CRM Management

MY-CRM

Operational management solution centralising sites, teams, compliance records and workflows into one intelligent dashboard.

Overview

Key Features

Operational CRM tools designed to manage client data, streamline workflows and provide clear visibility across your business.

Customisable Workflows

Configure MY-CRM to match your business processes, helping teams manage clients, projects and operational tasks efficiently.

Centralised Client Management

Manage farms, factories and multi-site portfolios from one platform with organised records, contacts and operational information.

Real-Time Reporting & Insights

Access dashboards and reports that provide clear visibility of activity, performance and operational progress.

Why choose MYDIS

Complete Client & Operations Management Solutions

MY-CRM provides a central platform for managing clients, sites and operational workflows while maintaining clear visibility across your business.

Operational Dashboard

The MY-CRM dashboard provides a central overview of your operations. Managers can quickly view activity, key metrics and ongoing tasks to maintain full visibility across clients, sites and teams.

Visual Workflow Tracking

Kanban boards allow teams to track tasks, projects and operational workflows visually. This makes it easy to see progress, manage priorities and move work through different stages.

Team Management

Manage teams, departments and operational groups within the platform. This helps businesses organise staff responsibilities and monitor activity across different roles

Audit & Compliance

MY-CRM helps businesses track audits, inspections and compliance checks. Teams can record results, monitor actions and maintain clear operational records.

Client & Site Records

Store and manage all customer information in one place. MY-CRM allows teams to organise client details, sites, contacts and operational notes for quick access and efficient relationship management.

Employees Roles & Types

Define employee types and organisational roles to structure teams effectively. This allows businesses to assign responsibilities and maintain clear workforce organisation.

Tracking & Activity Monitoring

MY-CRM allows businesses to monitor activity across sites and operations. Tracking tools provide clear visibility of progress, performance and team activity.

Training & Competency Tracking

Monitor staff training progress, completed courses and development activity through a dedicated training dashboard, helping maintain clear competency and compliance records.

Staff Leave Management

Employees can submit holiday requests through the system while managers review and approve them easily. This keeps workforce availability organised and visible.

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FAQ

What is MY-CRM designed for?

MY-CRM is a custom CRM platform built to manage clients, sites, projects and operational workflows across agriculture and industrial businesses.

Can MY-CRM manage multiple farms or sites?

Yes. MY-CRM allows businesses to manage multiple locations, clients and operational records from a single dashboard.

Can MY-CRM workflows be customised?

Yes. MY-CRM can be tailored to match your processes, allowing teams to manage projects, tasks and compliance records more efficiently.

Does MY-CRM provide reporting dashboards?

Yes. The system provides real-time dashboards showing operational activity, project progress and performance metrics.

Does MY-CRM integrate with other MYDIS software?

Yes. MY-CRM integrates with MY-VMS, MY-T&A and MYVU AI platforms to provide a connected operational system.