Who it's for · The brand

For brand owners

You pay an agency every month. What did they actually do?

Your own portal answers it in real time: every venue, every visit, every order — plus a weekly brief the CRM writes itself, and premium intelligence most agencies can't offer at all.

Brand portal home on mobile: AI weekly brief and live brand stats (demo data)
LIVE PRODUCT
Brand portal home on mobile: AI weekly brief and live brand stats (demo data)
CASA OS / LIVE PRODUCT, UNRETOUCHED342 LIVE VENUES · 1,165 BOTTLES COUNTED
Watch it work

The brand portal, in use — two and a half minutes, no slides.

CHAPTER 01

Why it exists

The agency-brand relationship runs on trust and monthly PDFs. You shouldn't have to ask what your stock levels are, which venues got visited, or whether that listing ever landed. The answer should be a link, not a meeting.

A brand owner and agency reviewing the numbers together
CHAPTER 02

What it is

A portal in your brand's colours showing your venues, your visits, your orders and your open questions — scoped so tightly that seeing another brand's data is architecturally impossible. Ask questions on a visit, get answers from the rep who was there.

A candle-lit premium lounge — the world your brand lives in
CHAPTER 03

The weekly AI brief

Every week the CRM reads itself and writes you the update: what moved, what's stuck, what's next. The agency stops writing status emails; you stop waiting for them.

A quiet cocktail above the City — the update arrives while you work
CHAPTER 04

Premium, when you want the edge

Daily sell-through tracking across The Whisky Exchange & Master of Malt, category-filtered industry news, brand monitoring, website health, and a private MCP server so your own AI assistant can query your data. The intelligence agencies bill four figures a month for — running nightly.

A wine and spirits shop shelf with price tags — where sell-through is tracked
The portal, section by section

Every surface your brand sees — shown with demo data.

STATSThe week, written for you
The week, written for you — Casa OS demo

240 venues, 74 visits this month, £9.8k revenue — and an AI brief that reads the whole book and writes the update.

VENUESWhere you're listed
Where you're listed — Casa OS demo

The stock matrix: every venue, every SKU, sorted by what's actually on the shelf. Warm leads included, overdue follow-ups flagged.

ORDERSWhat's moving
What's moving — Casa OS demo

Delivered orders and open intents with estimated values, split by distributor. The pipeline is always current.

VISITSThe rep's day, verbatim
The rep's day, verbatim — Casa OS demo

Every visit with the rep's note, the outcome and the follow-up date. Ask a question on any visit — the rep answers in their app.

PRODUCTSYour catalogue, live
Your catalogue, live — Casa OS demo

Every SKU with wholesale and RRP, ABV, warehouse stock and where it sits on shelves right now.

Casa OS / For brand owners

See it on your own data.

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