Sales Pipeline Management
Capture leads from multiple sources. See leads on a map, Kanban view or in a list. Customise stages, rank, and segment leads. Automatically schedule follow ups, assign leads or run reports.
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.
View leads by stage, from prospect to customers
Customise stages of your sales process
Define a sales pipeline that works for you. Customise your sales pipeline so it suits your needs by using naming conventions or adding or removing the number of stages of your sales process according to your business definitions.
Intuitive view to get a clear picture of what stage and the number of open opportunities
Visualise Your Sales Process
Kanban view gives you an overall image of opportunities on the pipeline, letting you drag and drop leads to the right sales stage, mark leads as lost, won or reassign leads to different team members with ease.
Traditional Excel style view of opportunities
Grid View
Grid view is a filterable Excel-style view that lets you filter and sort items on the pipeline in a traditional way – create and save custom filters and layouts to drill into detail.
Within Tall Emu you can hunt for prospects using a map interface
Find and get more leads
Prospect Hunter lets you search the map for leads and add them to CRM with one click – zoom in on any area, enter a business type and find leads that meet that criteria.
See your prospects, leads and customers on an interactive Google Map
Map View
Map view lets you visualise the location of your customers, leads and opportunities, and lets you drag and drop meetings to help you plan on-site visits.
Centralise Your Lead Management
Tall Emu makes running a sales team a breeze. Saving on time and effort but also give you real time data on your leads.
Capture
We make it easy to leads into the CRM. They could come for your accounting system, via website, out of inbox or via phone or Facebook campaign loaded from Excel.
Nurture
We have many tools to help you know which leads are worth chasing, we enable you to market to them via drip feed emails, SMS campaigns or add to a remarking audience for PPC/social re-targeting
Measure
They many ways to visualise or report on the activity of the sales team. Not only can you set up reports but you can set targets and KPIs.