Inbox 360 makes your Outlook inbox smarter. When clients or leads email you, or you email them, Tall Emu’s Inbox 360 Outlook displays critical information at a glance, right there in your outlook.
Synchronize and sharing data between your CRM, accounting software (like MYOB, Reckon, Quickbooks etc) and your MS Outlook is completely automatic, amazingly useful, and beautiful to use.
With our Inbox 360 you can:
Sync and share your Outlook calendar with CRM.
Easily import email from Outlook
Create Opportunities or Customer Support requests directly from your inbox
Sync contacts between CRM and your Outlook making them accessible on your mobile device.
Organise yourself better
Using the Outlook Plugin, you can associate email messages with a customer – with an opportunity, a task, a project or a quote. You get a full history of yours – and others – email interactions with the client.
It’s hard to explain just how useful this actually is until you try it – it’s one of those “words don’t do it justice” things, so I am going to let the screenshots and bullet points speak for me.
There’s no need to switch between CRM, Accounting systems and Outlook to understand the status of your relationship. Inbox 360 summarises it neatly in one spot. It works in and out of your office, and if you don’t have an active internet connection it will show you the most recent data it has.
This summary tab gives a quick snapshot of your relationship with this contact and company without needing to move anywhere.
Personal and company details
Click to call for phone number
Clickable web link
First and Last contact dates for this client
Who they normally work with.
The sales summary shows open invoices and their due date.They’re hyperlinks – so they will open the corresponding invoice record.The same applies to “recent items purchased”.
The sales history chart shows us sales to this client over the last 6 months.
The influence tab shows us how much influence the person holds.If they have an open opportunity it will be displayed here.
If they are an influencer in opportunities, they will be listed too.Business they’ve referred to us will also be shown.
The support ticket tab is pretty straightforward – you can see at a glance all open tickets – broken down into “new”, “overdue” and “All” categories..
Finally, we see the activities tab. This shows a business-wide list of activities that anyone in the business has had with the client – not just your inbox. It includes:
Meetings, Tasks and Notes
Web Site visits
Web forms filled in on your site.
It’s all in chronological order so you can see the history at a glance. If you combine this with our phone system integration too, this updates automatically.
How useful is that?
Inbox 360 works with Tall Emu CRM and MYOB, Reckon Accounts, EXO, Infusion and Empower. Having this in your inbox is addictive and gives you instant context to that contacts relationship with you.
Q. What versions of Outlook are supported ? A. Inbox 360 works on Outlook 2007 and above.
Q. Does it work with MS Exchange? A. Yes, it does.
Q. Does the plugin work with Office 365? A. Yes, Office 365 is supported.
I have worked with the Tall Emu system for over four years in two different businesses…the team and software have been outstanding. Brett Etchells, Business Development Manager, Premier Group
Tall Emu have always produced everything they said they would and the results have certainly exceeded our expectations. Ash Collins, Director, Tuff Stuff Australia
Tall Emu offers unparalleled customization at its price point. Adam Pope, Managing Director, Fabulous Catering
Tall Emu CRM has a very intuitive interface and it’s easy to use. It has been very reliable in the three years I have been using it, and it is very customisable. David White, Director, Digital Kiwi Ltd
We absolutely love our new website! Not only does it look beautiful, but it also is technically superior and incredibly functional, as it interfaces with our Tall Emu CRM. Samantha Peters, Sales and Marketing Manager, Pastabilities
Tall Emu have a wide range of experience in the development of business systems which has proved very valuable to Firstfolio in enhancing our business automation and online systems. We would highly recommend them. Linda Cooper, Firstfolio
What’s especially impressive about the talk and actions emanating from Australia-based Tall Emu is a strong corporate culture that values communication, honesty, a willingness to talk openly about problems, a responsive attitude, open-mindedness, and respect. Scot Finnie, Editor in Chief, Computerworld
It is important we get high quality systems to keep up with the rapid growth and demands of today’s business needs. Tall Emu consistently delivers on this with its very flexible, powerful, adaptable capacity. Brett Etchells, Business Development Manager, Premier Group
Yes, I would definitely recommend Tall Emu CRM. They are honest, reliable, hardworking, do what they say. It is great being able to deal with the Principals rather than staff who keep changing. We want them to be in business for a long time. Sharon Austin, General Manager, Peer Support Australia
Tall Emu developed a superior reporting solution that exceeded our company’s objectives and expectations. Their expert guidance through the project was invaluable. Rachel Pirie, Group Director of International Sales & Marketing, Staywell Group
The Data Driven Lifecycle
Our powerful CRM solution acts more like an ERP – not only does it increase the profitability of your business, but it streamlines the lifecycle processes in your marketing, sales, accounting, and service divisions.
It’s possible to have your website send webform data or shopping cart sales directly to your CRM; automatically. You can also have product data, pricing levels from CRM published up to the web.
We remove redundant data entry and we can even send completed sales to your accounting systems. In addition we can show you how people found you so that you can have full lead and sale attribution reporting so you’ll know where to spend your marketing dollars.
Our powerful automation tools let you schedule rule-based follow up of your sales leads, including emails sent directly to the lead on a drip-feed, or reminding your sales team to follow up (inlcuding automatically scheduling calls).
Automate proposal & quote creation in MS Word mail merge – dynamically populated Word proposals. Writing proposals is a tedious task so it makes sense to create a template and change the bits that are relevant to the sales opportunity and customer’s needs.
The faster you get back to prospective clients, the more likely your quote is to be accepted. Tall Emu CRM streamlines the quoting process, and if you are currently quoting based on formulas in Excel spreadsheets we can streamline this and make it go away.
You can even track when someone starts looking at a quote – perfect for long sales cycles.
If re-keying of data between databases, excel spreadshets and your accounting system cause inefficiencies in your business, Tall Emu CRM can help. We link with Australian banks and all major Australian accounting companies to eliminate the re-keying of data.
Our powerful CRM solution includes automated invoice reminders sent from your CRM directly to your clients.
Asking people to pay their account works – take this repetitive task away from your team and have the system do it for you, saving time and money and ensuring it is done.
With a CRM this powerful, we’re with you every step of the way. From the onboarding process to premium support for your organization, we want you to get the most out of your new CRM.