CRM for wineries, importers & distributors
The wine sales CRM that remembers the follow-up.
Move trade accounts from first outreach to tasting to first order—and keep existing customers on a clear reorder cadence. Every opportunity has an owner, a next action, and a due date.
- Pipelines for prospects, tastings, first orders, and repeat orders
- Email, tasting feedback, notes, and attachments in one account history
- A Today list that tells every rep exactly who needs a follow-up
14-day free trial · No credit card required
Great wine does not follow up with buyers.
Wine sales are built on relationships, timing, and persistence. The problem is rarely knowing who you want to sell to. The problem is remembering exactly what should happen next.
Samples disappear into silence
You sent the bottles. The buyer said they would taste them. Two weeks later, nobody owns the follow-up.
Tasting notes stay in inboxes
Feedback, pricing questions, and promises are scattered across email threads and personal notes.
Repeat orders rely on memory
The first order gets celebrated. The second order gets left to chance.
Accounts fall between people
The owner, sales rep, and distributor all assume someone else is handling the next step.
Pipelines
Win the first order. Earn the next one.
New-account sales and repeat-order sales are different motions. Nudge gives each one a clear pipeline instead of forcing both into the same spreadsheet.
New Trade Accounts
Target account
Contacted
Casa Verda Wine Bar — Barcelona
Tasting / samples
Northgate Imports — Northeast US
Follow-up
The Cellar House — London
Pricing / terms
Coastal Bottle Shop — Lisbon
Order pending
Won
Lost
Customer Reorders
Active customer
Reorder window
Casa Verda — expected 12 cases
Follow-up sent
Coastal Bottle Shop — summer refill
Waiting on order
Northgate Imports — Q3 allocation
Order confirmed
Paused
At risk
When an order is confirmed, move the account back to Active Customer and schedule the next expected reorder date. The pipeline becomes a living account cadence rather than a graveyard of closed deals.
The first order is a milestone, not the finish line.
Both pipelines are created for you when you choose a wine template during signup.
Wine businesses already run on Nudge.
Trusted by wineries, importers, and distributors.
Now our team knows exactly what restaurants and bottle shops we need to follow up with.
Ryan Vanderpol
Owner · Mas de l'Abundància
I used to keep reorder dates in my head. Now every account has a next follow-up before I leave the tasting.
Elena Marchetti
Sales Director · Passito Hills Estate
We manage forty restaurant accounts across two territories, and nothing slips between reps anymore.
Marcus Delgado
Co-founder · Delgado & Frost Wine Imports
Every account knows what happens next.
Four habits, built into the product, that keep wine sales moving.
Every opportunity has an owner
No account is “the team’s.” One person is responsible for moving it.
Every opportunity has a next action
Send samples, request feedback, schedule a tasting, confirm pricing, or ask for the reorder.
Every next action has a due date
“Follow up sometime next week” becomes an actual commitment.
The Today list is the truth
Each rep sees due, overdue, and upcoming sales actions in one place.
Next step required → Today list automatically updates.
Today
My tasks due today, overdue, and this week
- Follow up after restaurant tasting
- Confirm importer sample arrival
- Send updated vintage availability
Team
Everything the team owes this week
Sofia
5 actions
Ryan
4 actions
Alex
6 actions
Keep the conversation attached to the customer.
Forward or CC sales emails to your Nudge workspace. Nudge adds the message to the relevant relationship history so the team can see buyer feedback, order context, and what was promised. Ambiguous matches go to a review queue so nothing lands on the wrong record.
- Capture feedback after tastings
- Preserve pricing and availability conversations
- Record what the customer ordered or asked to revisit
- Keep internal notes and comments beside the email history
- Attach price lists, technical sheets, presentations, or sample documents
Order context is entered by your team or captured from a forwarded email — Nudge does not sync transactional order data from other systems.
Your sales day, in your pocket.
Before a buyer visit, open the account history. After a tasting, add the feedback and schedule the next action while the conversation is still fresh.
Marta Silva
Casa Verda Wine Bar
Next actions
Ask Marta about August refill
Due today · Sofia
Send updated price list
Tomorrow · Ryan
Schedule autumn portfolio tasting
Friday · Sofia
Recent activity
Email logged
2h ago
Note by Sofia
Yesterday
Tasting meeting
3 days ago
AI-powered import
Bring the spreadsheet you already have.
Your buyer list does not need to be clean before you start. Upload CSV or XLSX files and let Nudge suggest how to map businesses, contacts, opportunities, activities, and wine-specific custom fields. You review everything before import — and can undo it if the result is not right.
1Upload
Drop in your CSV, XLSX, or CRM export — messy workbooks welcome.
2AI maps
AI sorts your columns into contacts, companies, deals, and custom fields.
3You review
Approve mappings, check flagged duplicates, preview the dry run.
