Reports, Dashboards and KPIs
One of the most important aspects of a CRM is generating useful reports. Reporting is critical to helping management make better business decisions.
Stay on Top
Tall Emu will be the centre of your business. All leads, sales, stock, delivery, projects, task and financial data are accessed in the one place, making reporting powerful and streamlined.
Capture Data
Tall Emu integrates with accounting software, websites, payment gateways, phones and more to capture data automatically saving time on re-entering data.
Real Time
Not only does Tall Emu CRM contain historical data, but it also has real time data, so that you can make better decisions faster and see where your customers are in the sales cycle.
Report + Measure
Prebuilt or custom reports and filters gives the data you need quickly and in the format you need. The Kanban views can be used to quickly understand data. You can also set targets to measure performance and easily view on one screen.
Reporting and Performance Tracking
Keep Sales Alive by Setting up Drip Feed Marketing Campaigns is great way to convert more with less effort.
Kanban View
Easily view, drag & drop leads between stages of the sales funnel
Reporting & Dashboards
Automate lead to customer activity reports, view in tailored dashboards
Task Management
Schedule tasks and events against your leads, customers, work orders & projects
Most Leads go through differant stages, use the stages that suit the opportunity
Customise Stages of your sales process
Define a sales pipeline that works for you. Customise your sales pipeline so it suits your needs precisely. Redefine the stages of your sales process according to your business definitions.
Intuitive view to get a clear picture of what stage and how many open ooportunies there are
Visualise Your Sales Process
Kanban view gives you an overall image of opportunities on the pipeline, letting you drag and drop leads to the right sales stage, mark leads as lost, won or reassign leads to different team members with ease.
Traditial Excel style view of Opportunities
Grid View
Grid view is a filterable excel-style view that lets you filter and sort items on the pipeline in a traditional way – create and save custom filters and layouts to drill into detail.
Within Tall Emu you can hunt for Prospects using a Map interface
Get More Leads
Prospect Hunter lets you search the map for leads and add them to CRM with one click – zoom in on any area, enter a business type and find leads that meet that criteria.
See Your Prospects, leads and Customers on an inteactive Google Map
Map View
Map view lets you visualise the location of your customers, leads and opportunities, and lets you drag and drop meetings to help you plan on-site visits.
