Ag equipment and supply

A CRM for ag dealers and farm supply reps

Farm customers are spread over a lot of gravel. A rep might see four yards in a day and not get back to some of them until after seeding. EzyCrm keeps every farm, every visit and every promise in one place, so the next trip out picks up where the last one left off.

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Who is EzyCrm built for in ag?

Ag equipment dealers, short-line and parts reps, and farm supply outlets with a few people to a few hundred: a counter or parts desk in town and reps who drive a territory of RMs and small towns. Built in Canada.

Each person pays for their own seat. Parts and counter staff who work at a desk usually take the $25 Office seat. Reps on the road take $49 (the phone app and typed questions to Cypher, the AI assistant) or $89 (everything, including hands-free Cypher in the truck). Owners or bookkeepers who only need to look are $9.

How does it handle big rural territories?

EzyCrm starts with standard regions across Canada, or an owner can upload the company's own territory map as a PDF or picture. Cypher reads the codes, towns and owners off the map, someone checks them on a review screen, and each rep gets the territories they own.

With the $89 seat, a rep can tell Cypher "I'm in territory 6 next week". It lists the regulars in those towns, who hasn't had a visit in a while and how long it's been, follow-ups that are due, and businesses there that aren't customers yet. It asks before adding days to the route, and offers to email customers that the rep is in the area.

Territory watch looks at the team's towns every morning for public tenders (like CanadaBuys) and new businesses on the map, and puts the ones worth a call on the rep's bell.

Does the phone app work where there's no cell signal?

Yes. Visits and notes saved in the phone app with no signal are kept on the phone and sent once it's back in range. The app is for Android and iPhone, in testing now, and comes with the $49 and $89 seats. EzyCrm also works in any phone browser in the meantime.

Press Start my day and the app finds the customer you're parked at. One tap logs the visit, emails an order to the office or starts a quote. The visit records when you pulled in and when you drove off, so each customer's page shows how much time you've spent with them. Location is only on between Start my day and End my day, and never after 7 pm.

Can the parts counter and the rep work off the same customer?

Yes. Each customer has one page with every call, email, visit, quote and note, newest first. When the counter takes a call, they log it and set the next step for the rep. When the rep is out at the farm, the note is there before they're back in town.

The Office page shows who is in, who is on the road and who is at a customer right now, so the counter knows whether to call the rep or handle it. Tasks can be given to anyone on the team.

Does it track equipment, serial numbers or parts stock?

No. EzyCrm doesn't keep inventory or a list of machines with serial numbers, and it doesn't know when a customer is due for a part. It's for the people side: who to see, what was said, what was quoted and when to follow up.

If you want to note what a farm runs, custom fields hold it on the customer (for example "Combine: model and year"). Then give the customer a next step with a date, and the daily follow-up list will hold the rep to it.

Can reps quote from the field?

Yes. Add your products with a SKU and price, build a quote on a deal, and send a PDF with your business details. Quotes carry GST and an optional second tax for PST, and a product can be marked No PST. If you quote in your dealer or accounting system instead, an owner can switch quotes off.

Microsoft Dynamics 365 Business Central is the one accounting system EzyCrm connects to so far: customers sync both ways and a customer page shows their balance, quotes and invoices. There's no connection to dealer systems. Customer lists come in from a spreadsheet: export CSV or Excel, drop it into Import, check the preview, and undo the whole import if it's wrong.

What does the dealer principal or sales manager see?

Team on the road shows each rep's live dot, the day's trail, visits and kilometres driven, only while their day is on. A weekly mileage page per rep downloads as a spreadsheet for mileage claims. Reps see their own trail, and trail points are deleted after 90 days.

What does it cost for a dealership?

Each person pays for their seat, monthly in Canadian dollars: $9 view-only, $25 Office, $49 App + basic Cypher, $89 Everything. An owner and 6 reps on Everything plus 2 counter or office staff is $673 a month, plus GST and PST. The first 30 days are free, no card needed.

Reps on the road, see field sales CRM. Selling parts and supplies across the counter too? See CRM for distributors.

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