Leadbeam Alternative

The Leadbeam alternative that turns visits into recurring business

While Leadbeam focuses on CRM activity, SimplyDepo helps CPG and distribution teams manage the entire customer visit, from taking orders and planning delivery routes, to handling retail execution, including seamless QuickBooks Online sync.

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SimplyDepo customer and sales dashboard for teams comparing Leadbeam

Trusted by top performing CPG and wholesale teams

Gotham
Brickyard
Brooklyn Best
Tenace Distributing
Winneram
88 Acres

Switching from Leadbeam

Grow your orders faster than ever

With SimplyDepo

  • Reps take the order on the same visit
  • Routes sequence stops and prove delivery
  • Shelf audits and photos on the store account
  • Orders and payments sync to QuickBooks Online
  • The visit becomes an order, invoice, and delivery

When the field app only feeds a CRM

  • Reps log the visit, then order somewhere else
  • Routes are planned for prospecting, not delivery
  • Merchandising means a photo on a contact record
  • Orders never reach the books
  • Data flows out to Salesforce, not into an order

Leadbeam vs SimplyDepo

Leadbeam is only a CRM. With SimplyDepo, you can take orders, manage deliveries, document shelf space, collect payments, and sync to QuickBooks Online from one mobile experience.

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Capability
Starting price
Vertical fit
Free trial
Time to go live
Takes and processes customer orders
Route delivery and proof of delivery
Retail execution and shelf audits
Native QuickBooks Online sync
Built-in B2B ordering portal
Invoicing and payments in the field
Mobile app for reps
AI voice-to-CRM into Salesforce/HubSpot

Order + routes + retail execution

$89 monthly / $69 annual
CPG, distribution, DSD
30-day
3–5 business days
✅ Yes
✅ Yes
✅ Yes
✅ Yes
✅ Yes
✅ Yes
✅ Yes
⚠️ Via Open API
Leadbeam

AI field-sales CRM + capture

Starter — $89 monthly / $59 annual
Cross-vertical outside sales
Confirm with vendor
1-day onboarding
❌ No
⚠️ Sales-visit routing only
⚠️ CRM photo capture
❌ No
❌ No
❌ No
✅ Yes
✅ Yes

Move beyond Leadbeam CRM to orders and execution

SimplyDepo picks up where your CRM stops: mange orders, routes, and retail execution from a single, all-in-one platform built for CPG sales and distribution.

Order management
Mobile field order entry connected to the customer account

ORDER MANAGEMENT

Take and process orders, not just notes

  • Orders booked on the visit

    Build the order during the visit with account pricing, inventory, and promotions applied before the rep leaves.

  • Invoices and payments in the field

    Print or send an invoice and collect card, cash, or check on the spot, so the sale closes before the rep leaves the store.

  • Native QuickBooks Online sync

    Approved orders, invoices, and payments post to your books automatically, with no CRM exports or rekeying.

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Route management
SimplyDepo delivery confirmation and completed-stop status

ROUTE MANAGEMENT

Sequence stops and prove every delivery automatically

  • Routes built from real orders

    Convert confirmed orders into sequenced delivery stops and keep route progress tied to the original sale.

  • Signed proof at the drop

    Capture signatures, photos, and GPS at each delivery and record the sale, so proof of delivery stays with the order.

  • Re-optimize from the road

    Recalculate remaining stops from your current location when the updates happen, without a call back to the office.

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Retail execution
Retail shelf audit completed during a SimplyDepo store visit

RETAIL EXECUTION & PHOTO REPORTING

Audit shelves, not just contacts

  • Shelf photos on the store account

    Store photos, audits, and forms live beside each customer and order, turning field activity into measurable execution.

  • GPS-verified check-ins

    Each visit is timestamped and location-stamped at check-in, giving managers proof of coverage.

  • Camera-only mode for compliance

    Require live photos and block gallery uploads when a retail partner needs documented proof, then share a live link without building a report.

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4.7 on G2
4.9 on Capterra

Customer results

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

  • SimplyDepo deals with my challenge of managing wholesale distributors and having transparency over retail sales in NYC.

    A man with glasses and a trimmed beard wearing a camo jacket and gold necklace stands in a modern kitchen with white cabinets.

    George Peters

    District Sales Manager, Brooklyn Best

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    • 120

      Accounts per rep with structured route planning

    • 100%

      Account coverage maintained through sales team transitions

    Brooklyn Best Mint Tea can in a red basket, next to fresh mint leaves and lemons. Green can reads Low Sugar, Not Too Sweet.

