FEATURES
Account Management
software
Keep track of all your accounts in one place, navigate easily through your clients and prospects, and increase sales by leveraging B2B relationships.
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Who is SimplyDepo account
management software best for?
Brands
Streamline sales with lead prioritization, distributor management, automated tasks, inventory tracking, team coordination, and AI-powered insights for smarter, data-driven decisions.
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Distributors
Simplify operations with bulk order management, product catalogs, supplier coordination, field team support, and AI insights to expand your customer base and strengthen client relationships.
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Merchandisers
Ensure perfect shelf execution, monitor on-shelf availability, manage tasks and forms, optimize product demos, evaluate execution at scale, and unify operations for streamlined performance.
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Simplify & Automate Your Business Today!
Boost sales with customer account management software
Full pipeline transparency: from prospect to customer
Maintain an accurate contact base that differentiates your active and inactive customers, prospects, and customer groups you’ve created.
Filter customers by different categories, pipeline stages, and geographies.
Use our B2B sales tools to easily turn your prospects into customers without missing a single detail about your interaction during the sales process
Filter customers by different categories, pipeline stages, and geographies.
Use our B2B sales tools to easily turn your prospects into customers without missing a single detail about your interaction during the sales process
Track and analyze account activity
Get a comprehensive view of all your account data in one dashboard: from orders and timelines to assigned representatives, shipping information, invoice management, and more.
Set statuses, complete forms, leave notes, create tasks, assign tags, and send emails to a particular account without leaving the app — everything for the most efficient yet effortless lead tracking.
Set statuses, complete forms, leave notes, create tasks, assign tags, and send emails to a particular account without leaving the app — everything for the most efficient yet effortless lead tracking.
Mobile customer management app
Supply your sales team with a mobile customer management app they could effectively use on the go to update account information, create order, create route and more.
Help your field reps to never miss an important information about your customer, deal, or order due to a lack of a mobile CRM app in a software system you rely on.
Help your field reps to never miss an important information about your customer, deal, or order due to a lack of a mobile CRM app in a software system you rely on.
Supercharge Your Wholesale Growth Today!
All retail activity in one place
Measure customer performance in terms of retention rate, service response time, satisfaction, loyalty, etc. to discover areas for improvement for your sales team.
You can easily perform comprehensive sales strategy analysis by having all your retail activity stored in one place and visualized accurately, including shelf organization.
You can easily perform comprehensive sales strategy analysis by having all your retail activity stored in one place and visualized accurately, including shelf organization.
Streamlined returns and exchanges
Make product returns & exchanges as effortless as possible for your customers.
Ensure consistent product availability in stores even in case of exchanges by reducing restocking time.
Ensure consistent product availability in stores even in case of exchanges by reducing restocking time.
More ways to use SimplyDepo
-
Catalog Management
For seamless management, maintain accurate product catalogs across multiple sales channels, including online stores and physical locations.Learn more → -
Order Management
Avoid overstocking and understocking with automated re-ordering, track deliveries, and boost customer satisfaction with your team's enhanced productivity.Learn more → -
Task Management
Assign, track, and manage tasks in real time to ensure your team stays efficient, on schedule, and focused on meeting daily priorities and long-term goals.Learn more → -
Form Management
Create and manage forms for surveys and feedback, ensuring fast, accurate data collection to drive smarter decisions and strategies.Learn more → -
B2B eCommerce
Streamline B2B purchasing with a reliable e-commerce platform that simplifies transactions, strengthens customer relationships, and improves efficiency.Learn more →
FAQ
What is account management software?
Account management software is a specialized tool designed to help businesses initiate, control, maintain, and analyze relations with their customers and/or accounts. Account management software may include features to manage such aspects as customer support, sales management, marketing, and analytics.
How to improve account management?
You can optimize account management by integrating a robust account management software solution into your business operations. Such software allows sales teams to maintain an accurate lead database, build stronger client relations, effectively practice a data-driven approach to upselling and cross-selling, navigate through clients and prospects faster by categorizing them and assigning tags, etc.
Does SimplyDepo allow for easy account and contact management?
Yes, SimplyDepo has all the necessary features for a brand to arrange easy account and contact management through our software system, mobile CRM, communication chats, and data reporting included (but not limited to).
Does the platform support order management and invoice management?
Yes, SimplyDepo has inbuilt functionality for effective order management, re-ordering automation included, and invoice management so you easily issue payments through different methods and track invoice history right in the app.
How can SimplyDepo help businesses improve customer relationships and increase sales?
SimplyDepo helps businesses better understand, engage with, and effectively serve their clients right when it is needed. Our system allows Sales teams can collect account information, carefully analyze it, and come up with insight-driven sales strategies that are personalized for each client or prospect. With a clear record of all interactions and transactions, your sales team will be safe from random or forced decisions toward a client.
What is sales optimization through account management?
Sales optimization through account management refers to the strategic use of data like client interaction records, order history, personal information, etc. to improve customer relations and increase sales. This includes leveraging account data to identify sales opportunities, streamline cross-selling, and tailor sales strategies to meet the specific needs of individual clients or prospects.
How can we achieve efficient account management in CPG and improve visibility?
CPG brands can achieve efficient account management and improve inventory visibility by integrating a robust software system like SimplyDepo into their business operations. Our solution covers all the essential processes a CPG company executes daily, including account management for client relations, order and inventory management, order tracking, route optimization, merchandising tools, mobile CRM, and much more.
Grow your Business
with SimplyDepo
with SimplyDepo
Our customers increased their average order size by 24%. See how we can streamline your sales process and eliminate manual workflows.
