CRM for Accounts
Seamless integrations with MYOB and Xero put customer accounts at your fingertips, but conceal sensitive business data. Maximise cashflow with automated invoicing.
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CRM for Accounts
Integrate accounting software with Tall Emu CRM
Integrate with accounting systems you already use, and others you could be using, to make running your business simpler. Tall Emu CRM works with MYOB, Xero, Exo and bank feeds, also with communications tools to distribute payment requests.
Accounts
Tall Emu CRM means no more entering data twice, and allowing a whole of business view from an accounts perspective.
Bring together sales and accounts
Remove disconnects between sales teams and accounts with one place for information to be updated and retrieved.
Accurate data entry made simple
Having one system eliminates the need for double entry of data, and means less opportunity for errors to occur.
Apply consistent credit rules
One place to save information relevant to each customer, meaning one place to retrieve credit information.
Take charge of cashflow
Maximise cashflow with automated invoices and reminders sent directly out of Tall Emu CRM.
Free customer portal
Customer portal for self-service access to special pricing, orders, invoices, retrieve historical information.
Australian support when you need help
Tall Emu is based in Sydney, Australia. Our support teams will provide assistance in a timely and professional manner, with a local understanding of your business needs.
A CRM Marketing and Sales System for the Whole Business
The benefits of CRM for sales are too many to count! Designed for small businesses in Australia and New Zealand, Tall Emu sales CRM serves an end-to-end business solution, helping to streamline the entire sales process by organising customer data, tracking interactions, and managing leads in one central place.
With Tall Emu marketing CRM, your sales teams can easily follow up on opportunities, stay on top of communication, and personalise their approach to prospects. Additionally, the tools incorporated into Tall Emu CRM for sales and marketing, provides insights into customer behaviour and sales performance, allowing teams to make data-driven decisions that boost productivity and increase conversion rates.
The best CRM for sales reps and businesses, Tall Emu CRM will empower your sales teams to work more efficiently and close deals faster. Tall Emu also offers software for CRM that’s locally managed and locally owned, so you’ll always get local phone support from our Aussie team. What more could you ask for? That’s Tall Emu marketing CRM.
Pipeline
Track & Nurture Leads
Bring order to your lead management process and convert more to customers with less fuss.
- One place to view and manage all leads
- Focus on the best leads
- Automatic/automated opportunity follow up
- Customisable sales process/funnel
- Drag and drop board view for easy leads management
Selling
Always Be Closing
Simplify your quoting process with online quotes your customers will love.
- Integrated inventory with MYOB/Xero
- Send quotes by SMS/email with online acceptance
- Works with WooCommerce
- Free customer/dealer portal
- Branded online quote templates
Inventory
Inventory & Order Management
Real-time order and inventory management and stock control capabilities all linked with MYOB/Xero
- Manage stock and track orders with ease
- Run the whole business from sales to fulfilment
- Track and trace products with batch tracking and serial number tracking
- Visibility to stay compliant and organised
- Perfect for selling products and custom / work-to-order manufacturers
Accounting
Sync with MYOB and Xero
Keep your accounts up-to-date with a
- Real time sales from CRM
- Shopping cart sales and payments
- Auto follow up of overdue invoices
- Recurring billing & subscriptions
- Overall less grunt work and mistakes
Manufacturing
Track sales, job status and costs
Plan your manufacturing activities for maximum efficiency. Track the actual cost of production with Bill of Materials (BOM).
- Stock management that links with MYOB and Xero
- Track manufacturing progress
- Link manufacturing jobs to sales
- Manage manufacturing schedules to prioritise the completion of important tasks
- Assemblies/BOM with work instructions
Pick, Pack & Ship
Fulfill Orders Faster
Simple, time saving pick-pack-ship process.
- Queue orders for pick and pack, centralised in one process
- Track which team members pick / pack
- Produce picking / packing slips
- Automation of invoices, tracking, part-ship/backorders
Customer Service
Deliver On Your Promises
Improve customer service and customer satisfaction
- Keep promises by tracking your to-do-list in CRM
- Use a ticket system to manage projects and tasks
- Stay connected with customers even after the sale is complete
- Easy note keeping with phone and voice notes
Online Retail
Easily Sell Online
Easily sell products and services via websites on Wordpress and shopping carts like WooCommerce.
- Sync stock to WooCommerce
- Quote, and take payments online
- Download orders to CRM for super fast order turnaround
- Insta-buy forms and links to sell via SMS, Facebook, embed in emails/websites
- Auto sync sales data to MYOB/Xero
Free Customer Portal
Free Client Portal Software
Allow your clients to access pricing, product and transaction data online.
- See product and pricing information
- Show customer special pricing
- Download and pay invoices online
- Place orders online
- Set up in minutes with your own branding
Marketing
Targeted Communication Made Easy
One system to bring together, view and segment leads for tailored communications.
- Use sales history to drive marketing campaigns
- Integrates with Mailchimp, Campaign Monitor and Burst SMS
- Bring in your leads from webforms, Facebook and other sources
- Automate communications with workflows
- Use CRM intel to deliver the right message at the right time
