Tasting Room CRM

Stop Asking Guests for Their Name Three Times.

Vintiga pulls their club status, past purchases, and favorite varietals the moment they check in. Your staff looks like they remember every guest — because the system does it for them.

Two iPhones showing a guest's Vintiga profile, with an AI summary that says what to recommend
  1. Unified guest profiles Every interaction, purchase, and preference in one place. Know your guests better than they know themselves.
  2. Relationship tracking See who's becoming a regular, who hasn't visited in a while, and who's ready to join your club.
  3. Smart engagement Send personalized emails and promotions based on guest behavior, not guesswork.
  4. Lifetime value insights Track revenue per guest, average guest spend, and conversion rates to make smarter business decisions.
  5. Mobile-ready Access guest profiles and update information from your iPhone or iPad, anywhere in the tasting room.
  6. Real-time sync POS transactions, reservations, and membership updates sync instantly across all devices.

Command Center

Your Tasting Room Command Center

Wineries using unified CRM see higher club conversion and fewer lost members. Get a complete view of guest relationships, membership health, and revenue — all in real-time.

Smiling guest at the tasting room bar holding a Curators Club wallet card

Digital Membership

Your Members Carry Your Brand in Their Pocket

Your member walks into the tasting room, taps their phone, and your staff instantly sees their tier, preferences, and purchase history. No fumbling for a card, no asking for a name.

Guest experience

Every Guest Interaction Is an Opportunity

Every guest interaction is an opportunity. Vintiga helps your team deliver personalized service by showing purchase history, preferences, and membership status instantly.

Tasting room host laughing with guests at a busy bar
Elena Ruiz Guest since 2021 · 14 visits Reserve Club
Wines she loved
  • 2021 Reserve Chardonnay Oak-aged · bought 4 times
  • 2019 Pinot Noir Ordered on her last visit
Dietary
Nut allergy
“Prefers oak-aged Chardonnay. Celebrating anniversary this month.” Staff note · Apr 8

Illustrative guest profile; names, wines and dates are examples, not live data.

  1. 01 Remember

    Remember preferences.

    See what wines they loved, dietary restrictions, and past tasting notes.

  2. 02 Celebrate

    Track milestones.

    Celebrate anniversaries, birthdays, and membership milestones automatically.

  3. 03 Recognize

    Build loyalty.

    Identify VIP guests and regulars so your team can deliver exceptional service every time.

Guest scrolling a phone in a cellar with a Loyalty Points balance of 2,120

Online and in-person

Automated Loyalty Rewards

Member discounts, perks, and renewal logic apply automatically online and in‑person.

  • Member discounts
  • Perks
  • Renewal logic
Explore loyalty and memberships
Guest walking past the winery as a geo-offer notification arrives

New

AI & Automation

Recommendation engine for smart upsells, geo-offers, and set-and-forget emails triggered by guest behavior.

  • Smart upsells
  • Geo-offers
  • Set-and-forget emails
Explore AI upsells
Glasses raised at a tasting with a reservation card for Wade Warren's party

Tastings and events

Reservations & Events

Booking widget, capacity management, guest check-in via iPad/iPhone. Run tastings and events seamlessly.

  • Booking widget
  • Capacity
  • iPad/iPhone check-in
Explore reservations
Winemaker checking a screen beside steel tanks in the cellar

Customer story

Winery • +47% club retention

"We know our guests better than ever, and it shows in our retention numbers."

— Sarah Mitchell, Owner at Hillside Vineyards

Complete Picture

Customer 360° View

See the complete story of every guest relationship. From their first tasting to their latest club renewal, everything is connected and accessible.

Guest paying at a sunny tasting table beside a Curators Club member card for Jane Davis
The Vintiga mark glowing on a dark indigo field

AI-Powered

Insights That Act Like a Sommelier

Vintiga's AI analyzes guest behavior to recommend the right wines, predict preferences, and suggest the perfect moment to upgrade them to club membership.

Setup

Set up Your POS Profiles in Minutes

Import your guest data from Commerce7, Shopify, or CSV. Set up custom fields, tags, and segments to organize your CRM exactly how you need it.

Staff member at the tasting room counter with a location tag for the downtown tasting room

Winery CRM questions

Connected guest profiles, purchase history, segmentation, and relationship insights.

What does a winery CRM bring into one guest profile?

Vintiga brings guest visits, purchases, preferences, and membership status together. Your team can use that history to personalize hospitality rather than treating every interaction as a first visit.

Can tasting room staff access guest profiles on mobile?

Yes. Staff can access and update guest information on an iPhone or iPad. The profile gives them context while serving guests around the tasting room.

How does the CRM connect winery reservations and purchases?

POS transactions, reservations, and membership updates sync with the guest relationship. Staff can also book or modify a reservation from the guest profile.

Can we segment winery guests for personalized emails?

Yes. Organize guests using purchase behavior, engagement, membership status, or custom criteria. Personalized email follow-ups and promotions can then reflect the relationship rather than a generic contact list.

What guest and wine club insights does the CRM provide?

Follow revenue per guest, average spend, conversion, and lifetime value by segment. Membership insights include new sign-ups, retention, and renewal trends.

Can we import guest data and add custom CRM fields?

Yes. Bring existing guest data into the CRM and use custom fields and tags to organize it. Review your source data and field requirements with us when planning the setup.

Book a 30-minute conversation about your winery, your goals and the systems you use today. Together, we’ll identify:

A personalized plan for your winery. No commitment.

Start with a 30-minute conversation.