Agricultural machinery CRM: from peak season to dealer network sales in a single panel

Farm equipment sales live by the season: demand piles up before planting and harvest, then the service and spare parts period begins. A CRM keeps this cycle on a single screen; inquiries from WhatsApp, Instagram and trade show forms are recorded with a source tag, dealer orders and price communication run in order, and the history of every machine sold and every part replaced sits on the customer record. Term sales are tracked in the payment collection report. The bustle of the season turns into records, and records turn into revenue.

Two ways. If you collect forms at your trade show booth with Meta Lead Forms, the records drop straight into the panel through the integration; the source tag is set to “trade show”, and duplicate protection stops the same person being recorded twice. You enter business card and phone contacts manually with the same tag. After the show, you send this segment a thank-you and catalog message with a Meta-approved WhatsApp template. Who replied, who turned into a quote — it all shows in the report. For the first time, the return on your trade show budget becomes measurable.

You separate dealers with segments and tags; you can also group them by region. A price list update or seasonal campaign goes to the whole dealer network at once with a Meta-approved template, and duplicate protection prevents double sends. Each dealer's order history, open balance and conversations sit on their own record; the sales rep performance report shows how each region is doing. Dealership applications land in the same inbox too; you track their evaluation by stage in the pipeline.

Fault and spare-part messages are tagged in the unified inbox and distributed to the team with a round-robin rule. From the order history on the customer card, you see which machine was sold when and which parts were replaced before; you do not have to ask again, “what was the machine model?”. Spare parts sit in the catalog with stock and critical levels; when a fast-moving part runs out during harvest, you learn it from a dashboard alert. The part fee and service fee are recorded in payment collection.

No. It does not go out on its own. ÖzgürKod does not send scheduled or automatic messages; you always start the campaign yourself. What you can do: select past buyers, trade-fair leads or a specific regional segment, and send the season announcement in one go with a Meta-approved WhatsApp template; duplicate prevention stops a double message to the same person. Who opened it, who replied, how many orders came back — campaign results are tracked in a report.

No. ÖzgürKod is a customer-sales-order layer; it does not do production line scheduling, material requirements planning or accounting, and does not replace production planning. Its scope: the customer-facing side of demand and lead capture, quotes, orders, delivery, service records and payment collection. Machine and spare-part stock in the catalog is only as much as the sales team needs; it does not aim to replace your factory's production setup.

In practice they describe the same need. Businesses usually search for "Agricultural machinery software", "Agricultural machinery software", "Agricultural machinery inventory and sales tracking software“ or “customer management software”; “CRM” is this solution is the international name. ÖzgürKod delivers all of these names on one platform: customer communication, appointments, quotes and orders, payment collection and reporting are all in one place. So whatever term you search with, the solution you reach is the same; you don’t need to set up separate software.