Ruby CRM · For wine & spirits suppliers

A market visit isn’t a memory.
It’s an asset.

The placement isn’t won in the office. It’s won in the aisle and at the bar—one store visit, one tasting, one wine list at a time. Ruby CRM gives you one place to manage your store and restaurant visits, so what happened in the market doesn’t stay in someone’s head.

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Why Ruby CRM?
  • • Because a market visit deserves more than a notes app.
  • • Because the tasting you poured last spring shouldn’t vanish with the rep.
  • • Because you should know which accounts have your display up—without driving by.

Store & Restaurant Visits

Every account has a story. Keep it written down. Ruby CRM helps you:

  • Log every store and restaurant visit against the account.
  • See the full visit history before you walk in the door.
  • Keep the notes when a rep or broker moves on.

Tastings

A tasting is an investment. Track it like one. Ruby CRM helps you:

  • Record every tasting you pour—where, when, and what.
  • Keep notes on how each one went, tied to the account.
  • Know which accounts you’ve poured for and which are overdue.

Menus & Displays

The wine list and the end cap are where the brand lives. Ruby CRM helps you:

  • Track your menu placements—by-the-glass and by-the-bottle.
  • Track displays account by account: what’s up, and where.
  • See it all in one place instead of a camera roll.

One Place. Not Seventeen.

Not a notes app, a camera roll, a spreadsheet, and three text threads. One record of your market work, shared by everyone who carries the brand.

  • • Every visit, tasting, menu, and display—organized by account.
  • • The whole team sees the same history, not their own version of it.
  • • Part of Ruby Pro, alongside your pricing—one login, not another silo.

Ruby License Intelligence · intel.rubypro.net

First, find the accounts worth visiting.

Before a visit can be logged, someone has to pick the door. At intel.rubypro.net, 350,000+ active alcohol licenses — backed by state records, across all 50 states — sit on a map in your pocket. Save the accounts worth working, then manage the visit from the same screen: contacts, notes, and one-tap activity logs on every account.

The desktop workspace

Map, license search, and saved accounts side by side — with visits, calls, and appointments tracked against every account.

Ruby CRM desktop workspace showing a Rochester NY map with license pins, an accounts list, and saved accounts with one-tap activity logging
The same platform in the field

Find the account on the map, then work it: contacts, customer notes, call days, and one-tap logs for every visit — so the next stop is never a guess.

Ruby CRM mobile map showing active on-premise license clusters across metro Atlanta
Ruby CRM mobile account view showing contacts, one-tap activity buttons, customer notes, and past activities for a saved account

Views from Ruby's license intelligence platform — account data backed by state license records.

Visit intel.rubypro.net

Ready to keep what happens in the market?

We’ll show you how suppliers run their store and restaurant visits in Ruby CRM—in under 30 minutes.

Request a Demo

Part of Ruby Pro. Built for the people who make it and import it.