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Agvance CRM

Strengthen Customer Relationtionships

Agvance CRM provides the tools and resources needed to effectively manage customer communications, monitor customer activity, identify and segment customer opportunities and maximize each customer's sales potential.

  • Segment and quantify customer potential by tracking key indicators such as number of acres, number of livestock, focus level, etc.
  • Utilize CRM profile data to identify and target customer segments for reports, mailings and email campaigns
  • Record and track all customer/staff interaction (meetings, phone calls, emails) via global communication journal
  • Capture all customer email correspondence to communication journal via Agvance add-in integration with Microsoft Outlook
  • Empower sales staff with ability to access and/or add communications entries remotely via Mobile Sales
  • Gain 360° view of customer activity and data from all aspects of your business via CRM panel
  • Automated Document Delivery enables key customer documents to be electronically delivered via email or MyFarmRecords.Net

CRM Control Panel (5 minutes)


CRM on Mobile Devices (4 minutes)


CRM Integration with Microsoft Outlook (2 minutes)


Customer Relationships
Customer Relationships

Customer Business Details
Customer Business Details

Customer Notifications
Customer Notifications

Communication Journal
Communication Journal

Customer Activity View
Customer Activity View