01
Fragmented data.
Different sources, product names, account records, and reporting periods make a consistent view hard to find.
For wine, beer, and spirits suppliers
Your portfolio
is curated.
Your software
should be, too.
Sales intelligence and CRM, built around your brand. Bring your data, account relationships, and team’s next steps into one connected platform.
Your workflowsYour teamYour data
Your brand. One shared picture.01 / ∞
SALES INTELLIGENCE + CRM
Your brand, in focus.
9L cases3,823+49% vs. prior year
Active placements1,280The accounts behind the total
A little perspective.Jan–Sep · sample data
The Juniper Room
Activity below recent pattern. Follow-up assigned.
Illustrative combined workspace · sample data and account
✳From a change in performance
to a clear next step for your team.
to a clear next step for your team.
Beverage, hospitality, and technology experience. Built in.
Our founders’ experience includes these companies. Logos describe professional background, not endorsements.
Less report preparation. More time to act.
Your team shouldn’t
rebuild the picture
every week.
Distributor files, depletion reports, spreadsheets, and inboxes each hold a piece of the business. We bring those pieces together so your team can focus on what they mean.
02
Hours spent on reports.
Downloading, cleaning, and merging files takes time away from the decisions and relationships that move the business.
03
Scattered account history.
Conversations, samples, and next steps get lost across inboxes, notes, and individual memories.
One reporting foundation
Bring the data together.
Give the hours back.
Automated feeds from your available data sources, cleaned, merged, and clearly visualized.
01
Connect the sources.
Depletions, distributor files, shipments, and other sales data.
02
Make them consistent.
Align accounts, products, units, and reporting periods.
03
Keep the picture current.
Refresh the reports and surface exceptions for review.
Connections and refresh timing are scoped to the authorized exports and APIs your data providers make available.
Sales intelligence
The big picture.
The detail behind it.
Understand where you’re growing, where activity is slowing, and where the next opportunity might be. Then drill into the accounts behind the trend.
Portfolio intelligenceILLUSTRATIVE VIEW
Every market. One clear picture.
JAN–SEP 2026 · COMPARED WITH PRIOR YEAR
All markets ↓All distributors ↓All SKUs ↓
Physical cases5,750↗ 37% YoY
9L equivalents3,823↗ 49% YoY
Units sold65,781↗ 59% YoY
Sales dollars$597k↗ 14% YoY
The trend behind the total9L CASES · MONTHLY
Current yearPrior year
↗
See the change. Explore what’s behind it.Move from portfolio performance to the markets, products, and accounts driving it.
A shared starting point for the weekly review.
- Compare cases, 9L equivalents, units, and sales dollars.
- Filter by market, distributor, SKU, or other available attributes.
- Follow changes in distribution, velocity, and product mix.
Go into a market with a clearer plan.
- See where your brand sells and which accounts need attention.
- Find lapsed placements and new buying opportunities.
- Drill into SKUs and placements, then review the available invoice history.
Understand the rhythm of repeat business.
- Review reorder rates and time between purchases.
- Compare account or product patterns and follow new-account retention.
- Use order frequency to inform forecasting and follow-up.
Also bring inventory, trends, follow-up priorities, and data quality into view. Your dashboards use your sources and agreed business definitions.
Account CRM · AI-assisted fieldwork
Put your visit
photos to work.
Take a photo during an account visit or upload images you already have. AI turns menus, backbars, surveys, and receipts into structured information connected to the right account.
- Capture the visit, without the extra admin. Link photos and notes to the account, record who visited and when, and keep conversations, samples, and follow-up in one shared history.
- Understand the competitive set while you’re there. Parse menus and backbar photos into identifiable brands, categories, placements, and visible menu prices. See where your portfolio fits and what to discuss next.
- Track expenses from a receipt. Extract the vendor, date, and amount, then connect the expense to the account visit and your team’s review workflow.
- Ask in plain language. Find accounts carrying a competing category, compare field observations across a territory, or see which visits need follow-up without assembling another report.
Photos become account context
The Juniper Room
On-premise · Fictional account
Account visit recorded
Photos, rep notes, and visit details stay together in the account history.
Captured in the field · Shared with the teamMenu and backbar structured
Identifiable products become searchable account data.
| Brand / category | Observed in |
|---|---|
| Canyon Gin Gin | Menu + backbar |
| Northline Vodka Vodka | Backbar |
Receipt ready for expense review
Vendor, date, and amount extracted and linked to the account visit.
Expense details · Review before approvalIllustrative CRM workflow · sample account, brands, and activity
Less retyping. More time with the account.Optional AI organizes the raw inputs and suggests matches. Your team reviews the details, corrects uncertain results, and approves what becomes part of the account record.
01
Capture or upload.
Photograph a menu, backbar, survey, or receipt during the visit.
02
Structure the details.
AI extracts visible information and suggests account and product matches.
03
Review the picture.
Confirm the competitive set, visit record, and expense details.
04
Act with context.
Assign follow-up and keep field observations alongside sales performance.
Custom by design
Your business.
Your people.
Your way of working.
A founder, a sales leader, and a field representative need different views of the same business. We build around the responsibilities, terminology, and workflows that make your team yours.
Whole-business perspective
Keep the priorities in view.
Understand performance across markets and see how the business is progressing toward its goals.
- Company performance and product mix
- Market opportunities and concentration
- Shared priorities and progress toward goals
Example role views. Your team’s permissions and workflows are defined together.
Two ways to work together
Own the platform.
Or use it by subscription.
Choose how you want to invest in and operate your software. Both approaches start with your business and the work you want to make easier.
Your data stays yours.
We agree on the sources, workflows, commercial model, and ongoing support before the work begins.
The people behind the product
Built by people
who know
the business.
We bring beverage, hospitality, and technology experience to the same table. We understand field sales, account relationships, and the pace of the working day.
We listen, build alongside your team, and stay involved after launch. As your portfolio, team, and processes change, your software can change with them.
01Understand your sources and workflows
02Build and refine with your team
03Launch, support, and keep improving
A few things
you might be wondering.
Can we start with reporting and add CRM?
Yes. We can start with the data and reporting foundation, then add account workflows as your team needs them. We define the scope together so you invest in the work that matters first.
Can you work with our existing data sources?
We review the exports, APIs, source detail, and access your providers make available. That determines the integrations, reporting coverage, and refresh cadence we can support.
Does everything have to use AI?
No. AI assistance is optional and scoped to the tasks where it is useful. Your team remains responsible for reviewing extracted information and proposed actions.
What happens after launch?
We agree on ongoing support, data maintenance, hosting, and how to prioritize feature requests. The terms depend on your scope and whether you choose ownership or a subscription.
Let’s build a better way to work
Start with your reports.
Your accounts.
Your next chapter.
Tell us what your team spends too much time putting together, and what you wish you could see more clearly.
glenn.lucci@gmail.com