OenoManager

The CRM for wine estates

Your offers, your sales, your network, your tastings and your documents in one tool — at the desk, at a trade fair, on the other side of the world. OenoManager is entering its eighth year; Cobalt has been writing software for wine since 2003.
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Application native · iOS & Android

The problem

Your management software knows how to invoice. It does not know how to keep a relationship alive.

Contacts in the mail client. Volumes in a spreadsheet only two people can read. Tasting feedback in a notebook. A shared calendar where the entries read “Meeting Dupont” and nobody remembers what it was about.

Each of those tools works. None of them speaks to the others. The result: when a client calls, nobody can say within ten seconds what he received last year, what he said about it, or what was promised him for the next vintage.

  • Your grip on your network lives in one spreadsheet And that file leaves with the person who built it, the day they move on.
  • Management software is not a CRM It records invoices, not relationships. It knows nothing of a tasting, a sample, or a promise made at a fair — and that is not its job.
  • Samples go out and nobody knows what they produced A whole budget committed every year with no way of judging it the next.
  • Volumes are allocated on a history nobody can check Allocation runs on memory, and memory always suits someone.
  • After the sale, you know nothing Your wines go to a merchant or an importer. Where do they end up? A wine shop, a starred restaurant, a hotel, a retail chain? At what price?

What OenoManager does

One base,
ten ways to use it.

Network & segmentation

Sales agents, brokers, merchants, importers, wine shops, critics, journalists, wine tour operators, private buyers. Each segment opens its own set of functions — a critic is not handled like an importer. And you build your own segments, the ones that make sense in your house.

Offers, sales & allocations

From the offer sent to the sale recorded, without re-keying: what was offered, to whom, at what price, and what was confirmed. Direct sales, wines in bottle, en primeur releases.

Distribution

Who sells your wines after you, and to whom. The reports from your merchants and importers, cross-referenced and analysed: restaurants, wine shops, hotels, export, by country and by channel.

Follow-up & reminders

Chase an offer, set an alert, see where every file stands — and find it all in your Outlook calendar. Following up no longer depends on a sticky note or a good memory.

Tastings, scores & critics

Wines shown, guests, place, scores. Journalists' comments and ratings stay attached to the vintage and to the contact — not to the notebook of whoever was pouring that day.

Events

Fairs, trade shows, professional meetings, press events — and the visits themselves when the estate receives privately, without a ticketing system.

Samples

Requests and dispatches: who received what, when, and what came of it. An importer who is hesitating, a restaurateur to be won over, a journalist before a tasting — every bottle sent out becomes traceable, and therefore judgeable.

Document library

Technical sheets, analyses, certificates: dated, signed, categorised, and always in the right version. The layout can be set to the estate's own design, on quotation.

Statistics

The data feeds into Power BI: your dashboards, your cross-analyses, your exports. We do not reinvent an analytics tool, we feed the one your management already uses.

Mobile app

Trade shows, export markets, client visits. Real-time updates, business-card scanning. A native app, available on iOS and Android.

The product at work

Four moments in your working year.

These are not screenshots. They are your data, drawn: what OenoManager holds, not what it looks like.

Before a call

One client's thread

FAIR SAMPLE SCORE SALE TO CHASE JANDEC

A year of relationship on one line: the fair where you met, the sample sent, the score obtained, what you sold him — and the silence since.

When it comes to allocating

The allocation of a vintage

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Sales, wines in bottle and releases in one view: by client, by market, compared with previous vintages, with what is still to be placed.

Before a trade show

The technical sheet

2022 · FR2022 · EN 2023 · FR2023 · EN

Generated in the estate's own design, up to date, in the languages you need. No more out-of-date version lying in a shared folder.

After the sale

Where your wines end up

YOUMERCHANTSIMPORTDIRECTStarred restaurantsWine shopsHotelsExportRetail chains

You sell to someone who resells. The reports from your merchants and importers, brought together: which countries, which channels, which market level — the thickness of the line stands for the volume.

What about wine tourism ?

Client relationships often begin with a visit.

Every year, thousands of people come through your gate. On a marketplace they remain the platform's customers: you pay a commission to receive, in your own house, someone you will never know anything about.

