CRM for Tally
Partners & Resellers
Manage leads, Tally license sales, renewals, AMCs, implementation and payments — all in one connected platform.
Track Renewals
Never miss an AMC or license renewal
Collect Faster
Track dues and close invoices
Grow Your Practice
Visibility into every opportunity
Real challenges. We understand.
Common challenges for Tally partners & resellers
License renewals, AMCs, implementation and collections are hard to manage across spreadsheets. Knowbuild brings it all together.
License & Renewal Tracking
Tally licenses, renewals and AMCs are hard to track across hundreds of customers and dates.
Lead & Customer Management
Leads from referrals, campaigns and walk-ins are not tracked, causing missed opportunities.
Payment Collection Delays
Invoices, renewals and AMC collections are tracked manually, leading to delays and revenue leakage.
No Visibility into Business
Hard to track sales, renewals, outstanding payments and support tickets in one place.
A connected workflow for your Tally practice
From lead to renewal. Manage every stage of your Tally business in one place.
Lead
Capture and track leads from all sources
Quote
Send Tally license and service quotes
Order
Convert to order and process license
Implementation
Track implementation and support tasks
Renewal / AMC
Manage renewals and AMC schedules
Collection
Track invoices, payments and outstanding
Key modules for Tally partners & resellers
A single platform to manage leads, licenses, renewals, AMCs and payments, built for Tally partners.
Lead & Customer Management
Track leads, customers, contacts and communication history in one place.
Quotation & Invoicing
Create quotes for Tally licenses, renewals, AMCs and services.
Renewal & AMC Tracking
Never miss a renewal. Get automatic reminders and track AMC schedules.
Implementation Tracking
Track implementation tasks, support tickets and customer onboarding.
Payment Tracking
Track invoices, payments and outstanding dues in real-time.
Reports & Analytics
Get insights on sales, renewals, collections and support performance.
Real outcomes for growing Tally practices
Built for better business results
Our customers use Knowbuild to streamline operations, improve execution and grow profitability.
Fewer missed renewals
Protect recurring revenue
Faster collections
Track dues and close invoices faster
Better customer management
Know every customer and their status
Clear business visibility
See sales, renewals and support at a glance
Stronger partner operations
Scale your Tally practice efficiently
Ready to take control?
Control every Tally license, renewal and AMC from lead to collection.
Join Tally partners and resellers who trust Knowbuild to run their practice end-to-end.
Tailored for Tally Partners & Resellers
Quick Onboarding
Local Support. Long-Term Partnership.
Frequently asked questions
What is the best CRM for Tally partners and resellers in India?↓
Knowbuild QERP.CRM is built for Tally partners and resellers — licence opportunities, TSS renewals, AMC, customisation quotes and payment tracking in one connected system.
Can Knowbuild track TSS and AMC renewals?↓
Yes. Knowbuild includes a renewal engine that tracks TSS, AMC and licence renewals with automated reminders and follow-ups.
Does Knowbuild replace Excel for Tally partners?↓
Yes. Knowbuild replaces spreadsheets with a structured CRM that captures leads, quotes, renewals and payments in one place.