  • 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.

  • 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 young woman with long dark hair, gold hoop earrings, and a black top stands in front of a light green background.

    Sofia Estrella

    Field Marketing Manager, Waku

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    • 3X

      Faster order processing

    • 70%

      Reduction in order corrections

    A lineup of Waku prebiotic herbal tea cans in pineapple, passion fruit, peach, raspberry, and lemon flavors on a yellow gradient backdrop.

  • 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

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    • +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.

    Why teams switch from Leadbeam

    SimplyDepo does more than your CRM alone. Manage orders, deliveries, and retail execution, all while syncing seamlessly to QuickBooks Online.

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    Orders, not action items

    Reps book orders from the catalog on the visit, instead of ordering later.

    Deliver and prove it

    Paid orders become delivery routes with signature, photo, and GPS proof.

    Retail execution

    Shelf photos, surveys, and audits with camera-only compliance built in.

    QuickBooks Online sync

    Orders, invoices, and payments post to your books, with no CRM rekeying.

    B2B ordering portal

    Buyers reorder between visits from the same catalog portal.

    Distribution-native

    Made for CPG, wholesale, and DSD teams, not general outside sales.

    Switching from Leadbeam is simple

    1

    Import your data

    Bring over your customer list, catalog, pricing, and reps before launch from a CRM, spreadsheet, or QuickBooks.

    2

    Set up your orders and routes

    Order rules, pricing, delivery routes, and rep permissions match how your team sells and delivers.

    3

    Train reps and go live

    Guided onboarding gets reps booking orders and shooting shelf photos from their phones within the first week.

    FAQ

    Everything you
    need to know

    Have more questions? Contact us

    SimplyDepo is a strong Leadbeam alternative for CPG brands and distributors that need to turn store visits into orders, deliveries, and accounting records. It combines mobile ordering, routes, proof of delivery, retail execution, a B2B portal, and QuickBooks Online sync in one platform.
    Leadbeam focuses on AI-assisted visit capture and CRM updates. SimplyDepo focuses on the complete commercial workflow: customer visits, catalog-based ordering, delivery routes, payments, merchandising, and accounting sync. The better fit depends on whether the main goal is CRM activity capture or order-to-delivery execution.
    Yes. Reps build orders from customer-specific catalogs and pricing, collect payments, and move confirmed orders into delivery routes. Drivers can capture signatures, proof of delivery, credits, and returns before the transaction syncs to QuickBooks Online.
    SimplyDepo can connect to CRM systems through its Open API and Zapier, but its core record is built around customers, orders, visits, and delivery. Teams that primarily need AI voice notes sent directly into Salesforce or HubSpot should compare that specialized workflow with Leadbeam.
    Yes. Reps can capture shelf photos, complete forms and audits, record GPS-verified check-ins, and assign follow-up tasks during a store visit. The execution record stays connected to the customer and any order created during that visit.
    Leadbeam lists its Starter plan at $89 monthly or $59 monthly when billed annually, and its Pro plan at $229 monthly or $149 monthly when billed annually. SimplyDepo starts at $89 per rep monthly or $69 per rep monthly when billed annually and includes order-to-delivery workflows, onboarding, data import, training, and a 30-day free trial.
    Yes. Orders, notes, photos, and visit information remain available when a rep loses service in a stockroom, cooler, or rural route. The mobile app stores the work on the device and synchronizes it automatically when the phone reconnects.
    Yes. SimplyDepo provides a native two-way QuickBooks Online integration for customers, products, orders, invoices, and payments. Orders can move from the field into accounting without manual exports or duplicate entry.
    Most SimplyDepo implementations take 3 to 5 business days. Customer, product, pricing, route, and rep data are imported before workflows are configured and the team receives guided training. CRM integrations can be scoped separately when needed.
    Look for feedback on AI note capture, CRM integrations, route planning, mobile adoption, reporting, support, and contract terms. Teams that also need customer orders, delivery, retail execution, payments, and accounting should verify how those workflows are handled.

    Leadbeam is a trademark of its respective owner. This comparison page is provided for informational purposes only and is based on publicly available information at the time of writing. SimplyDepo is not affiliated with or endorsed by Leadbeam.

    Field sales rep reviewing a customer order in the SimplyDepo mobile app while working in a grocery store aisle

    Turn visits into repeat orders

    Connect Leadbeam-style prospecting, customer visits, mobile orders and delivery routes in one field sales platform.

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