Intelligent Search Function
Segment and break down information silos allowing quick searches across customers and leads within CRM.
Manage Your Leads and Customers with Intelligent Search Functionality
Tall Emu CRM allows easy access to data based on customised list requirements including behaviours, sales stage, demographic, geographic and total spend.
- Locate information quickly through customised searches and pre-determined filters and views.
- Download data or sync across to other apps and systems you use including Campaign Monitor.
- Search using a criteria then easily bulk update data such as source of business of opportunity, sales type or sales stage. Update dozens, hundreds or thousands of records in under 5 seconds.
- View data in various formats including list, Kanban and map view.
- Drill into your leads and customers using the map view. Zoom in and out to hotspots of activity and taps into each location for where to focus your sales efforts. Easily diarise visits to existing customers and prospects in the same area.
- Visualise your data within an interactive dashboard
- View to merge duplicates – simply select your contacts and update in one go.
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.
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.
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
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.
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.
