Alex captures
9:15 AM
→
Sarah sees it
9:18 AM
→
Marcus aggregates
Live
68% → 81%
SOS recovered
VisionAI overlays planogram gaps. RepRunner scripts the fix. Re-capture confirms.
CRM · Vision · Agents — Built for Beverage
Twenty-seven
agents.
One workforce.
Every account. Every door. Always on work. Account360.ai unifies the system of record, the vision intelligence layer, and RepRunner — an autonomous rep built from 27 specialized agents — into one platform that works your book while you sleep, drive, and pitch.
27 · live
Total Agents
8 · layered
Hierarchy Tiers
5 · all
Channels Covered
5 · bev
Product Lines
One platform. Three offerings.
Platform live Data integrations active
01
Account360.ai CRM
System of record
AccountsContactsVisitsOrdersDepletionsPricingPrograms
02
VisionAI
Intelligence layer
Shelf IRColdboxMenuBackbarPOSComplianceCompetitor
03
RepRunner
Agentic action layer
27 AgentsVisit PlansOrdersPricing NudgesTasksNotifications
Closed loop: shelf → signal → decision → action → measured outcome — all in one system
Mobile App
Account360.ai
in your pocket.
Take your field execution mobile. Access your accounts, submit vision reports, and stay connected with your team from anywhere.
Outcome-based pricing
Pay for results.
Not just access.
Hybrid pricing that aligns our success with yours. Base SaaS subscription for platform access plus performance fees tied to measurable outcomes—tasks automated, time saved, revenue uplift.
Base subscription for platform access
Performance fees tied to outcomes
We only win when you win
Your estimated annual ROI
$1.2M+
Based on 50 reps, 20 visits/week
Labor savings$720K
Additional revenue$480K
The status quo
Generic CRMs treat alcohol distribution like B2B SaaS. We don't.
The three-tier system isn't a pipeline — it's a regulated, multi-stakeholder execution machine where shelf reality changes weekly, distributor priorities shift overnight, and the only proof your brand showed up is the photo someone forgot to take.
See how the three offerings fix this →73%
of accounts go unworked by suppliers in any given month — depletion, distribution, and pricing signals missed.
21d
Average lag from shelf event to action when reps rely on syndicated data and monthly distributor reviews.
14x
More data sources than a rep can synthesize: VIP, iDIG, Circana, NABCA, TDLinx, Karma, GreatVines, field photos.
$1.4M
annual revenue per region lost to undetected distribution voids and competitive resets.
The Agent Fabric
Twenty-seven agents.
Eight tiers. One strategist on top.
A workforce isn't a prompt. Account360 ships 27 specialized agents arranged in 8 tiers, with the Account Strategist orchestrating from the top. Orchestration flows top → bottom; feedback flows bottom → top; lateral handoffs happen everywhere.
Total agents
27 specialists
Hierarchy tiers
8 layered
Channels covered
5 all
Avg. response
4.2 sec · 9 agents
Tier 1
The Orchestrator
★ Account Strategist
Tier 2
Persona agents
Inside SalesSales ManagerRep-as-Agent
Tier 3
Workspace agents
Contact BookNotesObjectivesAccountRoute
Tier 4
Field execution
PrePlanMarket Visit RecapAccount Summary★ Next Best Action
Tier 5
Vision + floor
Shelf IRColdbox OptimizerMenu VisionBackbarWine Pour & Events
Tier 6
Commercial
Sell Sheet★ Cocktail SuggestionProspecting
Tier 7
Reporting
Sales Rep PerformanceAccount PerformanceSupplier & Category
Tier 8
Productivity
Task AutomationEmail AgentDoc · Sheet · Excel
Above each tier sits the next — but lateral handoffs happen too. Shelf IR hands a void to Sell Sheet; Cocktail hands a recipe to Account Summary; Account Performance reports to Sales Manager Agent nightly. The orchestrator coordinates all of them.
Orchestration · Worked Example
Agents aren't a list.
They're a choreography.
A single rep question — "What should I do at the Tipsy Crow today?" — fans out across nine agents, blends back, and returns one answer. This is the trace.
