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Winery Management
Done Right

We know you
because we are you

We understand what it takes to operate a DTC winery successfully, because we've been doing it for over twenty years.

(It helps that our founder — who also started the winery — drove the creation of QuickBooks®, and has been writing software and running software companies for decades.)

We know that trying to mesh together solutions from multiple vendors is incredibly difficult even if you have the skills and the time. And we know that you don't have the time (even if you have the skills), because you and everyone else on your team are wearing multiple hats and working flat-out all day every day.

That's why we designed CompleteDTC from the ground up to be exactly that: Complete.

"The more you know about running a DTC wine business, the more impressed you will be with CompleteDTC." Paul Leary — Industry Consultant, Napa Valley

Everything You Need, in One System

It's almost easier to describe what's not part of CompleteDTC than what is. There are two things we don't handle: production tracking, because every winery does it differently; and bookkeeping, because QuickBooks is the best solution for that (so we provide an intelligent, free integration).

Everything else is included, atop a single database and with a common interface, making the system both quick to learn and easy to use.

All the basics are covered, of course, including sales of all types (face-to-face, online, outbound, wholesale), clubs and club management, reservations, CRM, direct and 3rd-party fulfillment, multi-location inventory tracking, genuinely useful reporting…

And this just scratches the surface.

Everything is backed by real people who understand not just the software, but also the wine business. They're literally one click away — at no charge.

Continuous Innovation

We are always looking for ways to help your business thrive.

For example, we created our unique Member Portal, and companion Cellar Status system, with the express goal of helping retain the members you've worked so hard to acquire. And we recently integrated real-time weather data to warn — before you ship — if it will be too hot or cold when the package would arrive.

Our built-in Marketing Wizard gives you unprecedented insight into your customer base in seconds, and lets you build, execute, and manage campaigns via email, outbound calling, and (soon) SMS with ease.

There are countless other examples, large and small. But you won't find them anywhere else, because they're outside the scope of most solutions.

An Entire Ecosystem Built Around Your Needs

We also know that it takes a lot more than just software to run any business, especially a DTC winery.

For example, every winery in the US has the exact same compliance burden regardless of their size. So CompleteDTC not only has features to simplify compliance, but has also researched service providers to identify the best ones to offload that burden from your team — and then negotiated incredible rates on your behalf.

All of this is designed to let you concentrate on the things that only you and your team can do, and that make you special.

A big system for smaller wineries

We're optimized for wineries that have a flat organizational structure — meaning every person wears multiple hats — because their needs are similar. Larger, more formal organizations have very different requirements, and history shows that no solution can be everything to everyone!

In fact, the first thing we'll do is explore whether CompleteDTC is the right solution for you, because if we're not then neither you, nor we, will be happy (but we will gladly recommend an alternative).

Switching is free. So is support.

Once you and we determine CompleteDTC is the right solution, we work closely with you to make switching as seamless and painless as possible, then make sure everyone on your team is trained and up to speed when you start.

There's no charge for migrating your data, training your team, or providing ongoing support, because we are in this together. From Day One our job is to make you more productive and successful.

We invite you to dig deeper...