Customer Relationship Management (CRM)

Manage your Prospective Customers

Our CRM component allows you to manage your sales pipeline of trade accounts.

Custom fields allow you to manage data elements for sales forecasting and tracking.


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Clients subscribed to the Enhanced Website Plan or the Premier Bundle have access to our Customer Relationship Management (CRM) component. This is available at no additional cost. Major features of our CRM include:

  • Adding Notes to a customer record and keeping a history of customer communications.
  • Assigning follow-up and other Tasks to yourself, or others at the winery, for a customer.
  • Keeping track of the Relationships between your customers.
  • Adding Custom Fields to specific types of customers to enable you to track prospective customers through the sales pipeline. You can then specify which custom fields display in the POS, POS Order Taker and guest management functions.

There are inquiry, search and reporting capabilities around all these functions, as well as integration with our other modules, for example:

  • A note can be flagged as an alert that is displayed in the POS for that customer.
  • An email blast will automatically create customer notes to maintain the communication history for each customer.
  • A note is created if an wine club credit card pre-check exception is identified and the customer is emailed.
  • If you email a customer and BCC a special email address, a note is created for that customer.

The CRM component rounds out our service offering and makes WineWeb a complete solution to manage your direct sales channel.

The CRM services supports not only existing customers, but prospects and other types of winery contacts. The service manages assigned tasks by individual, and is integrated with our reporting and import/export routines.

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Customer Quotes

"WineWeb customer support is excellent. When I've had questions or requested changes to my site, they get right on it."

- Stewart Johnson
Kendric Vineyards
San Anselmo, CA

"We looked at the competition and the price and performance of their system was a "no brainer" decision! Ron and the WineWeb team converted our old site in days and were always there as we upgraded to ecommerce."

- Walt Brooks
Amethyst Wines / Campion Wines
Napa, CA

"Ron Kreutzer/WineWeb has never let down, from startup to the present day. They exceeded all expectations."

- George Bacon, CEO
Friar’s Choice