The CRM built for wineries and wine professionals

No more paper notebooks. No more scattered spreadsheets.

Centralize your clients, tastings, follow-ups, sales routes and wine sheets in one CRM built for the field.
Created by a wine sales professional, WineCRM helps you never forget a client, a follow-up or a sales opportunity again.

11:17

53%

Bon retour, Julie

Voici ce qui vous attend aujourd'hui

À venir

Passé

Tous les rendez-vous et tâches

La Cave des Capucins

Rendez-vous dans 23h 57min

Marc Lefebvre

mar. 5 mai 2026 · 11:15

Bordeaux centre

Le Zinc du Vin

Tâche due dans 1 jour(s)

Thomas Dubois

mer. 6 mai 2026 · 10:00

Bordeaux

L'Échappée Gourmande

Rendez-vous dans 3 jours

Sophie Martin

ven. 8 mai 2026 · 14:30

Bordeaux

Ajouter une réunion

Ajouter une tâche

Contacts

Prospect

Client

Inactif

La Cave des Capucins

Caviste

Marc Lefebvre

E-mail :

contact@cavedescapucins.fr

Numéro de téléphone :

06 00 00 00 00

18 Rue des Capucins, 33000 Bordeaux

L'Échappée Gourmande

Restaurant

Sophie Martin

E-mail :

reservation@lechappeegourmande.fr

Numéro de téléphone :

06 00 00 00 00

5 Allée de Tourny, 33000 Bordeaux

Le Zinc du Vin

Bar à vins

Thomas Dubois

E-mail :

bonjour@lezincduvin.fr

Numéro de téléphone :

06 00 00 00 00

12 Rue Saint-Rémi, 33000 Bordeaux

Ajouter un contact

Manuellement

Scanner une carte de visite

Importer CSV

Importer depuis les contacts

Importer depuis Google

Détails

Modifier

La Cave des Capucins

Caviste

Marc Lefebvre

E-mail :

contact@cavedescapucins.fr

Numéro de téléphone :

06 00 00 00 00

18 Rue des Capucins, 33000 Bordeaux

Activités

Notes

Documents

Ventes

À venir

Passé

Préparer vins pour dégustation Tâche

Gamme cépages résistants

06/05/2026 10:00

Notes

Actif

Archivé

La Cave des Capucins — Marc Lefebvre

RDV dégustation 5 mai 04/05/2026 · 10:52

Commande confirmée : 6 cartons Tendre Sauvage blanc 2023. Intéressé par Claret rouge. RDV à confirmer pour salon fin mai.

L'Échappée Gourmande — Sophie Martin

Dégustation printemps 04/05/2026 · 08:23

Sophie très enthousiaste pour le rosé Pressac. Demande fiche technique Bouscaut blanc. Relancer avant le 8 mai.

Le Zinc du Vin — Thomas Dubois

Renouvellement commande 29/04/2026 · 14:40

Renouvellement : 1×6 Claret rouge 2021, 2×6 Bouscaut blanc 2019. Livraison mardi matin avant 9h.

La Cave des Capucins — Marc Lefebvre

Conditions tarifaires 27/04/2026 · 12:15

Tarif accordé : −5% sur réassort trimestriel. Prochain RDV le 20 mai. Envoyer catalogue printemps 2026.

Ajouter une note texte

Ajouter une note vocale

Afficher tous les contacts

Profil

Commercial

Essai gratuit

11j 11h 49m restants

Mettre à niveau

Compte et activités

Vins

Ventes

The difference between losing sales without realizing it and never missing an opportunity again.

Without WineCRM

40 business cards in your pocket after a trade show

Half end up in a drawer. The other half are manually entered three days later.

A client orders from a competitor — and you find out too late

No alert. No buying rhythm tracking. You never know who is slipping away.

90 minutes spent planning a sales route in a spreadsheet

Poorly sequenced visits, 40 extra kilometres, and an hour wasted.

Tasting notes scattered or lost

Post-its, impossible-to-find voice memos, unreadable notebooks — and no way to remember what the client actually said.

Searching your inbox for the right PDF version

Sending a wine sheet takes 10 minutes. Sometimes, you even send an outdated version.

One more tool you never open in the field

Too heavy to use between two appointments. In the end, the paper notebook still feels easier..

With WineCRM

✓

No contact gets lost after a trade show or tasting

Every meeting is saved, organized and easy to find — even three weeks later.

✓

You always know who to follow up with, and when

No silent client slips through the cracks. WineCRM alerts you before it is too late.

✓

Your sales routes cost less time and fuel

Visit order is optimized automatically. Fewer unnecessary kilometres, more useful meetings.

✓

Everything a client told you is available in seconds

Preferences, objections, last orders — everything is stored in the right place.

✓

Your clients always receive the right wine sheet at the right time

No more outdated PDFs hidden in your inbox. The latest version is ready to send in 30 seconds.

