For somms, restaurants, and sales reps

Turn every pour into your next order.

Manage your whole portfolio, run tastings people enjoy, and leave knowing exactly who liked what.

Create Tastings for Free

Free to start. Guests join from a QR code with nothing to install.

A rep pouring white wine for a guest
Cascina Alberi Barolo 2019
Fall Portfolio Tasting · wine 7
Live
★★★★★ 4.3 avg · 42 of 58 tasters
Balance
95%
Length
81%
Intensity
88%
Complexity
64%
Top descriptors
red cherry 23rose 17leather 12tobacco 9
ML“This is the Barolo for our winter list.”Maya L. · Bistro Laurent
DR“Firm but friendly. Send me pricing on 2 cases.”Dev R. · The Cellar Door

Portfolio

Have your whole book ready by lunch.

Export from your ERP or upload the spreadsheet you already keep. Winote matches each line against 34,000+ wines and fills in region, grape, and appellation, so you never retype a tech sheet.

Import your portfolio Spreadsheet or ERP export
▦ halcyon-portfolio.xlsx
SKUProducerWineVint.
HI-1042Dom. LacroixSancerre Les Caillottes2023
HI-1043Dom. LacroixPouilly-Fumé2022
HI-2210Cascina AlberiBarolo2019
HI-3051Finca SolanaRioja Reserva2018
matching against 34,000+ wines
Dom. Lacroix Sancerre Les Caillottes 2023
Region, grape, and appellation filled in
Matched
Dom. Lacroix Pouilly-Fumé 2022
Region, grape, and appellation filled in
Matched
Cascina Alberi Barolo 2019
Region, grape, and appellation filled in
Matched
Finca Solana Rioja Reserva 2018
Region, grape, and appellation filled in
Matched
212 of 212 wines in your portfolio

Sales sheets

Walk into every account with a sheet that sells.

Choose the wines for a road day or a tasting event and get a clean, branded sheet to print or share. The QR code turns a handout into a conversation.

Sales sheet 3 wines selected
Halcyon Imports
Fall road sheet
Scan to taste along and leave a note
1 Dom. Lacroix Sancerre Les Caillottes 2023Citrus and wet stone. By-the-glass ready. Loire
2 Cascina Alberi Barolo 2019Rose, red cherry, firm tannin. Cellar pick. Piedmont
3 Finca Solana Rioja Reserva 2018Dried fruit, vanilla, leather. Steakhouse staple. Rioja
PrintShare link

Attendee and account notes

Hear what every account thought, in their words.

Scores, descriptors, and comments arrive while the room is still full. Filter by wine or by account, then follow up with the bottle they loved instead of the whole catalog.

Cascina Alberi Barolo 2019
Fall Portfolio Tasting · wine 7
Live
★★★★★ 4.3 avg · 42 of 58 tasters
Balance
95%
Length
81%
Intensity
88%
Complexity
64%
Top descriptors
red cherry 23rose 17leather 12tobacco 9
ML“This is the Barolo for our winter list.”Maya L. · Bistro Laurent
DR“Firm but friendly. Send me pricing on 2 cases.”Dev R. · The Cellar Door

Rankings

Put your best bottles forward.

Every note feeds one ranking across your portfolio. Know what to pour first, what to feature by the glass, and what’s quietly taking up warehouse space.

Portfolio ranking This eventLast 90 days
1
Dom. Lacroix Sancerre Les Caillottes 2023
4.6 ★ 118 notes
▲2
2
Cascina Alberi Barolo 2019
4.3 ★ 96 notes
▲1
3
Finca Solana Rioja Reserva 2018
4.2 ★ 131 notes
–
4
Mas Olivier Provence Rosé 2024
3.9 ★ 74 notes
–
5
Dom. Lacroix Pouilly-Fumé 2022
3.4 ★ 52 notes
–
Ranked from every note your accounts leave

See it for real

Watch a tasting come together.

Pick the wines, name the event, share the code. That’s the whole setup.

The small things that make tasting day easier.

Nothing for guests to install

Share a QR code or join link. Guests rate from their phone browser and you skip the tech support.

Your brand on every event

Upload your logo once. Event pages and sheets look like your company, not ours.

One portfolio for the whole team

Invite reps as owners, managers, or members, and everyone sells from the same book.

The right story, on hand

A WSET-aligned reference for regions, climates, and grapes means your team never has to look it up mid-pour.

Your next tasting could be the one you finally learn from.

Set up your first event in a few minutes. Your guests only need a phone.

Create Tastings for Free