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.
Activity Management
Create, assign and manage tasks, meetings, calls and emails
Centralised Customer Database
One source of truth for all customer data.
Task Management
Schedule tasks and events against your leads, customers, work orders & projects
Intelligent Search Function
Powerful search feature lets you find the right record.
Call History
Log all phone calls, discussions and results.
Meeting Management
Track meetings, meeting types and outcomes.
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.
Segment & Rank Leads
Increase conversions by targeting leads based on behaviours
Kanban View
Easily view, drag & drop leads between stages of the sales funnel
Reporting & Dashboards
Automate lead to customer activity reports, view in tailored dashboards
Lead Hunter
Interactive map view lets you find leads and add them to your CRM
Activity Management
Create, assign and manage tasks, meetings, calls and emails
Webforms
Website forms automatically drop leads into CRM as an opportunity
Outlook Add-In
Sync emails and info specific to customers from Outlook into CRM
Customisable Sales Funnel
Manage multiple sales pipelines with drag and drop Kanban. Have unique stages for each type of lead.
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
Generate professional quotes that your clients can accept and pay online and easily manage fulfilment and delivery of their order.
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.
Online Payment
Works with Stripe and eWay to payments online
Insta-Buy Webforms
Buy now links you can email, text or embed on any website.
Free Customer Portal
Customers can view service tickets, buy products, download or pay quotes & invoices.
Real-Time Inventory
Real-Time Inventory visibility, availability, prices and backorder management reducing the reason not to sell instantly
Task Management
Schedule tasks and events against your leads, customers, work orders & projects
Custom Online Quote Templates
Customise quotes with your branding ready for instant send and acceptance.
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.
Freight Integration
Realtime freight quotes and consignment generation.
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.
SMS Comms
SMS / Texting has a 98% open rate so use correctly this is a great way to communicate with leads and customers
Segment & Rank Leads
Increase conversions by targeting leads based on behaviours
Reporting & Dashboards
Automate lead to customer activity reports, view in tailored dashboards
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.
Marketing Automations
Engage Leads by automatically adding them to drip marketing list to convert leads into sales
Campaign Monitor Integration
Develop, deliver and track targeted email campaigns with the results updated automatically in CRM.
Mailchimp Integration
Send and track campaigns against customers in CRM.
Lead Hunter
Interactive map view lets you find leads and add them to your CRM
Campaign Management
Create a campaign in CRM so a budget, description, and the resulting activity and leads can be tracked by campaign.
Drip Feed Marketing
Automatically send marketing messages to people in your CRM based on lists you’ve dynamically added them to.
Lists & Audiences
Create, maintain or segment lists for emailing, calling or uploading to Facebook or Google.
Webforms
Website forms automatically drop leads into CRM as an opportunity
Inventory Management
Track, purchase, produce and manage orders and stock with ease. Tall Emu to run the whole business from sales to fulfillment.
Barcode Scanning
Improve accuracy of outbound shipment information and automatically update stock levels
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.
Serialised Stock
Unique serial number makes sense for tracking where things are and who you sold them to.
Multiple Warehouse Locations
Sell from multiple warehouses and keep on top of your stock levels across locations.
Sync Stock with WooCommerce & Portal
Keep your website stock levels updated automatically.
Manufacturing Work Orders
Manage your manufacturing work orders – Make to Order, Make for Stock
Purchase Order Management
Replenish stock, or order per-customer
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.
Supplier Management
Manage multiple suppliers, per-supplier pricing and more.
Multi Currency
Sell and buy in many different currencies and convert to base currency
Batch Tracking
Visibility and traceability for your products for orders or recalls.
Landed Cost Calculations
Purchase in multi currencies and calculate landed costs automatically.
Manage Your Sales Pipeline
Centralise and track your sales leads in one spot.
Simple Manufacturing (MRP)
Simple manufacturing software for small business
Manufacture to Order
Create work orders for individual sales.
Production Scheduling
Schedule work orders to replenish stock.
Bill of Materials (BOMs)
Assemblies/BOM with work instructions.
