“Smart Finance, Smarter Marketing" isn’t just a tagline—it’s necessary in this fast-paced digital world. For all business enthusiasts, TallyPrime with WhatsApp integration is a game changer. Every Tally user knows that each update brings new features that simplify all business processes more. WhatsApp integration is one of the features introduced in TallyPrime 4.0. This set is to transform the way you communicate and share documents in your business and, hence, boost client engagement. Now it is upgraded to TallyPrime 5.0.
Why does client engagement matter?
Maintaining a strong relationship improves customer satisfaction, trust, brand image, and higher revenue
To maintain a strong relationship, you need to communicate effectively with your client. How is it possible? In this blog, let’s understand more about the TallyPrime with WhatsApp feature.
What’s the Big Deal About TallyPrime and WhatsApp?
Just imagine your generated invoice sent to the customers through WhatsApp within seconds instead of printing it or sending it through email. It sounds convenient, right? This integration makes an entrepreneur’s life easier and more efficient.
Top Features of TallyPrime with WhatsApp
Send invoices and reports
TallyPrime with WhatsApp features shares all types of business documents, like reports and invoices, directly from TallyPrime to the client's WhatsApp numbers. The invoices include sales or purchase orders, payment receipts, delivery notes, and more. It also sends reminder letters of pending payments to the parties, pay slips to the employees, vouchers, and so on.
Real-Time communication
Businesses can send real-time information or notifications to customers for order confirmations, payments, and overdue. This reduces missed payments and keeps customers updated with their orders by ensuring timely communication.
Send documents in multiple formats
With widely used secure communication platforms like WhatsApp, you can share documents in PDF, JPEG and Excel.
Bulk sharing:
With this feature, you can easily share documents with multiple customers, reports to multiple ledgers, ledger reports, and reminder letters at once.
Templates
It offers a variety of ready-to-use message templates for efficient and personalized WhatsApp
Dedicated Inbox
When you add your number to TallyPrime, you can access a selection of predefined templates from the template library. And also, you can create your own templates in the Interakt portal.
So now let’s see how this feature helps business people.
Benefits of TallyPrime with WhatsApp
- Improved communication
- Enhanced customer experience
- Simplified operations
- Improved cash flow
- Instant document sharing
- Security
Struggling to reach new clients? Try TallyPrime with WhatsApp
DOWNLOAD NOW
Real-world Impact: Accounting Firm in Dubai Enhances Client Communication
An accounting firm in Dubai that serves SMEs faced frequent issues with late payments and constant follow-ups. After using TallyPrime’s WhatsApp integration, they began sending invoices and payment reminders directly to clients' mobile devices through WhatsApp. This led to a 30% reduction in overdue invoices and a 25% increase in on-time payments within three months. Clients appreciated the ease of receiving reminders on WhatsApp, reducing misunderstandings and missed deadlines, ultimately boosting satisfaction and trust in the firm’s professionalism.
You can directly download Tally’s latest version at https://tallysolutions-uae.com/ by clicking the download button. To get these benefits, you need to know how to set up this feature.
Steps To Setting Up WhatsApp in TallyPrime
1. Contact your Tally partner
Get in touch with your Tally partner to discuss and understand the feature in detail. To initiate the signup process, raise a request from your customer portal.
Note: Ensure you are using the latest version of TallyPrime, which includes WhatsApp integration features.
2. Signup for WhatsApp from TallyPrime
In TallyPrime, press Alt+M (M share) -> Manage -> Signup for WhatsApp.
Pro tip:Your Tally partner will assist you in the signup process.
3. Review prerequisites
To use this feature, you need to meet
- Valid phone number
- Facebook account
- Business website
4. Request to activate your subscription
Request to activate your WhatsApp from the chosen integration partner.
5. Add your registered WhatsApp number to TallyPrime
After the subscription is activated, enter your WhatsApp number as prompted. Then follow any additional steps to verify your number and complete the setup.
6. Configure WhatsApp settings
Go to Gateway of Tally > F12: Configuration > WhatsApp Settings. Adjust settings for message templates, customer contact preferences, and document types you want to send via WhatsApp.
7. Activate your subscription
Once the subscription is activated, you can start using the WhatsApp integration feature to send invoices, reminders, and other documents directly.
8. Renew your WhatsApp subscription
To renew your WhatsApp subscription, return to Alt+M > Manage and select the renewal option.
Pro Tip: You can also experience this feature using a trial WhatsApp number assigned to you on Interakt. This will be valid for 5 days from the day your Interakt account is created.
To know more about the latest version, TallyPrime 5.0, check:
https://tallysolutions-uae.com/tallyprime5.0/Concluding Lines
Overall, TallyPrime with WhatsApp helps businesses improve efficiency by ensuring instant communication with customers. Whether you're a small business or an established enterprise, this integration simplifies processes, boosts customer satisfaction, and keeps your business ahead in a digital-first world. With TallyPrime and WhatsApp, managing your finances and engaging with customers has never been smarter. Then why wait? Make invoices and reminders instant with TallyPrime! Try it by downloading from a reliable website like Tally Solutions UAE and experience better client relations!
FAQ
1 Do you provide customer support for TallyPrime with WhatsApp?
Yes, we have a strong customer support team for TallyPrime with WhatsApp.
2How to activate a WhatsApp subscription in TallyPrime?
- 1. First, sign up for WhatsApp
- 2. Submit signup request
- 3. Complete the sign-up process
- 4. Add your registered number
- 5. Start sending messages.
3What kind of documents can be sent through WhatsApp using TallyPrime?
TallyPrime allows you to send documents like invoices, purchase orders, payment receipts, delivery notes, financial reports, and reminders for pending payments directly through WhatsApp, making business communication faster and easier.
