What CRM and accounting software do beverage founders recommend?
Members use a mix of CRM and accounting tools depending on team size and specific needs. For CRM, **HubSpot** is frequently recommended for its free tier and ease of use, particularly for smaller teams. **Capsule** is favoured by some, though members note **Salesforce** becomes more suitable at scale (100+ sales team). **Bowimi** is also used and appreciated by the community.
For accounting, **Xero** is the clear consensus choice—described as easy to use and well-integrated with other tools. Some members previously used **Sage** for its multi-tier pricing capability (allowing 5 different pricing structures per SKU), but have since migrated to Xero. **Breww** is recommended as manufacturing software that links directly into Xero, making it useful for production-focused beverage businesses.
Key recommendations: - **HubSpot** — free CRM option; excellent for smaller teams - **Capsule** — solid mid-market CRM - **Salesforce** — preferred for larger sales teams (100+) - **Bowimi** — used successfully by members; complements HubSpot - **Xero** — strong consensus for accounting; easy to use and integrates well - **Breww** — manufacturing software that integrates with Xero - **Sage** — legacy option; supports complex multi-tier pricing if needed
Members report using Xero and Breww together works well for manufacturing-focused beverage businesses.
Was this helpful?
This answer was distilled from the Kindred Collective community.
Got a question of your own?
Join the Collective to ask the community directly and unlock the full directory.
Join Kindred Collective