One working record for the sale
Keep the customer, decision-makers, expected value, activity, tasks and quotes together from first discussion through to won or lost.
Sales pipeline
Manage the sales that take time.
Keep every call, meeting, note, quote and next step together as a sale moves from first discussion to a decision.
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Use a pipeline when the sale takes time
Use an Opportunity when the sale involves several conversations, people, options or decisions. Keep the stage, likely value, timing, calls, meetings, quotes and next action together until the sale is won or lost.
A quick one-off quote can stay quick. The pipeline is there for the sales that genuinely need it.
Use the process that fits
Run different pipelines for equipment sales, hire, projects, tenders, renewals or other types of sale.
Calls, emails and notes
Keep the conversation and promises with the sale so the team knows what happened.
Follow-up and AI
Set dates, create tasks, automate messages, sum up the sale and make the next action clear.
Keep the whole Opportunity in one place
The Opportunity is the working record for a sale that takes time. It keeps the commercial picture and the customer conversation together, rather than spreading them across inboxes, notes and separate quote records.
- Customer, contacts and decision-makers
- Stage, status, probability, expected value and timing
- Source, owner, follow-up date and assigned follow-up person
- Calls, meetings, emails, SMS messages and notes
- Tasks and next actions
- Several estimates, quotes and options
- Related Sales Orders, Invoices, Payments and Products
- Win, loss and the reason
That includes what was said on the phone: call logging, transcription and AI summaries sit on the same Opportunity as the emails and quotes.
Use different pipelines for different kinds of sale
A hire enquiry, wholesale sale, equipment project and tender don’t need the same stages. Create separate pipelines for the work your business actually does while keeping the same customer, product and activity history underneath.
Different types of sale
Use one pipeline for new equipment sales and another for hire, projects, tenders, renewals or any other process that genuinely works differently.
Different teams
Give each team stages, fields, rules and tasks that match its work without splitting customer information into separate systems.
Clear pipeline boards
Use a Kanban-style view to see where each sale sits, what’s moving and what’s becoming stuck.
Shared customer history
Every pipeline stays connected to the same customer, contacts, quotes, orders and activity.
Keep several quotes with the same sale
A longer sale may start with a rough estimate, move through two or three options and finish with a final quote. Keep every version with the same Opportunity so the team can see how the customer’s needs, scope and price changed.
That gives managers and salespeople one clear story from the first discussion to the final decision.
Keep the next action clear
Set the follow-up date, give the next action to the right person, create a task or let automation send the next template email or SMS. Saved grid filters and CRM reminders help the team work through what’s due instead of relying on memory.
Sales pipeline questions
Can we run different pipelines for different kinds of sales?
Yes - equipment sales, hire, projects, tenders and renewals can each have their own stages, so a quick reorder isn’t forced through a six-stage process.
Are calls really recorded and transcribed?
Yes - with phone integration, calls log against the customer, are recorded, transcribed and summarised, and Tall Emu's AI can create the follow-up tasks from what was agreed.
What does an Opportunity hold?
The customer, contacts, expected value, stage, activity, quotes, related orders and the win/loss reason - the whole commercial conversation in one record.
Australian company. Australian team. Local support.
Tall Emu is built and supported in Australia, with help available from 9am to 5pm Sydney time.
MYOB or Xero stays as your accounts. Tall Emu handles the leads, quotes, orders, stock, warehouse and customer work around it. Tall Emu and MYOB · Tall Emu and Xero
See how Tall Emu manages sales that take time.
Tell us how your sales move from first contact to a decision. We’ll show you the pipeline, follow-up and reporting around it.
Prefer to talk? Call 02 9299 9959 or talk to a real person.