Guides
Practical guides for owners going digital.
Plain answers to the questions owners ask us most: how far to go, where to start, how a new system works with Tally, when WhatsApp stops being enough, and honest comparisons of the CRM, ERP and dealer-portal options in India. Each guide is written for the person who runs the business, not for a software team, and each one is useful whether or not you ever work with us.
All guides
Start with the question you have today.
Semi-digital or fully digital: where a family business should start
How far to go, what to move first, how to run paper and system side by side, and how to bring long-serving staff and the next generation along.
Tally and custom software: how they work together
Why Tally stays the books, what the operations system records, which vouchers get posted, and the mistakes to avoid.
Dealer portal or WhatsApp orders: when to switch
An honest comparison: what WhatsApp does well, where it breaks, what a portal adds, and a middle path that keeps both.
How to take a retail store digital, one step at a time
Six steps in a sensible order: get found, counter billing, stock and barcodes, supplier dues, customer follow-ups and more than one branch.
Best CRM and ERP for small businesses in India (2026)
Zoho, Vyapar, Odoo, ERPNext, Biziverse, Tally add-ons and a built-for-you system compared on Tally, GST, WhatsApp, stock, training and cost model.
Dealer ordering portal: build, buy or stay on WhatsApp?
Dealerbuddy, Shopaccino, Bizom, FieldAssist, an agency build and a configured portal compared on price lists, schemes, credit, Tally, cost and ownership.
Going further
See what this looks like for your business.
- Family businesses
- Going digital one step at a time, with the next generation in mind.
- Retail stores
- Counter billing, stock by store, supplier dues and repeat customers.
- Distributors
- Dealer ordering, schemes and credit limits, godown stock and collections.
- Manufacturing
- Purchase, production, job work, quality and dispatch, linked to Tally.
Talk to us
Have a question these guides do not answer?
Write to us with a line about your business and what you are trying to decide. We reply by email, and if it makes sense to work together, you receive a written proposal and fixed quote within three working days of our first conversation.