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ProductContacts

Contacts linked to the places they own

PropelMapper keeps every grower, landlord, tenant and dairy owner linked to the places they own or work, with their calls, mail, visits and open tasks in one history, so the next conversation starts where the last one ended.

The Jorgensen Family Farms account: its nine linked places on a satellite map and in a list, with area, last visit and status
Example account: Prairie Agronomy.

Linking contacts to farms and fields

Most contact lists are a name, a number and maybe a company. That works until the call that matters: the landlord asking about the tile outlet, the tenant who wants to know when the soil results land, the son who is taking over the account and needs to see what his father agreed to.

In PropelMapper a contact is linked to places. Anna Kessler is the landlord at Jorgensen Family Farms; Dale Jorgensen operates it. Open either one and the farm, its visits, the reports they received and the tasks still open are on the same page. Open the farm and both of them are there, with their roles.

We think contacts that are not next to the places they own are a phone book. Useful, but it cannot tell you who to call about the wet corner.

Call: what you said and what the report says

A relationship note recorded after a call, saved to the contact's timeline.

The voice note

“Called Gary at Hillcrest. He wants the herd report before Friday because the vet's coming Monday. Also asked about the fresh pen bedding, said he'd think about switching to sand.”

Call - Gary Mikkelsen

At a glance

  1. Wants the herd health report before Friday, ahead of the vet's Monday visit.

  2. Considering a switch to sand bedding in the fresh pen. Next step: follow up after the report.

Observations

Wants the herd health report before Friday, ahead of the vet's Monday visit.

Considering a switch to sand bedding in the fresh pen. Next step: follow up after the report.

After your review

The Jorgensen Family Farms account: its nine linked places on a satellite map and in a list, with area, last visit and status

Example account: Prairie Agronomy

People and farms linked to an account, with the role of each contact.

Contact activity history

A contact's page has their places, their visits, their tasks and an activity history. Log a call, a meeting or a note against them, typed or as a voice note that PropelMapper transcribes onto the timeline. Set a next step and a date. The next advisor to pick up the account reads it top to bottom and knows where things stand.

Preferences sit on the contact too, including anyone who has asked not to be contacted, and PropelMapper reminds you to check them before emailing.

Gmail and Outlook mail on the contact

Connect your Gmail or Outlook and PropelMapper reads, never sends, the mail between you and your client contacts, and files it on their history and their places. Mail that is not with a client is never kept. Each person connects their own mailbox, and the connection is switched on per team.

When a contact has mail that is not yet filed to one of their places, it shows as unfiled on their row, and the Unfiled mail tab on the Contacts list gathers those contacts so you can file it.

Using PropelMapper as a farm CRM

Plenty of teams keep a separate CRM and use PropelMapper for the field side. That works. But for a lot of advisory and sales teams in agriculture the CRM exists mostly to remember who owns what, what was said and what comes next, and that is exactly what this page already holds, with the visit behind every line.

The Contacts list has the views a sales lead expects: all contacts, your own, those that need a follow-up, those with open items, and those with no place linked yet. Add a stage, link contacts into accounts, and move places through the pipeline. Import a CSV of contacts to start, and export it again whenever you want.

In the app

The Accounts list: each operation with its owner, linked people and farms

Example account: Prairie Agronomy

Accounts show the operations that your contacts belong to.

“I'll do a recording about a customer, and it just takes everything out, super fast. It's incredible, honestly.”

Rebecca J.Atmosphere Global
Read Atmosphere Global’s story

Questions about contacts

Can PropelMapper replace our CRM?

For some teams, yes: contacts, accounts, activity, mail, tasks and a pipeline of places are all here, tied to the visits. Teams that keep another CRM use PropelMapper for the field side and export contacts as CSV.

Does PropelMapper send email from my account?

No. The Gmail and Outlook connections are read-only. PropelMapper files mail with your client contacts and keeps nothing else.

Who it’s for

Livestock and seed sales teams, farm managers with landlords and tenants on every farm, vet and nutrition practices with owners and herd managers, and any advisory team that has been running its client list out of a spreadsheet.

Bring your contact list

What do you write up after a visit?

Pick one and see the signed report PropelMapper drafts for it.