This is how agencies used to run the business
Built for independent multi-line sales agencies
Your agency is one business.
Give it one system.
Mustard brings your dealers, buyers, schedules, preseason, brand reports, forecasting, commissions, activity, and follow-up together across every brand you represent.
Stop running one agency through a different system for every line.
Multiple brands. One agency. One place.
Partnering with independent agencies to bring the whole book of business into one place.
Scattered business
Brand portalSpreadsheetCRMSales report
One agency system
Calm, connected, yours.
Actual Mustard workspace
Agency dashboard
The old way
One agency. A different place for every piece.
The agency sees the whole customer relationship, but its working information arrives one brand, file, and system at a time.
Brand portals and sales reports
CRM and dealer spreadsheets
Preseason workbooks and contact lists
Calendars, inboxes, and rep notes
Your agency should not have to reconstruct itself every day.
Mustard connects dealers, buyers, brands, orders, preseason, activity, and follow-up in one agency-owned operating home.
The agency in Mustard
Now put the whole agency in one place.
Move through the same parts of Mustard reps use to run the business every week. Choose a module, then expand any screen for a closer look.
Mustard
Product tour
Rep workspace
Choose a module
Dashboard
Start with the whole agency.
See the schedule, brand goals, reported order value, and current work across the lines your agency represents.
The customer book
One customer book across every line you represent.
Most CRMs are built to close a new opportunity. Independent agencies manage the same dealer relationships season after season, across multiple lines. Mustard is built around that recurring book of business.
Dealers and locations
Buyers and contacts
Brand relationships
Orders and purchases
Preseason
Activity and follow-up
Preseason
Run preseason without rebuilding the spreadsheet every season.
Plan by dealer and brand, track appointments and line showings, and keep previous season context available without creating another disconnected file.
Preseason planning happens across many dealers and brands at once. Mustard keeps that full agency view intact.
Your data, organized
Bring the reports you already get.
Mustard works with the dealer lists, sales reports, contact files, and preseason workbooks your agency already receives.
Brand connections are optional.
Your agency does not have to wait for every manufacturer to change systems. If a brand wants to participate directly, Mustard supports that too.
Your brands each manage their part of the business. Mustard gives your agency its own complete view.
The whole book
See the whole book, not one brand at a time.
Review open and shipped orders, goals, forecasts, and projected commissions across the lines you represent—then move from a number back to the dealer behind it.
Know what is happening across the agency without stitching the answer together yourself.
Relationships and follow-up
Keep the work with the relationship.
Keep tasks, calls, visits, notes, appointments, and follow-up connected to the buyer and dealer—then open the full account when you need it.
Create the task
Log the activity
Book the appointment
Open the dealer
One buyer relationship may matter across several lines. The notes and next step should not disappear into a brand-specific portal or one rep's memory.
White-glove setup
Start with the business you already have.
Your agency already has years of business behind it. Our white-glove onboarding helps you bring that business with you.
We don't make you start from an empty CRM.
Send what you have
Dealer lists, contact files, preseason workbooks, sales reports, and the spreadsheets your agency relies on.
We organize the important pieces
Dealers, buyers, brands, account identifiers, and recurring report formats.
Review what is unclear
We confirm open questions with you, then your team starts working.
Your agency in Mustard
See Mustard with your agency.
Bring a dealer list, an order report, a preseason workbook, or the spreadsheet your team can't seem to get rid of. We'll show you how those pieces come together in Mustard.