Tallyzip is a free online CRM tool to create online invoices, online CRM, and online accounting. This free business software lets you create tasks and manage accounting needs of your business. This free accounting tool will help any business in its management and various other needs.
The free version that is available supports one user, three customers and unlimited number of invoices and contacts. If that does not works for you, you can check out some other free CRM software we reviewed earlier, like, myERP, Zoho CRM, and EBI Neutrino CRM.
This online accounting tool helps the managers to look after every aspect of management and take care of all activities ranging from keeping the customer details to maintain the business accounts. It has special dedicated tabs for Tasks, Contacts, Sales, Accounting and Reports.
The Home tab mainly looks after the company information. One can manage and assign tasks, keep the customer names and contact information, look after the sales, maintain the necessary accounts and prepare all the important statements with the help of this online tool Tallyzip. One can also do much more with the help of this tool without any problem as it is extremely easy to use, as well.
Some of the most important features of Tallyzip are:
- It can be used as an effective CRM system. The company information with all its details including its principal place of operation and its e-mail id can be maintained in the Tallyzip. Messages to the necessary people can be sent, and some special announcements can be made from the Home tab.
- Tasks can be assigned and done efficiently with the help of this tool. One can initiate discussions with other members and solve all the problems quickly and easily. The necessary searches of the tasks can also be made, and there are some useful sorting options, as well.
- All the necessary information about the customers and other parties dealing with the business can be kept under the Contacts tab. The searches can also be made with the help of the keywords that are attached to these contacts. The employees can thus also have an easy access to the information of customers and suppliers that they are dealing with. The managers can perform various other tasks with the help of this including the maintenance of relationships for the future.
- The complete sales information relating to the receipt of orders and estimates that can be made are available in Tallyzip. The details of the invoice numbers, customer information, the amount to be received, etc can be kept in this tool.
- The Accounting section is one the most helpful and important sections of the Tallyzip. The user can make regular updates as and when the transactions are made. The manager can have all the necessary financial information from this tab. The journal entries and the ledger balances can also be analyzed.
- The essential statements of the business for both external and reporting can be efficiently prepared with the help of the Tallyzip. These statements include the Balance Sheet, Cash Flow statements, Invoice information, etc.
With so much of usefulness, one may wonder whether it is a complicated tool to use or not. It is not so at all, and some necessary information in relation with the usage is written below:
- One may register for the free version available on the Tallyzip website. As soon as the registration is done one may login to the newly created profile.
- Another set of information relating to the location of the business and various other details is to be then provided.
- The profile information with the company name, etc is to be given. The pulse can be used to make announcements and messages can also be sent and checked.
- All the necessary details can be added to various sections. The information can also be sorted and searched for according to the needs of the users in different sections, as well. The Accounting section needs regular and immediate updates and journal entries. The reporting statements can also be easily prepared.
- The Help option at the very top may sometimes guide the users under different situations.
Overall, it has to be said that Tallyzip software is one of the finest tools that can help a manager also his or her employees in every possible way. Indeed, there are very few areas that this online tool has not covered and can be a very useful companion for the business.