Win More Accounts. Serve Them Better. Never Lose Track of a Relationship Again.
For craft beverage producers, every on-trade account and wholesale relationship is hard won. Liquor Logic's CRM and sales tools give your team the structure to manage every lead, every communication, every order, and every customer relationship — from first contact to long-term loyalty.
Your Entire Sales Cycle — One Platform
Liquor Logic takes your sales team from first contact with a potential stockist all the way through to fulfilled orders, payment received, and repeat business — without switching between systems.
Track Every Prospect from First Contact to Signed Account
Growing your on-trade accounts and wholesale network is a numbers game — but only if you're organised enough to follow up consistently and move leads through your pipeline systematically. Liquor Logic's CRM gives your sales team the structure to do exactly that.
Log every lead — a restaurant that expressed interest at a trade show, a bottle shop that reached out via your website, a corporate client asking about event supply. Assign them a stage in your pipeline, a responsible sales rep, and a follow-up date. Nothing falls through the cracks.
Every interaction with a lead is logged — calls made, emails sent, samples delivered, tastings conducted, objections raised, and promises made. When a lead progresses or stalls, you have the full context to understand why and decide what to do next. When a salesperson leaves, their entire relationship history stays in the system.
Key Features:
- Lead assignment — assign leads to specific sales reps with accountability
- Communication log — every call, email, and meeting logged against the lead record
- Follow-up scheduling — set reminders so no lead goes cold without intent
- Lead conversion — convert a won lead to a customer account in one click
- Lost lead analysis — record why leads were lost and identify patterns
- Conversion rate reporting — see which reps and channels convert best
Every Customer. Every Detail. Always at Your Fingertips.
Your customer database is one of your most valuable business assets. Liquor Logic keeps it complete, accurate, and immediately accessible to everyone who needs it.
Complete Customer Profiles
Every customer record stores contact details, delivery addresses, account terms, credit limits, trade pricing tier, notes, and the full history of every order, payment, and interaction. Your team always has the context they need before making a call or processing an order.
Customer Pricing Tiers
Not all customers pay the same price. Set up multiple pricing tiers — retail, on-trade, wholesale, distributor — and assign each customer to the appropriate tier. When creating an order for that customer, the correct pricing applies automatically. No manual price lookups, no pricing errors.
Credit Limit Management
Set credit limits per customer and let the system enforce them. When an order would take a customer over their approved credit limit, the system flags it for manager approval before the order proceeds. No more awkward conversations about overdue accounts.
Customer Purchase History
See every order a customer has ever placed — what they bought, when, at what price, and whether it was paid on time. Use this data to identify your top customers, spot changes in ordering behaviour, and proactively address at-risk accounts before they churn.
Accounts Receivable Ageing
Know exactly which customers owe you money and for how long. The AR ageing report shows every outstanding invoice broken into 0-30, 31-60, 61-90, and 90+ day buckets — so you can prioritise collections and manage cash flow effectively.
Email & Marketing Integration
Sync your customer database to Klaviyo or MailChimp for targeted email campaigns. Segment by purchase history, customer type, or location — send new release announcements to your most engaged wholesale accounts or seasonal promotions to your tasting room visitors.
Never Miss a Visit, a Follow-Up, or a Deadline Again
Sales in the craft beverage industry is relationship-driven. That means regular client visits, trade tastings, hospitality events, and structured follow-up cadences. Without a clear system to manage all of it, things slip — and in a competitive market, slipping means losing accounts.
Liquor Logic's calendar and task system gives your sales team a structured way to plan their week. Add any appointment — a client visit, a trade tasting, an industry event, an internal meeting — with full details, category, assigned team member, and a Google Maps link for easy navigation to the venue.
Tasks work alongside appointments. Follow-up calls, sample dispatch, proposal writing, credit application processing — any task can be created, assigned to a team member, given a due date, and tracked to completion. When it's done, it's marked complete and disappears from the active list. No sticky notes, no shared spreadsheets, no missed commitments.
Appointments & Meetings
Log client visits, tastings, and meetings. Categorise by type, assign to a team member, and attach Google Maps links for navigation.
