Case 01 · Agricultural technology

CRM Plantium

The whole sales network in one place. Everyone sees their own.

In validation

Sales networkCustom CRM8 roles by hierarchy

Quotes on desktop: KPIs, prospects and the board by stage, with each stage's total — Quotes on desktop: management sees the whole funnel, stage by stage. Sample data.

The case

From a spreadsheet to a sales network.

Context

Plantium, an Argentine maker of precision-agriculture technology, sells through its own network of 27 official dealers.

Problem

Everything lived in a spreadsheet with a form: the customer base was split across 4 sources, nobody could see just their own accounts, and commissions were argued over with no record.

Solution

A custom CRM, on desktop and mobile, that runs the sale end to end and shows each person only what's theirs, based on their place in the network.

Result

63 days from first commit to production. 733 records from 4 sources became 466 unique customers.

Scope

Everything it does.

Customers

Customer list, profile and account owner

Quotes

Pipeline as a board or list, with metrics

New opportunity

From a template or with an estimated amount

Financing

Multiple bank and direct terms

PDF quote

The quote, ready for the customer

Sales orders

Conversion, statuses, updates and audit trail

Collections

What's been collected on each deal

Commissions

Built: switched on once the calculation is approved

Pricing

Price lists by validity date, comparison and templates

Catalogs

17 editable catalogs, no code

Exchange rate

Official rate, hourly; locked on each deal

Users

Onboarding, hierarchy tree and an audited “view as”

Already planned in the navigation: marketing, events, leads and assistants. They plug in without redoing what's built.

Scale and engineering

Built with engineering discipline.

280 commits in 71 days

67 merged pull requests

35 screens

17 API modules

71 data models

761 automated tests, on every PR

Project timeline

23 Jul First commit
1 Aug Approved by leadership
22 Aug Pre-MVP
23 Aug Milestone A: pipeline
29 Aug Milestone B: orders
1 Sep Milestone C: commissions
3 Sep Milestone D: quoting
23 Sep In production
Oct Real data loaded

Security and consistency

Rules live on the server

Permissions, visibility and pricing are resolved in the API, not on screen.

Single company sign-in

Passwords remain only as the admin's emergency access.

Audited support

“View as” without asking for passwords, with a log of who did what.

Exchange rate stays locked

Each deal stores its own, so commissions can be audited months later.

Walkthrough

A quote from a phone, in five steps.

01 Their portfolio

Their numbers and their quotes.
02 Pick a template

With their own price list.
03 Review the details

Read-only: their sales manager adjusts it.
04 Pick the customer

And the next step, with a date.
05 Create the opportunity

Numbered and already in the funnel.

Gallery

The whole sales cycle, in one tool.

An opportunity's details: stage, items, VAT, follow-up and financing — Opportunity: items, financing and follow-up

A sales order with its statuses, its items and the recorded collections — Sales order: statuses, items and collections

Customer list with indicators, account owner, price list and totals — Customer list with account owner and price list

Customer profile: opportunities and activity

Item comparison between two price lists — Price lists: comparison by segment

The sales hierarchy tree with users and their roles — Sales hierarchy: 8 roles, each sees their own

All screenshots show sample data.

Next step

Tell me how your company works.

The first step is an Operations X-ray: a process map, prioritized pain points and a closed scope.

Message me on WhatsApp

Software comes second.

WhatsApp +54 9 3464 529826 Email esequiel.milazzo@gmail.com

LinkedIn linkedin.com/in/esemilazzo