View customers, leads opportunities and projects on a map. Visualize your sales territory to find your best opportunities instantly. Filter opportunities based on location and your schedule
Get new leads with Prospect Hunter! Search a map area for leads, cross checks with your existing data and quickly add to CRM. This is a great prospecting tool for sales reps and BDMS
Create beautiful quotes with our simple online quote builder. Add groups, images, links, videos and subtotals – send to customers by SMS or email so they can view online.
Stay on top of what’s happening with your leads with our timeline view. It shows an up-to-the-minute list of all of the logged notes, calls, meetings and tasks in a simple to read summary that will just keep scrolling so you can read back as far as you like.
Tall Emu handles your sales routes and scheduling. Focus on the right customers and get more meetings every day.
The Kanban view is great for managing sales, opportunities, projects and tasks. It’s drag and drop interface lets you manage data visually and elegantly
Using the latest in AI technology, we can now capture real-time voice notes and store it in CRM.
Simply click on the microphone on any note, call, meeting or task. Speak normally and CRM will not only transcribe whatever you say, but will keep a copy of the audio for you in case you need to fix any errors later.
Our Outlook sidebar appears next to every email you receive showing key sales and relationship information. It can also sync emails to CRM as well as create opportunities and support tickets with a single click.
Any call can be logged automatically in the CRM software. The activity is time and date stamped and stored in the CRM software automatically against the customer and requires no extra effort from the salesperson.
Say goodbye to manually marking off payments against outstanding invoices and speed up the time to service your customers. Auto-match / allocate payments with Invoices. Works with every bank in Australia.
Tall Emu CRM software helps you do MORE with LESS. Reductions in cost of sales can be achieved as a result. Tall Emu CRM software empowers you to streamline your business processes therefore working FASTER and SMARTER.
Make your customers HAPPY with more tailored communication and faster service. Tall Emu CRM software lets you share valuable data with the staff that need it to do their jobs BETTER.
Tall Emu CRM features powerful email marketing capabilites that lets you design email campaigns based on templates created by us, you, or your own preferred agency. It’s powerful, allowing you to quickly send thousands of emails, yet inexpensive to operate. Reports on email activity pulled back into the CRM contact records automatically.
Built to be used on a Smart Phone or Tablet in your work place. Simply assign tasks to your employees and they appear on the device and can be started, stopped and checked off. The time is automatically logged against the task.
Most meetings result in tasks, but if you don’t follow-up you might as well not have had the meeting. In Tall Emu you can link a series of meetings. Tasks from the previous meeting(s) are automatically added to the agenda of your new meeting. Overdue tasks show in red
Our powerful automation 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.
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.
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.
Automatically chase and followup every lead. 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 (including automatically scheduling calls).
Designed specifically for sales teams and business owners to keep everyone motiviated and informed. Over 100 pre-built “widgets” to show a variety of sales, performance and operational data in an easy-to-digest format.
Tall Emu CRM is packed with features, but every business is different. That’s why Tall Emu CRM is easy to customise, easy to extend, and easy to automate to suit your precise needs. You can use it right out of the box, or engage our business consulting team to help you implement a system that drives your business forward.
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 all major Australian accounting companies to eliminate the re-keying of data
Tall Emu CRM’s shopping cart allows you to Sync product date from CRM up to the web to create online brochures, quotes or online stores. Data is seamlessly synchronised with CRM (and then your accounting system) to remove any redundant data entry and give one common price list throughout your business – a huge time saver and efficiency boost.
Have forms filled on your website or sales occurring in your shopping cart are sent to your automatically into your CRM.
We even send this to your accounting software. In addition we can show you how people found you so that you can have attribution reporting so you’ll know where to spend your marketing dollars.
Our "Pure Cloud" CRM is able to be Synced with Enterprise or Hosted for those who need a tablet or mobile access.
- FEATURES PURE CLOUD CRM
- Contacts and Companies
Allows recording of information of companies and the staff who work there.
Record phone calls, notes, meetings with the people you're dealing with to have a full record of your activities.
