CRM with Quoting
Create branded quote templates that your customers can view, accept and pay online
Quoting Made Easy
Impress your potential customers with quotes that look great, are content rich and in their hands in moments. Australia's best Quoting tool for MYOB and XERO
Branded Quote Templates
Have quotes that fit your brand and supports your business
Lift the quality of the quotes you send to customers that are branded and include images and content that get the deal over the line.
Quote Fast and Win
Once set up you'll have the ability to get the quote out fast
We make quoting easy because its linked to your inventory, built in freight quoting and the quotes can be sent via SMS or email and viewed and paid for online.
Save Data Entry
Reduce the overhead and data entry at the same time.
Quotes once accepted and/or paid for are converted to an invoice and synced with your accounts.
Quotes customers can accept on the go
Smart and Fast Online Quoting
- Fast to set up, use your own brand, logo & images
- Supports simple quotes & configure, price and quoting (CPQ)
- Changes can be made by you, the customer or a colleague
- Send by email or text (SMS) and viewed anywhere
- Convert to invoice & accept card payments online.
- Sync with accounting software (Xero, MYOB or Exo)
- Get reminded to follow up with customers on overdue invoices
- Have your product list imported from your accounting system
- Process all orders in one spot including from manual, portal, WooCommerce, Shopify and Insta-buy forms.
Quoting and Selling
Generate professional quotes that your clients can accept and pay online and easily manage fulfilment and delivery of their order.
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.
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.
