Take the order
The customer knows what they want. Add the items, take payment or use account terms, and create the order.
How you quote
One system. More than one way to sell.
Tall Emu doesn’t force every customer or sale through one rigid process.
Use the sales process that fits the sale
Some customers are ready to order. Some need a quote. Others need weeks of calls, meetings and options. Tall Emu supports all three without splitting the customer and product history across different systems.
Create a direct quote
Give the customer the product price and freight, send the quote and turn it into an order when they accept.
Use a sales pipeline
Manage stages, calls, meetings, options, quotes and follow-up when the sale takes time.
Run more than one sales pipeline
Different types of sale can have different stages, owners, templates and rules.
Sale and hire
Use one pipeline for product sales and another for equipment hire.
Repeat orders and projects
Take regular customer orders quickly and manage large projects through a longer pipeline.
Standard and custom work
Quote known products directly and use a pipeline for design, made-to-order or tender work.
Different teams
Give each team its own stages, owners, quote templates and view of the pipeline.
Keep the same customer and sale details across every process
- One customer and contact history
- One product and pricing setup
- One set of quotes, orders, invoices and payments
- One view of calls, notes, emails and text messages
- One path into stock, manufacturing, projects, freight and accounting
Change the process without rebuilding the sale
A quick quote can grow into a longer sale. Add it to an Opportunity when more people, options or follow-up are needed. A pipeline sale can also finish with a simple item quote and order.
Set the rules for each type of sale
- Different sales pipelines and stages
- Different quote and proposal templates
- Different owners, teams and stock locations
- Different price, discount and margin controls
- Different deposit and payment rules
- Security so users only see the leads and sales they need
Take the order, send the quote or manage the pipeline.
Use the right tools for each sale without forcing the whole business into one rigid process.
Prefer to talk? Call 02 9299 9959 or talk to a real person.