"What should I do at the Tipsy Crow today?"
Rep
00.0s · Rep input
"What should I do at the Tipsy Crow today?"
Tier
1
00.4s · Orchestrator parses intent
Account Strategist → Account Agent
Account Strategist resolves "Tipsy Crow" to account #4827 via Account Agent, then plans the call tree.
Account Strategist→ Account Agent
Tier
3·4
00.9s · Workspace + Field agents pulled
Account · Notes · Objectives · PrePlan
Strategist fans out to Account · Notes · Objectives · PrePlan. Returns: standing objectives, last visit, open tasks, planned route.
AccountNotesObjectivesPrePlan
Tier
5
01.8s · Vision agents inspect
Coldbox · Menu · Backbar in parallel
In parallel: Coldbox reads the latest cooler photo. Menu Price & Placement diffs the new cocktail menu vs prior. Backbar verifies which SKUs are on the back wall today.
Coldbox OptimizerMenu VisionBackbar
Tier
4
02.7s · Next Best Action reasons
NBA Agent — joins the signals
NBA Agent joins the signals. Detects: cooler share −2 facings, premium vodka moved off the well, MAP violation on competitor in same zip. Confidence: 92%.
★ Next Best Action
Tier
6
03.4s · Commercial output prepared
Sell Sheet · Cocktail Suggestion
Sell Sheet Agent drafts a 1-pager. Cocktail Suggestion Agent proposes 2 menu cocktails using our SKUs that displace what's currently on the menu.
Sell Sheet★ Cocktail Suggestion
Tier
8
03.9s · Push to surfaces
Email · Task · Doc
Email Agent drafts the buyer note. Task Automation opens a PINATA activation request. Doc Agent saves the sell sheet to the rep's Drive.
EmailTask AutomationDoc · Sheet · Excel
Final
★
04.2s · Strategist returns one answer
"Pitch the 1.75L spring promo. I drafted the sell sheet and proposed two replacement cocktails. Your visit Thursday at 2:30 is booked."
Channel × Product Matrix
Five channels.
Five product lines. One agent per cell.
Not every agent runs in every channel. Backbar only matters in on-premise. Coldbox rules off-premise. Cocktail Suggestion shines in on-premise spirits but not in off-premise wine. The matrix maps which agents are core, partial, or n/a for each channel × product cell.
| Channel ↓ | Product → | Beer | Wine | Spirits | NA / Adjacent | Cannabis Bev. |
|---|---|---|---|---|---|
| On-premise · bar & restaurant | ★ Core Backbar · Menu · Pour | ★ Core Menu · Pour · Events | ★ Core Cocktail · Backbar · Menu | Partial Menu · Pour | Partial Menu · Regulatory |
| Off-premise · independent | ★ Core Coldbox · Shelf IR | ★ Core Shelf IR · Share | ★ Core Shelf IR · Pricing | ★ Core Coldbox · Shelf IR | Partial Shelf IR · Compliance |
| Off-premise · chain | ★ Core Chain · Coldbox | ★ Core Chain · Shelf IR | ★ Core Chain · Shelf IR | ★ Core Chain · Coldbox | n/a |
| E-commerce + DTC | Partial Prospecting | ★ Core Events · Pour | Partial Prospecting | Partial Prospecting | n/a |
| National accounts · key accounts | ★ Core Chain · IR · NBA | ★ Core Chain · IR · NBA | ★ Core Chain · IR · NBA | ★ Core Chain · IR · NBA | Partial Compliance |
★ Core means
The agent runs autonomously in this cell. It captures, reasons, and pushes outputs without rep prompting.
Partial means
The agent runs on demand — invoked by the strategist when relevant signals appear, not by default.
Traditional CRM vs Account360.ai
From reactive data collector
to AI-coached execution.
Six dimensions where the field rep's day fundamentally changes when the agentic platform replaces the spreadsheet.
