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.
Trusted by CPG brands and wholesale distributors
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.
CUSTOMER ACCOUNTS
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.
ACCOUNT TRACKING
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.
MOBILE ACCOUNT APP
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.
Set up the account
Import your customer list, then add contacts, payment terms and a price list to each account record.
Track the activity
Reps visit stores, take orders on the mobile app and log what happened against the right account.
Reorder and grow
Managers see order history and visit activity per account, then send reps back where sales are growing.
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.
+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.
3X
Faster order processing
70%
Reduction in order corrections
Sync accounting, ERP, eCommerce and logistics systems through 100+ native integrations or build your own with our Open API.
Book a demoHorizontal 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.
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