Overview
Packed with features that accelerate your sales and management process, Tall Emu CRM is an easy-to-use, yet powerful, online software that’s tailor made for small business. Easily manage your entire business process with our Aussie built and supported CRM.
Efficiency and Automation
Save time and energy with our integrations to Shopping Carts, Freight and XERO. Automated sales transactions, with data transfer to XERO to make things run on rails – from online bookings to automated recurring subscription invoicing and payment processing.
Start Selling Online
You can connect your shopping cart, and use our online web quotes which can be accepted online (Eway, Stripe, Ezidebit) to streamline your sales process. Let your clients see their invoices and quotes online, log in and make payments which will transfer to Xero.
Streamline your Sales
Use our webforms, including Online Booking forms or donation forms to get leads into CRM and turn them into sales and bookings.
Sell more
Use your XERO sales data to generate campaigns in Mail Chimp, Campaign Monitor, Google and Facebook. Our Lead Hunter feature helps your sales team to find leads on a map, and our online quoting system lets customer accept quotes by SMS and pay online.
Made for Manufacturers
If you make products to order, then our manufacturing system allows you to create BOMS, process them and manage the production process.
Improve customer service
Integrated phones give information as customers call; webforms let your clients submit new enquiries and requests for help that are centrally logged and managed – and your Xero financials are visible and sync with CRM giving your Customer Care team a full view of the relationship.
Tall Emu CRM + Xero
Tall Emu CRM integrates deeply with Xero to provide a seamless two-way sync of vital business data. Our integration eliminates double data entry, saving you valuable time and money. Give your team the complete picture of customer, sales and product data – and let that data sync autonomously to Xero – so they can focus on closing leads and maintaining rewarding customer/partner relationships.
Getting started
Once you've set up your free Tall Emu trial, or started your subscription, integrating Xero with Tall Emu CRM is simple.
- From the Admin menu, select Connections.
- In the Xero row, click Activate and follow the simple prompts to connect your account.
After the initial import is complete, your data is immediately available throughout the CRM, giving your team a centralised view of crucial information. You’ll also be able to easily transfer new customer and sales data back to Xero to keep all your systems in sync.
