CRM
Know your customers well enough to keep them.
Every tasting room visit, online order, and club membership lives in one complete customer profile. Build the relationships that build your business.
Connected customer view
Every customer. Every interaction. One profile.
vinSUITE's CRM brings together everything you know about each customer so your team can deliver more personal experiences without more work.
Complete Profiles
Know how they buy, where they buy, and what they spend.
Visits. Orders. Clubs. All in one place.
Every customer profile pulls together spending power, channel tracking, member interests, and order history in one view. See whether a customer tends to buy online, over the phone, or in the tasting room. See their lifetime spend, their largest order, how often they're ordering, and which clubs they're in.
Claus A.
Reserve · Since 2021
Lifetime value: $4,250
36 orders to date
Smart Segmentation
Build any list. Send to any channel.
Build segments that drive real revenue.
ListBuilder lets you filter by member type, club tenure, birthday, zip code, last login, state, and dozens more. Save the list once and reuse it whenever.
High-value reactivation
47 customers
Custom filter saved
Reuse anytime
Ready to see it?
See every customer in one place. Yours included.
Walk through the vinSUITE CRM with our team using your customer data.
Book a DemoConnected Everywhere
Recognized at every touchpoint.
The same profile in the tasting room, online, and on the phone.
When a customer walks up to the tasting room counter, your POS pulls their profile — club status, member discount, allocations, recent orders. When they log into your website, they see their club shipments, order history, and saved preferences. Wherever they show up, your team and your tech already know them.
Order synced to club
Real time
Inventory updated
Across channels
Membership Context
The right discount, the right customers, automatically.
Recognition, every time.
Build promotions in PromoBuilder, then tie them to member types — club members, big spenders, locals, allocation buyers, or any segment you've tagged. The right discount applies automatically at checkout, whether the customer is in the tasting room, on your site, or paying for a club shipment.
Auto-applied at checkout
No codes required
20% member discount
Tied to member types
One Platform for Every DTC Channel
vinSUITE CRM helps wineries manage
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Customer profiles
contact details, order history, preferences, and club status
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Segmentation for wine club members
online buyers, tasting room guests, and VIPs
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Customer behavior across ecommerce
POS, wine club, and DTC channels
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Lifecycle marketing
retention opportunities, and personalized service
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A connected view of each customer for marketing
tasting room, club, and support teams
Common questions
CRM questions, answered.
Does CRM come included with vinSUITE?
Yes. CRM is built into every vinSUITE plan. No separate license, no upgrade tier.
Can I import my existing customer data?
Yes. Our white-glove implementation team handles customer data migration as part of onboarding. Most wineries are fully migrated in 4 to 6 weeks.
Can my team add notes about customers?
Yes. Staff can add notes to any customer profile after tasting room visits, phone calls, or club shipments. Notes are visible across your whole team so the next person they talk to has full context.
How does CRM connect to email marketing?
CRM segments can be exported or synced to your email platform. You can build segments based on purchase behavior, club status, or visit history, then run targeted campaigns from your email tool.
vinSUITE is a winery CRM connected to POS, ecommerce, and wine club
vinSUITE CRM helps wineries manage customer relationships using connected data from wine club, ecommerce, tasting room POS, order history, preferences, and DTC activity. Instead of spreading customer information across multiple systems, vinSUITE gives winery teams one place to understand who their customers are, what they buy, how they engage, and where they are in the customer lifecycle.
With vinSUITE, wineries can use customer data to improve tasting room service, personalize outreach, support wine club retention, and make smarter marketing and sales decisions.
Ready to see it?
See your customers the way your best team member already does.
Get a walkthrough of how vinSUITE CRM connects your customer data and supports your team.
Book a Demo- 1 business day response
- Tailored walkthrough for your operation