Contact person: Business Client

Phone:Show

Email:Show

Location: Bhubaneswar, India

Budget: Recommended by industry experts

Time to start: As soon as possible

Project description:
"I need a secure, web-based CRM that comes with two back-office roles—Super Admin and Admin—plus a sales-automation module on the user side. The critical requirement is seamless, near real-time synchronisation with Tally Prime: every customer, product, invoice or payment entered in the CRM must instantly appear inside Tally, and any edits in Tally should flow back to the CRM without data loss or duplicates.

Core scope
• Multi-tier access: Super Admin to manage tenants, users and system settings; Admin to handle day-to-day configuration for a single company.
• Sales automation: lead capture, opportunity stages, quotation and order generation, basic pipeline dashboards.
• Tally Prime bridge: two-way data sync using the official Tally XML/ODBC interfaces (or a proven alternative you propose) with clear mapping tables for contacts, stock, ledger and vouchers.
• Web technologies only; responsive design so users can work comfortably from desktop or mobile browsers.
• Role-based security, audit logs and a clean REST API so future modules—such as customer management or analytics—can be added later.

Deliverables
1. Source code in a private Git repo with installation notes.
2. Staging URL for UAT plus deployment script for my VPS.
3. Data-mapping document for every synced field between CRM and Tally Prime.
4. Brief video walkthrough showing Super Admin, Admin and sales functions in action.
5. After-launch support period (please indicate duration).

What I’d like to see in your proposal
• A concise technical approach, especially for the Tally link.
• Timeline with milestones.
• Any similar integrations you’ve built.

I’m ready to start as soon as I review a detailed project proposal that covers the above points." (client-provided description)