Customer Portal
Give your customers an online platform for viewing service tickets, buying products, downloading, accepting or paying quotes & invoices
A B2B Customer Portal that Streamlines Sales & Servicing
If you need CRM software that seamlessly integrates a B2B order portal, Tall Emu is an excellent choice. Tall Emu’s B2B customer portal allows you to run several elements of your business through one tool. From improving customer service to streamlining stock management, our customer online portal allows you to centralise the collection and analysis of data, rather than having to switch between platforms to view information.
Tall Emu’s customer service portal software includes a number of features that are included for all users. For more information, please visit our page that lists all of Tall Emu’s CRM integrations that can be merged with our client portal software.
Save time and empower your customers
Tall Emu CRM’s Customer Portal - No Extra Cost
If you take frequent stock or price enquiry calls or get asked for copies of invoices at each month end; then Tall Emu's B2B customer portal is for you. Our portal is included with your subscription, no extra charge.
Sell and service customers via a branded online portal
Branded Customer Portal
Tall Emu includes free branded customer portal software, allowing you to give your own customers a login to see the things online that are crucial to your relationship with them like pricing, orders and tickets.
View and download invoices, quotes
Easy Access for Your Customers
View and download quotes, sales orders and invoices on-demand with our online B2B order portal.
Sell products, publish prices and see stock
Instant B2B Ecommerce
Even without a website or shopping cart, Tall Emu's client portal software enables you to sell online. Publish special pricing for each customer as needed and show stock availability. Reduce calls made to your business and give the power to your customers.
Provide online 24/7 access to tickets for your customers
Customer & Service Tickets
Reduce emails and inbound calls to your business as customers will now be able to login into the portal to view and raise tickets.
Website & Ecommerce
Use our CRM for online retailers to establish a strong online presence and reach your customers with your personalised branded website and an integrated e-commerce platform.
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.
Contact & Customer Management
Share and manage contact information so your team always has real-time customer data at their fingertips.
Automations and Workflows
Automations let you trigger emails, updates or tasks based on specific events. Create automated workflows automatically to match your business.
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
Link with MYOB, XERO and More
The Australian CRM that will help you to streamline your business, by saving on double entry with MYOB and Xero 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 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 is created, it’s shared saving rekeying into multiple systems.
Financials at your Fingertips
Financial data is made available in Tall Emu CRM. With an Outlook add-on and portal, there is no need to constantly log into accounting software
Online Payment
Works with Stripe and eWay to take 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.
Customer Success Stories
Tall Emu Customer Portal Software: Frequently Asked Questions
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