Keep account details where the next employee can find them. Fencepost CRM is customer relationship management software: a shared place for the account and the work that goes with it.
Talk About Your StoreThe person picking up feed may not be the person paying the bill. And the address on that bill may be nowhere near the delivery gate.
Take a fictional account: Cedar Branch Farm. The owner handles the bills. Two employees buy supplies. Deliveries go to different properties.
Owner
Two authorized buyers
Home place
Leased pasture
Keep billing separate from delivery. Each property gets its own directions, so “use the east gate” stays attached to the right place.
Search by phone number or account name. Staff can check authorized buyers and update the same shared record without tracking down the owner.
Some stores call them house accounts. The terms agreed at the counter need to make it all the way to the statement.
Some customers pay on net terms. Others settle after harvest. Record the agreement on the account, including its credit limit, so the office has something firmer than “I think that's what we told them.”
Consolidated statements bring open invoices together. Payment history shows what was applied and what still needs attention. Aging shows overdue balances by age.
Crossroads POS uses that shared record for credit checks and account holds. Charge accounts, statements and aging come with every register plan.
Sample store · Cedar Branch Farm
Take payments on account at the office or at the counter. Fencepost Plus adds autopay on Whole Store, with customer authorization.
A customer calls on Tuesday. On Thursday, someone else answers. The account history tells that employee what was discussed and who promised to call back.
With Whole Store, turn a loose end into a task with an owner and a due date. Farm profiles keep animal and acreage details with gate notes, while call history helps the next person pick up the conversation.
Whole Store includes customer lists by tag and type. Fencepost Plus adds automatic lists, texts and reminders to customers, using their communication preferences and consent.
Asked about seasonal account terms.
The request is on the account. The next step has an owner.
A certificate in a filing cabinet is easy to forget until somebody needs it. Keep the record and its dates where staff can find them.
Customers add their farm tax exemption card online. A manager or owner approves it, and Crossroads POS applies it to eligible lines until it expires.
Expiration reminders give staff a reason to request an updated document before the old one runs out. Renewal history stays on the account, so replacing a file doesn't erase the trail.
Keep Veterinary Feed Directive records with the veterinarian's details and effective dates. Restricted-use licenses have their own expiration dates and history. These records need more structure than a sentence buried in a general note.
Account reminders flag records that need attention before the next purchase. Staff can pull up the current document and review its dates with the customer.
Fencepost CRM keeps the document history. Crossroads POS checks the required records at checkout, giving staff the information they need to review the sale.
Meet Crossroads POSFencepost CRM comes with Crossroads POS on the register plans. Charge accounts are part of every register plan. Whole Store adds farm profiles, tasks, lists and the customer portal.
Fencepost CRM and Crossroads POS share the customer record. That keeps an authorized buyer or updated billing address tied to the same account. In the Whole Store customer portal, each customer sees only their own statements and invoices and can reorder past purchases.
Bring an export from your current system. We'll review it against your account structure, check duplicates and reconcile opening balances before mapping the data into Fencepost CRM.
A one-time import and an ongoing connection do different jobs. We'll establish what transfers, what needs cleanup and which system owns each detail afterward.
The answers should make sense before you spend time sorting through an old customer export.
Talk through your setupYes. Fencepost CRM comes with Crossroads POS on Counter, Counter + Stock and Whole Store. The register checks the charge account during the sale.
You keep your existing customer records. We import a copy into Fencepost CRM, so you don't have to rebuild your customer list. We match the fields from your current system and review duplicate records and opening balances with you before you start using the imported data.
You decide who has access and what they can see or change. Set permissions by staff role and store location, so someone updating a delivery address doesn't need access to financial records.
Yes. A workspace can include more than one store, with location-specific access. We'll review how your locations share customers and who should be allowed to view or change each part of the account.
Charge accounts, statements and aging come with every register plan, from Counter at $129 a month per store. Farm profiles, tasks, lists and the customer portal come with Whole Store at $249 a month. Hardware, card processing and sales tax are not included. Card processing is charged separately by the processor. Compare the plans and setup fees.
Built in Georgia by people who love code and know the same dirt our customers do. You know the store. Let's talk about the account work you want the software to handle.
