Account management software

Turn every account 
into more sales

CPG brands and wholesale distributors put pricing, terms, order history and store visits on a single account record, so reps walk into each store knowing what to sell.

Official partner
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Two mobile app screens displayed side by side: the left screen features a detailed customer profile for Sunset Deli Williamsburg, complete with contact information; the right screen presents an organized table of customer data, showcasing columns for names, groups, types, and status tabs. Both interfaces have a sleek and modern design.

Trusted by CPG brands and wholesale distributors

Gotham
Brickyard
Brooklyn Best
Tenace Distributing
Winneram
88 Acres

Built around the customers you sell to

Every visit, price, and order stays on one customer record, so reps walk 
in knowing what each account bought last and what to sell next.

Store Execution
A smartphone screen shows a detailed new order page for Green Harbor Market, highlighting item information. A pop-up message confirms the order is validated and lists the total price of $364.74 for three items. Navigation icons for the shopping app appear at the bottom of the screen.

CUSTOMER ACCOUNTS

Understand every account 
and relationship

  • Contacts and terms

    Keep contacts, payment terms and delivery notes on the account record reps open.

  • Full order history

    See what a store bought, when it bought it and what it paid, going back years.

  • Per-account pricing

    Set a price list per account so reps quote the right number on the spot.

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Route Optimization
Sales Optimization

ACCOUNT TRACKING

Spot accounts worth 
another visit

  • Account activity log

    Track calls, visits, orders and notes against the account, in the order they happened.

  • Store visit records

    Reps check in at the store and the visit lands on the account record automatically.

  • Prospect to customer

    Move an account from prospect to active customer and keep the whole history intact.

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Delivery Invoicing
Delivery Invoicing

MOBILE ACCOUNT APP

Place orders without 
leaving the store

  • Offline order entry

    Write the order in a basement or a rural stop and it syncs when signal returns.

  • Account price lists

    The rep sees the price this account pays, never a generic wholesale list price.

  • Instant order sync

    Submitted orders land in the back office and on the account record right away.

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From first visit to repeat order

1

Set up the account

Import your customer list, then add contacts, payment terms and a price list to each account record.

2

Track the activity

Reps visit stores, take orders on the mobile app and log what happened against the right account.

3

Reorder and grow

Managers see order history and visit activity per account, then send reps back where sales are growing.

See it running on your own accounts

See how your accounts, order history and visits look 
in SimplyDepo before you commit to anything.

30-day free trial
No minimum users
Free team training
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SimplyDepo awards

Customer results

Distributors and brands use SimplyDepo to simplify sales, orders, routes and retail execution. See results they achieve.

  • 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.

    Smiling bearded man with short hair in a blue shirt stands against a vibrant yellow background, ideal for featured front page images.

    Darien Brown

    National Retail Manager, 88 Acres

    Read case study

    • +10 hrs

      Saved weekly per sales rep

    • +30%

      Increase in reordering volume

    88 Acres snacks—Dark Chocolate Sunflower Seed Butter, Cinnamon Maple, and Dark Chocolate Sea Salt Bars—on a yellow backdrop.

  • With SimplyDepo, manual reporting and QuickBooks reconciliation disappeared. Reporting is now 3x faster and order accuracy climbed to 95%+

    Smiling man with short, light reddish-blond hair in a gray collared shirt stands before a beige background, representing Field Sales Software.

    Trent Moffat

    Founder at Gotham DSD

    Read case study

    • 3X

      Order accuracy improvement

    • 95%

      Increase in reordering volume

    A cheerful delivery worker with glasses and a cap holds a tablet and package, while another moves boxes. GOTHAM DIRECT STORE DELIVERY text appears.

  • With SimplyDepo, manual reconciliation disappeared. Orders now process three times faster and order accuracy exceeds 95 percent.

    Smiling woman with straight, shoulder-length brown hair in a reddish-brown top, foregrounded with others blurred behind her.

    Laura Mendez

    Operational Manager

    Read case study

    • 3X

      Faster order processing

    • 70%

      Reduction in order corrections

    A fully stocked supermarket aisle with blurred shelves, featuring the Tenace Distributing logo and two playing cards (10, Ace of clubs).

  • With SimplyDepo, the team saved 40+ hours weekly across reps and achieved 120% more efficient routes.

    Happy man with short, dark hair in a light green jacket stands smiling against a solid green background, radiating positive energy.

    Tim Sher

    Vice President, HC Foods

    Read case study

    • 3X

      Faster order processing

    • 70%

      Reduction in order corrections

    Centered against a blurred grocery store aisle, the HC Foods logo stands out in blue and red amid shelves of assorted products.
    INTEGRATIONS

    Your accounts 
stay in sync

    Sync accounting, ERP, eCommerce and logistics systems through 100+ native integrations or build your own with our Open API.

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    100+ INTEGRATIONS · OPEN API
    Book a demo

    Account management software 
built for wholesale teams

    Horizontal CRMs track contacts and deals. A wholesale account also needs its own price list, its order history and a record of who visited the store.
    Customer account record
    Order history on the account
    Price list per account
    GPS-verified store visits
    Mobile order taking
    Works offline in the field
    Native QuickBooks Online sync
    Starting price
    Onboarding speed
    ✅ Yes
    ✅ Yes
    ✅ Yes
    ✅ Yes
    ✅ Yes
    ✅ Yes
    ✅ Yes
    $69/rep/month
    ✅ 3-5 business days
    ✅ Yes
    ⚠️ Limited
    ⚠️ Limited
    ⚠️ Partialy
    ❌ No
    ⚠️ Limited
    ⚠️ Limited
    ❌ Quote-based
    ⏳ Weeks - Months

    Frequently Asked Questions

    What is account management software?

    Account management software keeps everything a business knows about a customer account in one record: contacts, payment terms, pricing, order history and store visits. Sales teams use it to see how an account is performing and decide what to sell next. In wholesale and CPG, an account is a retail store rather than an individual user.

    How is account management software different from a CRM?

    Account management software is built for the accounts you already sell to, so it holds the price list, order history and store-visit record a repeat wholesale relationship runs on. A CRM is built to move new deals through a pipeline.

    Who uses SimplyDepo for account management?

    CPG brands, wholesale distributors, DSD operators and merchandising teams selling into retail. Teams typically run 1 to 100 reps and manage accounts that are stores, not individual users. SimplyDepo is available in the United States and Canada.

    Can I import my existing customer list?

    Yes. Import your accounts from a spreadsheet or your accounting system, then add contacts, payment terms and price lists per account. Free migration and team training are included, and most teams are running in 3 to 5 business days.

    Does account data sync with QuickBooks Online?

    Yes, natively. Customers, orders and invoices sync between SimplyDepo and QuickBooks Online, so account balances and order history stay consistent in both systems. SimplyDepo connects to your accounting system rather than replacing it, and taxes are handled there.

    Does it work when reps have no signal?

    Yes. Reps can open an account, take an order and log a store visit with no signal, and everything syncs as soon as the connection returns. This matters on rural routes, in store basements and at trade shows.

    How much does SimplyDepo cost?

    Pricing starts at $69 per rep per month billed annually, or $89 per rep per month on monthly billing. There are no minimum users, no setup fees and no multi-year contracts, and a 30-day free trial is included.

    Boost Sales.
    Cut Manual Work.

    Map every territory, route every rep and track every visit from one platform built for distribution sales teams.

    Book a demo
    • +15h

      Save weekly
      per rep

    • 93%

      Increase
      buyer retention

    • 24%

      Increase
      in retail sales

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