Agrimatco CRM

Agrimatco CRM is a powerful mobile sales and customer management app designed for field sales teams. Seamlessly integrated with NetSuite, it enables your sales representatives to manage their daily activities, customers, and transactions on the go.

KEY FEATURES

Dashboard & Analytics

• Get overview of your customers, leads, and prospects
• View scheduled visits displayed in a monthly calendar
• Track year-to-date sales with historical data filtering

Customer & Contact Management

• Create and manage customer profiles with detailed information
• Search and filter by status, creation date, or category
• Add multiple contacts per customer with photo and document attachments
• Manage leads and prospects with easy conversion requests to customers

Transactions

• Create and manage Sales Orders directly from customer profiles
• Handle Opportunities with the same streamlined experience
• View transaction totals, statuses, and approval workflows
• Automatic subsidiary inheritance from customer profiles

Activities & Calendar

• Full calendar view with Day, Week, and Month options
• Schedule and manage Events with location, reminders, and descriptions
• Create and track Tasks with timing and reminder settings
• Quick-add options for efficient scheduling

NetSuite Integration

• Data synchronization with NetSuite CRM
• Sales orders sync immediately for approval workflows
• Lead/Prospect to Customer conversion follows NetSuite processes
• Credit limit checks and approvals handled seamlessly

Localization

• Full Arabic language support with right-to-left (RTL) alignment
• Country-aware phone number formatting
• Designed for multi-subsidiary operations across MENA region

ROLE-BASED ACCESS

• Supports multiple user roles including Sales Representatives, Sales Supervisors, Branch Managers, Sales Managers, and Marketing teams
• Each role has appropriate permissions for viewing, creating, editing, and deleting records
• Hierarchical access ensures data security and proper workflow management