Word Add-In for Templates
Experience seamless document management and customisation with the Tall Emu CRM Word Add-In. This useful tool, available through Microsoft's App Store, integrates with your CRM database, enhancing your document processes and branding capabilities.
Professional Document Templates Made Easy
Impress your prospects and customers with invoices, sales orders, quotes and purchase orders that look great, are content rich and arrive in moments.
Access Default Templates
Templates that fit your brand and supports your business
Effortlessly view and download default templates for key document types, including invoices, sales orders, quotes, and purchase orders. Say goodbye to the hassle of searching for the right template—everything you need is at your fingertips.
Customise Your Templates
Take control of your document templates
The Word Add-In empowers you to self-serve the downloading, editing, and uploading of custom templates for the document types that matter most to your business. Whether you need to tailor an invoice to a specific client or create a unique sales order, it's all within your reach.
Elevate Your Branding
Consistent and polished image setting you apart from the competition
Make a lasting impression with professionally designed documents that align perfectly with your business branding. The Word Add-In streamlines the process of giving your print-out documents the look and feel of your brand.
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)
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.
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
Simple Manufacturing (MRP)
Simple manufacturing software for small business
Manufacture to Order
Create work orders for individual sales.
Production Scheduling
Schedule work orders to replenish stock.
Bill of Materials (BOMs)
Assemblies/BOM with work instructions.
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.
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.
