Track every wine club member in one place. Sync contacts from Square, WooCommerce, and Mailchimp, log notes and tasks against each profile, and tag members for the next release.
Purpose-built for wineries to manage relationships, track interactions, and grow member value.
Each contact has addresses, payment methods, lifetime spend, and order history in one place.
Every action — orders, sync events, staff updates — is logged with the user that triggered it.
Tag contacts by anything (VIP, allergies, preference) and filter by membership status: active, onhold, inactive, cancelled.
Pin notes to remember preferences and leave staff comments to coordinate follow-ups.
Create tasks per contact and set up rules that auto-generate tasks when something needs attention.
Two-way sync with Square and WooCommerce, contact & tag sync with Mailchimp.
Comprehensive tools to track, understand, and engage with every member of your wine club.
Lifetime Spend
$12,450
Orders
48
Tags
3
Recent Activity
Visited the tasting room with friends — interested in the magnum library.
Note · added by Sam
Card declined on Spring batch payment — sent verification email.
Comment · 2 days ago
2 hours ago
Order created from Square
Yesterday
Address updated
3 days ago
Tag added: Tasting room VIP
A streamlined process to build and nurture your member relationships.
Add manually, or sync from Square, WooCommerce, or Mailchimp
Orders sync from Square & WooCommerce; lifetime spend tracked automatically
Apply tags in bulk, filter by status, search across the whole org
Export the filtered contact list to CSV for your email tool
Use tasks & automations to make sure nobody slips through the cracks
Two-way sync with Square (customers, products, orders, inventory) and WooCommerce (customers, products, orders). Mailchimp keeps your contact list and tags in step.
Build the segments that matter to your winery — apply tags in bulk, then filter by membership status (active, onhold, inactive, cancelled) to find the right audience for each release.
Filter your contacts, then export the result as a CSV you can hand to your email tool or compliance reviewer.
Seamlessly integrate with the tools you already use to create a unified member experience.
Generate API keys and register webhooks from the dashboard to plug OnCloudWine into the rest of your stack.
// Fetch a contact
const response = await fetch(
'/api/v1/contacts/abc123',
{
headers: {
'Authorization': 'Bearer YOUR_API_KEY'
}
}
);
const contact = await response.json();Every integration uses revocable API keys you control from the dashboard.
Built-in tools to organize, engage, and grow your wine club membership.
Addresses, payment methods, and order history per contact
Bulk tag, filter by status, and export to CSV
Automatic spend tracking from synced orders
Auto-generate follow-ups when something needs attention
Get answers to common questions about our contact management platform.
Our team is here to help you get the most out of your CRM.
Ditch the scattered spreadsheets. Manage your members in one place with tools built for wine clubs.
One
Source of truth
Zero
Spreadsheet hell
Hours
Saved per week