We get it.
We understand what it takes to operate a DTC winery successfully because we’ve been
doing it for over twenty years.
We know there’s no shortage of work to be done: you and everyone else on your team are busy wearing multiple hats all day every day.
We’ve seen that stitching together multiple solutions to accomplish different tasks isn’t a good use of your time — even if it were a good business practice (which it most is definitely not). Yet that’s been your only option.
The right system can make a huge difference if — and only if — it helps you operate quickly, easily, and efficiently across everything you do.
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:
- every transaction: POS, ecommerce, outbound, wholesale
- clubs and club management
- reservations and RSVPs
- genuinely useful CRM
- our proprietary Marketing Wizard, including outbound email and SMS
- direct and 3rd-party fulfillment
- multi-location inventory tracking
- comprehensive reporting
And this just scratches the surface.
Everything is backed by humans: real people who understand not just the software, but also the wine business. They’re
literally one click away — at no charge.
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.
Full point-of-sale system — desktop and iPad application — with the ability to have different product sets in different environments
Multiple, mobile-friendly webstore options give you flexibility in how you present your catalog, including on-the-fly product landing pages
Complete club management, including Shipment Wizard, Member Portal, and Cellar Status™
Powerful outbound calling system enables your team to make thoughtful connections with your customers and club members to spur sales and improve retention
Wholesale and 3-tier management and reporting is built in
Full-featured, built-in reservation system lets visitors book online; online RSVP feature works great for managing events
SimpleCRM™ gathers all information about every customer, including order and club history, all outbound communications, and more
Referral system keeps track of where your customers and club members are coming from, so you can acknowledge their help
Our unique Marketing Wizard provides unequaled insights into your customers, along with powerful tools to segment and reach them
Powerful, flexible order management — including bulk-processing of club and futures orders
Seamless integrations with virtually every shipper; turns shipping into an asset
Real-time weather data lets you know — before you ship — what the temperature will be when your package arrives
Multi-location inventory tracking, with full reporting
Over 125 reports give you and your team deep insight in ways only a fully integrated system can provide
Hourly employees can clock in and out right in the system, making time-keeping a breeze
CompleteDTC makes compliance a snap, with best-of-class systems, backed by our network of partners who eliminate headaches and save you thousands each year.
Intelligent, seamless integration with QuickBooks Online that your accountant and your bookkeeper will love
Training is always available, so new employees can get up to speed quickly
Responsive, knowledgeable support 7 days a week at the click of a button, because we know you can’t afford to be stuck
We not only host your website; we actively monitor its security and keep everything patched and up-to-date
No surprises! The price is the price: unlike many, CompleteDTC doesn’t take a percentage of your sales, or charge for support or training or new features
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
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
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…