Ask the Collective

What CRM and invoicing software tools do members recommend for drinks brands?

Members are using a mix of dedicated CRM and invoicing tools, with some looking to consolidate into a single platform with good dashboards and integration. **Active recommendations:** - **Tortuga** — mentioned as a good solution for those starting out; at least one member is actively using it and available to share details - **Bowimi** — recommended specifically for pure CRM functionality - **HubSpot** — currently in use by at least one member, though they are exploring alternatives that combine invoicing and sales tracking **Caveats:** Members noted there are "strong opinions" on some of these tools in the community, suggesting it's worth researching carefully or reaching out to users directly before committing. The ideal solution appears to be one platform that handles both invoicing and CRM with linked dashboards, though members may need to use two separate tools if a fully integrated solution isn't found.