Mobile CRM for Wineries
Manage restaurant, wine shop, and distributor accounts from your phone. AI-powered route planning, visual pipeline tracking, and instant lead capture at wine events. Built for sales reps who live between the cellar door and the city.
Challenges Every Winery Faces
We understand the unique challenges of running a winery business
Inefficient Territory Coverage
Wine reps wasting hours planning routes to restaurants and wine shops. Visiting accounts in the wrong order, burning fuel, and missing opportunities to prospect new sommeliers in their territory.
Lost Leads From Wine Events
Meeting restaurant buyers and sommeliers at wine dinners and trade tastings, collecting business cards, then losing track of follow-ups once you're back at the winery.
No Visibility Into Sales Team Activity
Winery owners and sales managers have no idea which restaurants your team visited this week, what was poured, or which accounts are actually going to place orders.
Spreadsheet Chaos
Tracking restaurant relationships, wine allocations, and distributor accounts across multiple Excel files. No way to see pipeline value, forecast case sales, or identify your best opportunities.
New Release Coordination
Limited releases and new vintages require precise timing. Your sales team needs to know production schedules, which sommeliers to prioritize, and when to start pre-selling allocated wines.
Complex Multi-Tier Distribution
Managing relationships with both distributors AND direct accounts (restaurants, wine shops). Keeping track of who carries what varietal, pricing tiers, and territory agreements without losing your mind.
Built Specifically for Wineries
Features designed around your unique business model and challenges
Mobile-First CRM for Wine Reps on the Road
Full Lemmonade access from your phone. Add new restaurant accounts while standing at their bar, update notes after pitching a sommelier, check tomorrow's route from your car. No laptop required. Offline mode keeps working even in basement wine cellars with no signal.
AI Route Planner (IPA - Intelligent Planning Assistant)
Stop wasting time on Google Maps. Our AI automatically plans optimal routes to visit restaurants, wine shops, and distributor meetings. Set your work hours, territory radius, and time per tasting—IPA handles the rest. Rearrange stops with drag-and-drop, block out harvest season, and share daily routes with your team.
Visual Wholesale Pipeline
See every wholesale opportunity on a kanban board: New Lead → Qualified → Tasting Scheduled → Negotiating → Closed. Drag restaurants through stages, score each opportunity 1-5, and track estimated case orders. Filter by varietal focus (reds vs. whites), territory, or assigned rep.
Event Lead Capture That Actually Works
At a wine dinner or trade tasting? Tap 'Add Contact' on your phone, snap a photo of their business card, add voice notes about what they liked, and set a follow-up reminder—all in 30 seconds. No more lost business cards or forgotten sommelier connections.
Multi-Contact Restaurant Management
Track the sommelier, wine director, and GM for each restaurant account. See complete relationship history: who met with whom, when they last ordered, what's currently on their list by the glass. @mention your winemaker in notes when a sommelier wants a custom barrel selection.
Vintage Release Coordination
Link your vintage calendar to wholesale accounts. When your reserve Cabernet is ready, the system shows which restaurants historically buy library wines, who to prioritize, and what their usual allocation is. Set customer-specific pricing for different account tiers.
Real-Time Sales Dashboard for Winery Owners
See what your sales team is actually doing. Track rep activity, conversion rates from lead to account, pipeline value by territory, and which reps are crushing it. Compare this vintage to last year's release performance. All updating in real-time as reps log tastings from their phones.
Works With Your Existing Systems
Already tracking accounts in Excel or using DTC software? Import your restaurant list and distributor accounts via CSV. Integrate with Xero for order data. Export reports back to Excel for winery meetings. We fit into your workflow, not the other way around.
“Our wine reps used to spend Sunday nights planning the week's restaurant routes. Now IPA does it in 30 seconds. We're visiting 45% more accounts per month and our wholesale pipeline has never been clearer.”
Ready to Transform Your Winery?
Be notified when Lemmonade launches for wineries. Get early access and exclusive updates.
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