Less searching
Find the important email, note or quote in the customer history instead of searching separate inboxes.
Customer relationships, sales and marketing
Sales & Marketing CRM Software
Know your customers. Keep sales moving. Connect the work that follows.
Manage leads, contacts, conversations, opportunities and follow-ups in one place. Tall Emu connects your CRM with quoting, orders, stock and fulfilment, so your team can see the customer relationship and the business happening around it.
Built for Australian and New Zealand manufacturers, wholesalers and distributors using MYOB or Xero.
Tall Emu Works With
Loved by Australian and New Zealand customers
One CRM history for the team
A customer history your whole team can use
Keep company and contact details alongside emails, calls, meetings, notes and tasks, with related quotes and orders close at hand. Before speaking to a customer, your team can see what has already happened and what still needs doing.
Emails sent from Tall Emu are tracked against the relevant records. Connected Outlook email and calendar activity can be synced according to your settings, so the useful customer information stays accessible to the business.
Better handovers
Sales, service and operations can check the conversation and agreed next step before taking over.
Knowledge that stays
Keep customer information with the business when a colleague is away or an account changes hands.
From enquiry to decision
A sales pipeline that fits your business
See each opportunity's stage, expected value and timing, decision-makers, owner and next action. Use separate pipelines for genuinely different sales processes, such as equipment sales, projects, tenders and renewals.
Turn enquiries into clear next steps
Capture and organise leads, record where they came from, assign responsibility and track progress. Set a follow-up action so the next person knows who needs to do what.
Keep the sale together
A longer sale can include an estimate, revised quotes and several conversations. Keep them with the same opportunity so everyone can see how requirements and pricing changed.
Follow up without relying on memory
Set follow-up dates, assign the responsible person and create tasks for actions that need to be completed. CRM reminders and saved views help your team find work due today, overdue quotes and opportunities assigned to them.
Make responsibility clear
Keep the follow-up date and assigned person with the quote or opportunity. Use a task when the action needs tracking through to completion.
Keep a useful work list
Save filtered views by owner, stage or follow-up date, so each salesperson has a repeatable list to work through.
Automate routine contact
Configured workflows can send lead confirmation emails, notify the team and send quote follow-up emails or SMS messages. Email and SMS services need to be connected for the messages you use.
Conversations in context
Make more of your customer calls
With an active, connected MaxoTel service, Tall Emu can match callers to customer records, open their details and log calls automatically. Your team can see the customer history while the conversation is happening.
Where call recording is enabled and recordings are available, enabled transcription and AI summary features keep the transcript and summary with the customer activity. Optional action creation can help turn agreed follow-up into tasks for your team to review.
AI assistance with the customer context
On Opportunity and Ticket records, Tall Emu's AI advisor can help make sense of the recorded information, suggest sales and follow-up actions, and draft emails or call notes. Your team reviews the information, checks the draft and decides what happens next.
Make marketing more relevant
Use customer lifecycle, lead source and sales history in your CRM to organise audiences and plan communications that fit the relationship. Give prospects, new customers and regular buyers different messages.
Mailchimp
Connect customer lists with Mailchimp for email campaigns delivered through your Mailchimp account.
Campaign Monitor
Use CRM customer information to organise lists for campaigns delivered through Campaign Monitor.
Kudosity
Send SMS updates, reminders and sales follow-ups from Tall Emu using your connected Kudosity account, formerly Burst SMS.
Tall Emu keeps the customer information and routine workflow together. The connected marketing platforms provide campaign delivery.
From the quote to the next order
Quote with the product information close at hand
Build quotes with connected products, customer pricing and stock information. Send a branded online quote for acceptance and payment through your configured payment service, then convert the accepted quote into an order with less retyping.
Keep the customer connected after the sale
The branded B2B Customer Portal lets customers see their pricing and stock information, place orders or request quotes, and check quotes, orders, invoices and payments.
Customers can also access tickets and jobs made available through the portal. Fewer routine calls and emails leave your team more time for questions that need a person.
The B2B Customer Portal is included with your subscription.
CRM connected to the rest of your business
Winning the sale is the start of the work that follows. Customer and sales information connects to orders, inventory, purchasing, light manufacturing, warehouse operations and fulfilment.
Agree the sale
Keep the customer's requirements and accepted quote with the order.
Prepare the stock
Use inventory and purchasing to organise what is needed.
Make and fulfil
Connect light manufacturing and warehouse work to the customer order.
Book and track freight
Use Freight Hub to quote, book, label and track shipments.
Sales can check order progress when a customer calls. Operations can see what was agreed without asking someone to retype the sale. Connected Shopify and WooCommerce orders also enter the order process.
Order management · Inventory and warehouse · Purchasing · Light manufacturing · Freight Hub
Keep MYOB or Xero for accounting. Use Tall Emu to connect sales and operations.
Your accounts team keeps working in its accounting system while Tall Emu connects the customer relationship and the operational work around it. Tall Emu and MYOB · Tall Emu and Xero
Australian owned. Locally supported.
Tall Emu is Australian owned, with an Australian team and support available from 9am to 5pm Sydney time.
Onboarding covers setup, data migration and training to help your team get started. Check onboarding costs and support options for the help that suits your business.
See your CRM and operations working together
See how Tall Emu manages customer relationships, sales follow-up and the work that follows an order.