Supplier reporting and CRM software for wine & spirits broker groups

The field has flipped.
Brokers are the new sales force.

Suppliers hire a broker group for one reason: proof the market is being worked. Ruby gives them that proof automatically. Brokers log the visit once in the field, and every supplier gets their scorecard, trends, and pipeline without anyone reorganizing a spreadsheet at night. Brand Launcher and Billing run off the same data.

Request a demo See the reporting ↓

Why now

−15–20%

distributor sales reps over the last 3–4 years

Fewer feet on the street means suppliers must find representation market by market. Broker groups are filling that gap — most of them on Excel, Google Sheets, and QuickBooks. Why broker groups exist →

Reporting

Automated supplier reporting. This is what suppliers actually see.

Reporting is what suppliers really want from a broker — proof the market is being worked. In Ruby it is automatic: the broker logs the visit once, and the scorecard, the trends, and the live pipeline build themselves, filterable by supplier, brand, state, and rep. Nobody reorganizes a spreadsheet the night before the supplier call.

The Scorecard — one week, one rep, every number

Account activity, in-store wins, goals vs. actual by brand, and the week's case commitments — here filtered to one rep's Texas territory.

Live view from the Ruby demo environment — demo company, demo data.

Trends — is the market being worked?

Visit recaps vs. order commitments, week by week. Suppliers watch the activity climb.

Ruby trends report showing visit recaps versus order commitments per week over three months

New vs. follow-up

Are reps opening new doors or deepening existing accounts? Both curves, at a glance.

Ruby trends report splitting accounts worked per week into new versus follow-up visits

The Sales Pipeline — from targeted to closed

Every account moves through Targeted → Active → Closed → Follow Up — per brand, per rep, per market. This is the view that turns a supplier check-in from “trust me” into “look.”

Ruby sales pipeline board showing accounts in targeted, active, closed, and follow-up stages for a rep's Texas territory

How it works — and why it matters

Messy data in, clean supplier reports out. Automatically.

If you run a broker group, you know the problem: the data your brokers send back is messy. Before anything reaches a supplier, someone spends hours — often nights — reorganizing spreadsheets by hand. With Ruby, the broker enters the data once and the platform does the rest.

Broker logs the work

Visits, pitches, placements, orders — captured once, in the field, on any device.

Ruby splits it by supplier

Every activity is automatically attributed to the right supplier and brand. No manual sorting, no copy-paste between tabs.

Suppliers get clean reports

Each supplier sees exactly their brands: the activity, the results, and the wins — sent directly from the platform, beautifully reported.

The platform

Everything a broker group runs on, in one system.

How brokers run today

Excel & Google Sheetsactivity tracked by hand — if it's tracked at all

Email attachmentsresults reported to suppliers late, or never

QuickBooksbilling disconnected from the work that earned it

Three tools. Zero connection.

The Ruby broker platform

CRM

CRM — log it once, report it everywhere

Reps log every account visit and result in the field. Suppliers see the activity and outcomes behind every payment — so they stay happy with the representation they're paying for.

Brand Tracker — get active in every market

Before a broker can sell, a lot has to line up: the right supplier conversations, the right brand, the right distributor, a broker assigned. Brand Tracker tracks every step until you're live in the market and ready to sell. See it in action ↓

Billing — connected to the work

Invoices flow straight from tracked activity. No re-keying into QuickBooks, no reconciling spreadsheets against payments.

One login. One database. Data goes in once — and reports everywhere.

The Brand Launcher

From signed brand to launched market — every step tracked.

A brand isn't live just because the contract is signed. The contract, the funding, the distributor, the broker assignment — each one can hold up a market, and in a spreadsheet nobody sees which one until it's late. The Brand Launcher gives every brand-market combination a status — Ready, Blocked (Contract, Funding, Distribution, or Broker), Launched, On Hold — so the whole team sees exactly what stands between a brand and its next market.

The Executive Dashboard — the whole launch pipeline at a glance

Eleven Texas markets: three launched, three ready, four blocked, one on hold — broken down by category, market, and rep.

Views from the Brand Launcher demo — demo company, sample data only.

Launch Trackers — one row per brand, per market

Each row carries its status, expected brokers, and launch date — and each blocker names exactly what's in the way.

Every supplier's launches in one place

Open a supplier and see their brands, contacts, brokers, and every market they're launching into — with the current status of each.

Billing that matches reality

Every supplier pays differently. Every broker gets paid differently. Ruby tracks both.

Broker billing isn't one price on one invoice. You bill each supplier at a different rate — and you may pay each broker differently depending on the supplier they're working. Tracked in QuickBooks and spreadsheets, that's a monthly headache and an easy place to lose money.

Because Ruby already knows who did the work and which supplier it was for, the invoicing and the broker payouts fall out of the same data — consistent, auditable, and easy to manage.

What Ruby keeps straight

✓ A different billing rate for each supplier
✓ Different broker pay by supplier and market
✓ Invoices generated from tracked activity
✓ A clear audit trail from field visit to payment

License Intelligence

Find accounts worth visiting — before your competitors do.

Covering a new market starts with knowing who's out there. intel.rubypro.net puts 350,000+ active on- and off-premise licenses — all 50 states, DC, and Puerto Rico — in every broker's pocket. Save the accounts worth working, link the products you're selling in, and log every order, visit, call, and appointment right where it happens.

The desktop workspace — map, licenses, and saved accounts side by side

Search a market, scan the accounts around you, and keep your saved-account pipeline moving — with Dashboard Reporting, Price Management, Chain Management, Engagement, and Brand Assets one click away.

Ruby CRM desktop workspace showing a Rochester NY map with license pins, an accounts list, and saved accounts with one-tap activity logging

Live views from Ruby's license intelligence platform — account data backed by state license records.

Every license, on your phone

Every dot is an active license. Filter on- vs off-premise, search by name or city — here, metro Atlanta's on-premise accounts.

Ruby CRM mobile map showing active on-premise license clusters across metro Atlanta with 1,647 licenses in the area

The Goals tab — the report suppliers want

Filter to one supplier and see the week per account: orders, visits, tastings, displays. Screenshot it, send it — that's the weekly.

Ruby CRM Goals tab filtered to one supplier showing weekly totals for accounts, PODs, tastings, and displays, with per-account activity and order details

Built for the field

✓ 350,000+ active licenses — state-verified, all 50 states
✓ Five one-tap logs: email, call, appt, visit recap, order
✓ Field orders auto-emailed to the distributor
✓ Desktop for managers, mobile for brokers

Visit intel.rubypro.net

What it costs

Priced like a broker group is built: per broker, plus one fee for the back office.

Every broker in the field gets the CRM at $50 a month. Brand Launcher and Billing, the pieces the office runs on, are one flat $500 a month for the whole group, however many suppliers and markets you carry. Software only: no setup, consulting, or transaction fees. Cancel on 30 days' notice. Your data is yours.

$50 / broker / month

+ $500 / month · Brand Launcher & Billing

✓ Automated supplier reporting from every broker's field log
✓ Field CRM, license map, one-tap logging for every broker
✓ Brand Launcher and Billing for the group
✓ No setup fees, no long-term contract

Request a demo All Ruby pricing

The field has flipped.Brokers are the new sales force.