Retailers & bottle shops
Single and multi-store retailers selling in store, online and through click and collect.
- POS and Shopify stock sync
- Unified loyalty
- Click & collect flows
New Systems integration for liquor & wine
The connected stack behind smarter bottle businesses.
Bottlesmart joins Shopify, Klaviyo, Salesforce and RingCentral into one system for retailers, wineries, distillers and distributors. Then we help you take it to market, so the work pays for itself.
Liquor-only focus
Implementation and custom software
Go-to-market built in
Who we help
Built for the bottle, not adapted to it.
Generic agencies learn liquor on your budget. We start with age checks, allocations, vintages, trade pricing and licensing rules already understood, so your project starts on the problems that matter.
Wineries & cellar doors
DTC programs that turn a tasting into a member, and a member into a decade-long customer.
- Wine club billing
- Release & allocation comms
- Cellar door capture
Distillers & brewers
Craft producers balancing limited releases, a taproom or tasting room, and trade accounts.
- Limited-drop launches
- Waitlists & ballots
- Venue + online in one view
Distributors & importers
Wholesale teams who need trade ordering, rep visibility and account history in one place.
- B2B trade portals
- Rep pipelines in Salesforce
- Call logging & follow-up
The platforms
Four best-in-class tools. One way of working.
Each platform is excellent alone. The value shows up when they share the same customer, the same stock and the same order history. That is the part we build.
Shopify
Commerce
01
Storefronts, Shopify POS and B2B built for liquor: age gating, delivery-zone rules, case and mixed-dozen pricing, and catalogue structures that handle vintages and allocations.
Store builds & migrationsB2B wholesalePOS rolloutSubscriptions
Klaviyo
Lifecycle marketing
02
Email and SMS that know what someone actually drinks. Flows triggered by purchases online, in store and at the cellar door, with segments by varietal, region, spend and club tier.
Flows & automationsSegmentationRelease campaignsDeliverability
Salesforce
CRM & trade sales
03
A single customer record for consumers, members and trade accounts. Rep pipelines, venue and on-premise accounts, distributor relationships and service cases, connected to every order.
Sales CloudService CloudTrade account mgmtReporting
RingCentral
Voice & contact centre
04
Phones that know who is calling. Customer and account records pop on screen, calls log themselves to Salesforce, and members can be reached by call or text from one number.
Screen popsCall loggingBusiness SMSContact centre
What connected looks like
One customer. Every channel remembers them.
A typical journey once your stack is joined up. No exports, no double entry, no one asking the customer to repeat themselves.
Tastes at the cellar door
Joins the list on a tablet at the counter, with age and consent captured.
Shopify POSGets the right follow-up
A welcome flow features the wines they tasted, not a generic newsletter.
KlaviyoOrders online
Stock is right, the order lands on their profile, and club eligibility updates.
ShopifyCalls about delivery
Their history pops up before staff say hello. The call logs itself.
RingCentralShows up in the numbers
Lifetime value, channel mix and club health in one report, for every customer.
SalesforceAlready running some of these tools? Most of our clients are. We connect what you have before recommending anything new.
Get a stack review →Services
From first workshop to first sale, and beyond.
One team covers strategy, implementation, custom development and launch. You never have to broker a conversation between your agency, your developer and your CRM consultant.
01
Solution architecture
We map your sales channels, data and teams, then design the target stack: which system owns what, and how they talk.
02
Platform implementation
Shopify, Klaviyo, Salesforce and RingCentral set up properly, configured for liquor rules, and migrated without losing history.
03
Integration & data sync
Real-time links between platforms, POS, ERP and 3PL. One customer profile, one stock figure, one order trail.
04
Custom software
When off-the-shelf stops short, we build it: Shopify apps, trade portals, club tooling, middleware and internal dashboards.
05
Go-to-market
Launch plans, lifecycle flows, release campaigns and sales enablement, so the new stack starts earning on day one.
06
Support & optimisation
Monitoring, fixes, platform updates and a monthly review of what to improve next. We stay after launch.
How we work
A clear path, no black boxes.
