Tall Emu CRM

A great tool for our sales workflow

Comments: Our overall experience with Tall Emu has been truly exceptional. It has enabled us to significantly enhance our lead conversion rate, enabling us to achieve our KPIs with greater efficiency. The automation features in our marketing efforts have proven to be particularly efficient, leading to improved customer relationships. Additionally, we've found immense value in its customizable contact database, automated communication log, customer timeline, and a host of other features. These functionalities have fostered a sense of unity within our sales team. Without hesitation, I wholeheartedly recommend Tall Emu to any business looking to streamline their processes and elevate their productivity to the next level.

Pros:

Tall Emu has revolutionised how we manage our contacts and follow up on leads. Everything is streamlined and organised, ensuring nothing slips through the cracks. Having everything in a single, user-friendly platform is a game-changer! Whether it's nurturing new leads or handling sales orders and invoicing, Tall Emu has been an invaluable asset to our business.

Cons:

While Tall Emu has significantly enhanced our contact management and lead follow-up, one area that could benefit from improvement is the availability of more extensive workflow automation settings. This enhancement would further streamline our operations and empower us to achieve even greater efficiency in our processes.

Alternatives Considered: Pipedrive and Salesforce Sales Cloud

Reasons for Switching to Tall Emu CRM: We opted for Tall Emu instead of other CRM software options due to its Australian roots. We sought customer support that was not only geographically closer but also well-acquainted with our business operations. The seamless integration with MYOB, our primary accounting software, was also a pivotal factor in our decision. It simply aligned perfectly with our needs, making Tall Emu the clear choice for us!

Versatile, feature-rich software with great tech support

Comments: We started using the CRM to fill some of the huge gaps that Xero had in customer-facing documents; multiple addresses per customer, parent/child customer accounts to name a couple. It did this with ease, and we now use Tall Emu for any customer-facing documents except for statements. But we found Tall Emu CRM to fill so many other gaps in our day-to-day business running, we have set Tall Emu tabs up on most computers as the default window that opens when you start up the browsers.We're using the CRM as an ERP, for generating invoices, quotes, purchase orders, processing payments in, managing stock, organising our manufacturing throughput with BOM's, tracking costs, and more.

Pros:

Initially using the software - importing data from our accounting platform Xero. All our previous contacts, quotes, invoices, purchase orders etc were brought accross from Xero which saved untold amount of time setting it up, and made it easy for the team to start using the CRM straight away. The support team at Tall Emu are responsive and knowlegable. The software is good out of the box, but any features that would be beneficial to all users do get considered for adding to the core. The team are actively looking to improve their product which is great.The software is so comprehensive, very easy to mould it to any business model, even if sometimes some workarounds are needed.

Cons:

Reports are a bit lacking, it would be good to have customisable reports becasue some of the preset reports are a bit useless. We've started filtering sales information and exporting to Excel to get the reports we need (we have to export to Excel for our accountant anyhow).Serial numbers module is a little hard to understand how to use, we've started manually entering these instead, for the time being. Would be nice to be able to use serial numbers for different components in a BOM, and have these values show on the sales paperwork.Transparency with the cost of some of the linked services, i.e. Machship - while the integration is free, Machship itself has only a paid service. The sales documentation made it seem like this was included. All web based which means activating it from a mobile device is difficult - an app would make this so much easier to navigate. Emails sent from Tall Emu CRM are prone to going into junk mail. From my experience it's an issue that happens to a lot of services using SMTP emails.

Alternatives Considered: Zoho CRM, Salesforce Sales Cloud and OnePageCRM

Reasons for Switching to Tall Emu CRM: Additional features and capabilities, plus an Australian support team.

A lot of product for relatively little money

Comments: TS was easy for me to implement and is great value for money.

Pros:

TE has most of the features that you would find in larger and much more expensive packages without the price tag. I am able to run my small business professionally and use the majority of the features each day.

Cons:

Some of the capability is underdeveloped. I use the RFQ module extensively, but it is not quite supplier centric enough.

Considering Tall Emu CRM Software?

Comments: What we liked. The CRM functionality of this program includes most of the basics, this program began its life as a reasonable CRM, development towards intended ERP functionality has however rendered it unstable. Sales Reporting is quite flexible and any data recorded can usually be transformed into intuitive and helpful reports. Beware, without a savvy IT person in house to develop these they can be quite expensive to outsource to TE Support. What we disliked. Integrating CRM Software into a business's sales and admin processes is always a challenge. Heavily advertised as the CRM solution that can connect to everything - it can connect but the workflow limitations and intermittent freezing of the program leave a lot to be desired. Don't do what we did and trust - we went by their word that Tall Emu integration and connection with MYOB was something they did well.... sadly this was not so and to date they have not yet delivered a stable solution to this. The support team is quite cordial although if you are not on a costly support plan you will likely receive an invoice following your support phone call. The attitude can be a little defensive and you'll be asked to replicate the problem on-screen with their support personnel remotely watching before they take you seriously. This is time consuming and frustrating for staff ..the glitches aren't usually their fault! In perspective... client experiences and feedback will make good software excellent. On the flipside software vendors who release under-developed software often unfairly utilise the client(at their expense) to develop their products. It has been a time consuming and costly exercise for our company including the cost of stress leave for some of our staff. Consider one proven ERP system to remove the inefficiencies in the transfer of data between CRM-Accounting systems. Tips for those considering Tall Emu CRM. Check at least 3 references of prior installs that integrate Tall Emu CRM Systems with other accounting software. If you do decide on Tall Emu, submit a water tight brief after gaining an intimate knowledge of what you need it to do and what success will look like. Negotiate an implementation payment plan retaining 30-40% of roll-out costs until the scope has been met and the software is functioning efficiently.

A CRM that compliments and expands your MYOB capabilities

Comments: We have been looking for a CRM for a long time and needed to find a software that caters not only for our sales team but also one that would incorporate our existing processes and accounting system ie MYOB. We had looked at other softwares but the MYOB integration was not available so they only did half the job. The MYOB integration and comprehensive modules selection made us feel that Tall Emu was the perfect, and obvious choice for our business for now and as our company grows. With Tall Emu being owned by MYOB there is also the comfort of knowing that the product will continue to grow and improve. Unlike other off-the-shelve softwares, the support has been excellent with quick responses when required.

Pros:

- Integration with MYOB data- Expanded Inventory management features including Landing costs- Lead management- Email integration- Comprehensive data capture - Ability to export data to Excel- Excellent customer support- Expansive array of modules for business that go far beyond MYOB's current capabilities, these including manufacturing, inventory management, project management, marketing etc. We are not currently using all of these modules but look forward to incorporating them into our business processes as our company expands.

Cons:

- User interface is a bit old school but I have been advised that this is will be changed and enhanced in the near future

Alternatives Considered: Zoho CRM, Salesforce Sales Cloud, monday.com and HubSpot CRM

Reasons for Switching to Tall Emu CRM: We chose Tall Emu over other products because our business relies on MYOB software. As our company is growing we require not only a CRM for sales management now but we will require more comprehensive inventory management, project management and manufacturing controls in the near future. Tall Emu caters for these needs. In addition to this, Tall Emu is owned by MYOB so there is comfort in knowing that the integration and support guarantees you will have the best product that works with MYOB now and in the future.