What Features Will You Get from Tally Prime 4.0 WhatsApp Integration?

In the recent digital world, communication is important for smooth and efficient interactions with businesses and their customers. Tally 4.0 is not just an upgrade; it is a revolutionary approach to business management, designed to empower businesses with advanced tools and functionalities. After the launch of TallyPrime 4.0, people can easily communicate and securely share documents with their clients.

As we all know, WhatsApp is a global communication platform. When it is integrated with TallyPrime 4.0, it opens great possibilities for staying connected with customers, businesses, and stakeholders. You can download TallyPrime 4.0 from the Wabcom website, which is a TallySolution partner.

tally prime 4.0 whatsapp integration image
How to Sign Up for WhatsApp on TallyPrime?

To start using WhatsApp from TallyPrime, you need to register your business WhatsApp number and create an Interakt account by raising a request from the customer portal. Then, your TallyPartner will follow up to move things forward.

What Features Are Included in Tally Prime 4.0 WhatsApp Integration?

There are many features included in the Tally Prime 4.0 WhatsApp integration to make fast and secure connections with your clients. Let’s see them one by one in detail.

  • Instant document sharing: Users can share invoices, purchase orders, reports, and other documents directly from Tally to WhatsApp. It helps deliver documents quickly and provides confirmation of receipt.
  • Inventory management: Businesses can efficiently manage their inventory, like stock levels, and generate reports to optimize inventory utilization with TallyPrime.
  • Share files in different formats:The user can send files in PDF, JPEG, or Excel sheets to the recipients.
  • Dedicated inbox: TallyPrime has a special inbox for WhatsApp messages and shared documents. It helps to view or manage all customer messages.
  • Personalized and pre-defined message templates: It has the feature of many pre-defined and approved message templates, and you can also customize message templates to add names, invoice details, and more.
  • Enhanced security: It is essential to keep your data secure. TallyPrime 4.0 keeps your data secure while sharing. You can also restrict the user from,
    • Sending invoices directly when recording
    • Sharing reports or types of vouchers
    • Using one or more business WhatsApp numbers for sending documents
    • Adding or modifying WhatsApp numbers

FAQ

Q: Can we see the WhatsApp message alerts sent by the customers?

Yes, log into your Interakt account; you will see browser alerts when a customer messages you on WhatsApp.

Q: Does it require internet connectivity for sending WhatsApp messages?

Yes, the user needs to have an internet connection to send WhatsApp messages.

Q: Can I send filtered reports through WhatsApp in TallyPrime?

Yes, you can send filtered reports through it

Q:What is the Interakt tool kit?

Tally Solutions has linked up with Interakt to provide the WhatsApp feature to TallyPrime users.

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