Warehouse Management
Warehouse management, including the pick pack and ship process
Barcode Scanning
Improve accuracy of outbound shipment information and automatically update stock levels
Multiple Warehouse Locations
Sell from multiple warehouses and keep on top of your stock levels across locations.
Outbound Shipments
A simple way to pick, pack and ship your orders.
Freight Integration
Realtime freight quotes and consignment generation.
Free Customer Portal
Gives your customers an online platform for viewing service tickets, buying products, download or paying quotes & invoices
Order Online
Customers can submit orders or requests for quotes online.
Check Stock Levels and Pricing
Your customers see their own special pricing.
Self-Service Download of Invoices
Easy for customers to download invoices whenever on demand.
Website and Ecommerce
Connect and sell to customers through your branded and ecommerce websites
Campaign Monitor Integration
Develop, deliver and track targeted email campaigns with the results updated automatically in CRM.
Mailchimp Integration
Send and track campaigns against customers in CRM.
Webforms
Website forms automatically drop leads into CRM as an opportunity
Insta-Buy Webforms
Buy now links you can email, text or embed on any website.
Free Customer Portal
Customers can view service tickets, buy products, download or pay quotes & invoices.
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.
Custom Workflows
Same time with Workflows that automatically run based on trigger you set.
Filters and Layouts
Make the CRM your own by create filters of the grids of data and the layouts of the screens
Email Templates
Create as many templates as you need to for sales, support or any other use case
SMS Templates
Using SMS templates so that there is consistent and tailored message
Team Permissions
Assign users the rights & privileges based on what you deem appropriate access for security & privacy
Branded Invoices and Quote
Create Templates with layouts using logo, colours & company details are you require
Custom Forms and Data Structures
Create unique forms to capture information and store specific to your business.
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.
Reporting & Dashboards
Automate lead to customer activity reports, view in tailored dashboards
Accounts & Billing
Auto follow up and charging credit cards and converting quotes to invoicing and posting to XERO or MYOB automatically
Operations
Automatic update of stock values, availability, and calculations of Landed costs and more
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.
Marketing Automations
Engage Leads by automatically adding them to drip marketing list to convert leads into sales
Customer Service
Auto logging of calls and enquires, updating customer records
Jobs Management and In Field Services
If you need to do Jobs or In field servicing as part of business operations then Tall Emu gives you good set of supporting functionality
Asset Management
Organise & track assets that your business requires to regular service or sold to a customer.
Job Scheduling
Assigning a Job to a person or Team and schedule the job start date and allocate time and resources needed.
In Field Servicing
you can use this module to manage your on-site or in-field servicing jobs with ease an quickly produce a PDF report that contains details of the work performed
Jobs System
Create and track or bill for a Job …all from within CRM. Jobs can be time-based or periodic against say servicing an asset for maintenance.
Reporting and Performance Tracking
Keep Sales Alive by Setting up Drip Feed Marketing Campaigns is great way to convert more with less effort.
Kanban View
Easily view, drag & drop leads between stages of the sales funnel
Reporting & Dashboards
Automate lead to customer activity reports, view in tailored dashboards
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.
Recurring Invoicing & Subscriptions
We made running regular billing for products or services easy. Supports credit card payments and bank transfers
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.
Get Paid Quicker
With automatically issuing of invoices and the invoice reminder system, receiving payments swiftly from customers has never been easier.
Save on Data Entry
Regardless of where the data lives or created it is shared saving rekeying into multiple systems.
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.
Online Payment
Works with Stripe and eWay to payments online
MYOB
Connect to MYOB and share company, contact, product, invoice and sales data.
Xero
Connect to Xero and share company, contact, product, invoice and sales data.
CRM Support
If you need us, we’re here to help.
Email Support
Get help from an Aussie based support team via email.
Ongoing New User Training
Frequent and free online training sessions covering a range of topics.
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.
Self-Service Knowledge Base
On-demand videos and webinars and easy to follow help guides.
In February 2022, Tall Emu was acquired by MYOB. This exciting move enables Tall Emu to deliver and develop the best CRM for your business whilst continuing to integrate with both MYOB and Xero.
