Account360.ai
Unified CRM & Retail Execution
Free · Designed for iPad. Not verified for macOS.
Account360.ai: The All-in-One Sales Enablement App for the Alcohol & Beverage Industry
Streamline Your Sales, Gain Insights, and Outperform the Competition
Simplify Your Sales Process: Account360.ai centralizes all your customer data into a single, user-friendly platform. Eliminate the need for multiple apps, spreadsheets, and web forms. Account360.ai will boost your sales team's productivity and help you close more deals.
Gain Real-Time Visibility: With Account360.ai's actionable reporting suite, you can get a unified view of your customers, sales performance, and next best actions. Make data-driven decisions and respond quickly to market changes.
Outperform the Competition: Leverage AI-powered image recognition, market share analytics, and best-in-class CRM capabilities to identify new opportunities and strengthen customer relationships.
Trusted Platform: Connect with your clients on a secure platform designed to drive results like never before.
Cutting-Edge Features:
- Image recognition and market share analytics
- Multi-supplier, multi-distributor, and multi-market capabilities
- Sales app for iPhone, iPad, and Web
- AI-powered sales insights
- Real-time data for informed decisions
- One app for executives to field sales team to inside sales team
Download Account360.ai today and experience a new standard in Alcohol/Beverage Sales Enablement, CRM solutions, and more...
more - Bug fixes and performance enhancements.
5.0.15 Mar 16
- Bug fixes and performance enhancements.
5.0.14 Mar 12
* Photos
- Users will be able to view the associated account name and number in the caption of the image when downloading from Account360.
- Users will be able to navigate to the note that the photo was associated with by clicking on the Note label in the photo details section in the app.
- Users will be able to view a new Pricing grid as part of the IR results associated with an image uploaded in the photo details screen.
* Collateral Management
- Users will be able to view a new menu in the hamburger called Collateral Management. This menu will give users the option to view different collections (folders) based on their access.
- Users will be able to create their own collection through the app and upload documents to it.
* Notifications
- Users will be able to choose to receive email notifications confirming execution when they complete an objective.
- Users will be able to receive push notifications on their device when they have not synced their app data for 3 or more days.
- Users will be able to view account information (Account Name, Address, GMA) when sharing a note over email.
* Survey
- Users will be able to view Surveys with multi-layer conditional question combinations in the app.
- Users will be able to share survey responses over email after submission.
* Tasting Event Survey
- Users will be able to access Tasting Event Surveys in the app, check in to the event, answer survey questions, upload photos, and check out to track the total time spent at the event.
* Account Details
- Users will be able to tag accounts directly from the app. These tags will be created and managed through the Management Console and then made available in the app.
* UI Improvements
- Users will now find the Sort By option moved from the filter panel to the Account list screen for easier access.
- Users will be able to view the account name along with the notes in the Global Notes screen.
5.0.13 Mar 2
• iOS 26.2 Compatibility
• Minor bug fixes
• Performance Optimization
5.0.12 12/10/2025
* Objectives
- Users will be able to edit ad hoc objectives (name, duration, details..) from the Objective screen.
- Users will be able to create incentive-based ad-hoc objectives.
- Users will be able to add promotion priority to ad hoc objectives between 1 to 10 to manage the order in which all objectives are displayed.
* Notifications
- Users will be able to get notified that they need to audit an account based on the alerts configured.
- Users will be able to filter notifications that they were tagged in using the User filter.
* Preplan
- Users will be able to add a note from the preplan screen.
* Survey
- Users will be able to attach PDF documents along with photos for questions where attachments are applicable.
* Photos
- Users will be able to now download images that are added in Account360 into their device.
5.0.11 11/21/2025
● Account Notes
- Ability to add notes to Preplan by clicking on the ellipse icon on the account notes screen. Users will be able to view 2 new options: Go to Preplan and Add to Preplan. By clicking on “Add to Preplan”, the user will be able to select the note(s) they would like to add with date/time selection.
● Survey
- Ability to attach PDFs along with Photos while submitting a survey for questions that have the option to add attachments.
● Global Notes
- Ability to add notes to Preplan by clicking on the ellipse icon on the global notes screen. Users will be able to view 2 new options: Go to Preplan and Add to Preplan. By clicking on “Add to Preplan”, the user will be able to select the note(s) they would like to add with date/time selection.
- Ability to be directed to the account that the note is linked to from the Global Notes screen by clicking on the ellipses icon and using the option called “Go to Account”.
● Preplan
- Ability to view notes added to Preplan from the Account and Global Notes screen. The user will also be able to delete notes from Preplan.
● Notifications
- Ability to view the in-app notifications panel, divided into different categories (Objectives, Survey, Notes), to view notifications against those categories.
● Survey In App Report
- Ability to view a new report in the iOS app to track Survey executions in the app.
● Market Visit Recap
- Ability to view the Objective description along with the Objective Details in the generated Report.
- Ability to view Before Photos in MVR.
