14 Modules + 20 Integrations for Wine Business

Everything you need to manage customers, inventory, orders, invoicing, shipments, and marketing — plus 20+ connectors to sync with the tools you already use.

CRM

CRM & Customer Management

Build lasting relationships with your customers and never miss a sales opportunity. Our powerful CRM is designed specifically for the wine industry, supporting both B2B and B2C workflows.

  • Company & Private Customers - Manage both B2B and B2C relationships with tailored fields, VAT numbers, and contact details
  • Full Lifecycle Tracking - From first contact to loyal customer, track every interaction and activity
  • Customer Segmentation - Organize customers by type, region, and purchase history for targeted outreach
  • Import from Monday.com Enterprise - Seamlessly migrate your existing customer data from Monday.com
  • Notes & Activity History - Keep a detailed record of calls, meetings, and notes for each customer
👥 Customer Pipeline
VN
Vini Nobili Srl
Restaurant • Milan
Active
CB
Château Bernard
Wine Bar • Paris
Company
ER
Enoteca Rossi
Wine Shop • Rome
New
Inventory

Inventory & Warehouse Management

Keep perfect control of your wine stock across multiple locations. Know exactly what you have, where it is, and what's available to sell.

  • Real-Time Stock Tracking - Always know your current inventory levels with live updates
  • Available vs Reserved - Distinguish between stock that's free and stock committed to orders
  • Stock Movements - Track every IN, OUT, and ADJUST movement with full audit trail
  • Multi-Warehouse Support - Manage inventory across different locations seamlessly
  • Low Stock Alerts - Never run out of your best sellers with configurable thresholds
📦 Inventory Overview
🍾
3,842
Total Bottles
2,984
Available
📋
858
Reserved
📍
3
Warehouses
Warehouse Capacity 78%
Orders

Offers & Orders

Create professional offers in seconds, track customer engagement, and convert to orders with a single click. The fastest way to close deals in the wine business.

  • Multi-Recipient Offers - Send the same offer to multiple customers at once with personalized tracking
  • Automatic Pricing - Calculate markups from supplier costs instantly with flexible pricing rules
  • Email Open & Click Tracking - Know exactly when customers view your offers and which wines they click
  • One-Click Conversion - Turn accepted offers into orders instantly, auto-reserving stock
  • PDF Generation - Professional documents with your branding, ready to send or print
📋 Offer #2026-0142
Vini Nobili Srl Created: Feb 1, 2026
Viewed
Barolo DOCG 2019 × 24€720.00
Brunello 2018 × 12€540.00
Amarone 2017 × 6€360.00
Total€1,620.00
Marketing

Email Marketing Campaigns

Engage your customers with beautiful emails. Our drag-and-drop editor makes it easy to create professional campaigns that convert. Available from the Professional plan.

  • Drag-and-Drop Editor - Beautiful emails without coding, powered by Unlayer
  • Campaign Scheduling - Plan your campaigns in advance with precise send times
  • Detailed Analytics - Track opens, clicks, bounces, and conversions per campaign
  • Recipient Tracking - See exactly who engaged with your campaigns and when
  • Unsubscribe Management - Stay GDPR-compliant with automatic unsubscribe handling
📧 Email Editor
AI Add-on

AI Newsletter Generation

Generate professional wine newsletters with AI-powered editorial content. Automatically select the best wines, research tasting notes and food pairings, and create ready-to-send newsletters with a complete approval workflow.

  • Smart Wine Selection - Automatic strategies: best sellers, slow movers, new arrivals, or a curated mix based on your inventory data
  • AI-Powered Research - Automated wine research via Perplexity: descriptions, tasting notes, grape varieties, food pairings, and appellation details
  • Professional Editorial Content - AI-generated articles with configurable tone (formal, friendly, technical) in English or Italian
  • Approval Workflow - Generate → Review → Approve → Send, with the ability to reject and regenerate content
  • Subscriber Management - Auto-sync subscribers from your CRM, manage unsubscribes, and track engagement per edition
📰 Newsletter #2026-02
Finance

Invoicing & FattureInCloud

From proforma to final invoice, manage your entire billing workflow. Directly integrated with FattureInCloud for seamless Italian e-invoicing compliance. Available from the Professional plan.

