What CRM platforms do members use to track stockists and sales team visits?

Members recommend a handful of CRM tools suited to drinks sales tracking, though the choice depends on complexity needs and budget.

**Insightly** — actively used by members for tracking sales visits; cheaper than some alternatives; supports photo uploads from calls, which is useful for field-based sales teams. However, one member noted it "isn't great," suggesting it's a pragmatic choice rather than best-in-class.

**Nutshell** — also in use by members; positioned as a straightforward small business CRM option.

**Pipedrive** — mentioned as an option by members, though no detail on implementation or preference was shared.

**Google Docs spreadsheet** — one member suggested this as a viable lower-friction alternative if you don't need advanced sales functionality or multi-user features.

**Caveats:** The group's discussion suggests that for basic stockist tracking and visit logging, even a simple spreadsheet may suffice. The choice typically hinges on whether you need multi-user collaboration, reporting, or photo/attachment capabilities. Most members appear to prioritise cost-effectiveness over feature richness.