Estate One

Customers

One person. Every visit, bottle, and booking.

The profile is the customer. Notes from the cellar door, addresses for the allocation, groups, and every order. Lifetime value and the path across the estate sit on the same page as the name.

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Cellar door, shop, club, trade, stay, table, and event. One record.

Customer

Mara Chen

Cedar Ridge · since 2019

Champions
Lifetime value
$2,480
Avg bottle
$36
Visits
14

Prefers the 2022 Pinot. Books the cottage in autumn.

  • Cellar door$640
  • Shop$980
  • Club$860
  1. TodayTasting roomPinot Noir 2022
  2. MarOnlineSix-bottle case
  3. 18 AprClubAutumn allocation
  4. TonightRestaurantTable for 4

The person, the path, and the value.

01

Who they are
Name, email, phone, company, and the notes the last person wrote. Addresses for shipping and for billing.

02

What they have done
Orders from the till, the shop, the phone, and the club. A booking for the cottage. A table tonight.

03

What it is worth
Lifetime value, the average bottle, the visits. The pourer can see the shape of the relationship, not a stack of separate accounts.

Customers

What one profile holds.

01

A full profile

Contact, company, phone, and a note that survives the shift. The person who pours on Sunday can read what was learned on Saturday.

02

Addresses that match the shipment

Shipping and billing, with a label and a default. The allocation goes to the address you keep, and so does a case from the shop.

03

Groups with a purpose

Club, staff, trade, and any group the estate uses. A trade account is a customer too: the company, the price list, and the payment terms you set for them.

04

Every order, every channel

Filter a person’s orders by the email on the profile. The cellar door sale, the online case, the club shipment, and a trade case are rows on the same customer.

05

The journey across the estate

Tasting room today. A six-bottle case in March. The autumn allocation. A table tonight. The path is the point of keeping one record.

06

The numbers on the person

Lifetime value, average bottle, visits, and the recency of the relationship. The profile is the report. You do not export a spreadsheet to remember who Mara is.

01The record

Everything you would otherwise keep in your head.

A cellar door runs on memory until the memory is split across a till, a shop login, a booking diary, and a club spreadsheet. Estate One keeps the operational detail on the customer: who they are, where the wine goes, and what was said.

  • Notes on the profile, not on a slip by the till.
  • Default shipping and billing for the next case.
  • The same email can exist at another winery. This store sees its own customers.

Profile

Champions

Mara Chen

Prefers the 2022 Pinot. Books the cottage in autumn. Allergic to the cellar cat.

  • Emailmara@chen.au
  • PhoneOn file
  • Ship toThe city house
  • GroupsClub · Champions

02The path

From the first glass to the table tonight.

Analytics, for a winery, is the sequence. Where they bought, what they bought, and what they booked. Spend by channel tells you whether the relationship lives at the door, in the shop, or in the club. The booking tells you they are on the estate tonight.

  • Channel spend on the profile.
  • Orders linked by the customer’s email.
  • Visits, stays, tables, and events on the same person.

Bookings

Saturday 4 Oct

3 on the book

  • Restaurant

    Table for 4

    Mara Chen · Tonight, 7pm

    Confirmed

  • Event

    Sunday lunch

    18 guests · 4 Oct

    6 seats left

  • Stay

    Creek cottage

    Mara Chen · 2 nights

    In house

Before service

The room knows the book.

Saturday’s reservations and the members expected at the door are the same people you will sell to.

  1. 9:00The note is readMara prefers the 2022. The profile says so, along with fourteen visits and a lifetime of $2,480.
  2. 12:30Trade ringsThe Ridge account is a customer with a group, prices, and open orders. The call does not start from scratch.
  3. 4:00A case is addedThe shop order from March is already on her. Today’s till sale will join it.
  4. 7:00The table is hersTonight’s booking sits on the same record as the bottles. The restaurant is not a stranger.

On the same estate.

Customers is one channel. The customer, the catalogue, and the stock are shared.

CommerceCellar Door POSThe member, the club price, and the bottles at this door.Open Cellar Door POSCRMWine clubTiers, allocations, member prices, and stock held for the shipment.Open Wine clubCommerceTrade & wholesaleThe price and the payment terms for each account you supply.Open Trade & wholesale

The platform/Ecommerce/Tastings/Restaurant/Events/Inventory/Orders

Estate One

Keep the whole customer, from the first glass to the shipment.

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