3 key features to look for in wine sales software

If you’re a wine agent, distributor, or sales rep, you know that managing clients, orders, inventory, and commissions can quickly become overwhelming. The right wine sales software can be a game-changer, but with so many options out there, how do you choose the best tool for your needs?

Here are the 3 key features every great wine sales software should have to help you streamline your workflow and boost your sales.

1. Comprehensive CRM

A good CRM (Customer Relationship Management) system is the backbone of any sales software. But generic CRMs often miss the nuances of the wine industry. You need a CRM that lets you:

Track your wine clients and contacts efficiently
Manage leads and follow-ups
Record notes from tastings, events, and meetings
Segment customers by region, preferences, or purchase history

A wine-focused CRM like Dolia understands these needs and offers a tailored experience for wine agents and reps, helping you build strong, lasting relationships.

2. Order and Inventory Management

Tracking orders and managing inventory is critical in wine sales. The best software should allow you to:

Monitor wine orders status in real time
Keep an updated wine inventory so you never overpromise or run out of stock
Sync orders and inventory data seamlessly across your sales channels

This feature saves time, reduces errors, and improves customer satisfaction, vital for busy wine reps juggling multiple accounts.

3. Automated Commission Tracking and Reporting

Commissions are the lifeblood of wine agents and reps. Managing them manually through spreadsheets or disconnected tools can lead to mistakes and missed earnings. Look for software that:

Calculates commissions automatically based on sales data
Provides real-time reporting and dashboards
Allows easy export of reports for accounting or tax purposes

Automating this process helps you stay transparent with suppliers and clients and focus more on growing your sales pipeline.

Why Dolia is the Wine Sales Software You Need

Dolia combines these three critical features into one easy-to-use platform built specifically for wine sales. From CRM to orders, inventory, and commissions — Dolia streamlines your sales process so you can focus on what you do best: selling wine.

Ready to experience the difference? 👉 Try Dolia for free today