CRM for Breweries and Distilleries

Transform your wholesale business: optimise your order processing, improve customer lifetime value, and drive sales growth by combining your customer data with your inventory.

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Opportunity Tracking

Follow your leads as they move through your sales pipeline and visual every stage of their journey, from lead generation to closed deals. Enable quick follow-ups, accurate forecasting, and data-driven decisions to close deals faster while maximising revenue potential

Landing Pages Builder

Create high-converting, code-free web pages with user friendly templates. Optimise every page for efficient lead capture to make it easy to attract and engage visitors, converting them into customers

Missing Order Alerts

Get notified when your CRM detects gaps in regular customer orders. Proactively address potential issues before your customers churn to maintain steady sales and keep loyal customers in your revenue stream with stock-aware CRM

Hear From Customers in the Wholesale Drinks Industry

"Over the last 12 months, since implementing Prospect CRM, our sales have doubled. Prospect CRM has really helped us grow our business. Its unique RFM Analysis allows us to track and quote new opportunities and has identified exactly who our regular customers are, as well as who's slipping away and not ordering as much. We're also able to track customers through the whole lifecycle."

Dennis Kelleher, CEO

Used alongside Unleashed and Xero for Inventory, Accounting & CRM integration
Improved client retention
Quicker order processing with inventory visibility in CRM

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Why Prospect CRM?

Stock-Aware CRM

Prospect CRM’s integrative abilities provide a complete view of your operations in one place. With real-time stock insights extracted from inventory management and accounting software, you can keep up with customer demand while avoiding overstock to enable more accurate order fulfillment and streamline the customer journey from enquiry to invoice.

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Fuel Success with Smarter Insights

Prospect CRM empowers beverage manufacturers with a comprehensive performance analysis across 7 core growth strategies. Using actionable insights and detailed metrics generated by the system, businesses are able to optimise key areas like customer engagement, sales pipeline, and stock management, unlocking growth opportunities in a competitive market.

Find out more about the CRM Growth Engine

Free Report: Sales Growth Strategies in the B2B Sector

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Solving the Biggest Challenges in Brewery & Distillery Supply Chains

Anticipate Seasonal Swings

Brewery and Distilleries often see a demand spike or dip depending on the season – whether it’s increased orders during the summer months or holiday orders during the winter.

Prospect CRM uses historical sales data and RFM analysis to detect demand patterns and predict what products specific customers are likely to need next. Sales teams can plan proactive outreach and seasonal promotions, while operations can fine-tune purchasing to prevent overstocking low-demand items and missing out on fast-moving products.

Reduce Waste & Control Inventory

Perishables such as beers and ciders require tight control over shelf life. Our CRM integrates with your inventory management systems to surface aging or stagnant inventory directly in the sales workflow.

This allows reps to act quickly – like offering soon-to-expire products to nearby customers with same-day delivery. The result: fewer write-offs, improved margin recovery, and smarter product rotation across your distribution channels.

Unlock Hidden Sales

Breweries and Distilleries often manage a variety of product SKUs from different flavours, sizes or alcohol-free versions of existing products.

Prospect CRM’s Magic Matrix tool tracks purchase behaviour and highlights what each customer hasn’t tried yet. If a retailer consistently orders regular flavours but hasn’t sampled the new flavour variant you've launched, your sales rep receives a prompt to suggest a trial offer. It’s an easy way to increase product exposure and grow average order value.

Personalise Repeat Orders

Wholesale beverage and distillery customers – like cocktail bars or independent supermarkets – often place recurring orders for popular lines and products. Prospect CRM lets you create order templates tailored to each account’s typical purchasing habits.

When a chain of cocktail bars places their weekly stock-up, reps can instantly generate their standard order with dynamic quantity suggestions based on previous weeks. It shortens the sales cycle and ensures dependable supply for your key accounts.

Informed Decision Making

Using business intelligence dashboards and smart reporting tools to gather real-time data, Prospect CRM gives suppliers in the brewery and distillery industry in-depth analytics with intuitive growth tools. Simplify complex and isolated information with manufacturing software to identify trends, and transform data into actionable intelligence.

Enhanced Sales Forecasting

By leveraging advanced analytics, businesses can anticipate demand fluctuations and align production schedules accordingly, adopting a proactive approach to sales growth. Stock-aware software minimises risks and maximises return on investment with accurate predictions based on historical data.

Turn More Leads into Customers

Embed web enquiry forms to capture lead details, use RFM segmentation to identify your ideal customer profile (ICP), and filter a continuous stream of prospects into your sales funnel with smart features that standardise your sales process and maximise revenue.

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How to Scale & Grow in Food & Beverages

Discover expert advice from System Integration Expert, Philip Oakley from Outserve, discussing how using both inventory and accounts software can help beverage companies scale their business through the right tech stack, alongside your strategy, people and processes.

The Cost of CRM Software: What to Expect & How to Choose the Right Plan

Want to know the true cost of stock-aware CRM for the brewery and distillery industry? Our guide explores pricing, hidden fees, and ROI to help you find a system that improves quoting and stock control.

Get the Full Breakdown

End of Financial Year Survival Guide: 5 Steps for Supply Chains to Get Ahead

This guide outlines five essential steps for wholesalers, distributors, and manufacturers to efficiently close out the financial year, optimise operations, and set their business up for long-term success with the help of a stock-aware CRM like Prospect CRM.

EOFY Made Easy: The Ultimate Checklist for Sales, Stock & Success!

This ultimate EOFY checklist helps wholesalers, distributors, and manufacturers optimise sales, stock, and customer management with Prospect CRM to ensure a smooth year-end and set the stage for a profitable year ahead.

CRM for Breweries and Distilleries FAQs

How does Prospect CRM help breweries and distilleries manage B2B sales?

Most generic CRMs focus purely on contacts and activities. Prospect CRM is a stock‑aware CRM built specifically for B2B product businesses where inventory, pricing and order history are just as important as customer notes.

By connecting to your existing inventory, ERP or accounting system, Prospect CRM gives sales, customer service and marketing teams a single view of each customer plus live product and stock information.

By streamlining their sales process by managing customer relationships, automating order follow-ups, and providing full visibility of quotes and deals, Prospect CRM ensures sales teams can track accounts, prevent order delays, and maximise repeat business.

Can I manage customer-specific pricing & promotions in Prospect CRM?

Yes! Prospect CRM allows you to set up customer-specific pricing, discounts, and promotions for different B2B clients. You can also track seasonal pricing changes and automate promotions to ensure accurate and competitive quotes.

How does Prospect CRM help track sales performance & customer buying trends?

With built-in reporting and dashboards, Prospect CRM gives breweries and distilleries insights into customer purchasing trends, top-performing products, and sales team performance. This helps you optimise sales strategies and identify growth opportunities.

Explore all CRM features.

How does Prospect CRM support account management for breweries and distilleries?

By storing full customer histories – including past orders, preferences, and key contacts – Prospect CRM ensures sales reps have all the information they need to provide excellent service and increase customer retention.

How much does Prospect CRM cost for breweries and distilleries?

Prospect CRM offers pricing plans based on your business size and feature needs. Whether you require enhanced reporting, workflow automation, or CRM integrations, visit our pricing page to find the right plan.

Discover the secret ingredient to growing your sales with beverage manufacturing CRM software

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