Automate Your Workflows in Tall Emu CRM
Tall Emu CRM gives you the power to automate repetitive tasks and streamline your business processes - no code, no hassle. Using Tall Emu's built-in automation engine, you can easily create custom workflows that respond to real-time events - a set of triggers built to match your business.
How Automations Work in Tall Emu CRM
An Automation in Tall Emu is a flow of logic—like a visual flowchart—that runs automatically when triggered.
You set the rules. The system handles the rest.
What Triggers an Automation?
Automations can run when:
- A record is created, updated, or deleted
- A webform is submitted
- An order is ready for pickup
- On a custom schedule (e.g., daily at 9am)
You can target specific fields or conditions – for example, triggering only if a quote’s value changes or crosses a threshold.
Build Powerful Automation Steps
Each automation can include one or more steps, such as:
- Send an Email – Notify customers, staff, or management
- Send an SMS – Deliver instant alerts
- Wait – Delay the next step until a time or condition is met
- IF Logic – Add decision branches based on your business rules
- Assign – Route leads, tasks, or records to the right people
- Create Record – Automatically generate tasks, notes, opportunities, or follow-ups
- Update Record – Modify fields on the current or related records
Real-World Use Cases
Wondering how automation actually works in practice? Here are real-world examples of how businesses use Tall Emu CRM to save time, stay organised, and keep processes moving -automatically.
Converting a Quote to a Customer
Let’s say a quote gets accepted—you can automate the full follow-up:
- Update the customer’s lifecycle stage to "Customer"
- Create a note on the account for history
- Disable further online acceptance for that quote
- Check if it’s linked to an Opportunity—if yes, mark it CLOSED/WON
- Notify the sales rep responsible via email or SMS
Result? Everyone’s informed. Your CRM stays up to date. Nothing falls through the cracks.
Smart Webform Follow-Ups
Create a webform for sales enquiries, then automate the full response cycle:
- Auto-create an opportunity from the form
- Immediately send a confirmation email (“Thanks, we’ll be in touch”)
- Wait until working hours (e.g. 9am–5pm)
- Send a more detailed, personalised follow-up within 15 minutes
Whether the form arrives at 7pm or 11am, the contact receives a timely response—and your team looks sharp.
You can also:
- Round-robin assign enquiries to your sales team
- Use IF statements to route based on deal type or company data
- Score leads dynamically based on past activity (e.g. invoice count)
Automate Order Fulfilment and Inventory Updates
Automate your order fulfilment process to save time and reduce manual work:
- Trigger when an order is marked "Ready for Pickup"
- Send a confirmation email to the customer
- Update inventory levels for the ordered items (action already built into CRM)
- Create a note on the customer record
- Assign a follow-up task to the account manager
Result? Inventory stays accurate, customers stay informed, and nothing gets missed.
You can also:
- Auto-generate a delivery docket
- Send an SMS reminder on pickup day
- Update internal order status for reporting
Why Use Automations in Tall Emu CRM
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Save time across teams by automating everyday actions
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Respond faster to leads and customer activity
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Improve data accuracy by updating records automatically
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Create scalable, repeatable processes that grow with your business
Take a closer look at Tall Emu CRM
When you watch a Tall Emu demo, you can choose the bits that interest you and leave the rest out. See how Tall Emu integrates with MYOB or Xero and how you can manage your inventory, jobs, manufacturing and warehouses. See in simple terms how your sales pipeline, pick/pack/ship order fulfilment is managed in Tall Emu, and more.
On-Demand DemoStreamline Your Business with Tall Emu
Imagine having someone work 24/7 and it didn’t cost your business anything? Here are some reasons why you need Tall Emu automated workflow management software for your everyday tasks.
Improved Efficiency
Workflow automation software can help streamline and simplify repetitive, time-consuming tasks. Free up employees to focus on more high-value activities. Automated task management software can lead to increased productivity, faster response times, and reduced errors.
Increased Consistency
By using workflows, businesses can ensure that processes are carried out consistently. Reducing the risk of errors and inconsistencies. Workflow automation in CRM can help improve the quality of work and lead to greater customer satisfaction.
Better Margins
Workflow automation software can help reduce the need for manual labour, leading to cost savings and better margins. Automation can help identify inefficiencies and bottlenecks in processes, allowing businesses to optimise workflows and reduce waste. Data automation software can reduce the costs of rework or complaints.
