Why Link your CRM with Accounts

Benefits of Linking Accounts Software with CRM

Tall Emu CRM has many functions available to your accounts team to help with reduced data entry, accuracy, mobility and timeliness of data.

Increase Data Integrity

The less re-keying or manual data entry increase the chance of errors creeping in to your accounts data.

Account data & Financial at your Finger tips

We can surface your accounting data against your customers in various places that you may not have thought about. For instance in your Outlook or on your Mobile Phone.

Save on Data Entry

If you have data in either system you can easier transfer that data to either system with our level of integration. So you can for instance, Import/Export Companies, Contacts, Products, Tax codes, GL Codes, Quotes, Sales Orders, Purchase Orders, Invoices, Payments and more.

Before a customer becomes a customer, they’re a lead. Leads created and managed in Tall Emu CRM can, with the click of a button transfer to your accounting system with a single click – no waiting for accounts, and no giving sales team access to your accounting software, and no double-handling or data entry errors. You can even automatically import and export data using our workflow business automation module.

More Security

Don’t have you sales team messing around / working from your accounts System. We can also set up limited access roles so that the right level of access to financial is controlled centrally.
Automate Bulk or Scheduled Billing

Make use of eWay and Ezidebit to automate payments into CRM for credit card transactions or direct debits.

Get paid Quicker

Use automated payment reminders to improve cashflow. Easy to setup and have different rules for each customer depending on relationship or their credit history.
Better Control Credit limits

Protect your business from selling to people who owe you money. Have account status at the point of sale and fulfillment stage so that smart decision can be executed.

One Master Product List

Do you have an excel price list, MYOB/Quickbooks price list, shopping cart price list and CRM price list?

Are they in Sync? How much effort goes into data maintenance?

Linking Tall Emu CRM to your accounting system, lets you maintain your prices in one place – one central source of truth – but also share this with other systems such as your shopping cart as required.

Set up quickly

Tall Emu CRM can import data from most supported accounting systems with a single-click – no messy importing and exporting of csv files to worry about and no manual processes.

Produce Consolidated Business Reports

Using data from your accounting system and data from other sources such as Tall Emu CRM and Google, you can produce comprehensive “Top Down” business reports and dashboards.For example, reporting on:

the number of visits to your website
the number of enquiry forms completed
the number and value of opportunities raised – and the effort required to get them
the value of quotes issued as a result, and
the total value of invoices raised.This reporting can happen at the click of a button, or, if you prefer, completely automated.

TRUSTED

What Our Customers Say

I have worked with the Tall Emu system for over four years in two different businesses…the team and software have been outstanding. Brett Etchells, Business Development Manager, Premier Group

Tall Emu have always produced everything they said they would and the results have certainly exceeded our expectations. Ash Collins, Director, Tuff Stuff Australia

Tall Emu offers unparalleled customization at its price point. Adam Pope, Managing Director, Fabulous Catering

Tall Emu CRM has a very intuitive interface and it’s easy to use. It has been very reliable in the three years I have been using it, and it is very customisable. David White, Director, Digital Kiwi Ltd

We absolutely love our new website! Not only does it look beautiful, but it also is technically superior and incredibly functional, as it interfaces with our Tall Emu CRM. Samantha Peters, Sales and Marketing Manager, Pastabilities

Tall Emu have a wide range of experience in the development of business systems which has proved very valuable to Firstfolio in enhancing our business automation and online systems. We would highly recommend them. Linda Cooper, Firstfolio

What’s especially impressive about the talk and actions emanating from Australia-based Tall Emu is a strong corporate culture that values communication, honesty, a willingness to talk openly about problems, a responsive attitude, open-mindedness, and respect. Scot Finnie, Editor in Chief, Computerworld

It is important we get high quality systems to keep up with the rapid growth and demands of today’s business needs. Tall Emu consistently delivers on this with its very flexible, powerful, adaptable capacity. Brett Etchells, Business Development Manager, Premier Group

Yes, I would definitely recommend Tall Emu CRM. They are honest, reliable, hardworking, do what they say. It is great being able to deal with the Principals rather than staff who keep changing. We want them to be in business for a long time. Sharon Austin, General Manager, Peer Support Australia

Tall Emu developed a superior reporting solution that exceeded our company’s objectives and expectations. Their expert guidance through the project was invaluable. Rachel Pirie, Group Director of International Sales & Marketing, Staywell Group

Beyond CRM

The Data Driven Lifecycle

Our powerful CRM solution acts more like an ERP – not only does it increase the profitability of your business, but it streamlines the lifecycle processes in your marketing, sales, accounting, and service divisions.

Leads + Aquisitions

It’s possible to have your website send webform data or shopping cart sales directly to your CRM; automatically. You can also have product data, pricing levels from CRM published up to the web.

We remove redundant data entry and we can even send completed sales to your accounting systems. In addition we can show you how people found you so that you can have full lead and sale attribution reporting so you’ll know where to spend your marketing dollars.

Our powerful automation tools let you schedule rule-based follow up of your sales leads, including emails sent directly to the lead on a drip-feed, or reminding your sales team to follow up (inlcuding automatically scheduling calls).

Proposals + Quotes

Automate proposal & quote creation in MS Word mail merge – dynamically populated Word proposals. Writing proposals is a tedious task so it makes sense to create a template and change the bits that are relevant to the sales opportunity and customer’s needs.

The faster you get back to prospective clients, the more likely your quote is to be accepted. Tall Emu CRM streamlines the quoting process, and if you are currently quoting based on formulas in Excel spreadsheets we can streamline this and make it go away.

You can even track when someone starts looking at a quote – perfect for long sales cycles.

Invoicing + Getting Paid

If re-keying of data between databases, excel spreadshets and your accounting system cause inefficiencies in your business, Tall Emu CRM can help. We link with Australian banks and all major Australian accounting companies to eliminate the re-keying of data.

Our powerful CRM solution includes automated invoice reminders sent from your CRM directly to your clients.

Asking people to pay their account works – take this repetitive task away from your team and have the system do it for you, saving time and money and ensuring it is done.

Customer Service

Fanatical Support

With a CRM this powerful, we’re with you every step of the way. From the onboarding process to premium support for your organization, we want you to get the most out of your new CRM.