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50% off the 1st 3 months if you buy before the end of November 2021

Getting Started

Whether you’re just trialling Tall Emu CRM, or you’ve recently purchased a subscription, the steps for getting yourself going are mostly the same.

Our product offers the most value when the whole team is using it. This means getting all your data imported and getting it connected to your other business systems. Don’t worry, set up is super simple and can be done quickly.

Navigation, sorting & views

Working with your data

To learn about the range of Activities available in CRM, see our help articles in About Calendar & Activities.

Customise your CRM

To learn more about the templates, options and settings you can customise in CRM, see our help articles in About Admin.

Users & Security

To learn more about your system security, see our help articles in About Admin.

Data & integrations

You can also see our guide on CRM Integrations for a full list of third party services that you can connect with CRM.

Videos

You can also see the Getting Started section in Videos for more information.

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