Craft breweries, wineries, cideries and distilleries

The CRM for breweries, wineries and distilleries.

GuardenerAI for breweries, wineries and distilleries is a CRM for independent drinks producers. It keeps trade accounts, distributors and club members as company and person records, runs new account sales as a pipeline, sends newsletters and release announcements by email, SMS or WhatsApp to people who have opted in, and invoices trade customers from the same system. It is for small producers who sell to bars, shops and their own fans.

A small producer sells three ways at once: to bars and shops, through distributors, and direct to people who love what you make. Each lives in a different list. GuardenerAI puts trade accounts, distributors and club members in one place, so the sales visit, the release email and the invoice all start from the same record.

Sound familiar?

What this usually looks like today.

What changes

One system, doing the work with you.

Every trade account known

Bars, restaurants and shops are companies with a Hot, Warm or Cold rating, an owner and every conversation on the record.

New accounts as a pipeline

Prospective stockists run as opportunities from first visit to first order, so the rep knows who to call this week.

Releases announced to the right people

Send release and event announcements by email, SMS or WhatsApp to people who have opted in, with consent checked per channel and topic.

Trade invoices from the same place

Invoice trade customers from their company record and, on the Max plan, send a Stripe card payment link with the invoice.

The modules this runs on

How you set it up

Shaped around how breweries, wineries and distilleries actually work.

There is no one-click template for this industry, so you add these objects and fields yourself in Settings. It takes an afternoon, and nothing about it is fixed.

Built in

Companies

Trade accounts and distributors, with custom fields for account type and territory.

  • Rating
  • Industry
  • Account Type
  • Territory
Built in

Persons

Buyers at trade accounts, club members and visitors who opted in.

  • Club Member
  • Preferred Channel
You create it

Club Memberships

One record per club membership, linked to the member. You create it in Settings.

  • Member
  • Club Tier
  • Joined
  • Status
Built in

Opportunities

New stockists and distributor deals.

  • Value
  • Stage
  • Expected Close Date

Suggested stages on Opportunities (new accounts)

  1. Prospect
  2. Tasting
  3. Sample left
  4. First order
  5. Closed Won
  6. Closed Lost
Routines to copy

The repeat work, set up once.

Each of these is built from features in the product today. Set them up once and the whole team runs them the same way.

Action plan

New stockist follow-up

  1. Apply it to a prospective account after a tasting.
  2. Day 0: send the price list.
  3. Day 3: follow-up call (high priority).
  4. Day 14: check in on the first order.
Marketing journey

New release announcement

  1. Add the people you want to tell to a static segment.
  2. Starts when someone joins the segment.
  3. Splits on WhatsApp consent: a short WhatsApp message to those who opted in, an email to everyone else.
  4. Waits three days, then sends the event invitation by email.
Duplicate rule

One record per account

  1. Match companies on normalised company name.
  2. Flag likely duplicates instead of blocking them.
  3. Review and merge them in the duplicate queue.

Fans’ details handled properly.

Consent is kept per channel and topic, every marketing email carries an unsubscribe link, and records live in your own encrypted, audit-logged space.

Read the security details →
FAQ

Questions from teams like yours.

Does it handle age verification or alcohol compliance?
No. GuardenerAI does not verify ages or manage alcohol licensing or excise. Keep those processes where they are today.
Can it manage stock or production?
No. There is no inventory or production planning. GuardenerAI handles the relationships, the pipeline, the campaigns and the invoices.
Can we sync our online shop?
Shopify, WooCommerce, BigCommerce and Squarespace connectors can bring shop customers in as persons when the E-commerce module is switched on. Orders and spend are not synced.
Can we bill club members every quarter automatically?
There are no recurring invoices. You raise each invoice, and on the Max plan send a card payment link with it.

See it on your kind of work.

Start free in an afternoon, or have us walk you through it with data that looks like yours.

Book a walkthrough

Tell us about your team and what you want to see, and we'll reply by email to set a time.

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