  • Proforma to Invoice - Convert quotes to invoices with one click, maintaining full traceability
  • FattureInCloud Integration - Direct connection to Italy's leading e-invoicing platform for automatic SDI submission
  • Credit Notes - Issue credit notes linked to original invoices for returns and corrections
  • Payment Tracking - Keep track of what's paid, pending, and overdue with clear status indicators
  • Document Generation - Professional invoices and proformas with your company branding
🧾 Invoice
INV-2026-0089 Feb 4, 2026
ItemQtyPrice
Barolo DOCG 201924€720
Brunello 201812€540
Total: €1,260.00 + VAT
Logistics

Shipments & Multi-Carrier Tracking

Manage the entire fulfillment process from warehouse to customer. Create shipments, generate packing lists, and track deliveries across multiple carriers in real time.

  • Multi-Carrier Support - Integrated with DHL, UPS, BRT, and GLS for automatic tracking updates
  • Real-Time Tracking Events - Follow every package from pickup to delivery with live status updates
  • Packing Lists & Pallets - Generate detailed packing lists with pallet configuration and weight tracking
  • Proforma-to-Shipment Flow - Create shipments directly from proforma invoices with pre-filled data
  • Delivery Confirmation - Automatic status updates when packages are delivered, with proof of delivery
🚚 Shipment SHP-2026-0034
DHL
1Z999AA10123456784
2 pallets • 48 bottles • 82 kg
Order Picked Up
Feb 3, 09:15 — Milan Hub
In Transit
Feb 3, 14:30 — Bologna Sort
🚚
Out for Delivery
Feb 4, 08:45 — Rome
📍
Delivered
Estimated: Feb 4, 14:00
Enterprise

Multi-Tenant Architecture

Perfect for agencies and groups managing multiple wine businesses. Complete data isolation with centralized administration and per-company configuration.

  • Complete Data Isolation - Each company's data is completely separate with strict tenant boundaries
  • Role-Based Access Control - Admin, Manager, Sales, Operations, and Accounting roles with granular permissions
  • Super Admin Dashboard - Manage all tenants from a single interface with full oversight
  • Per-Company SMTP - Each tenant can configure their own email sender for branded communications
  • Subscription Management - Tier-based feature access (Starter, Business, Professional, Enterprise) with addon support
🏢 Company Management
🍷
Vini Italia Srl
1,247 customers • 3,842 bottles
MRLB+3
🏰
Château Excellence
892 customers • 2,156 bottles
SBJP
Cantina del Sole
634 customers • 1,890 bottles
LM
Analytics

Analytics & Reports

Make data-driven decisions with comprehensive analytics. Understand your business performance at a glance and identify growth opportunities. Advanced reports available from Professional plan.

  • Sales Dashboard - Real-time view of revenue, orders, and conversion rates with interactive charts
  • Customer Insights - Understand buying patterns, preferences, and lifetime value
  • Inventory Reports - Track stock levels, movements, and turnover rates
  • Campaign Performance - Measure the ROI of your email marketing with open, click, and conversion data
  • Export to Excel - Download any report for further analysis or board presentations
📊 Analytics Dashboard
€89.5K
Revenue
↑ 12.3%
156
Orders
↑ 8.7%
94%
Open Rate
↑ 3.2%
Monthly Sales Last 6 months
Leads Add-on

Lead Generation & Scoring

Discover new potential customers using Google Maps search and intelligent scoring. Convert the best prospects into customers with one click. Available as an add-on for Starter, Business, and Professional plans (€39/mo), included in Enterprise.

  • Google Maps Search - Find restaurants, wine bars, and shops in any area automatically using the Google Places API
  • Intelligent Lead Scoring - Prioritize prospects based on business type, size, ratings, and engagement
  • AI Enrichment - Automatically enrich lead profiles with additional data and insights
  • One-Click Conversion - Convert qualified leads into full customers with pre-filled data
  • Lead Pipeline - Visual pipeline from discovery to qualification to conversion
🎯 Lead Pipeline
Ristorante La Pergola
Restaurant • Rome • 4.8★
92
Wine Bar Trastevere
Wine Bar • Rome • 4.5★
74
Enoteca del Corso
Wine Shop • Florence • 4.2★
58
AI Add-on

AI-Powered Intelligence

A comprehensive AI suite for your wine business. Chat with your data, enrich wine records with one click, score wines with our proprietary algorithm, and generate professional newsletters — all powered by advanced AI. Included in Professional (Standard, 100 calls/mo). Available as an add-on for Business (Standard €49/mo, Extended €89/mo). Unlimited in Enterprise.

