A CRM Crafted for the Beverage Industry

Lilypad CRM

Empower your sales team with a CRM developed by industry professionals. Loaded with robust features, Lilypad is engineered to optimize your everyday tasks and significantly boost your sales performance.

What's new with Lilypad?

Lilypad allows you to easily migrate from your existing CRM with the new contact import tool. This eliminates the hassle of manually entering vital contact account data such as; emails, phone numbers, addresses, and crucial notes about the account.

Additionally, empower your sales team with our Account Finder tool to generate new accounts across the U.S., Canada, and Mexico. This gives your team a head start on visiting new accounts to grow your business and sell more liquid!

TOP FEATURES

Collaborate & Motivate

Create an environment where your team can thrive every day. Reps are isolated out in the field; improved collaboration with peers and interaction with management ensures you have your finger on the pulse of your sales efforts.

Ditch the spreadsheets and stop wasting hours creating reports. Lilypad automatically sends placements, visits, promotions, and account issues identified in the field to your distributors.

Your reps and managers will know exactly where they stand with every commitment. Increase awareness, improve closing rates, and manage your funnel.

Lilypad is the only fully customizable activity management system specifically tailored for beverage alcohol sales. Build, assign, and track every activity your team executes in the field.

DATA INTEGRATION

Optimized Sales View

Finally, a helpful sales tool that fits in the palm of your hand when integrating with depletion data from alcohol distributors. The Lilypad app provides an intuitive and simplified view for reps to utilize depletion data to improve their sales strategy.

When you integrate your distributor data using Lilypad, we align your product, sales, and account universe with your distributors’. Every retailer, SKU, and product code is carefully matched, ending the confusion between suppliers and distributors.

Lilypad delivers your distributor sales data in easy-to-use reports that you can use to drive your sales team forward. At Lilypad, we pride ourselves on user-friendly building tools. Join us as we build the future of beer sales reporting together.

PaymentSource

Automated Payment Collection

FOR SELF-DISTRIBUTING SUPPLIERS

Take Back Time to Produce and Sell

If you distribute your own products, use Fintech’s PaymentSource to automate payment collection with your retailers for COD and term invoices. Save time with deliveries, improve route efficiency, and grow your market.

Ready to Build a Better Alcohol Business?

Connect with a Fintech expert to learn how we can elevate your business.

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