Streamline your wine distribution with an all-in-one platform. Manage customers, inventory, offers, orders, email campaigns, invoicing, shipments, and leverage AI-powered insights — all in one place.
Flow your wine business.
What is WineFlow CRM
WineFlow CRM combines powerful CRM and ERP capabilities specifically designed for wine distributors, importers, and wineries.
Say goodbye to scattered spreadsheets and disconnected tools. WineFlow CRM brings together everything you need to run your wine business efficiently.
Key Features
Powerful tools designed specifically for the wine industry, all working together seamlessly.
Manage company and private customers, track interactions, view purchase history, and maintain a complete contact database for your wine business.
Build your product catalog with multi-tier pricing: list price, supplier discounts, markup rules, and automatic selling price calculation per customer.
Real-time stock tracking with available vs reserved quantities, location-based management, stock movements with full audit trail.
Create multi-recipient offers with automatic pricing, track email opens and clicks, and convert accepted offers to sales orders with one click.
Generate proforma invoices from offers, create final invoices, and integrate with FattureInCloud for Italian electronic invoicing and credit notes.
Multi-carrier shipment management with DHL, UPS, BRT, and GLS. Real-time tracking events, packing lists, pallet management, and shipping documents.
Drag-and-drop email editor powered by Unlayer, campaign scheduling, recipient management, and detailed analytics with open and click tracking.
Discover potential customers via Google Maps search, score and qualify leads with AI enrichment, and convert them to customers with one click.
Comprehensive AI suite: chatbot with database tools, one-click wine enrichment, proprietary WineFlow Score, and AI newsletter generation.
Generate professional wine newsletters with AI-powered research, smart wine selection, and editorial content. Complete approval workflow included.
Tamper-proof audit trails, compliance policies, approval workflows, GDPR DSAR management, and real-time tenant risk scoring.
Connect with Shopify, Salesforce, Stripe, DHL, and 15+ more platforms. Import, export, and sync data across your entire wine tech stack.
How It Works
WineFlow CRM is designed to be intuitive. Here's how easy it is to get started.
Create your account and import your existing customers, wines, and inventory data easily.
Set up your warehouse locations, pricing rules, user roles, and email templates to match your brand.
Start creating offers, tracking inventory, running campaigns, and leveraging AI insights to grow your business.
Why WineFlow
See how WineFlow CRM transforms your daily operations compared to traditional methods.
Automate repetitive tasks like stock updates, offer generation, and customer follow-ups. Focus on what matters: selling wine.
Always know your stock levels, sales performance, and customer engagement. Advanced reports and AI chatbot at your fingertips.
Track when customers open your offers and emails. Follow up at the perfect moment to close more deals.
Enterprise-grade security with Argon2id hashing, AES-256-GCM encryption, role-based access, data isolation, and audit logging.
Team Access
Five distinct roles with granular permissions ensure every team member has exactly the access they need — nothing more, nothing less.
Owners & IT
Sales Directors
Sales Agents
Logistics & Warehouse
Administration
Pricing
Choose the plan that fits your business. All plans include a free 15-day trial with full Professional features.
Free 15-day trial with full Professional features. No credit card required.
| Feature | Starter | Business | Professional | Enterprise |
|---|---|---|---|---|
| Limits | ||||
| Users | 5 | 10 | 20 | Unlimited |
| Customers | 500 | 1,500 | Unlimited | Unlimited |
| Wines | 500 | Unlimited | Unlimited | Unlimited |
| Email templates | 5 | Unlimited | Unlimited | Unlimited |
| Storage | 1 GB | 3 GB | 5 GB | Unlimited |
| Core Features | ||||
| CRM & customer management | ✓ | ✓ | ✓ | ✓ |
| Wine catalog & pricing | ✓ | ✓ | ✓ | ✓ |
| Warehouse & inventory | ✓ | ✓ | ✓ | ✓ |
| Offers & orders | ✓ | ✓ | ✓ | ✓ |
| Proforma invoices | ✓ | ✓ | ✓ | ✓ |
| Shipments & tracking | ✓ | ✓ | ✓ | ✓ |
| Advanced Features | ||||
| Email marketing campaigns | ✗ | ✓ | ✓ | ✓ |
| FattureInCloud integration | ✗ | ✗ | ✓ | ✓ |
| Advanced reports & analytics | ✗ | ✗ | ✓ | ✓ |
| Monday.com integration | ✗ | ✗ | ✗ | ✓ |
| Add-on Modules | ||||
| Lead generation & scoring | +€39/mo | +€39/mo | +€39/mo | Included |
| AI Chatbot | ✗ | From +€49/mo | Included | Included |
| Support | ||||
| Email support | ✓ | ✓ | ✓ | ✓ |
| Chat support | ✗ | ✓ | ✓ | ✓ |
| Priority support | ✗ | ✗ | ✓ | ✓ |
| Dedicated account manager | ✗ | ✗ | ✗ | ✓ |
Extend Your Plan
Supercharge your WineFlow experience with powerful add-ons. All add-ons are included free during your 15-day trial.
Google Maps lead search, scoring, AI enrichment, and one-click conversion to customers.
Available for Starter, Business & Professional
AI-powered assistant with database tools, web search, and conversation history. 100 API calls/month.
Business only (included in Professional)
Everything in Standard with expanded capacity. 500 API calls/month for power users.
Business & Professional
Get in Touch
Have questions about WineFlow CRM? Interested in the Enterprise plan? We'd love to hear from you.
Whether you need a product demo, want to discuss enterprise pricing, or have any other question, our team is here to help.
Join wine professionals who trust WineFlow CRM to streamline their operations and grow their business.
Flow your wine business.
Start Your Free Trial Today →