Farm inquiry and field visit calendar
The advisor records the topic, plot or site, season and visit arrangements. After the visit, the coordinator can see when the agreed actions are due for follow-up.
Custom Development
CRM for Agricultural Advisory Services
Advisory services need to know which farm an advisor visited, what they agreed to check and when to follow up. We’ll build a CRM that connects consultation history, field visit scheduling and training events.
Why seasonal commitments are hard to follow up on
- Farms are spread across a wide area, and advisors have limited time for visits.
- Farm details, including crops, acreage, equipment and past issues, stay in notebooks.
- Seasonal advice needs to arrive in time to make a difference to the crop.
- Training brings together different groups, and it’s hard to see what participants actually put into practice.
- Donors and government agencies expect evidence that the advisory work is effective.
Farm records, field visits and farmer training
These modules can be included in the project. We’ll agree on the scope and workflow rules after reviewing your processes.
Field visit location and time
The coordinator records the confirmed route, contact and participants. Weather-related rescheduling is reviewed alongside dependent tasks.
Post-consultation follow-up
The advisor tracks agreed actions and a joint review date. The lead can see whether a follow-up appointment or a handover to another advisor was needed.
Additional Features
- Field day registration by inquiry topic
- The coordinator can link an event registration to the farm, topic and agreed contact. If the venue or date changes, the coordinator checks who reconfirmed. After the event, the advisor can see which farms arranged a separate visit.
- Follow-up on an agreed action
- The advisor can record the agreed action, affected plot and date for reviewing it with the farm. On follow-up, the advisor notes what the farm confirmed and what still needs inspection. If seasonal conditions change, the new agreement goes into the consultation history.
- Reporting by farm and inquiry topic
- The lead can see separate counts for farms, visits and follow-ups by district and program. The coordinator matches records by farm ID so repeat visits count toward consultations without inflating reach. Outcomes come from records verified by an advisor.
CRM Workflow Examples
How teams can divide responsibilities and handle exceptions after rollout.
Weather forces a field visit to be rescheduled
The coordinator agrees on a new schedule with the farm and advisor. The record retains the preparation tasks and agreed follow-up deadline.
Preparing a field day
The advisor groups participants by topic and district and arranges a meeting point. After the event, the coordinator checks attendance and the agreed next steps.
What to Include in the First Release
The pilot covers one district and one topic for seasonal visits. Advisors record agreed actions, the coordinator schedules visits, and the lead can see program reach. We’ll check weather-related rescheduling and syncing records from areas with poor connectivity.
Once we agree on the requirements, we design the screens, build a pilot, and try it against the agreed use cases. We plan the rollout and follow-on modules with your team.
Discuss the First PhaseDevelopment FAQ
Can one consultation be linked to several fields on a farm?
A visit record can include the agreed plots or crops and separate follow-up actions. We’ll agree on the structure with advisors using typical examples.
How do we distinguish attendance at an event from putting the advice into practice?
The event, participation and follow-up findings can be tracked separately. Reports can then use verified actions.
How do we migrate farm records and open seasonal consultations?
We’ll match farms, plots, prior visits and outstanding commitments. On a sample, advisors will check plot names and follow-up dates. For records entered on unstable connections, we’ll review how updates are reconciled after syncing.
What affects the estimate for an agricultural advisory CRM?
We’ll review a visit from the farm’s initial request through follow-up on an agreed action. The estimate depends on how farm and plot data is organized, whether offline work is needed and the reporting format. One district can serve to review scheduling and handover of an open inquiry between advisors.
Let’s Discuss Your CRM
Tell us your industry, describe one process you want to automate, and let us know which tools your team already uses.