// The Stack — CRM

There is nothing sexy about a CRM.

They are necessary evils and I assure you that the manager hates reviewing them as much as the sales person hates updating them. So my goal in creating ours was to make it less of a pain in the ass to update AND to make it feed the rest of the stack to create street level intelligence.

// The problem

A generic CRM treats a liquor store and a SaaS lead the same way. Your reality — outlets, distributors, depletions, territories — gets crammed into fields that were never built for it. So the data’s a mess, and you stop trusting it.

// A day in the field

The chaos becomes street-level intelligence.

Everything a sales rep juggles in the field — accounts, visits, orders, reorders, even the buyer’s favorite team — funnels into one CRM and streams back out as street-level intelligence: catch stockouts before they happen, measure lift, and replicate what works.

Every account, distributor, and depletion in one place — and the ones slipping, flagged.

01

Accounts & contacts, the way spirits sells

Every retail outlet, on-premise account, distributor, and buyer in one place — keyed the way our world actually works, not bent out of a generic sales CRM.

02

Depletion tracking

Track what’s actually moving through accounts, not just what shipped. The number your distributor’s report buries.

03

Reps, distributors & territory

Call activity, visit logs, distributor relationships, and territory workflow built for a field team — so you know where the reps are and what they moved.

04

Brand-level walls

Run more than one label? Each brand sees only its own world. Clean separation, no cross-contamination.

// The book of accounts, populating

Every account, distributor, and depletion — loaded in and watched.

Import your book once and the system fills in. Depletions update, territories sort, and the accounts slipping get flagged before they stock out.

accounts / all-territories.crm LIVE
Account Distributor Depletions Status
Eastside Wine & Spirits Republic National +12.4% On pace
Harbor Beverage Co. Breakthru +6.1% On pace
Midtown Bottle Shop Southern Glazer’s −3.8% At risk
Ridgeline Package Johnson Brothers +21.0% On pace
County Line Liquors Republic National −9.2% Stock-out risk
Crestview Fine Wine Breakthru +4.7% On pace
// Built for the category

Distributors, depletions, and SKUs are first-class — not customizations.

CRM walkthrough — screenshot slot

See it running on your accounts.

Demos are real — I’ll show you the system with category data that looks like yours. Pricing’s scoped to the brand; tell me what you need.

Book a demo →