Activity Management
Create, assign and manage tasks, meetings, calls and emails. Tall Emu brings order to your day and business operations.
How Does Tall Emu CRM Help Your Business to Manage Activities?
- Tall Emu allows users to see all the various kinds of activities created throughout CRM in one place. You can also view calendars for other users and various resources you have set up in your system.
- Visualise all the tasks in your system and assign them to other users in your business
- You can set up your phone system with CRM, and inbound and outbound calls will automatically be logged as call activities. This gives a full view of customer and lead history facilitating not only great customer service, but sales teams visibility to flag calls for follow up.
- Tall Emu CRM allows users to record the time it takes to complete various activities and record it in CRM.
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
Quoting and Selling
Generate professional quotes that your clients can accept and pay online and easily manage fulfilment and delivery of their order.
Word Add-In Templates
View, download and edit your branded templates for invoices, sales orders, quotes and purchase orders.
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)
Customer Success Stories
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.
