Build lasting relationships by tracking client history, managing interactions, and providing personalised communication.
Manage all client interactions in one place. Maintain detailed client profiles, track communication history, set follow-up reminders, and create personalised marketing campaigns.
Everything you need to manage clients and deals—nothing you don't
See the full history of every client: conversations, proposals, projects, and past work.
Track proposals, retainers, and renewals without complex pipelines.
Always know who to follow up with and what needs to happen next.
Works just as well for solo consultants as it does for small firms.
Axis is designed for you
Everything you need to manage clients and deals—nothing you don't
See the full history of every client: conversations, proposals, projects, and past work.
Track proposals, retainers, and renewals without complex pipelines.
Always know who to follow up with and what needs to happen next.
Works just as well for solo consultants as it does for small firms.
Know your buyers, track every interaction, and build lasting relationships.
Track every interaction, purchase, and communication for a full client overview. See the complete story of each buyer relationship in one place — from their first enquiry through every sale they have attended, every animal they have purchased, and every conversation you have had along the way.
Keep an organised record of emails and SMS messages sent through the platform. Every campaign, individual message, and follow-up is logged against the client profile automatically. When a buyer calls about an animal, you can instantly see what communications they have received and what they have engaged with.
Group clients by various criteria for highly targeted marketing and personalised service. Segment by breed preference, purchase history, geographic location, spending level, or any custom field you define. Dynamic segments update automatically as client data changes, keeping your targeting current without manual list management.
Schedule and manage tasks related to client communication and follow-ups. Set reminders to call a buyer after a sale, send breeding results to a repeat client, or check in with a prospect who enquired last season. Systematic follow-up is what turns one-time buyers into loyal repeat clients.
Add detailed notes and custom fields to client profiles to store specific information. Record breed preferences, property details, herd size, preferred animal types, or any other information that helps you serve each client better. These notes are visible to your whole team, so anyone can pick up a client conversation with full context.
Generate reports on client engagement, purchase frequency, and lifetime value. Identify your top clients by revenue, spot buyers whose engagement is declining, and measure the effectiveness of your relationship-building efforts across your entire database. Use these insights to prioritise your time and marketing budget.
HOW IT WORKS
Log Interactions
Record notes, calls, and meetings associated with each client. Create detailed interaction logs that capture the context, outcomes, and follow-up actions from every client touchpoint. Set reminders for important dates like contract renewals, breeding seasons, or follow-up calls to ensure no client falls through the cracks. Over time, these logs build a rich history that helps you — and anyone on your team — pick up any client conversation with full context.
View Purchase History
Easily see past purchases and bidding activity for every client. Access a complete timeline of all transactions, including animals purchased, prices paid, bidding patterns, and post-sale interactions. Identify buying preferences, seasonal purchasing patterns, and lifetime value to better understand each client’s behaviour and needs. This data is invaluable when recommending specific lots in your upcoming sale or tailoring your marketing approach to individual buyers.
Personalise Outreach
Use insights from client history to tailor your communications. Leverage purchase history and interaction data to create personalised email campaigns, recommend specific animals that match their preferences, or send timely updates about new stock that aligns with their previous buying patterns. Build stronger relationships through relevant, timely communication that demonstrates you understand and value each buyer’s needs.
Common questions about livestock CRM, client tracking, and relationship management for studs.
A livestock CRM (Customer Relationship Management) is software designed to help studs and stock agents track buyer relationships, purchase histories, and communications. Unlike generic CRMs, Frisbee is purpose-built for the livestock industry with features like sale linking, bidder tracking, and breed-specific segmentation.
A CRM helps sell more livestock by ensuring you follow up with the right buyers at the right time. Track who enquired about what, see past purchase patterns, and send targeted sale invitations to buyers most likely to bid. Studs using Frisbee’s CRM report better buyer retention and higher repeat purchase rates.
Yes. Frisbee maintains a complete purchase timeline for every client across all your sales. See what animals they’ve bought, prices paid, bidding patterns, and which sales they attended. This history helps you personalise outreach and predict future buying behaviour.
Follow-up reminders ensure no buyer slips through the cracks after a sale or enquiry. Schedule tasks like post-sale check-ins, breeding season updates, or catalogue sends. Timely, personal follow-up builds trust and keeps your stud top-of-mind when buyers are ready to purchase again.
Frisbee gives cattle studs a complete view of every buyer — what bulls they have purchased, which sire groups they prefer, their bidding history, and every communication they have received from your stud. This data lets you tailor your approach to each client, recommend specific lots that match their preferences, and maintain consistent contact that builds trust and loyalty over multiple sale seasons.
Yes. Frisbee supports advanced segmentation by breed interest, purchase history, spending level, geographic location, sale attendance, and custom criteria you define. Segments update dynamically as client data changes. Use them to target your marketing — send Angus updates to Angus buyers, and ram sale invitations to sheep clients — rather than sending everything to everyone.
Yes. Every email and SMS sent through Frisbee is automatically logged against the relevant client profile. You can also manually log phone calls, in-person meetings, and field day conversations with notes. This gives your entire team a complete communication history for every client without relying on individual memory or personal email inboxes.
Yes. You can invite your stock agent to access your Frisbee account with permissions tailored to their role. They can view client profiles, log interactions, and access sale information — ensuring continuity in client management. This is particularly valuable when your agent is fielding buyer enquiries on your behalf, as they have the full client context at their fingertips.
Frisbee’s client activity reporting ranks your buyers by total spend, purchase frequency, and engagement level. You can quickly identify your top clients by lifetime value, spot repeat buyers whose spending is increasing, and flag previously active clients who have not purchased recently. This helps you prioritise relationship-building efforts and allocate your marketing budget where it will have the greatest impact.