Fixed phases, a named team, and a working build you can see every fortnight. You always know what is done, what is next and what it costs.
Phase 1→
Discover
Workshops with your team, a review of every system and data flow, and a clear list of what is costing you sales.
1–2 weeksPhase 2→
Architect
A target stack, integration map and fixed-scope plan with costs, timeline and who owns what.
1–2 weeksPhase 3→
Build
Fortnightly sprints with demos. Configuration, integrations and custom code, tested against your real data.
4–12 weeksPhase 4→
Launch
Data migration, staff training and a staged go-live, with us on hand for the first busy weekend.
1–2 weeksPhase 5∞
Go to market
Campaigns, flows and sales playbooks that put the new stack to work, then monthly tuning from the results.
OngoingThe work
Real problems, properly solved.
The kinds of projects we take on. Every one starts with a business problem, not a software wish list.
Multi-store liquor retailer
Three stores, one stock figure
- The problem
- Online orders sold bottles that had already gone over the counter. Staff checked stock by phone.
- What we built
- Live POS-to-Shopify inventory sync, store-level click and collect, and Klaviyo flows driven by in-store purchases.
ShopifyKlaviyoPOS integration
Family winery
A wine club that runs itself
- The problem
- Club shipments were built in spreadsheets and failed cards were chased by hand each release.
- What we built
- Automated club billing on Shopify, release and allocation flows in Klaviyo, and RingCentral SMS for payment follow-ups.
ShopifyKlaviyoRingCentral
Spirits distributor
Reps who know every account
- The problem
- Venue orders came by email and phone, and account history lived in each rep's head.
- What we built
- A Shopify B2B trade portal, Salesforce account pipelines, and RingCentral calls logged to every venue record.
Shopify B2BSalesforceRingCentral
Why Bottlesmart
Partners who speak your trade.
We only work in liquor and wine. That focus means faster projects, fewer surprises and advice grounded in how bottles actually get sold.
“The best stack is the one your team uses on a Saturday afternoon, not the one that looked good in the pitch.”
Compliance designed in
Age verification, delivery restrictions, responsible service messaging and consent handled from the first sprint, not patched in later.
Implementation and go-to-market
Most integrators hand over a system and leave. We stay to launch the campaigns and sales motions that make it pay back.
A real software house
When a connector falls short, our developers write the code. No waiting on a third-party roadmap.
One accountable team
A named lead, architect, developers and a marketer who know your business. One contract and one point of contact.
Ways to work together
Start where it makes sense.
Start small
Stack review
A fixed-fee audit of your current platforms, integrations and data, with a prioritised roadmap.
- System and data flow map
- Quick wins you can action now
- Costed recommendations
Most popular
Build & launch
A scoped project to implement, integrate and take your new stack to market.
- Architecture to go-live
- Custom development as needed
- Launch campaigns included
- 30 days hypercare
Long term
Growth partner
A monthly retainer for support, improvements and ongoing marketing operations.
- Priority support
- Monthly roadmap and reporting
- Klaviyo and CRM operations
Questions
Good to know.
Do we need to use all four platforms?
No. Many clients start with one or two, often Shopify and Klaviyo, and add Salesforce or RingCentral as they grow. We design the stack so each piece can be added later without rework.
Can you work with the POS and ERP we already have?
Usually, yes. We integrate with the point-of-sale, ERP, warehouse and freight systems common in liquor retail and wholesale. Where no connector exists, we build one.
How long does a typical project take?
A stack review takes two to three weeks. Most build and launch projects run eight to sixteen weeks depending on the number of systems, data migration and custom development.
How do you handle liquor compliance?
Age verification, delivery restrictions, responsible service of alcohol messaging and marketing consent are part of every design. We set them up with you, but your licence obligations stay with you, so we work alongside your compliance advisers.
What happens after go-live?
Every build includes 30 days of hypercare. After that, you can move to a support and growth retainer, or run things yourselves with the training and documentation we hand over.
Let's talk
Let's make your stack pour smoothly.
Tell us about your business and what is getting in the way. We will come back within one business day to book a 30-minute discovery call.