Add a customer engine without disturbing your Tally

Why not just replace Tally?

Tally is your source of truth for GST, stock valuation and your CA’s workflow. Ripping it out to chase a “customer feature” is a huge, risky migration for a small gain. The better move is to add the missing layer — capture and retention — and let Tally stay the ledger.

The 12-point switch checklist

1. Export a backup of your current Tally company data.
2. List the brands and categories you sell (this drives salesperson routing).
3. List your salespeople and which brands each one owns.
4. Decide where the QR goes — entrance, mobile counter, service desk.
5. Import your existing customers and sales history from Tally.
6. Let duplicates merge into one clean profile per phone number.
7. Confirm each past purchase is wired to the right brand and product.
8. Set your WhatsApp templates (lead alert, invoice, review request).
9. Set SLA timers for lead response and manager/owner escalation.
10. Run one live capture end-to-end — scan, route, WhatsApp, close.
11. Turn on nightly reconciliation back to Tally.
12. Train staff on the 90-second journey and the staff app.

What stays exactly the same

Your GST filing, your voucher entries, your CA’s access, and your stock valuation stay in Tally. NinetyLoop reads and reconciles — it never overwrites an accounting entry.

What you gain

Every walk-in captured in 90 seconds, routed to the right salesperson with an accountable SLA, followed up on WhatsApp, and brought back with reviews, cross-sell and warranty reminders — on top of the books you already trust.