CRM Sales Functionality

Bevica’s beverage CRM sales functionality is the perfect place to personalise and enhance the information you hold on your customers, vendors, prospects and suspects. In fact anyone important to the business like journalists, consultants, influencers.

Enhance Individual Client Relationships

Store the information that helps you improve and personalise your relationship with your business partners. Each contact can have their own address, phone/email, job responsibility, marketing preferences and classification. At a glance you can see who the person responsible for finance is, the bar manager or head buyer – then click a button to send them an email or call them. Our beverage sales crm software allows you to synchronise your contacts and their activities across the business with Outlook calendar appointments and tasks. With email logging see all emails to and from a company or person from within Bevica. Quotes and Orders can be assigned to individual contacts for that personal touch.

Customer Profiling

More information can be held using Profiling and Questionnaires. For example, what they like to buy, upcoming events they would like to be told about, styles and types of products they prefer, the offers and campaigns they have been involved in before. In addition, the system will categorise and group your customer contacts automatically based on sales information: i.e. by turnover, number / frequency of orders, average sales.

Company Wide Visibility

Your salesforce will be able to take full advantage of this company wide information. Before visiting a client they can review recent sales or quotes, go over any conversations had with them – be fully prepared. Whilst with the client they can update information, amend a quote or negotiate prices. If they see a new restaurant, club or sales opportunity they can create it quickly and easily using any browser or the mobile / tablet App. Opportunities are Bevica’s pipeline tool, aimed at giving management the visibility needed to track and report on incoming business. With sales cycles and probability calculations it guides the process via task and quotes.

Intelligent Automation

Once won, with no duplication of effort, the customer is automatically created and sales quote converted to an order for delivery and invoicing.

Campaigns and events can also be managed all within Bevica’s beverage crm sales software. You can import a list of prospects and have the systems warn you of any duplicates or take advantage of the contact and sales information already there to create a segment of people built from your criteria. What products have they previously bought / not bought, what customer group they belong to, have we communicated with them in the past month, what have they said they are interested in, etc.


Any segment list can be used as the starting point for further marketing activity: new opportunities assigned to the sales force to follow up, a call list for the sales admin team to go through or emails inviting people to a tasting or event.

CRM Sales features

  • Vendor & Purchase Ledger – multi currency
  • Vendor- Head office / Branch / Collection Address structure
  • Multiple Alternative Order Addresses
  • Purchase Price/Discount Management, incl. Duty pricing
  • Purchase Order Management
  • Purchase Haulier
  • Ex-Cellar sales processing
  • Purchase Approvals
  • Purchase Quotes, Return Orders, Invoices, Credits, Blanket Orders Calendar & lead times
  • Suggested Payments routine
  • Purchase Analysis
  • Reporting and Budgets
  • Authorised Wholesalers Registration Scheme (AWRS) compliance
  • Economic Operators Registration and Identification number (EORI) compliance
  • Bulk Email Document Management
  • Automated OCR
  • Purchase Invoice creation Lot / Batch / Rotation number tracking

Request a Demo

To learn more about any Bevica, or request a demo, please get in touch. Our team have all been designed to assist with repetitive processes that many finance functions carry out either regularly or at least monthly.