Above the Bar ATB

Sales CRM for Beverage Professionals

Above the Bar ATB
Main
๐Ÿ“ŠDashboard
๐ŸขAccounts
๐Ÿ‘ฅContacts
๐Ÿ—บ๏ธMap View
๐ŸทProducts
Activity
๐Ÿ“…Calendar
๐Ÿ“ˆPerformance
๐Ÿ’ฐSales
๐Ÿ“ฆInventory
๐Ÿ“คDaily Recap
๐Ÿ””Notifications 0
Tools
๐ŸงฎMargin Calc
Account
โš™๏ธSettings
JV
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Above the Bar ATB

Dashboard

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Accounts

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Account

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All Contacts

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Tasks

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Calendar

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Account Map

๐Ÿ”
๐Ÿ—บ๏ธ Route Planner
Select accounts โ€” we'll sort them into the most efficient route
Optimized Stop Order
๐Ÿ” Select a result to auto-fill Add Account
๐Ÿ’ก Click anywhere on the map to drop a pin
Active Prospect Inactive

๐Ÿงฎ Margin Calculator

Know Your Numbers โ€” Marcus Lemonis Method

๐Ÿ’ก Select a product above to auto-fill size, cost, and bottles per case

๐Ÿ“Š Margin Health

Marcus's Rule: Gross Margin is the #1 number to know. It tells you how much of every sale you actually keep before overhead. Markup โ‰  Margin โ€” don't confuse them.

๐ŸŽฏ Hit Your Target Margin

Target MarginRequired Sell Price / BottleProfit / BottleProfit / Case
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Enter your cost and sell price to see your numbers

Know your margin before you walk into any account

๐Ÿ”” Notifications

๐Ÿ“ˆ Sales

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๐Ÿ“ฆ Inventory

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๐Ÿ“ˆ Performance

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๐Ÿท Products

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๐Ÿ“ค Recap

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Settings

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๐Ÿ“ข Send Notification

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Add Account

Account Information
Location
Contact & Business
Assign this account to a rep's territory
Primary Contact

Add Contact

๐Ÿ“ฑ
Import from your phone contacts
๐Ÿท Tasting Sheet
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๐Ÿท
Search and add products above
Build your presentation list, set customer reactions, and add rep notes for each wine

๐Ÿ“Š Pre-Visit Brief

๐ŸŽฏ Smart Pitch Builder

Product Library
Your Pitch 0
๐ŸŽฏ
Select products from the left to build your pitch

๐ŸŽฏ Set Monthly Goals

Set your targets for . Progress tracks automatically from your logged visits and orders.

Add Product Placement

Log Account Visit

Tap to select products...
โž•Add new product
Tap to select contacts...

Add Task

Add Event

๐Ÿ“… Book a Demo
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Confirm

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