Sales pipeline, rep tracking, distributor pricing, and brand-portal visibility — in one place, built for the messy reality of a 3–10 person drinks business. Not enterprise. Not a spreadsheet.
Why it exists
You know the moment. The rep who swears they left a sample. The order that "definitely went in". The venue that moved from Sampled to Listed and nobody told the brand. The pricing that drifted between distributors. The Excel that's been "almost fixed" for six weeks.
One rep's notes, one manager's spreadsheet, a CRM nobody opens, the brand's contact list, and the order pad. None of them agree.
Trade, wholesale, distributor overrides, regional variations — and a paperback to keep it straight. One edit and three people are suddenly wrong.
They don't know what was last said, what was promised, or which venue is on a follow-up today. So they default to "stab in the dark" visits.
The brand hires you to distribute their product. They want to know where it's listed. Today that means emailing you every Monday.
You know which venues turn a shot of Joven into £12 of cocktail. The rep doesn't. So they're pitching the wrong venues.
"Call them back Thursday" is the most common sentence in your business. There's no system enforcing it.
What it does
Not a CRM. Not a sales tool. An operating system — the boring infrastructure that lets a small drinks business act like a grown-up one without hiring a back-office team.
Every venue has a status — Prospect, Sampled, Negotiation, Agreed, Listed — with a history of who did what and when. Drag-and-drop pipeline view coming.
Native mobile UI with offline-friendly contacts, quick log-visit, photo capture, and a serve-profit calculator that tells you whether a deal makes money.
Brand sets the price. Manager locks it. Distributor overrides regional. Reps never see margin until they're ready to pitch. No more "I thought trade was £32".
Every venue pinned, colour-coded by status. See where your day should go before you leave the house. Cluster the prospects by tube stop.
Tokenised link. Brand owner sees their listings, their activity, their order flow. No logins to give out. No "I'll screenshot that for you" emails.
Rep places an order at the venue. The system re-prices it on the server, emails the team, and updates the forecast. No "did it go through?" follow-ups.
One Casa OS instance can run Elementry, Casa Cabrón, Maison Noir, and whoever you pick up next. Each with their own colours, logo, and product set.
Rolling-90-day demand signal from real orders, not vibes. Hidden from customers, visible to managers. The number you walk into the next planning meeting with.
A rep's day
The mobile app is built for one-handed use on a bumpy Central line.
Tap the card. Status, contacts, full visit history, last conversation, what was promised. All in one screen.
Outcome, date, products discussed, follow-up date, notes. Drop-downs, not prose. Optional voice notes for the in-between bits.
Quantity steppers per product. Live total. Server re-prices it. Email goes to the team before you leave the venue.
Status updates instantly. Brand sees it. Manager sees it. Tomorrow's visit list already knows.
Who this is for
If you have 1–3 reps, 50–500 venues, and you're tired of running the business on a Google Sheet, CASA OS is built for you.
Mezcal, tequila, gin, rum. Premium SKUs where the rep-pitch matters more than the e-commerce.
Multi-region catalogues, distributor networks, and the chaos of vintage changes. CASA OS handles the SKU sprawl.
New launches, on-premise placements, and operators who forget you exist between visits. CASA OS reminds you — and them.
One agency. Multiple brands. Each brand wants their own portal. CASA OS handles the brand-portal tokens out of the box.
Who it's for
CASA OS isn't one product for everyone — it's three portals, each shaped to the person using it.
The owner or manager running a small drinks agency.
The people on the road, all day, venue to venue.
The team at the distillery or brand office.
Sign in to your workspace, or get in touch to see CASA OS in action.