FIELD SALES CRM

Manage customer relationships where selling actually happens

Field sales CRM standardizes how reps manage customers, plan visits, capture orders, and log activity in real time, giving teams one unified system for consistent execution in the field.

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Field Sales CRM
TRUSTED BY TOP-PERFORMING FIELD SALES & DISTRIBUTION TEAMS
Field Sales CRM
Field Sales CRM
Field Sales CRM
Field Sales CRM
Field Sales CRM
Field Sales CRM

What is field sales
CRM?

Field sales CRM is a customer relationship management system built for teams that operate outside the office, helping reps manage accounts, plan visits, capture orders, log activity, and track performance directly from the field.

SimplyDepo is a modern field sales CRM that connects customer data, visit execution, mobile order capture, and tasks in one platform, designed to capture real customer interactions and execution in the field rather than pipelines or desk-based selling.

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

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Field Sales CRM

Tim Sher

Vice President, HC Foods

  • +40 hrs

    Saved weekly between reps

  • 120%

    More efficient routes

Field Sales CRM

Field sales CRM capabilities

that drive growth

Strengthen customer relationships with real-time visibility, structured workflows, and mobile-first tools that help field teams sell smarter and stay organized.

  • Customer & Account Management

    Centralize accounts, contacts, pricing, order history, and relationship data so reps always have full customer context before every visit.

  • Visit & Activity Tracking

    Log visits, notes, tasks, photos, and outcomes in real time to ensure every customer interaction is captured and measurable.

  • Mobile CRM for Field Teams

    Access customer data, capture updates, and place orders in the field online or offline with automatic sync back to the office.

    Powerful features for seamless field sales CRM

    Give your team a faster, more reliable way to manage customers and sell in the field with one purpose-built CRM.

    • ACCOUNT MANAGEMENT

      Keep every customer relationship organized

      Manage accounts, contacts, pricing, order history, and activity in one place so reps are always prepared and follow-ups never slip.

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      Field Sales CRM
    • VISIT & ACTIVITY LOGGING

      Capture what happens in the field

      Log visits, tasks, notes, photos, and outcomes in real time so managers have clear visibility into execution and performance.

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      Field Sales CRM
    • MOBILE SELLING

      Sell and update records anywhere

      Capture orders, customer updates, and next steps online or offline, then sync instantly so sales, operations, and finance stay aligned.

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      Field Sales CRM

    How modern teams outperform legacy CRM systems

    How modern teams outperform legacy CRM systems

    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
    Field Sales CRM &
    Execution

    SimplyDepo unifies field sales CRM, visit planning, order capture, task management, and performance reporting into one operational platform built for field teams.

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    Discover why teams are making the switch.

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    How teams use SimplyDepo
    for field sales CRM

    • 1

      Plan

      Define accounts, territories, visit cadence, priorities, and customer strategy.

    • 2

      Capture

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

    • 3

      Review

      Analyze account activity, rep performance, and customer engagement across territories.

    Top-Rated Field Sales CRM Platform

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

    Field Sales CRM

    Start managing field sales relationships today!

    Launch field sales CRM workflows in days, not weeks. Give your reps the tools they need to sell confidently in the field while managers gain full visibility and control.

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    Field sales CRM built for high-performing teams

    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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    Field Sales CRM
    • +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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    Field Sales CRM
    • +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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    Field Sales CRM
    • 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

      Read case study

    • 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

      Read case study

    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.

    • CRM for Distributors

      Run customer relationships with confidence. Coordinate accounts, sales, orders and teams from one system to keep growth predictable and efficient.

      Frequently asked questions

      What does field sales CRM include?

      Field sales CRM includes customer and account management, visit tracking, mobile access, activity logging, order capture, and performance reporting for field teams.

      How is field sales CRM different from traditional CRM?

      Traditional CRM focuses on pipelines and desk-based selling. Field sales CRM is designed for in-person selling and captures real customer interactions, visits, and execution in the field.

      Can field sales CRM work offline?

      Yes. Reps can access customer data, log visits, and capture orders offline, then sync automatically when connectivity returns.

      Who should use field sales CRM software?

      Field sales CRM is used by field sales reps, sales managers, distributors, brands, and teams managing customer relationships across multiple territories.

      How long does it take to implement field sales CRM?

      Most teams can implement field sales CRM in days rather than months with minimal configuration.

      Does field sales CRM replace ERP or accounting systems?

      No. Field sales CRM complements ERP and accounting systems by capturing clean, accurate customer and order data at the source.

      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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