CRM Accounts Link

Get Sales and Accounts talking

Tall Emu CRM does what your accounting software doesn’t – having your accounts system and CRM system work together removes inaccuracies and inefficiencies resulting from the need to perform additional data entry.

Accounting software records sales and basic customer information. Tall Emu CRM manages the many other aspects of your business relationships, including:

• Calls, meetings and emails that lead up to each purchase.
• Customer service calls that follow a purchase.
• Important documents, such as contracts, product information and agreements.
• Any other customer activity.

Set up Tall Emu CRM quickly

Total Enterprise has comprehensive and sophisticated import functionality to not only load your current data but include the relationships as well. Import your customer data and you’re ready to go.

Stay in synch - Never enter the same data twice

Tall Emu CRM and QuickBooks/MYOB stay up-to-date and in synch with each other through quick and easy synchronization. This saves you the time and cost of manually re-entering data.

Automatically create new customers from the Internet

New customers can enter there details on your website via the shopping cart or web forms which is automatically sent through to Tall Emu CRM which can create a new account in QuickBooks/MYOB.

Provide outstanding customer service

Sales and service reps can see if customers owe money or have a credit limit, when they made their last purchase and more, without needing full access to the accounting data.

Turn current customers into repeat business.
Create highly targeted marketing lists based on past activities. These lists can be used with the tools in Tall Emu CRM to execute and track campaigns, turning current customers into repeat business.