Feature · CRM

The account bookyour reps actually keep.

A CRM built around visits, not inboxes. Every connection carries its status, cadence, trading terms and full visit and order history, on the web for the desk and on the phone for the field, offline included. Built for beverage and FMCG account management.

How onboarding works
The Lemmonade connections list: accounts with status, cadence and last order

Generic CRMs are built for inboxes, not visits.

Most CRM software assumes the deal is the unit of work: pipeline stages, email threads, a close date. In beverage and FMCG the relationship starts at the close. The unit of work is the visit, on a cadence, for years. Software built around deals quietly loses the part of the job that pays.

The relationship outlives the deal

A venue is not closed-won once, it is visited every fortnight forever. Deal-stage CRMs have no shape for that.

Field updates are friction

If logging a visit takes a laptop and ten minutes, it happens tonight or never. Data quality dies in the gap between the visit and the update.

History scattered across tools

Orders in accounting, notes in a phone, terms in a spreadsheet. Nobody can walk into a venue knowing the whole account.

How account management works in Lemmonade.

Connections are the spine of the product. Everything the account has done, and everything it should do next, lives in one record both the desk and the field can see.

  1. 1

    Every connection carries the account

    Status, visit cadence, contacts, trading terms, tasks and the full visit and order history, on one screen. Any rep can pick up any account cold.

  2. 2

    Visits are logged on the spot

    Objectives ticked off, notes captured, follow-up set, in seconds, offline. The interaction is in the book before the rep leaves the carpark.

  3. 3

    The pipeline handles the new business

    A visual kanban pipeline tracks deals from new lead to active account with value and stage, sitting beside the account book rather than replacing it.

  4. 4

    AI works the book with you

    A daily brief each morning, an AI summary on every account and suggested actions with a confidence score, built from your own visit and order data. Included in every seat.

The Lemmonade sales pipeline: deals tracked by stage with values

What makes it different.

Visit-first, not email-first

Cadence, objectives and interaction logging are the core objects, because in field sales the visit is the work.

Trading terms live on the account

Terms are data on the connection, not lore in someone's head. Orders price themselves from the account record.

Offline on the phone

The full CRM runs in the field with no signal. Changes queue and sync when coverage returns.

AI in every seat

Briefs, summaries and suggested actions are included for every paying user, not an add-on tier.

Walk in knowing the account cold.

For reps, the payoff is the thirty seconds before the door: last visit, last order, open tasks and this visit's objectives on one card. For managers, it is a book that stays current because updating it costs the rep nothing.
  • Last visit, last order and open tasks at a glance
  • Objectives set for every visit, ticked off on site
  • Global search across every account and contact
  • Tasks and reminders that follow the cadence
  • AI summary on every account, fresh from real data
An AI account summary in the Lemmonade mobile app

The book feeds everything else.

Because cadence, terms and history live on the connection, the rest of the platform works from truth: IPA plans routes from cadences, orders price themselves from terms, and reporting runs on what actually happened in the field.
  • Routes planned from visit cadences
  • Orders priced from account trading terms
  • Free guided import of your existing customers
  • Migration from HubSpot, Salesforce, Pipedrive and Monday
  • Reporting on visits, orders and coverage

Common questions. Straight answers.

More featuresRoute PlanningSales OrdersScoutingOffline ModeAll features

Put the whole book in every pocket.

Book a 30-minute call and we will bring your accounts across with you, cadences and terms included. Importing your customers is free.

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