CRM FOR DISTRIBUTORS

Grow smarter relationships with a CRM for distributors

Manage accounts, customer relationships, orders, visits, and routes in real time. Give your team one powerful CRM built for modern distribution to stay organized, sell more effectively, and improve retention across every market.

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CRM For Distributors
TRUSTED BY TOP-PERFORMING DISTRIBUTION TEAMS
CRM For Distributors
CRM For Distributors
CRM For Distributors
CRM For Distributors
CRM For Distributors
CRM For Distributors

What is CRM for distributors?

CRM for distributors helps wholesale and distribution companies manage customer relationships, orders, pricing, and field execution from one centralized system. It gives teams real-time visibility into buying behavior, visit execution, and account performance while improving retention and long-term growth.

SimplyDepo is a modern CRM for distributors that unifies customer relationships, B2B orders, route planning, inventory visibility, and in-store execution in one system. Unlike traditional CRM, it is built for real-world distribution operations, not just pipelines and contacts.

SimplyDepo replaced spreadsheets, manual reconciliation, and multiple tools. Our reps are faster, our data is cleaner, and our operations are more predictable.

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CRM For Distributors

Laura Mendez

Operational Manager

  • 3X

    Faster order processing

  • 70%

    Reduction in order corrections

CRM For Distributors

CRM capabilities that drive distribution growth

Optimize customer management with intelligent CRM tools, automated workflows, and real-time insights so teams close more deals, improve retention, and grow revenue faster.

  • Distributor Account CRM

    Centralize accounts, contacts, pricing, order history, and performance so every interaction is data-driven and aligned across sales and operations.

  • Field Activity & Visit Tracking CRM

    Track visits, orders, notes, photos, and communications in real time to eliminate blind spots and improve execution.

  • Mobile CRM for Field Teams

    Capture orders, notes, photos, and updates in the field online or offline, and sync instantly with operations and finance.

    Powerful features for
seamless distributor CRM

    Give your team a faster, more reliable way to manage customers, accounts, and orders with one all-in-one CRM for distributors.

    • ACCOUNT MANAGEMENT

      Strengthen every customer relationship

      Manage accounts, contacts, pricing, order history, and performance in one place so every customer interaction is informed, consistent, and coordinated across your organization.

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      CRM For Distributors
    • CUSTOMER ACTIVITY TRACKING

      Always know what’s happening

      See real-time visit activity, orders, communications, and account health so reps and managers stay aligned and never miss an opportunity.

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      CRM For Distributors
    • MOBILE CRM

      Sell and manage in one flow

      Capture orders, notes, and next steps in the field both online and offline, then sync everything instantly with your back office so sales, operations, and finance always stay aligned.

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      CRM For Distributors

    How modern field teams outperform legacy systems

    Modern distribution teams need more than generic CRM. They need an execution platform that connects customer relationships with orders, routes, and retail execution.

    Capability
    All-in-one field platform
    Native order management
    Offline-first mobile app
    Route & delivery reconciliation
    Built for distributors & CPG
    Field sales + retail execution
    ERP & accounting integrations
    Real-time performance analytics
    Onboarding speed
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    ✅ Yes
    ✅ Yes
    ✅ Yes
    ✅ Yes
    ✅ Yes
    ✅ Yes
    ✅ Yes
    ✅ Yes
    ✅ Yes
    ❌ No
    ❌ No
    ⚠️ Limited
    ❌ No
    ❌ No
    ❌ No
    ⚠️ Partial
    ⚠️ Limited
    Weeks - Months

    One Platform for

    CRM + Distribution.

    SimplyDepo unifies CRM, route planning, field sales, order management, and retail execution into one operational platform purpose-built for distributors.

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    Compare SimplyDepo

    Discover why teams are making the switch.

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    How distribution teams 
use SimplyDepo

    • 1

      Plan

      Set account priorities, visit cadence, and sales strategy.

    • 2

      Capture

      Log visits, capture orders, and update records in real time.

    • 3

      Review

      Monitor account health, performance, and growth trends.

    Top-rated CRM for Distributors

    Recognized for ease of use, powerful features, and exceptional support.

    CRM For Distributors

    Start executing today!

    Launch your CRM workflows in days, not weeks. Eliminate manual work and give your team the tools to grow faster with no complex setup.

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    Retail execution built for teams that lead in stores

    For Brands

    Drive consistent growth and execution.

    Gain real-time visibility into sales activity, promotions, and in-store performance. Ensure brand standards are met, campaigns run correctly, and every account reflects your strategy.

