14 Modules, plus Integrations with the tools you already run

Everything you need to manage customers, inventory, orders, invoicing, shipments and marketing — plus the integrations the wine trade runs on. See what is connected today, and on which plan.

CRM

CRM & Customer Management

Build lasting relationships with your customers and never miss a sales opportunity. The CRM is built for the B2B wine trade and keeps private clients alongside company accounts.

  • ✓
    Company & Private Customers - Companies with VAT number and billing details, private clients with their own fields, all in one customer list
  • ✓
    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.

  • ✓
    Up-to-Date Stock Tracking - Always know your current inventory levels, updated with every stock movement
  • ✓
    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%
Scores & Prices

Critic Scores & Market Prices

Two questions decide a wine sale: how it was rated, and what it goes for. WineFlow answers both without leaving the catalogue, and keeps the answers current on a schedule you set.

  • ✓
    Three Critics, One Place - James Suckling, Robert Parker and Vinous scores attached to each wine and shown wherever it appears
  • ✓
    Scheduled Refresh - Set how often scores are looked up; new vintages are picked up without anyone remembering to ask
  • ✓
    Honest Scan Reports - Every run tells you which wines it could not find and why, instead of failing quietly
  • ✓
    Market Price Reference - Check what a wine is currently asking on the market before you price an offer
  • ✓
    Internal by Design - Market references inform your pricing and never appear in anything the customer receives
⭐ Barolo DOCG 2019
Marchesi di Barolo Scores refreshed: today
Up to date
James Suckling97
Robert Parker96
Vinous95
Market reference€142.00
Your selling price€118.00
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
  • ✓
    Export in Four Formats - Download the open offer or any selection as Excel, CSV, TXT or JSON, wine rows included
  • ✓
    Live Availability & Market Check - See what is actually in stock as you build the offer, and what the market is asking for each wine
📋 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 Business 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
  • ✓
    SdI status – see whether each e-invoice was sent, delivered, accepted or rejected; payments stay in your accounting system.
  • ✓
    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 & Tracking

Manage the entire fulfillment process from warehouse to customer. Create shipments, attach their documents, and follow every delivery with its carrier, tracking number and status.

  • ✓
    Carrier and Tracking Number - Record the carrier and tracking number on every shipment and open the carrier's tracking page from the list
  • ✓
    Shipment Documents - Attach delivery notes and other documents to each shipment
  • ✓
    Proforma-to-Shipment Link - Link each shipment to its proforma, pre-selected when you create it from the order
  • ✓
    Delivery Status - Pending, picked up, in transit, out for delivery, delivered: every shipment shows where it stands
🚚 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

Multi-Tenant Architecture

Every company's data is isolated from every other tenant, with 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
  • ✓
    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
  • ✓
    Commercial Funnel - Follow every deal from offer sent to order won, and see exactly which stage loses them
  • ✓
    Sales by Source - Attribute revenue to where it came from, with any period measured against the one before it
📊 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

Discover new potential customers using Google Maps search, with each result's Google rating and reviews. 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
  • ✓
    Google Ratings - See each prospect's Google rating and review count before you qualify it
  • ✓
    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 and generate professional newsletters — all powered by advanced AI. Included in Professional (Standard, 100 lookups/mo). Add-ons: Standard €49/mo on Business; Extended €89/mo on Business and Professional. Unlimited in Enterprise. The WineFlow Score is rule-based and runs on every plan.

  • ✓
    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). Rule-based, on every plan
  • ✓
    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
  • ✓
    Recent Conversations - Pick up any conversation from the last 24 hours, 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 All plans

Compliance & Governance

A compliance framework to keep your wine business audit-ready: tamper-evident, hash-chained audit trails, compliance policies, GDPR data subject request tools and tenant risk scoring. Available on every plan to company admins; audit log retention grows with the plan, from 30 days on Starter to one year on Enterprise.

  • ✓
    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 - 0–100 risk score per company, recalculated every 6 hours, 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

Integrations

The integrations that sit inside the flow: the ones in daily use, not a catalogue.

Until version 0.12.0 this page listed 23 connectors: Shopify, Salesforce, SAP, the carriers and more. Tested end to end, 22 of them did not work, so since 30 September 2026 they are no longer offered. What each integration does, which plan it needs, and why the catalogue was withdrawn.

FattureInCloud

Professional and Enterprise

Proformas and invoices created from an accepted order, customers synced, invoice status read back.

Wine-Searcher

Every plan

A market price reference before you quote, for one wine or a whole offer. It stays internal.

James Suckling · Robert Parker · Vinous

Every plan; James Suckling with your own account

Critic scores refreshed on the schedule you set and stored against each wine.

Your own mail server (SMTP)

Every plan

Offers, campaigns and notifications leave through the mail server you configure.

Excel & CSV

Every plan

Import suppliers, wines and stock; export offers and lists to Excel or CSV.

Monday.com

Enterprise only

Customers and warehouse rows imported from your boards, with column mapping per company.

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