With OenoResa the booking is made on your own site, in your own name, with no commission — and the visitor enters the same database directly. What he tasted, what he bought on the way out, what you can offer him next year.

01Booking
02Visit
03Contact record
04Follow-up

Discover OenoResa →

What a wine tourism CRM changes at the cellar door →

The ecosystem

OenoManager does not replace your management software. It completes it.

You already have a management system and you have no wish to change it. That is precisely why OenoManager connects to it instead of claiming to replace it.
  • OenoPIM — OenoData The API that links your estate to the Bordeaux trade: en primeur allocations, technical sheets, document resources.
  • Microsoft Exchange Calendars and email in sync, on the desktop and on mobile.
  • Mailjet Campaigns go out from your own lists, with open rates brought back into each contact record.
  • Power BI CRM data feeds your dashboards: management analyses in the tool it already knows.
  • Your management software An import connector for clients, sales and products — whatever the system at the other end.

Security & data

Your client list is a trade secret. We treat it as one.

OenoManager holds what is most sensitive to an estate after the wine itself: the list of its buyers, its prices, its allocations.

  • Your data belongs to you We host it, we do not exploit it: it is never sold, never pooled with other estates' data, and never used for anything but running the service. You can reach it and export it whenever you wish.
  • Penetration test and re-audit by ACCEIS An independent audit carried out by a firm qualified PASSI by ANSSI, the French national cybersecurity agency, the fixes applied, then a second pass to verify them. The application's security level was judged “Robust” — the level at which compromising the application takes the resources of an organisation, not those of an individual. The exercise is repeated at every significant milestone.
  • Hosted in France, on a dedicated server Your data does not share its machine with other applications, and does not leave the country.
  • GDPR compliance written into the contract A dedicated annex to the subscription contract under Regulation (EU) 2016/679: purposes, retention periods, sub-processors, data subjects' rights. It is not a statement of intent, it is a signed undertaking.
  • Strong passwords and renewal The password policy is tightened at set-up: enforced complexity and renewal at the interval you choose. More often than not the weakness is not in the software — it is in a password that has been shared for three years.
  • Notification within 48 hours In the event of a breach or a complaint to a supervisory authority, you are informed within 48 hours at the latest. The deadline is in the contract.
  • Exit and data return A direct consequence of the point above: if you leave, your data leaves with you. The procedure is set out in the contract, not negotiated on the day you go.

What they say

Two houses, two uses.

“A quality CRM that lets us structure our client relationships far better!”

Romain DufauChâteau Chasse-Spleen · Moulis OenoManager

“Very pleased with the tool, and an excellent relationship with Thibault, who explains things clearly. He and André are very quick to respond whenever I have a question. I recommend this software for online visit bookings.”

Marion Millaire-DucourtieuxDirector of Hospitality and Public Relations
Château Grand Corbin · Saint-Émilion Signature plan

Getting started

Your data comes with you.

Changing tools is frightening for one reason only: the fear of starting from a blank page. We take in your existing files — spreadsheets, exports from your management system, address books — configure the tool to your processes, and train your teams.

  • DeploymentDatabase import, Exchange accounts, categories, technical-sheet templates.
  • Configured to your processesYour channels, your markets, your templates — not the other way round.
  • Training, then a named contactSomeone who answers, and who knows your file.
And then, once a year.We meet again to understand what could be better, what you had to handle another way, and what would make next season easier.Those meetings are the roadmap — that is how distribution, wine tourism and the document library came into being.

Our offers

You choose a trade, not a budget.

Client relationships OenoManager

The CRM for the wine trade, in full — the subject of this page.

Welcoming visitors OenoResa

Visits, tastings and stays, if your estate welcomes guests.

OenoManager + OenoResa Signature

Both on a single contact base, and the connectors to your own tools.

In every plan: a named contact, configuration to your own processes, migration of your existing data and training for your teams. We don't deliver a login, we install a tool.

This is not a ladder, it is a composition: the first two offers sit at the same level, the third brings them together on a single base.

See the detail and the prices →

Contact

Thirty minutes is enoughto know