the business side of wine

Wine bottles on shelf

winery crm software

Your most valuable asset

winery crm made easy

Our CRM solution provides a single view of customer activity across all channels so you can accurately target campaigns to key buying groups and customer preference.

how well do you know your customers?

The better you know your customers, the more likely they will take action from you. Learn how to track customer preferences, purchase frequency, wine preferences, dollars spent, event and online purchase activity.

first class customer service

It is said that happy customers buy more wine. We make a point in providing all key customer information at all touch points, so that whether you are on the phone, in the tasting room or sending an email, you have all the information needed to provide a first class customer experience.

list management

With our list management tools, you have a dynamic database with which to segment your customers for more accuracy in targeting of your campaigns. Use of our tagging system provides even more ways to segment.

  • segment your customers to lists
  • address and contact information
  • multiple shipping addresses
  • customer type/source
  • user-defined customer attributes
  • task management with tickler reminders
  • purchases and purchase history
  • shipping and fulfillment methods

track customer purchases

View all your customers’ purchases at the point-of-sale or from the back office. See what they bought and when in the tasting room, over the phone, in a wine club shipment or on your web store. See if the order was picked up, carried out or shipped. You can see if the order was voided or refunded. Full reporting is available on all aspects of your orders.

contact management

Keep track of follow up phone calls, special requests, address changes that occur on a schedule and more with our contact management system.

  • keep in touch with your customers
  • set reminders for follow up
  • built-in tickler system to remind you of important tasks
  • manage special handling of orders
  • when, why and how you need to contact customers

customer features

  •   track customer activity
  •   see 360 view of each customer
  •   manage multiple ship to addresses
  •   track follow-up and reminders
  •   send group broadcast emails
  •   customer segmentation features
  •   address validation
  •   extended notes feature
  •   reminders on customer activities
  •   best price feature insures accurate customer pricing
  •   track customer preferences