4Import
One click. Everything lands in the right place — undo anytime.
Detected sheets
Example import columns
- Multi-sheet workbooks supported
- Dry-run preview before anything is created
- Dedupe and merge review
- Custom-field suggestions require your approval
- Entire import can be undone
Custom fields
Track the details that actually matter in wine sales.
Use custom fields to make Nudge match your market, portfolio, and sales process without turning the workspace into an ERP.
Business fields
Contact fields
Opportunity fields
Everything a small wine sales team needs to follow through.
Shared and private pipelines
Run team pipelines for wholesale sales and reorders, plus private pipelines for sensitive distributor or partnership conversations.
Owners, next actions, due dates
Give every opportunity an owner, a next action, and a due date so nothing waits on somebody’s memory.
Activity timeline
Calls, emails, meetings, notes, and attachments in one chronological history. Log tastings as notes or meetings.
Email capture
Forward or CC emails to the workspace dropbox and attach them to the right records.
Custom fields and filters
Organize accounts by territory, account type, channel, representative, or customer status.
Comments and mentions
Discuss an account on the record instead of losing context in private messages.
Global search
Find a buyer, account, note, or conversation quickly.
Mobile access
Keep follow-ups visible when representatives are traveling or visiting accounts.
AI-assisted import
Move from spreadsheets or supported CRMs without rebuilding the database by hand (Premium and trial).
A sales CRM, not another winery operating system.
Nudge is intentionally focused. Keep your ecommerce, POS, wine club, inventory, accounting, and fulfillment systems. Use Nudge for the relationship-driven sales work those systems do not make your team complete.
| Category | Best at | Typical gap Nudge addresses |
|---|---|---|
| Nudge | Prospecting, tastings, sales ownership, next actions, first orders, and repeat-order follow-up | Not intended for POS, ecommerce, inventory, invoicing, or fulfillment |
| Winery commerce platforms | Ecommerce, POS, clubs, reservations, DTC customer data, and tasting-room operations | B2B account prospecting and deliberate rep follow-up may not be the center of the workflow |
| Wine ERP / distribution platforms | Products, inventory, offers, orders, invoices, shipments, and operations | Can be more system than a small relationship-sales team needs |
| Generic CRM suites | Broad sales, marketing, reporting, and automation | More configuration, administration, and feature overhead |
| Spreadsheets and inboxes | Flexible, familiar, and cheap | No clear owner, next action, due date, or shared daily sales plan |
Nudge
Best at
Prospecting, tastings, sales ownership, next actions, first orders, and repeat-order follow-up
Typical gap Nudge addresses
Not intended for POS, ecommerce, inventory, invoicing, or fulfillment
Winery commerce platforms
Best at
Ecommerce, POS, clubs, reservations, DTC customer data, and tasting-room operations
Typical gap Nudge addresses
B2B account prospecting and deliberate rep follow-up may not be the center of the workflow
Wine ERP / distribution platforms
Best at
Products, inventory, offers, orders, invoices, shipments, and operations
Typical gap Nudge addresses
Can be more system than a small relationship-sales team needs
Generic CRM suites
Best at
Broad sales, marketing, reporting, and automation
Typical gap Nudge addresses
More configuration, administration, and feature overhead
Spreadsheets and inboxes
Best at
Flexible, familiar, and cheap
Typical gap Nudge addresses
No clear owner, next action, due date, or shared daily sales plan
Nudge can sit beside Commerce7, OrderPort, VinesOS, Wine Suite, inventory software, accounting software, or an order-management system. It is the place your team decides who follows up next and when.
Small-team pricing. No enterprise implementation.
Start with a 14-day Premium trial, import your existing account list, and use the wine-sales templates to build your first pipelines in minutes.
- 1Start your free trial
- 2Choose the Winery / Producer or Importer / Distributor template
- 3Import your spreadsheet and work your Today list
Premium
$20/mo
$200/year
Teams + ownership + collaboration + advanced reminders
- AI import + dedupe + undo
- Custom fields
- Multiple pipelines (shared + private)
- Email capture (up to 1,000/mo)
- CRM imports (Pipedrive, Zoho, OnePageCRM)
14-day free trial · No credit card required
Cancel anytime. Keep your data.
+$5/user/mo
Frequently asked questions
Is Nudge a winery management or inventory system?
Can Nudge work alongside Commerce7, OrderPort, or another winery platform?
Does Nudge work for wine importers and distributors?
How do we track repeat orders?
Can we import our existing buyer spreadsheet?
Can we keep tasting feedback and emails on the customer record?
Can we track different territories or account types?
Does Nudge send bulk marketing email campaigns?
Can each representative have a private pipeline?
Is there a mobile app?
Your next order starts with the next follow-up.
Give every buyer, tasting, first order, and reorder a clear owner and due date.
14-day free trial · No credit card required