Skip to Content

Features

Tall Emu CRM helps you run your whole business; sales, operations including inventory, manufacturing, delivery and customer support.

Contact & Customer Management

Share and manage contact information so your team always have real-time customer data at their fingertips.

img-description
Activity Management

Create, assign and manage tasks, meetings, calls and emails

img-description
Centralised Customer Database

One source of truth for all customer data.

img-description
Task Management

Schedule tasks and events against your leads, customers, work orders & projects

img-description
Intelligent Search Function

Powerful search feature lets you find the right record.

img-description
Call History

Log all phone calls, discussions and results.

img-description
Meeting Management

Track meetings, meeting types and outcomes.

img-description
Outlook Add-In

Sync emails and info specific to customers from Outlook into CRM

Pipeline Management

Track and manage every sales opportunity. Visualise the status of your opportunities through each stage giving teams maximum chance for a successful close.

img-description
Word Add-In Templates

View, download and edit your branded templates for invoices, sales orders, quotes and purchase orders.

img-description
Segment & Rank Leads

Increase conversions by targeting leads based on behaviours

img-description
Kanban View

Easily view, drag & drop leads between stages of the sales funnel

img-description
Reporting & Dashboards

Automate lead to customer activity reports, view in tailored dashboards

img-description
Lead Hunter

Interactive map view lets you find leads and add them to your CRM

img-description
Activity Management

Create, assign and manage tasks, meetings, calls and emails

img-description
Webforms

Website forms automatically drop leads into CRM as an opportunity

img-description
Outlook Add-In

Sync emails and info specific to customers from Outlook into CRM

img-description
Customisable Sales Funnel

Manage multiple sales pipelines with drag and drop Kanban. Have unique stages for each type of lead.

img-description
Interactive Map View

See Prospects, Lead Opportunities and Customers on a Map view. From here you can add to calendar, create or assign tasks.

Quoting and Selling Software

Use our wholesale invoice software to generate professional quotes that your clients can accept and make online payments. Simplify the task of overseeing order fulfilment and delivery with effortless management tools.

img-description
Word Add-In Templates

View, download and edit your branded templates for invoices, sales orders, quotes and purchase orders.

img-description
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.

img-description
Online Payment

Works with Stripe and eWay to payments online

img-description
Insta-Buy Webforms

Buy now links you can email, text or embed on any website.

img-description
Free Customer Portal

Customers can view service tickets, buy products, download or pay quotes & invoices.

img-description
Real-Time Inventory

Real-Time Inventory visibility, availability, prices and backorder management reducing the reason not to sell instantly

img-description
Task Management

Schedule tasks and events against your leads, customers, work orders & projects

img-description
Custom Online Quote Templates

Customise quotes with your branding ready for instant send and acceptance.

img-description
Product Lists Imported from Accounting Systems

Bring your product lists into CRM for easy quoting and selling either direct or through portals or online shopping pages.

img-description
Freight Integration

Realtime freight quotes and consignment generation.

img-description
Omnichannel Order Management

Process all orders in one spot (manual, portal, WooCommerce, Insta-buy)

Marketing Management

Communicate with customers via platforms including Campaign Monitor, Zoom and social ads.

img-description
SMS Comms

SMS / Texting has a 98% open rate so use correctly this is a great way to communicate with leads and customers

img-description
Segment & Rank Leads

Increase conversions by targeting leads based on behaviours

img-description
Reporting & Dashboards

Automate lead to customer activity reports, view in tailored dashboards

img-description
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.

img-description
Marketing Automations

Engage Leads by automatically adding them to drip marketing list to convert leads into sales

img-description
Campaign Monitor Integration

Develop, deliver and track targeted email campaigns with the results updated automatically in CRM.

img-description
Mailchimp Integration

Send and track campaigns against customers in CRM.

img-description
Lead Hunter

Interactive map view lets you find leads and add them to your CRM

img-description
Campaign Management

Create a campaign in CRM so a budget, description, and the resulting activity and leads can be tracked by campaign.

img-description
Drip Feed Marketing

Automatically send marketing messages to people in your CRM based on lists you’ve dynamically added them to.

img-description
Lists & Audiences

Create, maintain or segment lists for emailing, calling or uploading to Facebook or Google.

img-description
Webforms

Website forms automatically drop leads into CRM as an opportunity

Inventory Management Software

Oversee order tracking, procurement, production and inventory management with Tall Emu’s wholesale inventory software. Streamline your entire business operation, from sales to fulfilment, all in one comprehensive solution.

img-description
Barcode Scanning

Improve accuracy of outbound shipment information and automatically update stock levels

img-description
Backorders

Manage Backorders so you can still make the sale, invoice or do it later when the item comes in or is made. Be able to fulfill multiple sales orders with a click of a button.

img-description
Serialised Stock

Unique serial number makes sense for tracking where things are and who you sold them to.

img-description
Multiple Warehouse Locations

Sell from multiple warehouses and keep on top of your stock levels across locations.

img-description
Sync Stock with WooCommerce & Portal

Keep your website stock levels updated automatically.

img-description
Manufacturing Work Orders

Manage your manufacturing work orders – Make to Order, Make for Stock

img-description
Purchase Order Management

Replenish stock, or order per-customer

img-description
Request For Quote (RFQ)

You can request quotes from suppliers (or potential suppliers) using the Request For Quote  (RFQ) module in CRM. You can then quickly create a Purchase Order from an RFQ.

img-description
Supplier Management

Manage multiple suppliers, per-supplier pricing and more.

img-description
Multi Currency

Sell and buy in many different currencies and convert to base currency

img-description
Batch Tracking

Visibility and traceability for your products for orders or recalls.

img-description
Landed Cost Calculations

Purchase in multi currencies and calculate landed costs automatically.

img-description
Manage Your Sales Pipeline

Centralise and track your sales leads in one spot.

