The best 5 tools for wine agents

As a wine agent, you’re constantly juggling client meetings, follow-ups on wine orders, pending invoices, and supplier communications.

Staying organized without the right tools can feel overwhelming, and worse, it takes time away from what matters most: selling wine.

The good news? There are digital tools out there that can simplify your work. Some are generalist solutions, and some are built specifically for wine professionals. Here’s a breakdown of the best wine software for agents and reps in 2025.

🗂️ Notion

Great for organizing, but not built for wine sales.

Notion is a flexible workspace that can help wine reps manage client info, plan routes, and track daily tasks. It’s fully customizable, which means you can build your own wine CRM, if you’re willing to invest time.

Pros: Customizable, free plan available

Cons: Manual setup, not optimized for wine agents, no built-in sales tracking or inventory management

🧾 Invoice Ninja (or similar invoicing software)

Simple billing, but not enough for full wine sales workflows.

Invoicing tools like Invoice Ninja help with issuing invoices, calculating VAT, and managing payments. They’re useful—but they don’t manage your wine orders, client data, or inventory.

Pros: Good for billing

Cons: No CRM, no order tracking, no wine inventory software features

🧠 Odoo

Powerful ERP, but not wine-specific.

Odoo is a modular business platform offering tools for CRM, invoicing, inventory, and more. It’s great for companies that need a full distributor software stack, but it comes with a steep learning curve.

Pros: All-in-one system

Cons: Complex setup, not made for wine distributors or agents, overkill for solo reps

📊 Excel & Google Sheets

Still the most common — and the most fragile.

Spreadsheets are still used by most wine sales agents to track clients, commissions, wine inventory, and orders. While they’re free and familiar, they require constant manual updates and don’t give you real insights.

Pros: Free, flexible

Cons: Time-consuming, error-prone, no automation

🍷 Dolia

The platform built specifically for wine agents.

Dolia is an all-in-one platform designed exclusively for wine agents and wine sales reps. It replaces spreadsheets and scattered tools with a unified dashboard where you can:

• Manage your customers and contacts (CRM)
• Track orders, follow-ups, and status updates
• Monitor commissions in real time
• Handle wine inventory and availability
• Issue invoices directly from the platform

Whether you’re just getting started or managing multiple regions, Dolia gives you the structure and visibility you need, without the tech headache.

Start using Dolia for free here: Insert link