Connected
between
visits.
Your advisor workspace brings your clients, what needs attention, documents, messages and upcoming work into one place — using the farm information each client chooses to share.
Free for advisors · No card required · Your clients control access
Your client owns the farm record and chooses what to share.
You see the shared context and act on it.
See what needs
your attention.
One client list. One work queue. Upcoming work in view.
- Connected clientsThe farms you work with, together.
- Work queueWhat needs attention across your clients.
- UpcomingTasks, reminders, documents and visits.
The context
around the work.
Open a client and what they've shared is together — so you arrive at the next visit with the shared context close to hand.
- Herd & activityRelevant farm context, where your client has shared it.
- DocumentsPlans, reports and certificates with the right client.
- Tasks & calendarWork to do and upcoming visits, together.
- MessagesThe conversation stays with the client.
Your client stays
in control.
- 01ConnectYou can invite a client, or they can invite you.
- 02Your client approvesNothing is shared until they accept.
- 03Your client chooses whatHerd, documents, compliance, finance — access follows their choices.
- 04Change any timeYour client can adjust or remove access.
Your clients are your clients.
AgriVale supports the relationship — it doesn't replace it.
Message your clients.
They reply on WhatsApp.
Send a message to a client from your workspace. They receive your message on WhatsApp, and their reply returns to that client's conversation in your workspace.
- 01 · Your workspaceSoil results are back. Can we go through them Thursday?
- 02 · Your client on WhatsAppFrom: Mary Walsh · Walsh Agri AdvisorySoil results are back. Can we go through them Thursday?Thursday suits. Call after 2.
- 03 · Back in your workspaceTom Byrne replied: Thursday suits. Call after 2.
Your advisor workspace
is free.
Bring your clients, work queue, documents and messages together in your advisor workspace. Your clients stay in control of what they share.