Simple Manufacturing (MRP)

Simple manufacturing software for small business

img-description
Manufacture to Order

Create work orders for individual sales.

img-description
Production Scheduling

Schedule work orders to replenish stock.

img-description
Bill of Materials (BOMs)

Assemblies/BOM with work instructions.

Warehouse Management Software

Enhance your warehouse management capabilities with a wholesale CRM solution that streamlines the entire pick, pack and ship process.

img-description
Barcode Scanning

Improve accuracy of outbound shipment information and automatically update stock levels

img-description
Multiple Warehouse Locations

Sell from multiple warehouses and keep on top of your stock levels across locations.

img-description
Outbound Shipments

A simple way to pick, pack and ship your orders.

img-description
Freight Integration

Realtime freight quotes and consignment generation.

Free Customer Portal

Unlock the power of our Customer Portal, offering your clients an accessible online hub for a range of services, including viewing service tickets, making product purchases and downloading quotes and invoices.

img-description
Order Online

Customers can submit orders or requests for quotes online.

img-description
Check Stock Levels and Pricing

Your customers see their own special pricing.

img-description
Self-Service Download of Invoices

Easy for customers to download invoices whenever on demand.

Website and Ecommerce

Use our CRM for wholesale distributors to establish a strong online presence and reach your customers with your personalised branded website and an integrated e-commerce platform.

img-description
Campaign Monitor Integration

Develop, deliver and track targeted email campaigns with the results updated automatically in CRM.

img-description
Mailchimp Integration

Send and track campaigns against customers in CRM.

img-description
Webforms

Website forms automatically drop leads into CRM as an opportunity

img-description
Insta-Buy Webforms

Buy now links you can email, text or embed on any website.

img-description
Free Customer Portal

Customers can view service tickets, buy products, download or pay quotes & invoices.

img-description
WooCommerce

Syncs product data from CRM to WooCommerce, saves double-entry data.

CRM Customisation

Ultimate flexibility to suit the individual business needs, without the expense of enterprise systems.

img-description
Custom Workflows

Same time with Workflows that automatically run based on trigger you set.

img-description
Filters and Layouts

Make the CRM your own by create filters of the grids of data and the layouts of the screens

img-description
Email Templates

Create as many templates as you need to for sales, support or any other use case

img-description
SMS Templates

Using SMS templates so that there is consistent and tailored message

img-description
Team Permissions

Assign users the rights & privileges based on what you deem appropriate access for security & privacy

img-description
Branded Invoices and Quote

Create Templates with layouts using logo, colours & company details are you require

img-description
Custom Forms and Data Structures

Create unique forms to capture information and store specific to your business.

img-description
Custom Fields

Create new database fields anywhere you like, and store data relevant to your business.

Automation and Workflows

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.

img-description
Reporting & Dashboards

Automate lead to customer activity reports, view in tailored dashboards

img-description
Accounts & Billing

Auto follow up and charging credit cards and converting quotes to invoicing and posting to XERO or MYOB automatically

img-description
Operations

Automatic update of stock values, availability, and calculations of Landed costs and more

img-description
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.

img-description
Marketing Automations

Engage Leads by automatically adding them to drip marketing list to convert leads into sales

img-description
Customer Service

Auto logging of calls and enquires, updating customer records

Jobs Management and In Field Services

Whether your business specialises in on-site servicing or requires detailed job oversight, our job management and field service management software delivers a robust set of tools tailored to streamline every aspect of your operations.

img-description
Asset Management

Organise and track assets critical to your business operations, whether they require regular maintenance or sold to a customer.

img-description
Job Scheduling

Assign tasks to individuals or teams, set start dates, and allocate the necessary time and resources with ease.

img-description
In Field Servicing

Allow your field staff to access job details on the go, update job statuses in real time, and generate detailed PDF reports.

img-description
Jobs System

Manage the lifecycle of a job by allowing the seamless creation, tracking and billing of both time-based and periodic jobs.

Reporting and Performance Tracking

Keep Sales Alive by Setting up Drip Feed Marketing Campaigns is great way to convert more with less effort.

img-description
Kanban View

Easily view, drag & drop leads between stages of the sales funnel

img-description
Reporting & Dashboards

Automate lead to customer activity reports, view in tailored dashboards

img-description
Task Management

Schedule tasks and events against your leads, customers, work orders & projects

Link with MYOB, XERO and More

Streamline and save on double entry with accounting integrations.

img-description
Recurring Invoicing & Subscriptions

We made running regular billing for products or services easy. Supports credit card payments and bank transfers

img-description
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.

img-description
Get Paid Quicker

With automatically issuing of invoices and the invoice reminder system, receiving payments swiftly from customers has never been easier.

img-description
Save on Data Entry

Regardless of where the data lives or created it is shared saving rekeying into multiple systems.

img-description
Financials at your Fingertips

Financial data is made available in Tall Emu CRM, Outlook addon and portal so no need to constantly log into accounting software.

img-description
Online Payment

Works with Stripe and eWay to payments online

Myob
MYOB

Connect to MYOB and share company, contact, product, invoice and sales data.

XERO
Xero

Connect to Xero and share company, contact, product, invoice and sales data.

CRM Support

If you need us, we’re here to help.

img-description
Email Support

Get help from an Aussie based support team via email.

img-description
Ongoing New User Training

Frequent and free online training sessions covering a range of topics.

img-description
Ongoing Training on New Tall Emu Features

We will always make sure our customers are up-to-date on new features – including how to best use them.

img-description
Self-Service Knowledge Base

On-demand videos and webinars and easy to follow help guides.

Back to top