Resources

Everything we do, in one place.

The full picture of what Whitecap Data offers: the eight services, the live tools your business runs on, the POS and CRM systems we plug into, and the guides that show our thinking. One partner, the whole loop.

Services

Eight services, one partner.

From the site your customers land on to the data that tells you what's working. Pick a single service, or have us run the whole stack.

Tools & client apps

The things we actually run for you.

Every engagement ships real software: hosted, maintained, and yours to use. Here's what that looks like.

Your live dashboard

A custom analytics dashboard built for your business and hosted by us. Tasting-room conversion, club retention, basket analysis, whatever your questions are. Read-only logins for your whole team, no per-seat charge.

See what's inside →

Secure sign-in

One login for every Whitecap Data tool you use, protected by modern authentication. Your team signs in once at login.whitecapdata.com and lands on the dashboards and apps we host for you.

Go to sign in →

Website showcase

A gallery of real sites we've designed and shipped, organized by type: wineries, restaurants, trades, retail and more. Browse live previews to see the quality before you commit.

Open the showcase →

Monthly recap report

A one-page plain-English brief every month: the top moves to make, what changed versus last month and last year, and the numbers worth watching. The editorial layer on top of your dashboards.

How recaps work →
What we connect to

If your system has an export, we can pull from it.

We unify the data you already collect (POS, CRM, e-commerce, accounting, and ad platforms) so the picture is whole, not siloed. A sample of what we work with:

Wineries

Commerce7, WineDirect, OrderPort, Vin65, and Toast for tasting rooms with food service. Tasting-room conversion, wine-club retention, allocation by tier, shipping economics.

Restaurants

Toast, Square, Clover, TouchBistro, Resy, OpenTable, and 7shifts for labor. Sales by hour and server, menu performance, and day-of staffing calls.

Multi-location retail

Lightspeed, Shopify POS, Vend, Cin7, and Square for Retail. Cross-store comparisons, inventory turn by SKU, and basket analysis across locations.

Beyond the POS

CRM (HubSpot, Salesforce, Klaviyo, Mailchimp), e-commerce (Shopify, WooCommerce, BigCommerce), accounting (QuickBooks, Xero), and ads (Google Ads, Meta), pulled into one warehouse you own.

If your system has any kind of export (REST API, CSV, scheduled report, even a vendor portal we can scrape), we can pull from it.

Guides & next steps

Where to go from here.

Guides

Reading before you buy anything:

Not sure where to start?

Tell us about your business. We'll point you to the right resource and respond in one business day.