Slide your accounting platform Lets You Know WHO your customers are. Slide your accounting platform Lets You Know WHO your customers are. Slide Tally Street identifies your customer's INSIGHTS to align sales, marketing & finance teams. Sign Up for a Free Trial

Retain customers

Supercharge Your CRM

Improve customer experience with insights from your accounting platform to sync changes in buying behavior to your CRM.

GROW REVENUE

Sell to Existing Customers

Maximize growth with targeted renewal, upsell & cross-sell campaigns by syncing customer insights to your CRM.

Support Decisions

Provide KPI’s and Insights

Use sales & payment transactions to generate the metrics & KPIs needed to find opportunities & anticipate customer problems.

What is Customer Intelligence?

Customer intelligence empowers businesses to keep and grow their customer base by gathering and analyzing data to build deeper customer relationships at scale. By discovering invaluable customer insights through effective data collection, businesses can take meaningful action that moves the needle.

Tally Street automates and simplifies the process of gathering and transforming the data. Instead of needing a large data team, Tally Street uses one of the most valuable assets a business has — the cloud accounting platform — to extract customer insights and then sync it to your CRM or Google Sheet so you can act.

Align Your Company with Customer Insights

Slide By Churn By Prioritized Collections By Concentration By Segmentation Customer
Concentration Pinpoint revenue risks if any single customer accounts for 10% of 12 months of sales, or if your largest five customers account for over 25%. One customer churning could decimate your revenue. Slide By Churn By Prioritized Collections By Concentration By Segmentation Customer
Churn Measure churn to make sure you’re keeping your best customers and only losing those that aren’t a good fit.
Keeping and growing customers is critical to profitability. Slide By Churn By Prioritized Collections By Concentration By Segmentation Customer
Segmentation Tally Street automatically groups customers into segments based on purchase history and syncs them to your CRM for targeted campaigns. Identify your best and worst customers so you can focus your efforts. Slide By Churn By Prioritized Collections By Concentration By Segmentation Prioritized
Collections Get a spreadsheet report sent to speed up sales-to-cash, manage customer credit risk and make your cash flow more predictable. Avoid late payments as well as writing off customer debt completely.

Tally Street Pairs Well With Others

Just have an accounting platform? Tally Street will give you fast insights from that data.
BUT if you do have a CRM, then watch out! You can unlock customer insights that you never thought possible.

Your Accounting Data is a Trove of Customer Intelligence

Start harnessing it now.

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