AI-Driven Call Tracking and CTI: Stop Wasting Time on Manual Data Entry

If there’s one thing employees hate, it’s manually updating a CRM. No one wants to waste time typing up call notes when they could be fulfilling orders, managing stock, or serving customers.

That’s where AI-driven call answering and Computer Telephony Integration (CTI) come in. By seamlessly connecting your phone system to Tall Emu CRM, these tools ensure every call is logged, every interaction is captured, and your team has instant access to customer, supplier, and order details. No more scrambling to find stock levels, pricing, or past invoices while the caller waits. No more “I’ll update the CRM later” (which rarely happens). Just smooth, automated efficiency.

What Exactly Is CTI and Why Is It Important?

CTI connects your phone system to your CRM, letting your team manage calls directly from Tall Emu CRM while accessing crucial data in real-time. If your business relies on MYOB or Xero but doesn’t want a full ERP, this is the perfect middle ground. Here’s why:

• Instant Caller ID and Record Access – See who’s calling before you even answer, with links to their past orders, quotes, invoices, or stock levels.
• Automatic Call Logging and Transcriptions – Every call is logged, transcribed, and summarised – no manual data entry required.
• Seamless CRM and MYOB/Xero Integration – Get automated call tracking without needing a complex ERP system.

How AI and CTI Improve Your Business Calls

1. Instant Access to Customer & Order History

When a customer or supplier calls, a popup appears instantly, showing:

• Who is calling
• Their company and contact details
• Quick links to related orders, invoices, quotes, and jobs

No more scrambling to pull up information—everything is accessible before you even answer.

2. Automated Call Logging, Transcriptions & Summaries

Tall Emu automatically logs every call and attaches:

• The call audio
• An AI-generated transcript
• A summary of the conversation

Your team can review what was discussed without manually typing notes, making it easy to track order changes, payment discussions, or delivery updates.

Almost more exciting than that is the automatic logging of call outcomes as tasks. Whether it’s sending a quote, calling back at a certain date/time, or confirming an order – it’s automatically dropped in as a task so you don’t need to worry about manually adding them to CRM!

See our short demo – and watch the AI and CTI call management magic in action!

3. Seamless CRM Integration with MYOB and Xero

Many businesses use MYOB or Xero for accounting but don’t want the complexity of an ERP. Tall Emu CRM acts as the missing link, tracking customer, supplier, and order interactions while integrating with your accounting system.

Example: If a customer calls about an outstanding invoice, you can instantly access their accounting records from Tall Emu – no switching systems required.

Smarter Call Data for Sales, Support & Logistics

With CTI-powered call tracking, every call is linked to:

• Sales quotes & orders
• Support tickets & issues
• Logistics updates & deliveries

This means:

• Sales teams can follow up on quotes and close deals faster.
• Customer service can track past conversations for better support.
• Warehouse & logistics staff stay informed on supplier calls & deliveries.

Why AI-Driven CTI Is a Game-Changer for Small and Medium Businesses

• Better Customer Service – Instantly see a customer’s history and provide answers without putting them on hold.
• Save Time – Calls are logged automatically, freeing up your team to focus on what matters.
• Improve Data Accuracy – AI ensures accurate call records, eliminating human errors.
• Increase Productivity – No more switching between systems to find order details, invoices, or support tickets.

The Bottom Line for Growing Businesses Looking for More Efficient Ways of Working

If handling supplier and customer calls efficiently is key to your business, Tall Emu’s AI-driven CTI integration ensures you never miss a call, never lose an important conversation, and always have the right data at the right time.

And if you’re using MYOB or Xero but don’t want an expensive ERP, this gives you the automation you need – without the complexity.

Want to see it in action? Get in touch with us today to learn how Tall Emu CRM with AI-powered CTI can streamline your business calls and workflows!