AIML CRM is a full-featured, AI-powered platform that unifies your Sales, Finance, and Support into one intelligent workspace. From the moment an enquiry arrives to the final invoice in Tally — every touchpoint is tracked, every workflow is automated, and every insight is delivered in real-time.
Built for Indian businesses that run on Tally Prime, AIML CRM bridges the gap between your accounting data and customer relationships — giving you live receivables, automated follow-ups, and executive reports without switching between systems.
Leads get lost in spreadsheets. Follow-ups are forgotten in inboxes. Finance data lives in Tally but never reaches the sales team. Support tickets breach SLA deadlines silently. Management gets reports a week late — by which time the opportunity is gone.
AIML CRM connects every department through intelligent automation. Enquiries convert to leads with one click. Tally data syncs automatically. SLA breaches trigger instant alerts. Executive reports generate themselves. And a Telegram bot puts your entire CRM in your pocket.
Automated Reports
Manual Data Entry
Automation Engine
Tally Financials
Enquiries flow in from web, email, phone, or Telegram — auto-classified and assigned
Qualify leads, create deals, and track through pipeline stages with auto follow-up reminders
Tally data syncs automatically — invoices, payments, outstanding, stock — no manual entry
Executive reports, SLA alerts, and priority scores — delivered automatically every day
Enquiries → Leads → Deals with stage tracking, follow-ups, and conversion analytics
Tally Prime sync — receivables, payables, cash position, invoices, P&L — all live
SLA-driven ticketing with breach alerts, escalation, and resolution tracking
Query data, update status, get reports — all from Telegram with NLP understanding
Inbox sync, auto-classification, email campaigns with contact-level tracking
Auto-generated executive reports, visual dashboards, and scheduled delivery via email
AIML CRM isn't just a database — it thinks, acts, and alerts. Here's what happens automatically, 24/7:
Unlike other CRMs that ignore your accounting system, AIML CRM syncs directly with Tally Prime — the ERP that 70% of Indian businesses already use. A lightweight agent runs alongside Tally, exports data securely via SFTP, and the CRM ingests it automatically. No manual uploads. No copy-pasting. Your sales team sees outstanding receivables, your finance team sees deal pipeline value, and management gets a unified P&L + CRM dashboard.
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Before (Manual / Spreadsheets)
After (AIML CRM)
Deploy on your own Linux server (containerized with Podman/Docker), on any cloud provider (AWS, Azure, DigitalOcean), or let us host it for you. HTTPS secured, role-based access, daily backups, and zero-downtime updates. From 5 users to 500 — the same platform scales with you.
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