Wine & spirits CRM built on 350,000+ active licenses

A market visit isn’t a memory.
It’s an asset.

The placement isn’t won in the office. It’s won in the aisle and at the bar—one store visit, one tasting, one wine list at a time. Ruby CRM gives you one place to target the right accounts, track every store and restaurant visit, tasting, and consumer event, follow chain and national accounts store by store, and set goals your reps can see, so what happened in the market doesn’t stay in someone’s head.

$75 per user per month · no base fee · 30-day free trial

Start a 30-day free trialSee the GTM Platform
Why Ruby CRM?
  • • Because a market visit deserves more than a notes app.
  • • Because the tasting you poured last spring shouldn’t vanish with the rep.
  • • Because you should know which accounts have your display up—without driving by.
  • • Because reps hit the goals they can see: visits, cases, PODs, displays, menus.

Store & Restaurant Visits

Every account has a story. Keep it written down. Ruby CRM helps you:

  • Log every store and restaurant visit against the account.
  • See the full visit history before you walk in the door.
  • Keep the notes when a rep or broker moves on.

Tastings

A tasting is an investment. Track it like one. Ruby CRM helps you:

  • Record every tasting you pour—where, when, and what.
  • Keep notes on how each one went, tied to the account.
  • Know which accounts you’ve poured for and which are overdue.

Menus & Displays

The wine list and the end cap are where the brand lives. Ruby CRM helps you:

  • Track your menu placements—by-the-glass and by-the-bottle.
  • Track displays account by account: what’s up, and where.
  • See it all in one place instead of a camera roll.

Consumer Events

An event is a night of selling. Keep the score. Ruby CRM helps you:

  • Log the tasting and where it happened.
  • Capture consumer reactions and photos of the location.
  • Record bottles sold during the event, tied to the account.

One Place. Not Seventeen.

Not a notes app, a camera roll, a spreadsheet, and three text threads. One record of your market work, shared by everyone who carries the brand.

  • • Every visit, tasting, menu, and display—organized by account.
  • • The whole team sees the same history, not their own version of it.
  • • Part of Ruby Pro, alongside your pricing—one login, not another silo.

Point the team. Keep score.

Target the right accounts, then motivate the feet in the street.

A CRM that only records history is a diary. Ruby CRM also decides where the team goes next and shows every rep how they are doing against the number, whether the team works for a supplier, an importer, a distributor, or a broker group.

Target specific accounts

Build a target list from 350,000+ active licenses or from your own account file, assign it to a rep, and work it down. Every account on the list carries its history, so the next stop is never a guess.

  • Target lists by market, channel, or license type
  • Assigned to a rep, tracked from targeted to active to closed
  • Follow-ups scheduled against the account

Chain & national accounts

A chain deal is one decision and a hundred stores. Ruby CRM tracks the authorization at the chain level and the execution store by store, so you can see which locations actually have the placement.

  • Chain and national account records with every location underneath
  • Authorized versus on-shelf, per store
  • One view of a national account across every market and distributor

Goals for the feet in the street

Set the number per rep and let them see it move. Goals for account visits, cases sold, new placements (PODs), and display and menu wins, with the weekly scorecard built from the same one-tap logs.

  • Account visits and tastings
  • Cases sold and new points of distribution
  • Display wins and menu wins, recorded where they happen
Ruby CRM Goals tab showing weekly totals for accounts, PODs, tastings, and displays against goal, with per-account activity and order details

The Goals tab: accounts, PODs, tastings, and displays against the week's number, per rep.

Ruby License Intelligence · intel.rubypro.net

First, find the accounts worth visiting.

Before a visit can be logged, someone has to pick the door. At intel.rubypro.net, 350,000+ active alcohol licenses — backed by state records, across all 50 states — sit on a map in your pocket. Save the accounts worth working, then manage the visit from the same screen: contacts, notes, and one-tap activity logs on every account.

The desktop workspace

Map, license search, and saved accounts side by side — with visits, calls, and appointments tracked against every account.

Ruby CRM desktop workspace showing a Rochester NY map with license pins, an accounts list, and saved accounts with one-tap activity logging
The same platform in the field

Find the account on the map, then work it: contacts, customer notes, call days, and one-tap logs for every visit — so the next stop is never a guess.

Ruby CRM mobile map showing active on-premise license clusters across metro Atlanta
Ruby CRM mobile account view showing contacts, one-tap activity buttons, customer notes, and past activities for a saved account

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

Visit intel.rubypro.net

Ready to keep what happens in the market?

We’ll show you how suppliers run their store and restaurant visits in Ruby CRM—in under 30 minutes.

Start a 30-day free trial

$75 per user per month, no base fee, cancel on 30 days' notice. Step 2 of the Ruby GTM Platform.

Or call us at 484.366.5302.