Wineries (D2C) - Tours, Clubs, Support Planfix CRM and Project Management System

Wineries (D2C) - Tours, Clubs, Support

Turn winery tours, wine clubs, and guest support into one controlled workflow. Protect guest experience, grow direct revenue, and keep weekends calm for your team.

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Turn Tours, Clubs, and Support into One Trusted Queue — Wineries (D2C) - Tours, Clubs, Support

Turn Tours, Clubs, and Support into One Trusted Queue

Capture and organize every tour request, club change, and support issue in one place your team trusts. Match bookings to real capacity, avoid double-booking, and close every interaction with clear next steps and evidence.

Start with One Shared Inbox and Queue — Wineries (D2C) - Tours, Clubs, Support

Start with One Shared Inbox and Queue

Connect your main winery inboxes and social channels to Planfix so every message immediately becomes a task. Auto-triage by type, urgency, and guest value, and give staff one shared queue instead of scattered accounts and personal phones.

Email to Ticket

Convert every inbound email into a structured task with assignee, due time, and context so nothing depends on memory.

Channel to Task

Pull messages from major social and messaging channels into Planfix and discuss them inside tasks instead of scattered chats.

Smart Triage Rules

Use flexible rules to tag, prioritize, and route new tasks by topic, club tier, value, or channel.

See the Whole Winery Day on One Planner Board — Wineries (D2C) - Tours, Clubs, Support

See the Whole Winery Day on One Planner Board

Use Planner to see tours, club shipments, and support work in one board. Conditional lists show today, this weekend, and overdue items. Moving a card between lists updates fields automatically, so host, status, and time slot always stay correct.

Give Guests and Members a Clear Portal — Wineries (D2C) - Tours, Clubs, Support

Give Guests and Members a Clear Portal

Work from a single guest card that shows visits, club tier, support history, and promises in one timeline. Share a clean Client Dashboard where guests follow requests, upcoming visits, and shipments while your team manages tasks behind the scenes.

No More Lost Requests

Capacity Becomes Visible

Decisions Backed by Live Numbers

Teams Focus on Hospitality

No More Lost Requests — Wineries (D2C) - Tours, Clubs, Support

No More Lost Requests

Every email, call, and direct message becomes a task with an owner and due time.
Shared queues replace scattered inboxes, personal phones, and sticky notes around the tasting room.
Telephony integration logs calls automatically, including recordings and notes, for later follow up.
Schedule in Planfix
Capacity Becomes Visible — Wineries (D2C) - Tours, Clubs, Support

Capacity Becomes Visible

Planner, calendars, and location fields show real rooms, time slots, and available hosts in one view.
You see busy periods and gaps early and can reshape tours or staffing confidently.
Overbooking, double allocations, and forgotten small groups become rare exceptions instead of weekend habits.
Calendars and schedule
Decisions Backed by Live Numbers — Wineries (D2C) - Tours, Clubs, Support

Decisions Backed by Live Numbers

Data tags track time, spend, refunds, and gestures of goodwill across visits and shipments.
Project Totals roll key metrics up by weekend, club cycle, or event series automatically.
Dashboards show bookings, churn, complaints, and response times so decisions rely on facts, not hunches.
Report designer
Teams Focus on Hospitality — Wineries (D2C) - Tours, Clubs, Support

Teams Focus on Hospitality

Planfix AI Dataminer pulls dates, group sizes, and order numbers out of long emails automatically.
Scripts, robots, and buttons remove manual status updates, reminders, and repetitive communication.
Hosts spend more time pouring and talking to guests, less time hunting details in tools.
Automation in Planfix
If This Sounds Familiar — Wineries (D2C) - Tours, Clubs, Support

If This Sounds Familiar

Weekends feel hectic yet guests still slip through the cracks. You switch between systems, spreadsheets, and phones to answer simple questions. Regular visitors sometimes know their own history better than your staff, and you feel anxious before peak weekends.

Busy Weekends, Missed Promises

Weekends feel packed, yet calls, confirmations, and special requests still slip through the cracks.

