Lilypad
Last Updated
Overview
Lilypad is a CRM built specifically for breweries, wineries, and distilleries, helping sales teams stay organized, track placements, and improve distributor communication. While it's tailored to alcohol-based industries, teams in similar distribution models may also benefit. It’s a great choice if field activity and follow-through are high priorities.
Lilypad Specifications
- Contact Management
- Lead Management
- Opportunity Management
- Sales Forecasting
Lilypad Features
Placement Tracker
This feature enables sales teams to manage the entire sales funnel, from verbal commitments to final fulfillment. It provides an automated system for tracking progress on every potential sale, increasing visibility at closing rates. The tracker is designed to ensure no opportunity is overlooked and to give managers clear insight into sales performance.
Activity Management And Execution
Lilypad allows managers to create, assign, and monitor custom field activities like account visits and surveys. It provides a streamlined system for guiding sales execution and tracking team progress in real-time. The tool is designed to help leadership ensure strategic goals are met without needing to micromanage daily tasks.
Digital Asset Manager
This feature gives sales teams a central, cloud-based repository for all marketing, product, and training materials. It provides reps with instant access to up-to-date assets on their mobile devices. The system is designed to ensure teams can share sell sheets, presentations, and brand information with accounts and wholesalers instantly.
Cross-Tier Communication
This tool enables simplified communication between suppliers and their distribution partners regarding new placements, visits, and promotions. It provides an automated process for recapping field activities, closing the information gap between tiers.
Pros And Cons of Lilypad
Pros
Boosts sales with funnel and activity tracking
Simplifies distributor coordination
Provides access to key materials on the go
Cons
May not suit the requirements of diverse industries
Activity management requires ongoing input to reflect real-time progress
Lilypad Reviews
Total 2 reviews
3.5
All reviews are from verified customers
Rating Distribution
5
Stars50%
4
Stars0%
3
Stars0%
2
Stars50%
1
Stars0%
Share your experience
Enterprise, 500+ employees
“Simple & User Friendly”
Pros
Managing sales has become a lot easier with this simple app that keeps everything simple.
Cons
It takes some time to figure out the layout and workflow but once you get the hang of it everything becomes pretty easy.
Rating Distribution
Ease of use
8
Value for money
10
Customer Support
10
Functionality
8
Small-Business, 11-50 employees
“Clean Interface with Speed Issues”
Pros
The interface is really interactive and I appreciate having so many different reports at my fingertips.
Cons
The performance is quite slow and the tax handling needs improvement. Separating GST and PST would make bookkeeping a lot easier.
Rating Distribution
Ease of use
5
Value for money
4
Customer Support
6
Functionality
3
Frequently Asked Questions
Does Lilypad have a mobile app?
Yes, it does have a mobile app for both iOS and Android.
What other apps does Lilypad integrate with?
The vendor hasn’t provided information about the platform’s integration capabilities.
Does Lilypad offer an API?
The vendor has not disclosed any API access.
Who are the typical users of Lilypad?
Businesses operating in various industries and sectors, including accounting, alcohol distribution, retail, and hospitality, benefit from Lilypad features.
What language does Lilypad support?
Lilypad only supports the English language.
What level of support does Lilypad offer?
It offers support through phone.
What types of pricing plans does Lilypad offer?
Lilypad price is $65/user/month (5-user minimum. Contact us for a Lilypad cost estimate.