✓

Built to be used in the vineyard, on the road and between visits

Designed to be opened between two appointments, not only behind a desk. No training required.

Result: no sales opportunity gets lost along the way.

From first contact to final order, WineCRM covers every step of your field sales workflow.

1 – Capture

Scan a business card.
The contact is created in 3 seconds.

After a meeting, stop wasting time manually entering contact details. Scan a business card, import from Google Maps or from your phone contacts WineCRM automatically creates the client record for you.

2 – Remember

Dictate after a tasting.
Everything is saved on the right client record.

During or after a tasting, simply speak into your phone. WineCRM transcribes your note and attaches it to the right client, no more lost post-its, no more impossible-to-find voice memos three weeks later.

3 – Visit

Plan your sales route in 5 minutes.
WineCRM optimizes the journey.

No more unnecessary back-and-forth trips. WineCRM places your clients on an interactive map, optimizes the visit order and alerts you about follow-ups you should not miss along the way.

4 – Convince

Send an elegant wine sheet in one click, by email or SMS.

No need to search your inbox for the latest PDF version. WineCRM automatically generates an up-to-date sheet for each wine, ready to share instantly from your phone.

See WineCRM in the field.

In 3 minutes, discover how WineCRM fits into a real day in the wine business — from business card scanning to optimized sales routes.

A tool built for the field, not for the open space.

WineCRM was not designed in an open-plan office or a meeting room.

It was imagined between two wine shop appointments, after trade shows where too many business cards ended up forgotten in a pocket, and after follow-ups made too late.

Every feature has been tested by its creator in the field, through his own activity as a wine sales agent.

Get started in 10 minutes

No training. No consultant. Most wine professionals are ready to use WineCRM on the same day.

Mobile-first by design

The mobile app is as complete as the desktop version. Everything works between two appointments, even with poor network coverage.

Specialized for wine, not generic CRM

Wine sheets, CHR sales routes, follow-ups based on buying rhythm — features you will not find in a generic CRM.

Built for your daily work, whatever your profile.

WineCRM adapts to the way you work — not the other way around.

Ce que disent les vignerons qui l’utilisent au quotidien.

Des témoignages réels, de vignerons qui ont remplacé leur carnet papier par WineCRM.

Simple, transparent pricing.

Choose the plan that fits your daily workflow.

WineCRM Pricing

14-day free trial — no credit card required.

Starter

FREE

For discovering WineCRM and managing your first 5 buyers.

Up to 5 contacts
Meeting and tasting planning
Task creation
Text notes
Document library — 500 MB
Product sheet creation
Client history
Mobile and web app

Start for free →

⭐ most popular

Pro

49.90€

excl. VAT / user / month

€478.80 excl. VAT / year

For managing all your buyers, planning your sales routes and automating your follow-ups.

Unlimited contacts
Business card scanning
Geolocation and interactive map
Unlimited text and voice notes
Automatic PDF wine sheet generation
Sales history import — CSV
Smart sales route optimization
Automatic follow-up alerts
Document library — 2 GB
Priority email support

Start your 14-day free trial →

Only 50 spots available

Founder Offer

29.90€

excl. VAT / month — €358.80 excl. VAT / year, paid annually

Be among the first 50 wine professionals to adopt WineCRM with an exclusive launch price.

All Pro features
Unlimited contacts for life
All future updates included
Priority support for life

Promo code: Fondateur50

Claim my Founder price→

Your data belongs to you.

WineCRM is built for wine professionals who need a reliable, secure and sovereign solution without compromise.

Your most frequently asked questions about WineCRM

What is WineCRM and who is it for?

WineCRM is a CRM designed specifically for wineries, wine estates and wine professionals. It helps centralize client follow-up, visits, notes, sales routes and wine sheets from a simple, mobile and field-ready app.

Does WineCRM work on mobile and desktop?

Yes. WineCRM is available on iOS, Android and desktop. You can access all your data from all your devices, with no complex setup.

Can I import my existing contacts and data?

Yes. You can add contacts manually, import them from a CSV file, import them from your phone, or scan business cards. WineCRM is designed for quick onboarding, without unnecessary manual entry.

How does WineCRM help me avoid forgetting client follow-ups?

WineCRM identifies clients who have not ordered according to their usual buying rhythm and alerts you when it is time to follow up.

Is my data secure and GDPR compliant?

Yes. Your data is secured, hosted in France and managed according to GDPR principles. Your data belongs to you and remains accessible only to you and the users you authorize.

Can I cancel my subscription at any time?

Yes. The monthly subscription can be cancelled at any time, with no commitment and no cancellation fees. You keep access until the end of the period already paid.

What happens after the 14-day free trial?

At the end of the 14-day free trial, you are free to choose a monthly or annual subscription. If you do nothing, your account simply switches back to the free Starter plan, with no billing.

The CRM built for wineries and wine professionals

Bon retour, Julie