Every rep prepped for every visit.
Visits, orders, programs, samples, and AR pulled into one timeline, so reps walk in already knowing what to talk about, what to ask for, and what to never bring up.
Sell more accounts. Lose fewer to silence.
The CRM that pulls every account, visit, order, and program into one workspace. Reps walk in prepared. Managers see the whole pipeline. No account goes cold.
The results reps and managers actually see.
Time back in the week, more programs landing on shelf, and fewer accounts going quiet.
Hours back
to your reps every week. Field teams stop chasing twelve tabs and four spreadsheets just to log a visit.
Higher
display-program compliance. Photo proof and stage gates keep retail programs on shelf and on time.
Fewer
accounts gone cold. Heatmaps surface 30-day no-touch accounts before the order book moves elsewhere.
Faster
forecast roll-up. Pipeline rolls by chain, brand, and program, not eighteen tabs of conditional formatting.
Get more out of your CRM.
Every account, at your fingertips, anywhere.
Every account’s history, contacts, orders, notes, and open tasks in your pocket, so reps stop digging through inboxes and spreadsheets before every walk-in.
Built on Salesforce. The platform your team already trusts.
- Enterprise security and scale from Salesforce, from day one.
- Purpose-built for beverage distribution, on Salesforce.
- Thousands of prebuilt integrations, ready on day one.
Dashboards, tasks, and accounts in one place
- Real-time dashboards and reports built for beverage KPIs
- Tasks, follow-ups, and activities tied to the account they belong to
- Every contact, note, order, visit, and program on one timeline
The mobile CRM that travels with the rep
- Full account history and context on the phone
- Log a visit, order, or note without opening a laptop
- Syncs back to Salesforce the moment the visit is saved
Walk in knowing exactly what’s at stake.
Order history, open tasks, last visit notes, and relationship health on one screen reps can scan in 15 seconds. No more being surprised at the cooler door, no more meetings that end with 'let me get back to you.'
See it in actionEvery account in your pocket before you walk in.
Every account’s history, contacts, orders, notes, and open tasks at your fingertips on the curb. Reps walk in already knowing what to talk about, what to ask for, and what to never bring up.
See it in actionA forecast leadership can actually bet on.
Roll-up pipeline by chain, brand, or program. Stage gates tuned to beverage cycles surface slipping deals before the quarter closes, so the number you commit to on Monday is the number you hit on Friday.
See it in actionRun the whole book of business from one screen.
Real-time dashboards and reports tuned to beverage KPIs, with every task, follow-up, and activity tied to the account it belongs to. Managers run the team from one view instead of pulling four reports.
See it in actionEvery MBO and incentive, surfaced right at the visit.
Active goals and incentives live in the rep’s workspace, in one place, so nothing gets left on the table before they close out.
MBO this month
New Belgium Voodoo Ranger. This account is one of your top movers for it, and you haven’t written it in yet.
Add to orderHeads up
The Heineken 12-pack incentive is running and you haven’t sold any here this month. Want to add it before you close out?
Add Heineken 12pkFinish visit
A CRM your reps will actually want to use.
Salesforce-native
Enterprise scale and security, on day one.
Ohanafy is built natively on Salesforce, so you get enterprise security, scale, and reporting on day one, whether or not your team already runs on Salesforce, with no new platform for IT to vet. One source of truth instead of three systems your ops team has to reconcile.
Explore the power of Salesforce →
Mobile-first
Log every visit, before you leave the account.
One-tap logging right at the cooler door, so reps stop saving paperwork for Friday and managers stop guessing what happened on Monday.
Beverage objects
Skip the work of bending your business to a generic CRM.
Brands, SKUs, depletions, promotions, and share-of-shelf are already modeled the way reps and planners actually work, so the data tells you something useful instead of something you have to translate.
Ease of use
The CRM reps adopt without a memo from leadership.
Log a visit in two clicks. Find any account in one search. Reps stop avoiding the CRM, which means the data finally reflects what’s actually happening in the market.
Getting to a place where we can feel like we're more in control of our destiny is really exciting.”
Louis MaiselChief Operating Officer, Gulf Distributing Holdings
Read the full story
Recently published
Data & strategy
Beverage demand forecasting: the compounding cost of getting it wrong
One missed forecast doesn’t sit still. See how stale demand data cascades into overstock, write-offs, missed promotions, and supplier credibility, and what real-time forecasting looks like on one connected platform.
Technology
Why beverage distributors are finally replacing legacy software
Three forces are pushing distributors off legacy software at once: SKU proliferation, retailer expectations, and generational leadership turnover. A clear-eyed look at when the cost of staying outruns the cost of switching.
News
Ohanafy appoints Hogan Hagy as Chief Customer Officer to accelerate enterprise growth
A seasoned beverage-industry leader joins Ohanafy to deepen enterprise customer success and scale our delivery for the largest operators in the space.
FAQs
Have more questions? Check out our FAQ page.
CRM & accounts
It’s purpose-built for the beverage industry. Accounts carry the context that matters: license type, programs, depletions, last visit, open invoices, and AR aging. Reps don’t have to bolt on a separate field-execution or order-entry tool to do their job.
Yes. Calls, visits, audits, samples, signed orders, and signatures all log from the phone and write back to the account record the moment the visit closes. Reps don’t have to circle back to a laptop at night to clean up the day.
Ohanafy auto-matches incoming records on license number, EIN, address, and phone, with a manager-reviewed merge queue for ambiguous cases. New reps can’t accidentally spin up a duplicate of an account that already has six months of history.
Yes. CRM, Orders, Invoices, Visits, and Routes all read from the same Ohanafy record, so the same account number, ship-to, price list, and program eligibility show up everywhere the team works.
Platform & integrations
Yes. That’s how most of our customers run it. Ohanafy delivers full ERP capabilities (orders, inventory, finance, reporting) and layers on the beverage-specific workflows generic ERPs were never built to handle, so you can retire the old system instead of working around it.
Ohanafy is built to be open. Through our API and integration layer we can connect to virtually any system your business runs on, and our AI helps map and maintain those connections so a new integration doesn’t turn into a multi-month project. Common ones include your ERP and accounting platform, your storefront and point-of-sale, and major retailer EDI, but the list is open-ended by design.
Yes. Ohanafy exposes a documented REST API for orders, inventory, customers, items, and reporting, plus webhook events for downstream automation.
AI is embedded across the platform, not bolted on as a chatbot. You’ll see it in demand forecasting, anomaly detection on inventory and sales, automated order entry from emails and PDFs, and a natural-language assistant for pulling reports and running what-if scenarios. Increasingly it’s agentic too. AI agents take action on your behalf, drafting orders, resolving exceptions, and re-sequencing routes, with every step logged and one click to approve.
Ohanafy runs on enterprise cloud infrastructure with data hosted in U.S. regions by default. All data is encrypted in transit (TLS 1.2+) and at rest (AES-256). Built natively on Salesforce, Ohanafy inherits the platform’s SOC 2 Type II and other security attestations. Your data is never used to train shared or third-party models.
Discover what Ohanafy can do for you.
Find out how Ohanafy can help your business connect every part of your operation.