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The agronomist's notebook is the CRM.

Most of a season's revenue is committed in the fall, on a booking sheet, months before a seed goes in the ground. Then a wet spring rewrites the plan and the delivery window shrinks to days. We build the system that carries a booking from the fall counter through to the blender ticket, and reports acres the way the retailer is actually paid.

BookingsAcresPrepayAgronomy
The problem

The same grower buys under four names.

One operation is four counterparties: the home farm LLC, a partnership with a brother, cash-rent ground carried in the landlord's name, and custom application billed to a neighbour. Agvance holds the ship-to codes, Operations Center holds the boundaries, and the agronomist holds the rest in a notebook. Nobody can state total acres served without counting the same 320 twice.

Sell the acre. Bill the entity.

What we build

Where an acre becomes a booking.

Acres that roll up once

The operating entity, the partnership, the landlord and the ship-to codes from Agvance or AGRIS modelled as one hierarchy. Acres roll up once, so the retailer states acres served without double-counting rented ground.

The plan written on real acres

Boundaries, crop and acreage pulled from John Deere Operations Center, Climate FieldView or Agworld and held against the account. A plan is written against real acres, not a free-text note in a deal description.

Prepay as a balance

Prepay posted from the ag retail ERP and drawn down by delivery ticket. The pipeline separates committed dollars, delivered dollars and open balance, so nobody reports a February liability as revenue.

The field call, entered once

The agronomist logs the visit, the scouting note and the recommendation from the truck. It writes to the plan, advances the deal and appears in the grower's history. No second entry back at the office.

Consent stored with the data

Grower consent recorded per source and per program, so agronomic data reaches a manufacturer rebate or a seed trial only where it was granted. Written against the published farm-data privacy principles, not against an assumption.

Crop year, not fiscal quarter

Reporting keyed to crop year and to weeks from planting, so this season compares to last season at the same point. A fiscal quarter tells an agronomy manager nothing when planting moves two weeks.

How it runs

We build it inside one season.

01

Ride-along

We sit with the agronomists, the dispatch desk and the controller. We trace one grower from fall booking to spring delivery and find every place the record splits.

02

Write the plan

Entities, fields, crop year, prepay and program eligibility written as one data model in HubSpot before a workflow is built. The model is documented and reviewed with the people who key it.

03

Stand up the season

Integrations to the ag retail ERP and the field data platform, built with a defined boundary: the ERP owns dollars and inventory, the CRM owns the relationship, the plan and the forecast.

04

Hand over at harvest

Your team runs it. Documentation, an admin trained, acre and prepay dashboards the agronomy manager rebuilds without us, and a standing review from fall booking through harvest.

Where it usually breaks

A wet April turns corn into soybeans.

Prepay is taken in November against intended corn acres. April turns wet, planting slips past the insurance date, and those acres go to beans. The dollars stay; the product mix does not. A CRM that stored the booking as a won deal now needs re-keying by hand. Model prepay as a balance drawn down by delivery, and version intended acres by date.

Operators we build with
ThalesImpervaCameoMozAPMEXRaySecurBolsterHuifyRegency Health CareNiche Academy

Start before the prepay window opens.