How you quote
The classic sales pipeline.
Manage the sales that grow over weeks or months, with every call, meeting, option, quote and next step kept together.
For the sale that develops over time
It’s a big decision. We’ll present a few options and catch up next week.
Some sales need discovery, meetings, several people, changing needs and more than one quote before the customer is ready to buy.
Tall Emu keeps the whole sale together, so the next call starts with the full story instead of a search through inboxes, notes and old files.
See every sale on a clear pipeline board
Build the stages that match the way your team sells, then move each Opportunity across a Kanban-style board as it moves forward.
You can run more than one pipeline for different sales, such as product sales, hire, projects or tenders.
Keep every call, quote, task and note with the same sale
- Customer, contacts and decision-makers
- Stage, value, timing and owner
- Call records, recordings and transcripts
- Meetings, notes, emails and text messages
- Tasks, follow-up dates and promises made
- More than one estimate, quote or option
- Products and services being discussed
- Why the sale was won, lost or delayed
Turn every conversation into the next action
Calls can be recorded, transcribed and summed up. Tall Emu can turn what was promised into tasks and follow-up dates, so the next step doesn’t depend on someone remembering it later.
Send the option with the larger door, include delivery and call me next Thursday after I speak to finance.
Use AI to keep the sale moving
AI can sum up the sale, show what has changed and suggest the next step. It can also help write emails and text messages using the details already saved against the sale.
- Sum up recent calls, emails, meetings and notes
- Find overdue promises and missing follow-up
- Suggest the next call, meeting, quote or question
- Help write a clear follow-up email or text message
- Show why a sale may have stopped moving
Use the right quote at each stage
A longer sale may have a rough estimate, two design options, a revised quote and a final offer with a deposit. Keep each version with the same sale, so everyone can see how the customer reached the final decision.
Control what each salesperson can see
Give managers the full pipeline while limiting salespeople to their own leads and Opportunities when that suits your business.
Make the next step part of the pipeline
Set the follow-up date, create the next task and use automations for common emails, text messages, stage changes and manager alerts. When the customer accepts or the sale closes, the open follow-up can stop.
Keep the full sale visible from the first call to the final yes.
Manage stages, conversations, quotes and next steps in one place, with AI helping the team stay on top of the work.
Prefer to talk? Call 02 9299 9959 or talk to a real person.