Karyo Studio / Articles
Articles
Written for owners
Practical notes on CRMs, portals and the systems a business runs on: what they do, when they are worth it, and what to ask before you pay for one.
CRMs · What a CRM actually does for a small business.A plain explanation of a CRM for an Indian business owner: enquiries, follow-ups, quotations, customers and the owner's view, and the signs that Excel and WhatsApp are no longer enough.
CRMs · A custom CRM or an off-the-shelf one: how to decide.When an off-the-shelf CRM such as Zoho CRM or Salesforce is the better choice, when a custom-built CRM makes sense, and the questions to ask before you commit to either.
CRMs · A CRM for distributors: dealers, orders, credit and dispatch.What a CRM for a distributor in India should hold: dealers as accounts, orders from every channel, price lists and schemes, credit limits, dispatch, and a dealer portal.
CRMs · “Linked to Tally”: what CRM and Tally integration really means.What actually flows between a CRM and TallyPrime in each direction, what your accountant needs, and the common ways it is done: Excel and XML import, XML over HTTP, ODBC and TDL.
CRMs · Managing WhatsApp leads in a CRM.How to get WhatsApp enquiries out of staff phones and into one list, keep follow-ups on track, choose between the WhatsApp Business app and the WhatsApp Business Platform, and handle consent and opt-in.
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