Sales and Opportunity Management in Tall Emu CRM
The CRM includes a powerful sales opportunity tracking system, including the following key features:
- Record opportunity value, expected close date and status
- Multiple Types of opportunity
- User-definable “Stages” for each opportunity type
- Ability to require notes/comments as opportunity reaches certain stages
While most CRM systems stop at "Opportunity Closed - Won" Tall Emu CRM allows you to generate and email an invoice to the customer, accept payment for the product or service - and even bill recurring subscriptions.
It has a powerful commission engine which lets you define flexible commission plans for affiliates, and even integrates with a shopping cart in real time for managing the sale of products and services.
Using flexible workflows and some customisation it's possible to have the CRM act as not only a customer management system in the CRM sense, but an order management and provisioning system, capable of activating and managing different products and services.
The opportunity view in Tall Emu CRM. As you can see, an opportunity may have Notes,
meetings, calls, tasks, documements and projects related to it.
A history of opportunity stages is also shown.