168.1.100:9000 for network access).
  5. Click Save Settings then Test Connection.
  6. For auto-sync, add to cron: php artisan tally-cloud:sync --all

Note: Tally does not support webhooks. Changes are picked up on the next sync poll (default: every 15 min). For near-real-time sync, reduce the poll interval.

Entity mapping:

  • CRM5 Clients → Tally Ledgers (Sundry Debtors)
  • CRM5 Invoices → Tally Sales Vouchers
  • CRM5 Expenses → Tally Purchase Vouchers
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