PIPELINE MANAGEMENT SOFTWARE

Pipeline management software that turns leads into reorders

Turn first visits into repeat orders with one pipeline for samples, sales, and reorders. Distribution teams can prioritize every account from the same app reps use in the field.

Official partner

Trusted by top performing distribution teams

Sales CRM

SimplyDepo prospect list with custom pipeline statuses and new prospect search results

SALES CRM

Move prospects through your team's pipeline stages

Custom pipeline statuses

Team-configurable statuses like visited, samples dropped, and negotiation, applied per prospect.
Prospect map search

Draw a radius on the map, pick a business type, and add fresh leads with contact details attached.
Convert prospect to account

One-tap conversion from lead to full account when the first order lands, keeping all history intact.

Tasks & Forms

SimplyDepo mobile task form with shelf photos, stock questions, and an Emma Johnson visit report

TASKS & FORMS

Schedule rep tasks for every prospect, sample, and follow-up

Per-prospect tasks

Assign a task to any prospect with due date, priority, and the rep who owns the follow-up.
Qualification forms attached

Attach a form to any task so reps capture the answers that move the prospect to the next stage.
Priority routing across the team

Filter tasks by due date, rep, or territory, so managers see what’s ready to close today.

Account CRM

SimplyDepo Ocean Bay Market account dashboard with orders, sales, account summary, visit window, and contacts

ACCOUNT CRM

Turn order history into a live reorder pipeline

Order history per account

Every past order, invoice, and payment sits on the account profile, ready for the next visit.
Reorder cadence signals

See which accounts are overdue for a reorder based on their historical buying frequency.
Parent-child chain structure

Group multi-location accounts under one parent for pricing, reporting, and pipeline visibility.

How distribution teams use
SimplyDepo for pipeline management

Import your data

Import customers, products, pricing, and reps from spreadsheets or your accounting tool. We'll handle the rest.

Set up your pipeline stages

Configure pipeline stages, assign reps, and set task templates that move prospects forward.

Track and report

Monitor every prospect, task, and reorder in real time. Filter by rep, territory, or stage to act the same day.

Manage prospects, samples, and reorders from live pipeline

Book a 20 minute demo. See how distribution teams move prospects through custom statuses, follow up with tasks, and turn first orders into a reorder pipeline from one connected app.

30-day free trial

No contracts

Free team training

With SimplyDepo, manual reporting and QuickBooks reconciliation disappeared. Reporting is now 3x faster and order accuracy climbed to 95%+

Trent Moffat
Founder at Gotham DSD
Read case study
- 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.

Laura Mendez
Operational Manager
Read case study
- 3X
  Faster order processing
- 70%
  Reduction in order corrections

Explore Integrations

Field-sales pipeline as the primary use case

Mobile-first prospect and account tracking

GPS-verified prospect check-ins

Prospect map search with radius draw

Task attachment to any pipeline stage

Account-level reorder pipeline signals

Same app for prospect, account, and order

Native QuickBooks Online sync

Onboarding speed

✅ Yes

✅ 3-5 business days

Traditional Tools

⚠️ Adaptation required

⚠️ Limited

❌ No

⚠️ Add-on required

❌ No

⚠️ Partial

⏳ Weeks – Months

FAQ

Frequently Asked Questions

Have more questions? Contact us

What is pipeline management software?

Pipeline management software tracks prospects, accounts, and their progress through the buying journey from first contact to repeat purchase. For field sales, the strongest pipeline tools live on the rep’s mobile app, updating in real time as visits, samples, and orders happen.

Is SimplyDepo sales pipeline management software?

Yes. SimplyDepo is sales pipeline management software that fits field-sales distribution teams. Reps update pipeline statuses on mobile at every visit, managers watch the pipeline in real time, and accounts graduate from prospect through first order and into a reorder pipeline, all inside the same app.

Does SimplyDepo work as pipeline CRM software for sales team management?

Yes. Pipeline CRM software combines pipeline tracking with account management. SimplyDepo pairs a status-driven pipeline with a distribution-focused CRM (accounts, contacts, territories, license tracking, and order history), so pipeline signals stay tied to the customer profile that reps and managers use every day.

What kind of teams use SimplyDepo as a pipeline management tool?

Distribution teams, CPG brands, wholesale distributors, DSD operators, and merchandising agencies use SimplyDepo’s pipeline management tool. Teams typically have 1 to 100 reps, mobile-first field sales, and product distribution into retail or foodservice as the core motion.

Does SimplyDepo work as a sales pipeline management tool with deal-stage tracking?

SimplyDepo’s pipeline is status-driven for field sales, tracking prospects through custom statuses your team configures, and accounts through order history and reorder cadence. For traditional deal-stage pipelines with per-deal probability weighting, forecasted revenue per opportunity, and complex sales-cycle stages, teams pair SimplyDepo with a dedicated deal-CRM through Open API.

How is SimplyDepo different from HubSpot Sales Hub or Pipedrive?

HubSpot Sales Hub and Pipedrive are inside-sales pipeline platforms designed for deal-stage tracking across email, calls, and web activity. SimplyDepo takes on field-sales pipeline management: reps update statuses at the store, tasks tie to actual visits, and accounts graduate from prospect through reorder inside one connected app. Teams already running HubSpot for inside sales often keep it for that motion and use SimplyDepo for the field-sales pipeline.

PIPELINE MANAGEMENT SOFTWARE