More Examples of Workflow Automation in CRM with Tall Emu
- Auto responder
Any contact with your business through a web form, can have an automated response created using Tall Emu CRM. No need to use a third-party plug-in and your customer gets an instant message to acknowledge their interest. You can also add links or attach a PDF, which might give more information relating to their enquiry. There’s nothing like a good first impression, and you can with automated task management software.
- Web form posting direct to CRM
Tall Emu CRM enables you to create your own web forms and when these are pasted into your website will automatically post the data directly into your CRM. This can be configured to alert the right people within your company so they can respond.
- Automate follow-up
The time between lead or customer contact and the follow-up can make all the difference between a successful sale and a lost opportunity. In Tall Emu CRM you are able to create an automated follow-up process. This can be done by personalised email, fax or SMS to the lead or a reminder sent to the salesperson to give them a call.
- Share data amongst all parts of the business
Data automation software enables the customer’s contact history to be available to all the people within the organisation. So now when a customer calls, there is no excuse for a call not to be responded to in a personalised way.
- Dynamic segmentation or dynamic list building
This automatically and continually adds people to a list that has segmentation rules set. An example of this would be renewals. You could set a rule that says 30 days before a renewal date is due, an email gets sent to the client informing them that it’s time for renewal. As this is done through your automated task management software, not one customer will get left out. If this was a mission critical service, like software or web hosting or insurance cover, then this prompt would save a lot of heartache. The application of this feature is endless.
- Ring Ring “Good morning Mr Smith, I am David, how can I help you?”
Using our VOIP integration when a customer calls your company the CRM will tell your staff who is calling. The inbound call triggers the customer’s call screen to open. Even better, who took the call and how long it went for will be automatically recorded. No more relying on your staff to do the initial data entry of this customer interaction. The call screen pop-up can be configured so that it requires a comment on the nature of the call, or a selection made from a drop-down. Calls are transcribed, summarised and follow up tasks are automatically created.
- Tailor your communication to a new lead
Your customer’s history is now in the CRM workflow automation, and with that you can segment and tailor the way you interact with them. Send guides, eBooks, webinar invitations and other communications specific to your prospect’s interests or need areas.
Automated Task Management at Every Touchpoint
With workflow automation software, create business specific workflows and automate tasks, activities and even save on data entry. Perfect for following up, notifying or updating customers or team members. Saving the business countless hours of manual labour and things don't get forgotten.
Automations and Workflows
Automations let you trigger emails, updates or tasks based on specific events. Create automated workflows automatically to match your business.
Reporting & Dashboards
Automate lead to customer activity reports, view in tailored dashboards
Accounts & Billing
Auto follow up and charging credit cards and converting quotes to invoicing and posting to XERO or MYOB automatically
Operations
Automatic update of stock values, availability, and calculations of Landed costs and more
Sales Force Automations
Pushing leads through your sales funnel with smart lead scoring, lead allocation and follow up; making it easier to sell at scale and grow your business.
Marketing Automations
Engage Leads by automatically adding them to drip marketing list to convert leads into sales
Customer Service
Auto logging of calls and enquires, updating customer records
Link with MYOB, XERO and More
The Australian CRM that will help you to streamline your business, by saving on double entry with MYOB and Xero accounting integrations.
Recurring Invoicing & Subscriptions
We made running regular billing for products or services easy. Supports credit card payments and bank transfers.
Better Control Credit limits
Each customer can have their own credit limits which means you can minimise incoming revenue risks on slow or poor payers.
Get Paid Quicker
With automatically issuing invoices and the invoice reminder system, receiving payments swiftly from customers has never been easier.
Save on Data Entry
Regardless of where the data lives or is created, it’s shared saving rekeying into multiple systems.
Financials at your Fingertips
Financial data is made available in Tall Emu CRM. With an Outlook add-on and portal, there is no need to constantly log into accounting software
Online Payment
Works with Stripe and eWay to take payments online
MYOB
Connect to MYOB and share company, contact, product, invoice and sales data.
Xero
Connect to Xero and share company, contact, product, invoice and sales data.
Customer Success Stories
Whole of Business CRM System
Tall Emu is an Australian-based CRM, designed for small businesses in Australia and New Zealand. Tall Emu is customer relationship management software that serves as an end-to-end business solution. Integrated with MYOB and Xero, Tall Emu offers automated task management software for CRM that’s locally managed and locally owned, and most importantly, you’ll be able to get local phone support from our Aussie team.