Sales & CRM
The CRM built for wine reps, not retrofitted for them
Generic CRMs make a rep hunt for context and re-enter data a warehouse system already has. PYLR starts from the account and keeps everything a rep needs — history, pricing, inventory, activity — one tap away.
Everything about an account, one tap away
Open an account and see the whole relationship: contacts, order history, current pricing, open balances, and every touchpoint a rep or manager has logged. There's no second tool to check and no stale export to reconcile against — the account view is pulling from the same order and inventory data that runs the rest of the business.
That matters most in the moment a rep is standing in front of a buyer. Knowing what an account ordered last quarter, what they still owe, and what's actually in stock is the difference between a confident pitch and a promise the warehouse can't keep.
Built for the field, not the desk
PYLR is a mobile-first progressive web app. Reps work from a phone in a parking lot or a restaurant walk-in — no laptop, no separately-installed app store download, and it keeps working when the connection doesn't. Orders get written on the spot instead of scribbled on a pad and typed up later.
Sampling and tastings are tracked the same way, tied directly to the account they happened at. A rep pouring a new vintage for a buyer logs it in seconds, and that sample is now part of the account's record — not a separate spreadsheet somebody reconciles at quarter-end. Market visit planning works off the same account data, so a day of calls is planned around who actually needs a visit.
A copilot that actually does things
Most “AI” in sales software summarizes a dashboard. PYLR's copilot answers plain-English questions — what did this account buy last spring, which accounts are going quiet — and then acts on the answer: building an order, scheduling a visit, logging activity a rep would otherwise type out by hand.
It sits alongside the full wine distribution software platform, so an order the copilot builds is checked against real inventory and pricing, not a guess.
The book watches itself
Dormancy detection flags an account that's gone quiet and opens a re-engagement task automatically, so accounts don't slip through simply because nobody remembered to check in. It's a lead pipeline that surfaces on its own instead of one a rep has to maintain.
Managers get the other side of that same data: performance against goals, visible without a single status-update meeting or a rep chased for a number. For inventory a rep can actually trust when promising delivery, see wine inventory software.
Frequently asked questions
Is PYLR a CRM?
It includes one — accounts, contacts, order history, pricing, and activity — but the CRM is connected to live inventory, delivery, and invoicing, so what a rep promises is what the warehouse has. That connection is what generic CRMs bolted onto wine distribution never get right.
Do reps need to install an app?
No. PYLR is a progressive web app — reps open it on their phone, add it to the home screen, and work from the field. It even works offline.
What does the AI copilot do for a rep?
It answers plain-English questions — what did this account buy last spring, which accounts are going quiet — and takes action: building orders, scheduling visits, logging activity. It's the busywork layer handled.
How much does it cost?
One flat subscription with every feature and unlimited users — reps are never a line item. Pricing is a conversation, not a rate card.
Referral first. Results always.
If someone sent you here, they'll get you set up. Found us on your own? Introduce yourself — tell us about your operation and we'll take it from there.
That's the whole form — we'll figure out the rest, and a real person replies within a day.
Prefer email? hello@getpylr.com