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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SimplyDepo distributor CRM customer profile and sales dashboard

Trusted by distributors and CPG brands

Gotham
Brickyard
Brooklyn Best
Tenace Distributing
Winneram
88 Acres

Your CRM should help you grow recurring business

General-purpose CRMs organize leads and deals. SimplyDepo empowers your reps with the tools they need to make their visits simple, efficient, and effective.

Account Management
Ocean Bay Market account dashboard in SimplyDepo distributor CRM

ACCOUNT MANAGEMENT

See pricing, history and ownership for every account

  • Customer-specific pricing

    Keep each account's price list, payment terms and credit limits on the record.

  • Complete order history

    Give reps every past order, note and shelf photo before the visit starts.

  • Territories and branches

    Assign accounts across regions, branches and reps from one shared CRM.

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Visit Tracking
Distributor CRM showing geo-verified sales rep visits

VISIT TRACKING

Track every sales rep visit

  • Geo-verified check-ins

    Record where and when each rep arrives at and leaves the account.

  • Shelf and display evidence

    Capture stock, shelf and display photos as part of the account visit.

  • Live sales activity dashboard

    See visits, orders and rep activity without waiting for a recap.

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Mobile Ordering
SimplyDepo mobile order synced to a distributor order queue

MOBILE ORDERING

Take orders from anywhere

  • Mobile order capture

    Build orders on phone or tablet with account pricing already applied.

  • Offline field selling

    Save orders and account updates without signal and sync them later.

  • One distributor order pipeline

    Combine rep, portal and phone orders in one operational queue.

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How distributor sales teams manage an account

1

Plan the route

Reps open the day with their assigned accounts, visit priorities and the last order placed at each stop.

2

Work the visit

At the store reps log the check-in, capture photos and write the order with account pricing applied.

3

Review the results

Managers see visits, orders and account activity the same day, then adjust routes and priorities.

See a distributor CRM running on your accounts

Bring your customers, price lists and order history into a focused walkthrough of the SimplyDepo distributor CRM.

30-day free trial
No minimum users
Free team training
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G2 Winter 2026 awards for SimplyDepo

Customer results

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

  • 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.

  • SimplyDepo is the platform that allows us to have all of our customers in one place for both the sales team and the field marketing team.

    Smiling man with short black hair in a dark blue collared shirt stands in a bright room with shelves and large windows behind him.

    Mervin Lei

    Co-Owner, Winneram International

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    • 120

      Accounts per rep with structured route planning

    • 100%

      Account coverage maintained through sales team transitions

    Two Winneram International trucks parked by a beige building with company name, overlaid by a maroon leaping ram Winneram logo.

  • 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

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    • 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).

  • Since we started using it from day one, everything’s been captured there. It’s been crucial for our day-to-day operations.

    henry gilbert

    Henry Gilbert

    Co-founder, Brickyard Collective

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    • 30%

      Reduction in manual order processes

    • 2x

      More accurate gross margin tracking

    INTEGRATIONS

    Your accounting stays 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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    The Intuit QuickBooks logo features a green circle with the white lowercase letters “qb” inside, positioned next to the black text “INTUIT quickbooks.” This branding highlights QuickBooks as a reliable financial management solution for CPG sales platforms.
    The HubSpot logo displays the word "Hub" in dark blue and "Spot" in bright orange, with the letter "o" designed as an orange molecule-inspired graphic. This modern design embodies HubSpot’s innovative approach as a top CPG sales platform.
    The Zapier logo features the word "zapier" in bold, lowercase black letters, fronted by a sleek orange horizontal line. This modern design highlights seamless integration options, making it ideal for demonstrating connectivity on your CPG sales platform.
    The Zebra Technologies logo displays a distinctive, stylized zebra head on the left and the word "ZEBRA" in bold, uppercase letters to the right, symbolizing the brand's leadership and reliability in CPG sales platform solutions.
    The Acumatica logo displays a distinctive blue circular icon with a white center, positioned next to the word "Acumatica" in bold dark blue letters, symbolizing the brand’s authority and reliability as a leading CPG sales platform.
    100+ INTEGRATIONS · OPEN API
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    ​

    SimplyDepo’s CRM for distributors vs general-purpose CRMs

    SimplyDepo outperforms traditional CRMs by being purpose built for distribution businesses looking to maximize their impact in the field.

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    Capability
    Account and contact records
    Customer-specific price lists
    Order writing inside the app
    Offline field use
    Route and visit planning
    Shelf photos and store audits
    QuickBooks Online sync
    Time to first order

    ​

    ✅ Built-in
    ✅ Built-in
    ✅ Native
    ✅ Native
    ✅ Built-in
    ✅ Included
    ✅ Native
    ✅ 3-5 business days
    General-purpose CRM

    ​

    ✅ Built-in
    ⚠️ Add-on
    ❌ Not included
    ⚠️ Limited
    ⚠️ Add-on
    ❌ Not included
    ⚠️ Partial
    ⏳ Weeks to months
    FAQ

    CRM for distributors FAQs

    Have more questions? Contact us

    CRM for distributors is customer relationship management built around accounts rather than a sales pipeline. Each account carries its contacts, price list, credit terms, order history and visit record in one place, so reps and managers work from the same data. SimplyDepo adds order writing to that record.
    A general-purpose CRM organizes work around deals and pipeline stages. A distributor CRM organizes it around recurring accounts: customer-specific pricing, order history, credit terms, routes and store visits. Teams running one usually add a second tool to cover ordering and field work.
    Account records with customer-specific price lists and credit terms, complete order history, mobile order writing, route and visit planning, store audits with photos, offline access, and an accounting sync. SimplyDepo covers each of these in one platform.
    SimplyDepo does. Reps open accounts, check order history and write orders with no connection, and everything syncs the moment the device is back online. That matters on rural routes, in basements, in warehouse aisles and at trade shows where signal drops.
    Orders and customer records sync natively with QuickBooks Online, so finance stops re-entering them. SimplyDepo also connects to Shopify, HubSpot, Salesforce, Stripe, ShipStation and 100+ other tools, and an open API covers anything else. EDI is supported for larger B2B partners.
    Wholesale distributors, food and beverage distributors, and CPG brands with field or inside sales teams, typically 1 to 100 reps. It fits distribution companies managing recurring accounts across territories, branches or multiple vendor catalogs, and teams still tracking that work in spreadsheets.
    Most teams are writing orders in SimplyDepo within 3-5 business days. Onboarding and team training are included at no cost, there is no IT project and no setup fee, and a dedicated account manager stays with the team after launch.
    SimplyDepo starts at $69/rep/month billed annually, or $89/rep/month on monthly billing, with team-size tiers as you add reps. There are no minimum users, no setup fees and no multi-year contract, and a 30-day free trial comes with free team training.
    Shopper checking smartphone shopping list in grocery store aisle.

    Manage distributor sales from one CRM

    Connect accounts, pricing, visits and mobile orders so every rep can grow recurring customer revenue.

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