5.0.10 09/03/2025
* Performance improvements and stability enhancements in the following areas:
- Photo Recap
- Account Details
- Account Objectives
- Global Notes
- In App Reporting
- Market Visit Recap
5.0.9 06/02/2025
* Global Notes
- Ability to search for a note
- Ability to filter notes using the new filter option available on the screen
*Target List
- Ability to view Target Lists shared from the Management Console in the iOS app
*Objectives
- Ability to select goal metric during objective execution when an objective does not have a predefined goal metric, and value-added during creation
- Ability to provide comments for any invalid reason selected from the list and view the same in reporting
- Ability to upload documents while executing an objective. Formats accepted: PDF, PPTX, XLS, JPEG, PNG
*Market Visit Recap
- Ability to regenerate MVR in case of failure due to the following reasons: No data available, Too much data. User will be able to click on the regenerate button and redefine the criteria based on which they are attempting to generate the report.
*Survey
- Ability to add decimal values in Currency and Number controls while entering a response in Survey during submission
5.0.8 04/08/2025
- Bug fixes and performance enhancements.
5.0.7 03/18/2025
- Bug fixes and performance enhancements.
5.0.6 02/25/2025
- Bug fixes and performance enhancements.
5.0.5 01/28/2025
*Account Documents
- Ability to open documents in presentation mode where they will be able to view documents in full screen
- Ability to view all documents associated with the account in the Account Document screen (including documents attached to an Objective that is visible in the account)
*Pitch Book
- Ability to open documents in presentation mode where they will be able to view documents in full screen
- Market Visit Recap
- Ability to open MVR in presentation mode where they will be able to view documents in full screen
*Preplan (Outlook Integration)
- Users will now be able to connect their Outlook calendars in Account 360. This will sync 2 ways where users' Outlook calendar events will display in Preplan, and vice versa Preplanned items will display in their Outlook calendar.
*Hamburger
- Users will now be alerted in the hamburger menu when a new release is out and available for them to update. They will additionally be able to view the release notes associated with the new release.
5.0.4 12/16/2024
● iOS 18 compatibility
● Performance Improvements
5.0.3 10/22/2024
We are excited to announce the latest enhancement to our Sales Execution CRM platform, designed to empower our users with cutting-edge features that streamline sales processes and elevate the overall user experience. This update introduces a suite of functionalities aimed at improving navigation, collaboration, and data visibility, ultimately driving sales performance.
Key Enhancements
User Experience
● Performance Optimization: Experience faster response times and smoother transitions, delivering a seamless and efficient user experience. This update also ensures full compatibility with iOS 18.
Global Notes Functionality
● Streamlined Note Management: Create, update, and delete notes from a centralized screen, accessible via the new “Notes” menu option.
● Collaborative Features: Engage with colleagues by liking, commenting on, and sharing notes.
● Enhanced Sharing Capabilities: Share notes with specific users using “@” mentions and link accounts to notes with “#” tags, ensuring relevant context is maintained.
Document Prioritization
● Document Sorting: Users can now prioritize and view documents on the Account Documents screen, sorting by Priority, Alphabetical order, and End Date.
Enhanced Depletion Insights
● New Depletion Screen: A revamped depletion screen provides a clearer view of brand-based depletion data. View an overall depletion summary, including comparisons of previous and current year figures, as well as revenue growth metrics for the account.
Multi-Market and Multi-Division Support
● Expanded Coverage: The platform now supports multi-market and multi-division functionality, enabling users to manage and track performance across multiple markets and divisions seamlessly within a single interface.
For further information and support, please contact our customer service team.
5.0.2 10/10/2024
Manage Documents
- Upload and save documents as draft from Manage Documents screen.
Account Documents
- Add documents to a single account from Account Documents screen.
Account List
- Mass push documents from the Account List screen.
Market Visit Recap (MVR)
- Create Market Visit Recap report with “My Notes” or “All Notes”. Generate reports in Word format and share them with other users.
5.0.1 08/22/2024
The build contains a bug fix to a recent issue reported about Summary Documents not loading for some users.
1.1.2 07/26/2024
• Top SKUs
- Users can view opportunities for Top SKUs for an account in the Account Details screen.
- Users can click on the More option and view the complete list of opportunities for Next Best and Top SKUs.
- Users can view opportunity details and sales materials for the associated products.
- Users will be able to execute or mark the opportunity as invalid.
1.1.1 07/03/2024
A360 adds the capability to use the application in Offline mode, along with improvement to Mass push in Gallo Sales Organisation and other UI/UX enhancements
1.1.0 05/07/2024
This latest A360 build adds the capability to display and execute the functionality of Next Best Opportunity along with other features such as Before/After Photo, simplified MVR requests and other UI improvements to amplify your experience.
1.0.5 11/21/2023
Support for iOS 17.
1.0.4 10/02/2023
Bug fixes
1.0.2 08/29/2023
Newly introduced features :
Preplan
Deeplinks
Notes
Market Visit Reports
Notifications
IR data enhancement .
1.0.1 08/14/2023
- Bug fixes and performance enhancements.
more Version 5.0.15 Mar 16
Data Not Collected The developer does not collect any data from this app.