Centralised Customer Database
Maintaining different databases for client information becomes unsustainable as a business grows. Keeping important data synchronised and well-managed is simple with Tall Emu CRM. Brings all data together in a simple to use yet powerful system.
No more crossed-wires, see all data together
One source of truth for data
Existing customer information is likely to be spread across your company in different areas. Tall Emu CRM can access this data in multiple ways including data stored in MYOB or Xero, contacts, meetings and email stored in Outlook, from Excel spreadsheets or other files.
Integrate your inbound leads and customer data into one platform
Bringing leads together automatically
Bring leads into Tall Emu CRM via webforms on your website or social media, manually enter or upload from spreadsheets and many other sources. All leads and customer data is easily viewable, including the source of the lead, which can be filtered by channel, lead owner, location and any other data fields your business process requires. View in a list, Kanban, map and customisable dashboards. By utilising a Google map interface within CRM, colour code customers based on status, their spending, the status of a task or stage of opportunity.
Keep customer communications in one central location
Sync with phones and Outlook
Integrate your customer information with Outlook to capture a complete history of email communications in one place for all teams within your business to view. Phone systems integrated with CRM also trigger a record against customers of time called, along with ability to save call notes. No more forwarding emails between teams and relaying phone call information with manual processes.
Use customer data to plan sales and marketing initiatives
Identify customers individually and in groups
Easily tag, and segment customers based on sales life cycle, total sales spend, geographic location and virtually any customised fields based on business process. Create personalised communication pieces targeting customers based on segments such as buyer behaviour, renewals coming up, loyalty or upsell.
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.
Word Add-In Templates
View, download and edit your branded templates for invoices, sales orders, quotes and purchase orders.
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.
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.
