A 360 view of every account, every team, every day.
Orders, invoices, payments, visits, and routes on one Ohanafy account record that CRM, Routing, Hubs, and Orders all read from.
One record. Every team reads the same number.
Ohanafy Data puts every account, order, invoice, shipment, and visit on a single record your team can trust. The number on the dashboard matches the number on the truck.
What one data model gets you.
One record everywhere, decisions in under a minute, and an audit trail on every field.
1 record
Per account, end to end. CRM, Orders, Invoices, Visits, and Routes all read from the same Ohanafy record, so the same number shows up everywhere.
−72%
Time spent reconciling. Stop matching exports from disconnected systems to CRM exports to commission spreadsheets. The platform is already in sync, every minute of the day.
<60s
From event to dashboard. Orders, payments, and depletions land on the leadership view in under a minute. Decisions move at the speed of the business.
100%
Audit trail, on every field. Every change is tracked, attributed, and exportable. Compliance, finance, and ops see the same history without asking IT.
Replace scattered spreadsheets and disconnected systems with one record of truth.
Golden records that survive every merger and migration.
Duplicates collapse, addresses normalize, and the right identifier wins across account, product, and partner masters.
Your full history comes with you when you cut over to Ohanafy.
We pull your data from the systems you’re leaving behind, so nothing is lost in the switch.
Governance and audit that compliance actually trusts.
Field-level history and role-based access give compliance an export-ready trail for SOC, TTB, and state audits.
Data quality rules that catch the bad row before it lands.
Validation runs on every write, flagging missing tax IDs, malformed UPCs, and bad addresses before they land.
The whole account on one record, not seven tabs in three systems.
Every order, invoice, payment, visit, contract, and contact attached to the same Ohanafy account. Reps, finance, and brand teams open the same page and see the same numbers, with the source of every field one click away.
See it in actionConnectors that keep ERP, OMS, and finance in lockstep with Ohanafy.
Native two-way sync to your ERP, accounting, HR, and warehouse systems. Sub-minute latency, structured event log, no nightly batch. When a payment posts in the ledger, the AR card on the account record updates before the rep calls.
See it in actionValidation rules that catch the bad row before it lands.
Address normalization, UPC validation, tax-ID checks, and duplicate detection run on every write. Errors surface inside the record so the rep or admin can fix them in context, not on a Friday afternoon spreadsheet sweep.
See it in actionA field-level history compliance and finance actually trust.
Every change tracked, attributed, and exportable. Role-based access, PII masking, and retention policies enforced at the platform level. SOC, TTB, and state audits answered with a single export, not a forensic project.
See it in actionA data platform built for beverage, not bolted on after.
Salesforce-native
Enterprise scale and security, on day one.
Because Ohanafy is 100% on Salesforce, every record reads and writes against the same platform your team already trusts. Permissions, sharing rules, field history, and audit logs are inherited from Salesforce, so security, governance, and uptime are not features you have to bolt on. The data layer is the platform.
Explore the power of Salesforce →
One record
Skip the work of reconciling CRM, finance, and a stack of spreadsheets.
Every Ohanafy module reads from the same account, order, and visit row. The number on the rep’s phone matches the number in the CFO’s report, no exports required.
Beverage objects
Skip the work of bending a generic CDP to fit beverage.
Suppliers, distributors, retailers, SKUs, lots, depletions, and permits are modeled the way the industry actually works, so the platform opens with the right schema on day one.
Real-time
A pipeline that holds up at 412 events an hour, not nightly batch.
Sub-minute latency from source to record, structured event log, no middleware. The dashboard reflects what just happened on the truck, not what happened last night.
It feels good to have a partner that's got your back and that's accessible and available.”
Cam KoorangiDirector of Enterprise Solutions, 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.
Unified data
Every account, order, invoice, payment, visit, contract, and contact lives on the same record. CRM, Orders, Invoices, Visits, and Routes read from that record, so the same number shows up everywhere, with no overnight syncs, no spreadsheet reconciliations, and no "which system is right?" conversation.
Operational data is live. When a rep closes a visit or a driver settles a route, the account record updates immediately. Analytical aggregates refresh on a schedule you control (as often as every few minutes) and every chart shows its last-refreshed timestamp.
Yes. Ohanafy exposes a governed dataset to any BI tool that speaks SQL or our REST API. Your BI team works from the same numbers the in-product dashboards use, with the same lineage and access controls.
The Ohanafy account record is canonical. Connectors that keep ERP, OMS, and finance in lockstep with Ohanafy push every field’s source one click away, so finance, sales, and ops can audit where a number came from without bouncing between tabs.
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.