Sales that knows the route.
Ohanafy CRM unifies accounts, opportunities, visits, and depletions in one place, so reps sell more, managers coach faster, and finance closes the books without waiting on spreadsheets.
- Built on Salesforce
- Mobile + offline ready
- Live with beverage teams nationwide
-21%
fewer missed follow-ups
+6 hrs
saved per rep, per week
+13%
more sales per rep
Account intelligence
Every account, fully in context
One screen shows order history, open tasks, last visit notes, and relationship health. Reps walk into every meeting knowing exactly where they stand.
See it in actionGulf Distributing
Key Account · Tier 1
Cases YTD
48,210
Open tasks
3
Last visit
2d ago
Follow-up call logged by Marcus T.
1h agoNew order: 240 cases Modelo 24pk
YesterdayPrice book updated for Q3
3d agoField execution
Optimized routes. Zero dead miles.
AI-planned routes surface the right stops at the right time. Check in, log notes, and move on — all from one tap on mobile.
See it in actionToday's route. Marcus T.
12 stopsAdmiral Beverage — Midtown
0.4 mi · Check-in due 2:30 PM
Sales management
See what's moving and what isn't
Rep scorecards, territory heatmaps, and pipeline roll-ups update in real time. Spot under-performance before it becomes a missed quarter.
See it in actionRep scorecard — Q2 2026
District: Southeast · 8 reps
Average close rate up +13% vs. last quarter
AI co-pilot
Next best action, always surfaced
Ohanafy's AI reads every signal — velocity drops, lapsed check-ins, contract gaps — and tells your reps exactly what to do next.
See it in actionAI-suggested actions
3 newCall Gulf Distributing
Order velocity dropped 18% — re-engage before month-end
High prioritySubmit shelf audit — Adams NC
Last audit was 42 days ago. Contract requires 30-day cadence.
ComplianceIntroduce Reyes BG to summer promo
New seasonal SKU aligned to their top-selling category
UpsellBuilt different
Every detail designed for beverage
Mobile-first
Built for reps in the field. Full CRM power in your pocket, offline-ready.
Beverage objects
Accounts, contacts, and orders pre-wired for three-tier distribution, no custom build required.
Salesforce-native
Runs on the platform your IT team already manages. No shadow-IT, no data silos.
Works with your stack
Pre-built connectors to GoSpotCheck, VIP, Encompass, GreatVines, and more.
Plug into the tools you already use.
Ready to see it?
30 minutes. One demo. We'll show you what modern beverage looks like on Ohanafy.