Too Many Disconnected Tools

You hop between booking apps, spreadsheets, and chat threads just to answer one guest question.

No Single Source of Truth

Guests sometimes know their own history better than staff, and you lack a calm, consolidated view.

Reactive Instead of Proactive

You react to complaints and cancellations instead of steering tours, events, and offers with data.
How Planfix Supports Your Team End to End — Wineries (D2C) - Tours, Clubs, Support

How Planfix Supports Your Team End to End

Planfix supports your team from first request to final follow up. One platform captures messages, assigns owners, plans against real capacity, guides visits and shipments, and tracks gestures of goodwill so every guest feels remembered, not handled.

Capture Every Request

Create tasks from emails, calls, and messages automatically so every tour request, club change, or complaint has an owner.

Classify and Route

Assign requests by type, tier, or channel using statuses, custom fields, and scripts so the right person responds first.

Plan Against Real Capacity

Use calendars, location fields, and Planned Work Time blocks to book only when rooms and hosts are truly free.

Execute Visits and Shipments

Guide hosts and logistics with checklists, subtasks, and documents so every visit and shipment follows the same reliable playbook.

Resolve Issues and Protect Relationships

Apply templates, SLA timers, and AI Summarizer to respond quickly, log refunds or gifts, and protect long-term relationships.

Nurture Guests and Grow Value

Store products and offers in directories and use automation and AI to send timely, relevant follow ups.

Your Winery on One Shared System — Wineries (D2C) - Tours, Clubs, Support

Your Winery on One Shared System

With Planfix your winery runs tours, club operations, and support from one shared system. Teams log promises on phones as they move around the property. Dashboards show weekends, club cycles, and risk signals so you plan the next season confidently.

Calm, Even on Peak Weekends

Step into full weekends knowing exactly which groups are coming, who hosts them, and where issues still need attention.

Proud Guest Relationships

Hear regular guests mention how clear your communication feels and know your team has the same context every time.

Confident, Data-backed Planning

Watch revenue, response times, and loyalty trends on dashboards instead of guessing from scattered spreadsheets and chat histories.

Seamless Tours and Tastings

Every group is expected, greeted by name, and guided by a host who sees their history and preferences.

Stable, Engaged Wine Club

Club members receive accurate shipments, timely notices, and fair resolutions, so churn drops and direct revenue becomes predictable.

Brand Built on Reliability

Reviews improve, referrals grow, and your winery becomes known for warm hospitality backed by reliable operations and clear communication.

Getting Started Is Simple — Wineries (D2C) - Tours, Clubs, Support

Getting Started Is Simple

Start with a simple inbox-to-task setup and one Planner board so you see value in days, not months. Keep everyday work in familiar channels while Planfix adds structure, and import spreadsheets so historic guests, products, and tasks come with you.

Too Busy to Set Up

Start with a lightweight configuration, focused on one inbox and a simple board, so setup fits regular service.

Staff Resistant to New Tools

Let staff keep using email and messengers while Planfix turns conversations into tasks behind the scenes, adding structure gradually.

Worried About Existing Data

Import contacts, products, and history from spreadsheets so you keep existing knowledge while gaining traceability and stronger reporting.

Why Planfix instead of spreadsheets and point tools

Why Planfix instead of spreadsheets and point tools — Wineries (D2C) - Tours, Clubs, Support

Spreadsheets and paper lists

Fixed tables cannot track changing groups, capacity, and conversations in real time, so staff constantly reconcile by hand.
Why Planfix instead of spreadsheets and point tools — Wineries (D2C) - Tours, Clubs, Support

Tour-only booking tools

Niche booking apps see slots and tickets but ignore wine club cycles, logistics tasks, and service follow up.
Why Planfix instead of spreadsheets and point tools — Wineries (D2C) - Tours, Clubs, Support

Standard help desks

Generic help desks handle tickets, not visits or shipments, so operations still live in separate lists and side systems.

Run winery tours, clubs, and support on one workflow

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