Sales Activity Management (SAM) helps sales reps plan, monitor, and organize their contacts, opportunities, and ongoing actions all in one place — giving better visibility into pipeline performance and helping remove bottlenecks before they become a problem.
SAM acts as a reliable record of customer history, helping predict future behaviour and understand customer needs, while sales managers get a complete overview of their team, customers, and real-time outstanding and ledger statements — all without switching out of Tally.
Track each opportunity from open to closed, and send quotations by email from templates.
Log every customer interaction — calls, meetings, visits — visible to the whole sales team.
Get up-to-date customer financial position and outstanding, pulled directly from Tally.
Build a hierarchy of branches, teams, and users, with defined roles for each.
Maintain customer and prospect information — locations, contact details, products sold, and past activities.
Sales Activity Management (SAM) is a TallyPrime add-on that helps businesses track and manage sales leads, opportunities, follow-ups, customer interactions, and outstanding in a structured manner. It allows sales teams and managers to monitor deal progress and customer activity directly within Tally without using a separate CRM system.
Sales Activity Management is suitable for MSMEs, distributors, manufacturers, service businesses, and sales-driven organisations using TallyPrime. It is especially useful for sales managers who need visibility into team performance and for sales executives who want to manage follow-ups, opportunities, and customer data within Tally.
Sales Activity Management integrates with TallyPrime to capture datapoints such as customers, prospects, opportunities, and sales activities. Users can log meetings, calls, follow-ups, and opportunity stages, while managers can view real-time reports on activities, pending deals, and customer outstanding fetched directly from Tally.
For businesses that manage sales primarily through TallyPrime, Sales Activity Management can reduce or eliminate the need for a separate CRM. It provides core CRM features such as lead tracking, opportunity management, activity logging, and customer history, while keeping sales and accounting data connected within a single Tally environment.
Yes. Sales Activity Management allows sales teams and managers to view customer ledger statements and outstanding directly within the system. This helps sales executives follow up on payments more effectively and enables managers to analyse receivables in relation to sales activities without switching between accounting and sales software.
Track leads, opportunities, follow-ups, and customer outstanding — all inside Tally, without a separate CRM.
We set up SAM to track your team’s leads, follow-ups, and deals alongside the accounting data you already keep in Tally — no separate system to maintain.