Manage your sales pipelines - track sales, sales stage, value, add notes and make sure that your sales leads are all followed up.
Manage customer support tickets inside CRM.
Manage projects, tasks and effort within CRM.
Send and track one on one emails or email campaigns, and send email campaigns via campaign monitor. Record email history in CRM including emails sync'd from outlook.
Send SMS messages using Burst SMS and Traitel. (Traitel will be discontinued in 2019)
- Speech Recognition
Take voice notes and have CRM automatically record the audio, and convert it to text.
- Map Visualisation
See your data on google maps - customers, leads, sales and more. Gain insights into your data based on geographic location.
- KanBan Visualisation
Visualise your data in nice drag and drop view to manage it more intuitively
- List Management
Manage marketing lists, send email and SMS campaigns easily
- Outlook Sync
Links with outlook to show crucial customer information from CRM at a glance when you receive emails. Allows the sync of contact and calendar data, as well as emails, with CRM.
- Campaign Monitor Sync
- Phone System Sync Coming Soon
Tall Emu connects with many PBX systems to automatically log calls, as well as give insightful call popups when people call and also implements click to call.
- Accounting Software
Save data entry time by connecting your CRM with popular accounting systems including MYOB and Reckon Accounts (Quickbooks).
- MYOB Accountright Live
Full integration with Accountright Live to remove double entry of data and streamline business processes
Integration with Xero cloud accounts, sync companies,contacts,products, invoices and more with CRM.
If you need CRM to integrate with EXO (AKA EXONET) please contact us
- Quote Module
Create and send quotes via Tall Emu CRM, transfer to complete invoicing.
- Web Based Quotes
Email or SMS web based quotes to your clients that can be viewed, accepted and paid for online.
Manage Sales, Shipments, Invoices and payments through Tall Emu CRM. Transfer sales data to your accounting system to avoid duplicated data entry.
- eWay Integration
Charge credit cards securely. Possible to implement recurring billing with stored credit card details in a PCI compliant manner.
- Product Management
Create products and price lists in CRM.
- Customisation Paid Service
Manage custom fields and data structures in CRM to completely tailor the system's data capture capabilities to suit your needs.
- Custom Reports Paid Service
Create custom reports with our powerful built in reporting engine.
- Webforms Paid Service
Submit data directly from your website to CRM; automatically creating contact or lead records and use auto-responder technology to follow up.
Track visitor engagement on your website and display visit data within CRM.
- Business Automation Paid Service
Automate repetitive or recurring tasks using our powerful business automation engine.
- Document Attachments
Attach and store important documents to CRM
Manage your purchasing and importing from overseas.
- Stock Control Basic
Manage stock in CRM. Import stock levels from the accounting system too, and see at a glance stock availability.
Track and manage shipment of your goods. We have API's to several shipping partners to help streamline dispatch processes.
- Australia Post
We have an integration to Australia Post that allows submitting of consignments, label printing and manifesting without re-keying of data.
- Star Track
We have an integration to StarTrak that allows submitting of consignments, label printing and manifesting without re-keying of data.
We have an integration to Fastway that allows submitting of consignments, label printing and manifesting without re-keying of data.
- Other Courier
You can configure your own couriers or ask us to integrate to your preferred partner.
- Asset Management
Track and manage client assets and the work you do on them
- Work Orders
Create work orders for team members to work on assets and jobs
- Training Management
Manage training courses, attendances and outcomes in CRM. Link with Moodle is coming in 2019!
Ezidebit’s direct debit helps your business take control over cash flow by ensuring customer payments are collected on time, every time.
If you’re running a WooCommerce Web site, Tall Emu allows you to download orders to your CRM, maintain complete history of orders and transactions, and publish your products to the internet without redundant data entry.
- Freight Quotes
Our shipment module allows you to instantly generate online freight quotes.
Machship connects with over 60 carriers in Australia, using your contract freight rates – a great time saver if you work with multiple carriers.
Develop, deliver and track targeted email campaigns with the results updated automatically in the CRM.