Unlike one-size-fits-all CRMs that often come with an overload of irrelevant features, Bushel’s CRM is built specifically for agriculture. It keeps everything simple, letting you track customer interactions, and access and use the information you need without the clutter. Here are five ways to make Bushel’s CRM an everyday tool for building stronger farmer relationships and streamlining your team’s work.

1. Use customer view to stay aligned with your farmers

With Customer View, you can see exactly what your farmers see in their portal. It’s a great tool for troubleshooting—when your farmers call with questions, you’re on the same page, literally. This shared view makes problem-solving smoother and helps you build trust through transparency.

2. Log notes in the Activities section

The Activities section makes it easy to keep up with every conversation. After a call or meeting with a farmer, log any notes on what you discussed and any follow-up steps. Heading out of town? Leave a note with details so your team can easily continue the conversation. You can also see notes from others, making it easy to get up to speed if roles shift or you’re jumping into a conversation mid-stream. Plus, you can edit or delete notes as things change.

3. Add profiles for prospective customers

Have a potential new customer who’s not in your ERP yet? Create a profile in Bushel’s CRM to track their name, contact info, and any account details you learn along the way. This keeps potential leads organized, making it easy to follow up and build new relationships.

4. Track production and storage capacity

Bushel’s CRM brings essential farm details like production levels and storage capacity together in one view. Instead of jumping between systems or spreadsheets, you can get a clear picture of each customer’s operation. Use this info to help your farmers plan and respond to their needs throughout the season.

5. Stay updated on contracts and deliveries

With contracts and delivery statuses accessible at a glance, you can quickly provide farmers with updates, track balances, and answer questions as they come up. Keeping contract details just a click away helps you stay responsive and informed, no matter where you’re working from. Keep your CRM open as a pinned tab in your browser to have this data readily available.

Bushel’s CRM turns your customer data into a practical tool for fostering smoother communication and stronger relationships with every farmer. Start using these tips to get even more out of your CRM, helping your team stay connected and ready to support your farmers through every season.