Artisanal Solutions / CRM & Customer Records

CRM and customer records

CRM for farms and food makers

Your best wholesale buyer, the caterer who orders every December, the CSA member who moved. We put customers and accounts in one place with their history, notes and next step.

Get a plan and a priceSee how it works

Built for farmers and makers. Set up for you, on the tools you already use.

Wholesale pipeline
Contacted1
Lakeside InnSend line sheet Monday
Sampled1
Oak Street GrocerCall about first orderToday
Ordering2
Corner BistroWeekly, last order Nov 4
Main St MarketHoliday pre-order Nov 15
Reorder due1
Hilltop Cafe9 days since last orderReminder sent
Yours is built around your accounts and the tools you run.

One record

Every customer in one place, with their history

Records from your register, store, email and phone are merged, so anyone on the team can see what an account ordered and when.

Corner Bistro
  1. Nov 4, order6 cases greens, 2 cases eggs
  2. Oct 28, noteChef wants baby kale from spring
  3. Oct 21, order6 cases greens
  4. Sep 30, emailSent fall price list

Reorders

Reorder reminders that go out on time

Each account has a usual rhythm. When an order is late, you get a nudge and the buyer gets a reminder.

Reorders due
AccountUsually ordersLast orderStatus
Hilltop Cafe Weekly 9 days ago Reminder sent
Riverside Co-op Monthly 3 weeks ago Due next week
Holiday caterer Every December Last December Email Nov 15

Works with what you already run

Already on one of these? We work with what you have before suggesting a switch.

  • HubSpot
  • Zoho CRM
  • Pipedrive
  • Airtable
  • Notion
  • Shopify customer profiles
  • Square customer directory
  • Google Contacts and Sheets

What is included

  • Customer and wholesale account records merged from Square, Shopify, email and your phone

  • Pipeline for new stores and restaurants: contacted, sampled, ordered, reorder due

  • Tags for CSA members, wholesale, corporate, event clients, so each gets the right email

  • Reminders for follow-ups and seasonal reorders

See what this looks like for your business

Tell us what you make. We send back a short plan and a price.

Get a plan and a price

How it works

  1. Tell us what you make

    What you make and what you use now. A spreadsheet and a Square account is a fine answer.

  2. Get a short plan

    Keep this, replace that, connect these, and the cost.

  3. We set it up

    Setup and migration done for you. You approve before anything goes live.

  4. Run it or hand it off

    Take it from there yourself or keep us on for the upkeep.

A good fit if

  • You want to land more stores and keep the ones you have
  • You forget who ordered what last holiday
  • Three people answer customer emails and nobody sees the others

Questions

What is the best CRM for a small food business?

For most, the free tier of HubSpot or a well-built Airtable base is enough. Pipedrive or Zoho fit when you are actively selling to stores and want a real pipeline. We set up the smallest one that does the job.

Do I need a CRM or is a spreadsheet enough?

A spreadsheet is enough until follow-ups get missed or more than one person talks to customers. That is the point where a CRM pays for itself.

Can it pull customers from Square and Shopify?

Yes. We import and merge both, remove duplicates and keep new customers flowing in.

Get a plan and a price

Tell us what you make and what you use today. A spreadsheet and a Square account is a fine answer. We reply by email with what we would keep, what we would change and what it costs.

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