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    CRM For Distributors
    • +24%
      Boost in sales
    • 92%+
      On-time execution

    For Distributors

    Run operations
    with speed and precision.

    Connect orders, routes, inventory, pricing, and teams in one system. Reduce errors, accelerate order processing, and maintain full control across territories and accounts.

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    CRM For Distributors
    • +14h
      Saved weekly per rep
    • 70%
      Fewer order errors

    For Merchandisers

    Execute every visit with confidence.

    Plan visits, complete tasks, capture photos, and report activity in real time. Maintain consistent execution across locations while managers monitor coverage and performance.

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    CRM For Distributors
    • 22%
      More store visits
    • 92%
      Task completion rate

    Businesses save more with SimplyDepo

    Simplify operations, reduce manual work, and gain real-time visibility so your teams can execute faster, stay aligned and scale with confidence.

    • Tenace reduced order corrections by 70% and accelerated rep workflows 3× with SimplyDepo

      • 3x

        Faster rep workflows

      • 70%

        Reduction in order corrections

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    • How 88 Acres increased wholesale reordering by 30% and saved 10+ hours per rep with SimplyDepo

      • +10h

        Faster rep workflows

      • +30%

        Increase in reordering volume

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    • How SimplyDepo helped GNGR Labs free 15+ hours per rep and increase buyer retention to 93%

      • 24%

        Boost in sales

      • +15h

        Saved weekly per rep

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    • Gotham DSD eliminated manual QuickBooks reconciliation and cut reporting by 3× with SimplyDepo

      • +13

        Saved weekly per rep

      • 70%

        Reduction in order corrections

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    • HC Foods: Scaling distribution while saving 40+ hours per week with SimplyDepo

      • +40h

        Saved weekly between reps

      • 120%

        More efficient merchandising

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    More ways to use SimplyDepo

    Extend execution beyond the store with connected workflows and real-time insights that keep teams aligned and accountable.

    • Retail Execution

      Execute in-store with confidence. Complete audits and tasks that ensure compliance, visibility and consistent execution.

    • Route Planning

      Plan visits with confidence. Build efficient routes that reduce travel time, increase coverage, improve productivity and keep field teams aligned.

    • B2B Order Management

      Manage orders with confidence. Capture, track, and fulfill every order accurately while eliminating delays, confusion and manual errors.

    • Field Sales

      Sell with confidence in the field. Equip reps with real-time customer data, visit tools and insights that strengthen relationships and increase close rates.

    • Distribution Management

      Run distribution with confidence. Coordinate inventory, routes, orders and teams from one system to keep operations scalable and efficient.

      Frequently asked questions

      How does CRM for distributors increase revenue?

      CRM for distributors increases revenue by improving customer retention, increasing reorder frequency, helping reps prioritize high-value accounts, and giving managers real-time visibility into performance and growth opportunities.

      What features should modern CRM for distributors include?

      Modern CRM for distributors should include account management, order history, mobile access for field teams, visit tracking, performance analytics, and native integrations with ERP and accounting systems.

      How is SimplyDepo different from Salesforce or HubSpot for distributors?

      Salesforce and HubSpot are general-purpose CRMs focused on pipelines and marketing. SimplyDepo is built for distribution operations, combining CRM, order management, route planning, inventory visibility, and retail execution in one unified platform for field teams.
This makes SimplyDepo better suited for distributors that rely on field execution, deliveries, inventory accuracy, routing, and in-store performance.

      How is CRM for distributors different from traditional CRM?

      Traditional CRM focuses mainly on contacts and pipelines, while CRM for distributors connects customers with orders, routes, inventory, and field execution in one operational system.

      Can distributor CRM work offline in the field?

      Yes. Modern distributor CRM allows reps to access accounts, capture orders, log activity, and update records offline, then sync automatically when connectivity returns.

      Who should use CRM for distributors?

      Wholesale distributors, CPG brands, field sales teams, merchandisers, and multi-territory distribution teams that manage customers, orders, and in-store execution.

      How long does it take to implement CRM for distributors?

      Most modern platforms can be implemented in days rather than months. SimplyDepo is designed for fast onboarding with minimal configuration.

      What results can distributors expect?

      Distributors typically see higher retention, increased order volume, better forecasting, faster sales cycles, fewer errors, and stronger visibility across all accounts.

      Boost Sales.
      Cut Manual Work.

      Streamline ordering, routing, and retail execution — while giving every rep the tools to grow accounts faster.

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      • +15h

        Save weekly
        per rep

      • 93%

        Increase
        buyer retention

      • 24%

        Increase
        in retail sales

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      Let's connect!

      Have questions? We're here to help you grow.

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