Customer Relationship Management

All your customer data in one place

A single source of truth across every channel.

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No silos. No fragments. Just the full picture of every guest.

Accurate Records

Every action, logged in real time.

Every order, reservation, signup, and form submission is automatically logged. No manual entry and no missed details. Just accurate data your team and partners can rely on, available the moment it’s created.

From Insight to Action

Smarter decisions with data

Data is not just stored in Commerce7, it works for you. Segment customers, tailor offers, and personalize pricing based on real behaviors. Automatically tag by lifetime value, products purchased, or custom fields, and power marketing campaigns that drive stronger results.

Complete Customer Record

POS, ecommerce, reservations, clubs and website data all connected

Data comes from everywhere — tasting room visits, online orders, reservations, phone calls. Commerce7 connects it all in one unified record so you always have a single source of truth.

Accurate Records

Every action, logged in real time.

From Insight to Action

Smarter decisions with data

Complete Customer Record

POS, ecommerce, reservations, clubs and website data all connected

Data comes from everywhere — tasting room visits, online orders, reservations, phone calls. Commerce7 connects it all in one unified record so you always have a single source of truth.

Features

Powerful tools to capture complete data

Flexible customer fields

Track what matters most with custom attributes, visible in POS and reservations when your team needs them.

Query Builder

Drill into your data with flexible query tools. Search across purchases, reservations, attributes, and more to find the exact insights you’re looking for.

Static and dynamic tagging

Segment customers automatically or manually. Apply tags based on preset criteria to personalize engagement, products, and pricing at scale.

Automatic Validation

Ensure accuracy from the start. Phone numbers, addresses, and international details are automatically validated so your data stays clean.

Forms

Build and customize forms to capture the data that matters, from contact forms to surveys. Collect CRM data, custom fields, and unique responses with ease.

International Address

Sell globally with address validation for 90+ countries. Our customer record validates international addresses to improve deliverability and reduce failed shipments.

Smart Deduplication

Automatically prevent duplicate records so your customer data stays clean and reliable.

"I love Commerce7. It’s a fully comprehensive system which enables you to market to your database, as well as fully service your customers and Club Members in every imaginable way!"

"Commerce7 is and continues to be, the premier CRM platform for the wine industry at large. As someone who's heavily invested in the back-end/data capabilities of the system, I am thrilled with the light analytical tools like queries and reports. They are part of my everyday workflow, and make tracking metrics much more intuitive than legacy systems."

Karen Clarke

Wine Club Manager, Goldschmidt Vineyards

Nathan Westfall

Manager: Data Analytics & Business Intelligence, The Donum Estate

CRM FAQs

What is different about Commerce7’s CRM from other platforms?

Commerce7’s CRM is built specifically for selling wine direct-to-consumer, whole most CRMs are designed for wholesale or generic sales pipelines. Ours is designed to understand wine customers. It connects purchase behaviour, lifetime value, club activity, and custom attributes in one place so wineries can deliver personalized experiences across the tasting room, ecommerce, and wine club, not just manage contacts.

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How can Commerce7’s CRM help me grow my business?

Our CRM empowers our customer Insights throughout the platform on customer data, and feeds information into our POS, Reservations and Admin panel. This was built with intention to ensure your team has access to the most helpful information about each customer they are serving.

What information is stored on customer records in Commerce7?

Commerce7 stores past order information, products purchased, reservations booked, customer addresses, credit card information, email, phone numbers, birthdate, LTV, club memberships, emails sent, and any notes/tasks your team may need to optimize customer experience and internal workflows. Custom fields can also be added to collect any type of information desired.

What tools within the CRM do most customers use most?

Our customers utilize tags to segment customer groups, starting a cart from the CRM, reviewing past order history and taste preferences + a quick snapshot of the customer who they are assisting. With the vast amount of data within the system, Commerce7’s integrated CRM allows for a variety of ways to leverage this information.