  • AI Chatbot - Ask questions in natural language. The AI queries your database, searches the web, and streams real-time answers
  • Wine Context Chat - Open a chat on any wine to get insights with full context: inventory levels, recent offers, orders, and critic scores
  • One-Click Wine Enrichment - Enrich wine records via Perplexity: descriptions, tasting notes, grape varieties, food pairings, and appellation details
  • WineFlow Score - Proprietary 0–100 scoring algorithm analyzing velocity, days on hand, margin, trend, and conversion with action recommendations (Sell, Promote, Discount, Hold)
  • Newsletter Generation - AI creates editorial content with smart wine selection, automated research, and professional formatting
  • Web Search - Get up-to-date wine market information and industry news directly within the chat
  • Conversation History - Full history of all conversations, searchable and organized per user
  • Monthly AI Budget - Transparent usage tracking with automatic monthly reset and configurable limits per company
🤖 AI Intelligence Suite
Chatbot
Top wines this month?
Barolo 2019 leads with €12.4K revenue...
WineFlow Score
87
Barolo DOCG 2019
▲ SELL
Wine Enrichment
Tasting notes added
Food pairings added
Grape varieties added
Appellation details
Newsletter AI
Feb Edition — 3 wines
Strategy: Best Sellers
AI Generated ✓
Security

User Roles & Security

Enterprise-grade security with granular role-based access control. Five distinct roles ensure every team member sees exactly what they need — nothing more, nothing less.

  • 5 Granular Roles - Admin, Manager, Sales, Operations, and Accounting — each with tailored permissions
  • JWT Authentication - Secure token-based auth with automatic access/refresh token rotation
  • Argon2id Password Hashing - Industry-leading password hashing algorithm for maximum security
  • AES-256-GCM Encryption - Sensitive data encrypted at rest with authenticated encryption
  • Rate Limiting & Throttling - Protection against brute force attacks and API abuse
🔒 Access Control
👑
Admin
Full access, billing, user management
💼
Manager
CRM, offers, campaigns, reports, team
💰
Sales
Customers, offers, orders, leads
📦
Operations
Warehouse, wines, suppliers, shipments
📈
Accounting
Invoices, FIC, view orders & customers
Governance Enterprise

Compliance & Governance

Enterprise-grade compliance framework to keep your wine business audit-ready. Tamper-proof audit trails, configurable compliance policies, GDPR data subject request management, and real-time risk scoring for every tenant.

  • Tamper-Proof Audit Trail - Every action logged with SHA-256 chain signatures, trace IDs, and full CSV export for auditors
  • Compliance Policies - Enforce minimum margins, discount limits, approval thresholds, data retention rules, and role segregation
  • Approval Workflows - Four-eyes principle with double approval, deadlines, notes, and complete tracking history
  • DSAR Management - Handle GDPR data subject access requests: access, rectification, erasure, portability, and restriction
  • Tenant Risk Scoring - Real-time 0–100 risk score per company with trend analysis, critical violations tracking, and periodic audit packs
📋 Compliance Dashboard
23
Low Risk
Tenant Risk Score — ↓ Improving
2
Open Violations
1
Pending Approvals
0
DSAR Requests
Minimum Margin 15% Active
Max Discount 25% Active
Data Retention 36mo Draft
Ecosystem

Connectors & Integrations

Connect WineFlow CRM with your existing tools. Import, export, and sync data bidirectionally with the platforms your team already uses.

22
Integrations
6
Categories
Bidirectional Sync

Shopify

↔ Sync

Automatically sync your wine catalog, inventory levels, and pricing with your Shopify store. New online orders flow into WineFlow in real time, and stock adjustments push back to keep your storefront accurate.

  • Products & inventory
  • Order import
  • Price lists

WooCommerce

↔ Sync

Connect your WordPress-based wine shop to WineFlow. Import existing orders and customers, then keep catalog and stock synchronized automatically. Supports variable products for different vintages and bottle sizes.

  • WordPress bridge
  • Variable products
  • Customer sync

PrestaShop

↔ Sync

Bidirectional synchronization between PrestaShop and WineFlow. Push your wine catalog to your storefront and pull back orders and customer registrations. Ideal for European wine merchants with multi-language stores.

  • Catalog & orders
  • Multi-language
  • European focus

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