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Farm automation companies · CRM

Keep every farmer, pilot and fault call on one record your whole team can read.

A CRM for a farm automation company is one record of each farmer, estate or dealer, from first enquiry through pilot, order and every later support call. GullySales sets up the fields, the stages and the habits so the record stays current.

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Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

An agribusiness field officer reviewing a seasonal crew roster with supervisors at a crop collection point

What CRM means

A CRM is the record where every enquiry, call and quote is kept against a customer, replacing separate notebooks, spreadsheets and memory. GullySales sets up or cleans an existing CRM and reports from it by enquiry outcome rather than by activity logged.

Also for farm automation companies

Sales and marketing for farm automation companies, the overview.

Last updated 18 Oct 2026.

For farm automation companies

Where it usually goes wrong, and what we would do.

  • “The sale and the support call belong to the same customer”

    A farmer who bought a starter in one season phones about a fault in the next. If sales and support keep separate notes, whoever answers meets a stranger and asks questions already answered.

  • “Pilot stages differ from ordinary order stages”

    A pilot on one plot has its own steps: demonstration, installation, first-week check, review, full-farm offer. A generic pipeline hides which pilots are waiting on the farmer and which on your team.

  • “Units need a record, not only customers”

    One farm may hold a starter, three valve controllers and a sensor, installed on different dates. When a fault is logged against the customer alone, nobody can tell which unit it concerns.

What we do

What we deliver for farm automation companies.

Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.

  1. Fields for farm, crop and unit

    Village, district, crop, water source, units installed with dates and the person who installed each.

    Result: A search by district or crop lists the farms and the units on them.

  2. Pilot-to-order stages

    Stages from demonstration to full-farm order, with a reason field for pilots that stop.

    Result: The register shows where each pilot stands and why one ended.

  3. A support log linked to units

    Each call recorded with customer, unit, fault, fix and the person who answered.

    Result: Whoever takes a call sees earlier faults on that unit.

  4. Dealer records

    Each dealer with the leads sent, units sold and the last briefing given.

    Result: You can see which dealers refer and which have gone quiet.

  5. A short entry habit for the team

    A rule that every call or visit is entered the same day, with a form short enough to fill on a phone.

    Result: Entries are present for the day's calls.

How the result is measured

  • Enquiries logged in the CRM
  • Data completeness
  • Reports generated from CRM data

Recorded as a baseline before work starts, so every later report has an honest comparison.

Read the full CRM implementation and customisation page

Fields worth keeping

Fields worth keeping for a farm, a unit and a fault call.

Farm and plot location
Filled in by the field team at the visit, with village and taluk. It lets the support team plan a trip and lets sales find neighbours of a happy customer.
Water source and motor rating
Entered at survey: borewell, canal, open well and the motor's size. It decides the unit and avoids a wrong dispatch.
Unit serial number and install date
Added by the installer on the day. Every fault call then links to a unit, and its history is on one page.
Pilot stage
Set by the salesperson: demonstration done, pilot installed, pilot reviewed, full order. It shows which growers are waiting on you.
Network and power notes
Recorded by the installer: signal strength at the pump and phase supply. The support team reads it before blaming the unit.
Dealer who referred
Selected by sales from a list. It lets the dealer see the status of their farmer and keeps credit with the right person.

Who it is for

This is written for these farm automation companies.

  • Mobile pump starter and motor controller makers
  • Drip and sprinkler automation and valve controller suppliers
  • Soil moisture and weather sensor companies
  • Polyhouse and greenhouse climate control providers
  • Fertigation automation suppliers
  • Livestock, dairy and poultry shed automation suppliers
  • Solar pump controller and monitoring suppliers
  • Integrators who install and support automation for estates and large farms

Not for

It is not the right fit if.

  • Your team is two people with one notebook that both read, and a system would add entry work before it added clarity.
  • Nobody has agreed who enters fault calls, so the support log would stay empty and the system would only record the sales half.
  • You plan to buy a large system before you know your pilot stages, which would force the stages into someone else's template.

How it works

How the CRM work runs

The work itself, in order. How an engagement starts, from your brief to a written scope, is set out on our method page.

  1. 1

    Map the sales process

    We sit with the people who sell and write down how a deal moves from enquiry to payment, including where it stalls.

  2. 2

    Agree stages, fields and owners

    Each stage gets a name your team already uses and a proof that the deal has left it. We agree which fields are required at which stage, and who may change what.

  3. 3

    Build on a copy

    Pipeline, fields and views are built on a trial copy where the CRM offers one, or in a separate pipeline where the plan allows. Live work stays untouched.

  4. 4

    Connect channels, then switch on automations

    Channels are connected first. Each automation is then switched on separately, so a misfiring rule is easy to find.

  5. 5

    Test with real deals

    The people who will use the CRM run open deals through it. Gaps are fixed before the whole team switches over.

  6. 6

    Switch over and trim

    Once real use shows which fields stay empty and which stages nobody uses, those are cut and the handover record is updated.

Where this fits

Three pieces of sales work, in this order.

This work sits inside sales management. A target, a review routine and someone who owns the number.

  1. Step 1

    Sales audit

    Find where deals are being lost and what to fix first.

    Start here if you cannot say where orders are lost.

  2. Step 2

    Sales process design

    One written way to sell, from first enquiry to repeat order.

    Start here if every salesperson sells differently.

  3. Step 3 · you are here

    Sales management

    A target, a review routine and someone who owns the number.

    Start here if the team has targets and no routine.

Tell us what you need Your brief is read before we call. Scope, fee and term in writing.

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need
Do we need an expensive system?
No. A shared sheet or a simple CRM your team will actually open is better than a large one nobody updates. Choose after we see how your team works.
Who should own the data entry?
The person who takes the call or makes the visit. A record written by someone else a week later loses the details that matter.
What happens to farm data when a technician leaves?
The record stays with the company, and the leaver's access is removed when they go. Farm locations and phone numbers are the company's asset and a farmer's private detail. Keep the entries in the shared system, not in personal phones, and review access when staff change.
Can the field team enter data without a signal on the farm?
Plan for it. Many plots have weak signal, so let the team note readings on paper or an offline form and enter them when back in range. A system that needs a live connection at the pump will be skipped, and the record will be wrong.
How much does it cost?
There is no price list, because the work differs by business. The fee is scoped after we have read your brief and spoken to you, and put in writing before anything starts, split into our time, your media spend and production.
How long is the contract?
The term is agreed in writing after we have spoken, along with the fee and the reporting. It is never a default twelve months, and renewal is decided on the numbers against the baseline recorded at the start.
How soon will we see results?
It depends on the trade, the channel and what is already in place. After we have read your brief and spoken to you, we say what we would expect to move first and how it will be measured against the baseline. Nothing here is guaranteed.
Who will actually do the work?
The person you speak to before anything starts. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.
What do you need from us?
Your brief, and a conversation. After that, access to whatever this work touches, such as your website, your accounts or your enquiry record, and time with the people who handle your enquiries.
What if we are not happy with the work?
Tell us and the plan changes. Everything is reported against the baseline, so a number that is not moving is visible to both sides. The term is in your written scope, and the refund and cancellation policy sets out the rest.

More for farm automation companies

Everything else we would do for you.

Closest to this: leads and follow-up

Also for farm automation companies

Or start from the overview: sales and marketing for farm automation companies.

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