Overview
CONCLO Agri CRM is a Salesforce-native CRM platform tailored specifically for modern agri-businesses. From capturing leads to managing orders and automating service requests, it unifies every step of the customer journey. Whether you’re a dealer, manufacturer, or service provider, CONCLO Agri CRM removes manual effort, accelerates response times, and ensures complete visibility across your operations.
Core Features
- Smart Lead Capture: Capture product enquiries directly from your website or chatbot. Customer details, product interest, and region are automatically mapped for instant follow-up.
- Automated Service Management: Service cases can be created via chatbot, agent portal, or technician app. Troubleshooting steps, assignments, and warranty checks are handled automatically.
- AI-Powered Diagnostics: Customers can upload product images for visual issue detection. The system identifies defects, checks warranty status, estimates cost, and schedules technicians—without human intervention.
- Instant Quotation & Invoicing: Generate detailed, itemized quotes and convert them into invoices with a single click. PDF-ready and email-enabled.
Challenges
- Scattered sales process: Managing leads, follow-ups, and quotations using different tools leads to confusion and delays.
- Manual data entry: Re-entering customer details across systems increases workload and introduces errors.
- Delayed service response: Service requests raised via phone or WhatsApp are often missed or delayed.
- Lack of visibility: Sales and service teams work in silos with no unified customer view or status tracking.
Solutions
- Unified CRM system: Capture, manage, and convert enquiries within a single Salesforce-native platform—no switching tools.
- Auto-mapping of details: Customer data is mapped automatically across Account, Contact, Opportunity, and Product lines.
- Smart bot & portal service intake: Accept service requests 24×7 via chatbot, portal, or technician app with real-time updates.
- End-to-end visibility: Sales, service, and support are synced under one roof with timeline views and automatic status updates.
Compatibility
- Requires
Platform Cloud - Compatible With
Sales Cloud, Service Cloud, and Platform Cloud - Salesforce Editions
Professional, Enterprise, Unlimited, Developer, and Essentials
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Benefits
Benefits
- Faster response time: Reduce lead-to-quote and issue-to-resolution time drastically through automation.
- Higher productivity: Sales reps and service agents save hours of manual work each week with streamlined processes.
- Smarter upselling: Real-time product suggestions and add-ons help maximize sales during every customer interaction.
- Improved customer satisfaction: Customers enjoy seamless interactions, faster resolutions, and timely updates—building loyalty and trust.
Customer Testimonial
“CONCLO Agri CRM has completely transformed how we manage both sales and service. From the first enquiry to the final technician visit, the entire journey is fast, intelligent, and smooth. Our customers are happier, and our teams are more productive than ever. Highly recommended!”
Yes. It is 100% cloud-based and built natively on Salesforce.
Absolutely. Customers can report issues and get instant support through a smart chatbot interface—no calls or forms needed.
Not at all. CONCLO Agri CRM manages sales, service, quotes, and invoices natively—no external tools required.
Yes! It’s scalable for businesses of all sizes—from independent retailers to multi-location agri product distributors.
Get CONCLO Agri CRM Today Experience the power of end-to-end CRM for modern agri-businesses.