Task Assignment
Create and assign tasks to any team member with a due date. Track progress and completion — accountability without micromanagement.
Reminders
Set reminders for upcoming appointments and approaching task deadlines. Never be caught unprepared for a client meeting or miss a promised follow-up.
WhatsApp Task Dispatch
Send tasks and instructions directly to team members via WhatsApp — no emails to get lost, no excuses for missed instructions.
Professional Sales Documents in Under 30 Seconds
Creating a quotation or invoice should take seconds, not minutes. Liquor Logic generates all your key sales documents automatically — select the customer, select the products, and the system does the rest.
From Quotation to Paid Invoice — Without Retyping Anything
The entire sales document workflow is connected in Liquor Logic. A quotation can be converted to an invoice with one click when a customer confirms their order. An invoice generates a delivery note automatically when you're ready to dispatch. Payments are logged against the invoice, and your accounts receivable balance updates immediately.
Every document is professionally formatted with your branding, the customer's details, line items, pricing, taxes, and payment terms — generated automatically, ready to send. No manual document creation, no formatting headaches, no errors from retyping data between documents.
Quotations
Generate professional quotations with expiry dates, pricing tiers, and product details. Convert to invoice on approval.
Sales Invoices
Tax-compliant invoices generated automatically. Log payments, track outstanding balances, and send payment reminders.
Delivery Notes
Auto-generated from your invoice. Confirm dispatch, update stock, and give your driver a clean delivery manifest.
Credit Notes & Returns
Process returns and issue credit notes quickly. Returned stock is reinstated in inventory automatically with a full audit trail.
Purchase Orders — From Supplier to Stock in One Flow
The purchasing side of your business is just as important as the sales side. Liquor Logic's purchase order module covers the full supplier order workflow — from creating a PO and sending it to your supplier, through to receiving the goods and updating your stock levels.
When goods arrive, receipt them against the purchase order. Quantities are confirmed, stock is updated, and the supplier invoice is ready to match and send to your accounting system. If quantities don't match or goods arrive damaged, the discrepancy is flagged immediately for resolution.
- Create and send purchase orders to suppliers directly
- Track open POs — what's been ordered and what's outstanding
- Goods receipt matched against PO — discrepancies flagged automatically
- Supplier invoice matching and accounts payable tracking
- Full purchase history by supplier and by product
- Accounts payable ageing — see what you owe and when it's due
Sales vs Purchase — One Unified View
Liquor Logic connects your sales and purchasing data into one financial picture:
| Document Type | Direction | Auto-Updates |
|---|---|---|
| Sales Invoice | OUT | Stock, AR, Accounting |
| Delivery Note | OUT | Stock movements |
| Credit Note | IN | Stock, AR, Accounting |
| Purchase Order | IN | Supplier record |
| Goods Receipt | IN | Stock, AP, Accounting |
Understand Your Sales Performance in Depth
Data-driven sales decisions start with the right reports. Liquor Logic gives your sales team and management everything they need to track performance, identify trends, and act on what the numbers are telling you.
Sales by Product
Revenue and volume by SKU across any date range. Know your best sellers and identify underperformers before they become a problem. Filter by customer type, region, or sales channel.
Sales by Customer
Rank your customers by revenue, volume, and order frequency. Identify your top 20% of accounts and focus your retention effort where it matters most.
Sales by Period
Weekly, monthly, and year-on-year sales trends. Spot seasonality, measure the impact of promotions, and plan production and purchasing around actual demand patterns.
Sales by Region
Break down your revenue by geographical area — province, city, or customer delivery area. Identify where you're strong and where you have growth opportunity.
Customer Retention Report
Identify customers who haven't ordered in 30, 60, or 90 days. Proactively reach out before an at-risk account goes to a competitor. Measure your retention rate over time.
Lead Conversion Report
Measure how many leads convert to customers, how long conversion takes on average, which lead sources perform best, and which sales reps have the highest close rate.
Frequently Asked Questions — CRM & Sales
Explore Other Features
Grow Your Accounts. Keep Them Longer.
Give your sales team the tools to close more deals, build stronger relationships, and never let a customer slip away through poor follow-up.