Capture every visit, order and conversation in one account record. Reps walk in with last-visit notes, current stock and account history visible, and every interaction syncs to the back office in real time.
Official partner
Trusted by top performing field sales teams
Give every rep one connected view of every account, last visit, last order, current stock, open tasks and contacts, across the field, the portal and the back office.
ORDER MANAGEMENT
Visit history at a glance
Every check-in, photo, note and form response logged against the account.
Live order context
Last order date, last visit, current stock and reorder cadence visible at the top of the record.
Contacts and licenses per store
Multiple contacts, best visit times and license expiry dates in one place.
SALES CRM
Prospect map search
Draw a radius, pick a store type and pull Google-Maps-sourced leads into a route.
Custom lead stages
Visited, Samples Dropped, Negotiation, set the stages your team actually uses.
Follow-up tasks tied to accounts
Tasks land on the rep's phone with due dates and push notifications.
TASKS FORMS
Step-by-step guides per visit
Conditional questions, required fields and photo steps that adapt as reps fill them in.
Shareable engagement reports
Live, filterable reports for HQ or brand clients, no login needed.
Visit forms by account or campaign
Build once, assign to a rep, territory or specific store.
Import your data
Upload your customers, products, contacts, and order history from any source.
Build your routes
Assign accounts to reps, set visit cadences and attach engagement forms to each stop.
Track and report
See every rep-account interaction live. Filter by territory, rep or account health to act on opportunities the same day.
Reduce manual work, improve execution quality and drive consistent revenue growth across stores, routes and territories.
From day one, every store visit, task and photo was captured in one place. It has become essential for managing retail execution day to day.
+10 hrs
Saved weekly per sales rep
+30%
Increase in reordering volume
With SimplyDepo, manual reporting and QuickBooks reconciliation disappeared. Reporting is now 3x faster and order accuracy climbed to 95%+
3X
Order accuracy improvement
95%
Increase in reordering volume
With SimplyDepo, manual reconciliation disappeared. Orders now process three times faster and order accuracy exceeds 95 percent.
3X
Faster order processing
70%
Reduction in order corrections
With SimplyDepo, the team saved 40+ hours weekly across reps and achieved 120% more efficient routes.
+40 hrs
Saved weekly between reps
120%
More efficient routes
Keep accounts, contacts and order history in sync across QuickBooks Online, Shopify, Stripe and your other systems. Open API ties SimplyDepo to anything else your sales team uses.
Book a demoSales engagement software gives field sales teams one connected record of every interaction with an account: visits, orders, conversations, photos and follow-ups. For distribution and CPG teams, it replaces the WhatsApp threads, spreadsheets and patchwork CRMs that hide what reps actually did in the field.
SimplyDepo is built for CPG brands, wholesale distributors and DSD operators running field sales teams of 1 to 100 reps. It's the sales engagement platform for reps physically visiting accounts, not for inside-sales SDRs running outbound email sequences.
Salesloft, Outreach and Apollo are built for inside-sales SDRs running email and call cadences from a laptop. SimplyDepo is built for field reps engaging accounts in person: store visits, order capture, retail execution and route management. The category shares a name, the workflow is completely different.
Yes. SimplyDepo includes AI-powered sales data analysis that surfaces engagement patterns, account health signals and reorder opportunities from your visit and order history. Route optimization itself is algorithm-based, not AI.
Yes. The mobile app works offline so reps can log visits, capture photos, take orders and update accounts without connectivity. Everything syncs the moment the app is back online, so nothing logged in the field is lost. Built for B2B sales engagement software users on rural routes, in basements and at trade shows.
SimplyDepo is the only sales engagement platform that combines field visit tracking, order capture, retail execution and native QuickBooks Online sync in one app, at a price built for 1-100 rep teams. The free 30-day trial starts after data import and training are complete, typically 3-5 business days from your first call.
Streamline ordering, routing and retail execution — while giving every rep the tools to grow accounts faster.
Save weekly
per rep
Increase
buyer retention
Increase
in retail sales
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