Dimension
✕ Traditional CRM
✓ Account360.ai · Vision · RepRunner
◆ Benefit
Day plan
✕Manual notes; relies on memory; no urgency flags or route prioritization
✓Optimized route + urgent accounts + pitch scripts delivered in <2 min
47 min/dayRep starts the day knowing exactly what to fix and how to pitch
Capture
✕Random shelf/coldbox photos; no guidance; inconsistent coverage
✓VisionAI guides shelf, coldbox, tap, menu with smart overlays + missing-shot prompts
100% coverageEvery visit produces complete, supplier-ready evidence
IR detect
✕Manual data entry post-visit; insights end of day or next morning
✓Auto-detects: SKU ID, SOS%, planogram gaps, displacement, competitor presence
Real-timeInsights surface during the visit, not after
Next best
✕Decisions based on gut feel; no competitive context; inconsistent execution
✓RepRunner flags NBA per account, scripts the pitch, plots escalation if buyer refuses
+24% SOS liftEvery rep executes like the top rep on the team
Confirm
✕Brand moves logged after leaving; no proof the fix actually happened
✓Re-capture confirms fix in-store; before/after photo proof attached automatically
Photo proofReps leave with provable wins, not promises
Manager rollup
✕Manual CRM exports stitched into a Monday spreadsheet; numbers stale by Tuesday
✓Live territory rollup: SOS, compliance, NBA win-rate, capture coverage — all day
6.2 hr/weekSupplier reports auto-draft; manager edits, doesn't assemble
The Composition · Three Worked Stories
An agent is a tool.
The composition is the platform.
Three real moves the workforce makes — not in isolation, but in concert. Each story names every agent involved, the order they're called, and what hands off to what.
Independent · Story 1
City Liquors
Chain · Story 2
Metro Mart
Alex captures
11:30 AM
→
Sarah routes it
11:33 AM
→
Marcus aggregates
Live
73% → 89%
Compliance · 1 escalation
RepRunner packages the evidence, drafts the escalation email, loops in supplier — Sarah just approves.
On-Premise · Story 3
The Tap Room
Alex captures
3:45 PM
→
Sarah scales it
3:48 PM
→
Marcus reallocates
Live
+1 Tap · +16 pp
Tap share 32% → 48%
Pattern detection turns one rep win into a team playbook — pushed live, not in next week's meeting.
Trust & compliance
Audit-ready by default.
Every agent action is logged with source signal, agent identity, and human approver. Designed for the regulatory floor of beverage alcohol — and the data security floor of enterprise CPG.
SOC 2 Type II
Audited annually
GDPR
EU compliant
ISO 27001
In progress
TTB-aware
3-tier compliant
Data residency
US · EU · APAC
Audit trail
Every agent action
Contact
Bring the agents into your business.
See what your team can do when capacity is no longer the constraint.
Tell us what you're trying to fix — chain reviews, distributor management, void recovery, shelf execution, supplier QBR — and we'll show you the agents that already do it. 30 minutes. Live data.
Email
sales@droisys.com
Phone
+1 (408) 874-8333
Demo
Book a 30-min agent walkthrough
Partnerships
Trade Promotions · Agencies · ISVs
Global Offices
Fremont · Anaheim · Las Vegas · India
Global offices
Fremont, CA
46540 Fremont Blvd. Suite 516
+1 (408) 874-8333
sales@droisys.com
Anaheim, CA
1100 E Orangethorpe Ave Suite E
+1 (408) 459-2757
sales@droisys.com
Las Vegas, NV
5115 S Decatur Blvd, Ste 200
+1 (702) 650-0330
studio@droisys.com
Julianów, Poland
Leszczynowy Zaułek 12
05-509 Julianów
POLAND
Noida, India
161, A Block, Sector 63
+91 120-4297698
india@droisys.com
Ahmedabad, India
Times Square Arcade-2, Bodakdev
+91 (794) 003 2152
ahmedabad@droisys.com
Hyderabad, India
Sohini Tech Park, Financial District
+91 120-4297698
hyderabad@droisys.com
Every account.
Every door. Always on work.
Twenty-seven agents, eight tiers, one orchestrator. Across beer, wine, spirits, NA, and cannabis bev — and into food, non-alc drinks, and broader CPG. Across on-prem, off-prem, chain, DTC, and key accounts. Bring the agents into your business and see what your team can do when capacity is no longer the constraint.