What CRM systems do drinks brands recommend, and what should we prioritize when choosing one?
Members recommend several CRM platforms suited to different company sizes. For smaller teams, Capsule is popular—straightforward, affordable, integrates with Outlook and Gmail, handles tasks and sales pipelines, and syncs with accounting software. Pipedrive at ELLC costs around £30 per head per month (basic package) and is user-friendly for tasks, deals tracking, and pipeline management with flexible user scaling. FreshSales is used at REAL and offers strong data output and reporting alongside pipeline management. For those using G-Suite in wholesale, Streak integrates well; for D2C brands, Klaviyo is recommended. HubSpot works well but success depends more on setup and design than features alone; integration with Mailchimp or similar marketing tools is important. Sales-I is noted as customisable with mobile real-time functionality at reasonable pricing. BrewMan works for some, with customisable sales pipelines. Larger enterprises considering Dynamics 365 should note it's typically justified only for teams of dozens or significant Microsoft budgets. Members stress that CRM effectiveness depends heavily on how you configure and use it rather than which platform you pick.
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