Frequently asked questions.
Short answers about Crucibl, setup, data, and AI.
What is Crucibl?
Crucibl is a CRM for teams that run on Tally, Excel, or SAP. It uses AI to clean existing business data and turn it into accounts, contacts, products, orders, balances, call reports, visit plans, sales targets, and an AI assistant.
Can Tally data become a CRM?
Yes. Crucibl reads Tally exports or a live Tally connector, turns ledgers into accounts, vouchers into orders, and outstanding balances into receivables context, then keeps the CRM synced every day.
What is a Tally CRM?
A Tally CRM is a sales workspace built from the accounting and order data already inside Tally. Crucibl reads ledgers, vouchers, products, and outstanding balances, then creates CRM records, follow-ups, visit plans, and AI answers from that data.
How fast can Crucibl set up a CRM?
Crucibl is built for same-day setup. Most of the migration work is automated: column mapping, duplicate cleanup, record linking, and first workspace creation happen from the files the company already has.
Who is Crucibl built for?
Crucibl is built for sales and operations teams at distributors, manufacturers, and trading businesses that already have useful data in Tally, Excel, or ERP exports but do not have a usable CRM.
What can the AI assistant answer?
The Company Brain answers plain-language questions from the company's own CRM data, including who owes money, which accounts are slipping, which customers need follow-up, and what changed overnight.