FREE CHECKLISTChoosing a CRM

The Tally + CRM Checklist for Indian Distributors

18 questions to ask any CRM before you commit — covering Tally sync, workflow coverage, inventory, field force, roles, and what happens to your data if you ever leave. Built from how trading and distribution businesses actually run, not a generic software buyer's guide.

INSIDEWhat you'll get

Six categories, 18 checks

A practical, print-ready checklist — no fluff, no vendor scorecard. Use it against any CRM you're evaluating, including cync8.

  • Tally sync — bi-directional or one-time import?
  • Workflow coverage — inquiry to payment, not just leads
  • Inventory tied to sales, with reorder alerts
  • Field force built mobile-first, not bolted on
  • Role-based visibility for owner, sales, field, finance
  • Data ownership — what happens if you disconnect

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THE CHECKLIST18 checks, 6 categories

Evaluate any CRM against how your business actually runs

Print this or save it as a PDF, then score any CRM you're evaluating — cync8 included — against every line.

1. Tally sync 4 checks

  • Syncs with Tally bi-directionally — not a one-time CSV import dressed up as "integration"
  • Ledgers, invoices and payments update automatically in both directions, without manual re-entry
  • Your accountant keeps working in Tally exactly as before — no new tool for them to learn
  • Onboarding pulls in your existing Tally data, not just activity going forward

2. Workflow coverage 3 checks

  • Covers the full flow — inquiry, quotation, sales order, invoice, payment — in one place
  • Doesn't stop at "leads" and hand you off to a separate tool, or back to Tally, for the rest
  • Quotations and orders sit against the same customer record, not scattered across WhatsApp chats

3. Inventory & stock 3 checks

  • Stock levels are tied to sales, not tracked in a separate spreadsheet
  • Reorder alerts trigger before a shelf goes empty, not after a customer complains
  • Sales reps can check real stock before promising a delivery date

4. Field force & mobile 3 checks

  • Built mobile-first for field agents, not a desktop tool squeezed onto a phone screen
  • Logs check-in, check-out and proof of visit with GPS — no laptop required
  • Works on ordinary Android phones your team already carries, including patchy network areas

5. Roles & visibility 3 checks

  • Owner or MD gets one dashboard instead of five phone calls to piece the picture together
  • Sales manager sees the team's pipeline; a field agent sees only their own day
  • Finance sees outstanding receivables against the same customer record sales already works from

6. Data ownership & pricing 2 checks

  • You can disconnect cleanly at any time, with your Tally data completely unaffected
  • Pricing is built around how many people actually use it — not an enterprise per-seat rate bolted onto an SMB budget

See how cync8 answers every line on this list

A one-hour working session on your business, using your actual Tally data — not a slide deck. Free 14-day pilot either way, no credit card required.

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