The Core Plan gives you access to all essential features needed for daily operations:
It’s ideal for brands, distributors, and merchandising teams who want to manage sales and retail execution in one place.
One flexible platform for B2B sales and retail execution. Start with essentials and expand as you grow.
Explore all features, workflows, and integrations.
No credit card required.
Built for growing brands, distributors, and merchandising teams ready to streamline everything in one place.
Customer management (CRM)
Order management (draft, invoicing, returns)
Product catalog
Pricing lists
Visit scheduling
Route optimization
Shelf photo logging
Team & territory management
Dashboards & sales reports
Reorders
PDF catalog export
Private product categories
Discount rules
Free data transfer to SimplyDepo
Integrations
Expand core functionality with advanced modules tailored to your business needs.
Branded Storefront
Create a secure B2B shopping portal for customers to browse & buy
Purchase Orders Module
Manage PO-based workflows, approvals, and invoice matching
SimplyAI Predictions
Unlock forecasting, predictive insights, and shelf-level trends
Multiple Price Lists & Discount Rules
Customize pricing by customer, group, or tier
Forms & Data Capture
Build surveys, audits, or check-in forms for reps
Brand Access
Give select brands visibility into their performance
Custom Dashboards & Reporting
Configure views by team, rep, product line, or region
Custom Integrations + API Access
Sync with your back office and unlock automation workflows
White Glove Onboarding
Get VIP setup, training, and dedicated support
Looking for expert advice on how to use SimplyDepo? Our customer support and service teams are here to help.
Launch faster with step-by-step onboarding guided by our specialists aligned to your plan and workflows.
Join live sessions with industry experts and gain the skills you need to scale with confidence.
What’s included in the Core Plan?
The Core Plan gives you access to all essential features needed for daily operations:
It’s ideal for brands, distributors, and merchandising teams who want to manage sales and retail execution in one place.
Can I try SimplyDepo before committing?
Yes. You get a full-featured 60-day free trial — no credit card required.
During this time, you can explore all platform capabilities, from CRM and ordering tools to mobile field execution and reporting. You’ll also have access to onboarding support and customer success guidance.
How do add-ons work?
Add-ons are optional modules you can integrate into your Core Plan as your needs expand. Examples include:
You can activate these at any time by speaking with our sales team — no need to switch platforms or migrate data.
What happens after the free trial ends?
Once your 60-day trial ends, you’ll be invited to choose a plan that fits your business.
Our team will review your usage and help you select the best setup. Your data, settings, and workflows remain intact — there’s no disruption to your account or operations.
Is onboarding and training included?
Yes. Every new customer receives:
We make sure you and your team are fully equipped to get the most value out of SimplyDepo.
Can I change my plan later?
Absolutely. SimplyDepo is designed to be flexible and modular.
You can upgrade your plan, switch modules, or add new features at any stage of your growth. Just reach out to your customer success manager or our support team for a smooth transition.
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