CRM Accounts Link

One of the easiest and most powerful features of Tall Emu CRM is its deep connection with many accounting systems including MYOB, XERO, Reckon Accounts, Quickbooks, EXO, Infusion and Empower.

Tall Emu CRM works with your the major Australian and NZ accounting system to allow the transfer of financial and customer data from accounting to CRM and vice-versa.

Get data to the sales team

If you already have an accounting system, you’ll have a whole array of customer data:

  • Names,
  • Addresses,
  • What you sold & when you sold it.
  • Total sales value for customers,
  • Profit margins.

 

All this data is sitting in your accounting system, but, can you use it ?

With Tall Emu CRM this data can be provided to the sales team in summary and detail where it can be used in the sales process, act as templates for re-orders and be reported on with our reporting and dashboard systems. Your marketing team can use this data to segment and target customers in specific niches.

Why link / integrate you CRM with your Accounting Software?

go here to find the benefits of linking CRM to Accounts Software