My Calls Today0Scheduled customer calls
Agri CareTrade
Dashboard
AGRI CARETRADE CRM
Good morning, Team
Customers, follow-ups and opportunities — all in one place.
CUSTOMER GROWTH
↺ Customer Retention & Lost Sales
Spot inactive accounts, record why business was lost and plan recovery follow-ups.
ADMIN PREVIEW · IN DEVELOPMENTMy Overdue Calls0Needs attention
My Tasks Today0Open work due today
Upcoming 7 Days0Scheduled customer calls
Open Opportunities0Interested, trial & quote
Pipeline Value£0Known open value
Trials0Currently at trial
Quotes0Currently quoted
My Priority Tasks
Your open work, with due and overdue jobs first.
Team Workload
Live workload across active staff.
Sales Focus
Current trials, quotes and interested opportunities.
Upcoming Appointments
Your next customer visits and calls.
DELIVERIES
⌖ Van Tracker
Where the van is, today's drops in run order, and what has been delivered. The van shows only while the driver has the Deliveries app open.
Opens in a new tab. Sign in with your Deliveries app login.Recent Customer Activity
Latest tasks, notes, sales updates and appointments across the CRM.
Inactive Customers—Awaiting verified Sage sales history
Lost Sales—Awaiting validated baseline
Recovery Follow-ups—CRM task integration planned
Recovered Business—Measured against future Sage orders
Customer inactivity
Planned filters: 2, 3, 4, 6 and 12 months without orders. Default: 4 months.
Customer list and inactivity calculations will appear here once Sage sales-history data and permissions are verified.
Reasons & recovery
Planned: lost-business reasons, assigned employee, next contact date, CRM tasks and recovered-sales reporting.
No live customer data or figures are displayed in this preview.
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| Sage Code | Farm / Business | Contact | Type | Phone | County | Owner | Follow-up |
|---|
Open Opportunities0Interested, trial & quote
Pipeline Value£0Known open value
Won Value£0Won opportunities
Trials0Currently at trial
Due Today0Scheduled calls
Overdue0Needs attention
Next 7 Days0Upcoming calls
Unscheduled0No next-call date
Unscheduled Call ManagerSelect customers, choose a first-call date and schedule them together.
0 selected
| Customer / Farm | Contact | Sage Code | Rep | Call Type | Frequency | Next Call | Status | Actions |
|---|
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Tue
Wed
Thu
Fri
Sat
Sun
Upcoming
Next shared appointments
| Date | Code | Product | Quantity | Net sales |
|---|
Daily Sales
Net invoice and credit activity.
Top Products
Net sales value.
| Code | Product | Class | Free | Sales demand | Incoming | Safety stock | Recommended order | Supplier |
|---|
| PO | Supplier | Code | Product | Ordered | Received | Outstanding |
|---|
Daily Profit
Realised gross profit from completed invoices.
Highest Profit Products
| Invoice | Date | Customer | Gross | Outstanding | Due | Status |
|---|
Up to Date0Service current
Due Soon0Next 30 days
Overdue0Needs attention
Total Installed0Registered systems
| Status | Serial No. | Customer / Farm | Installed | Frequency | Last Service | Next Service | Engineer |
|---|
| User | Sales | Stock | Purchasing | Profit | Invoices | Routes | Sage imports | Administration |
|---|
Sage Report Import
Upload the latest Data to Excel report. A new import becomes the current snapshot.
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CRM User
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Role—
Daily task email—
Security
Your account is personal to you. Do not share your password with another member of staff.
Black Screen
Allows the administrator to view other users’ private calendar tasks and notes.
Change Password
Enter your current password, then choose a new password.
1
Select your file
.xlsx, .xls or .csv
Drop Excel file hereor click to choose
2
Map columns
Match your spreadsheet to CRM fields.
Choose an Excel file first.
3
Preview & import
Records are saved into the shared database.
No data loaded yet.