SALES CRM

Capture every order, route and account visit in one field-first CRM

SimplyDepo gives B2B field sales and distribution teams a CRM built around execution, not just pipeline management. Orders, routes, account visits and QuickBooks sync in one offline-capable mobile platform.

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Sales CRM
TRUSTED BY LEADING FIELD SALES & DISTRIBUTION TEAMS
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What is a sales CRM?

A sales CRM tracks customer interactions, manages account relationships, and moves deals through a pipeline. For B2B field sales and distribution teams, a sales CRM must also connect those records to the operational layer: orders placed, routes completed, visits logged, and stock synced to accounting.

SimplyDepo is an execution-first CRM for sales teams in CPG and distribution. It combines account management, order capture, route planning, and real-time visibility in one mobile platform, with QuickBooks sync and offline access built in.

With SimplyDepo, our reps stopped switching between three apps mid-visit. Orders, account notes and route updates happen in one place, and managers see everything in real time. Admin time dropped by about 25% within the first month.

Read case study
Sales CRM

Trent Moffat

Founder at Gotham DSD

  • 95%+

    Order accuracy rate

  • ~25%

    Reduction in order management admin time

Sales CRM

CRM capabilities built for field sales operations

Connect account management to order capture, route planning and field execution so your sales team works from one live system, not a patchwork of disconnected tools.

  • Account Management & Order Capture

    Track every account's order history, pricing agreements and visit cadence in one place. Reps capture orders on the spot, online or offline, and every entry flows directly to QuickBooks without re-entry.

  • Route-Linked CRM Activity

    Link account records to route schedules. Visits, orders and field notes log automatically so sales managers see rep activity, account coverage and order volume across every territory in real time.

  • QuickBooks Sync & Accounting Integration

    Orders captured in the field sync directly to QuickBooks. No duplicate entry, no monthly reconciliation chase. Finance teams close faster while sales teams stay focused on accounts, not admin.

    Built for how field sales teams actually work

    Give your field reps and sales managers a single platform that covers the full account cycle, from first visit to fulfilled order to reconciled invoice.

    • FIELD SALES CRM

      Manage every field account from the road

      SimplyDepo's field sales CRM gives reps account history, custom pricing, visit notes and order capture on one mobile screen, accessible even without cell signal. Managers see every account interaction live, without waiting for end-of-day reports or spreadsheet updates.

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      Sales CRM
    • B2B SALES CRM

      Built for B2B account relationships, not consumer pipelines

      B2B sales CRM workflows in SimplyDepo reflect how distributors and CPG brands actually operate: multi-location accounts, tiered pricing per account, recurring order cycles, and route-based coverage. Not lead scoring and email sequences. Reps manage real accounts, not abstract contacts.

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      Sales CRM
    • MOBILE & OFFLINE CRM ACCESS

      Work from anywhere, with or without signal

      Update orders, log visits and capture notes from any location: basements, rural routes, trade show floors. Everything syncs automatically when connectivity returns. Teams covering 50+ territories report zero data loss across the full route cycle.

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      Sales CRM

    Why traditional CRMs fall short for field sales teams

    Generic sales CRM software tracks contacts and deals. Field sales and distribution teams need their CRM connected to orders placed, routes completed and accounts visited. That is precisely where standard platforms stop.

    Capability
    Native order capture in CRM
    Route-linked account records
    Offline-first mobile access
    Account-level pricing & history
    Field visit tracking & logging
    QuickBooks sync from the field
    Real-time rep activity dashboard
    Built for CPG & distribution
    Time to value
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    ✅ Yes
    ✅ Yes
    ✅ Yes
    ✅ Yes
    ✅ Yes
    ✅ Yes
    ✅ Yes
    ✅ Yes
    ✅ Yes
    ❌ No
    ❌ No
    ⚠️ Limited
    ❌ No
    ⚠️ Limited
    ❌ No
    ❌ No
    ❌ No
    Weeks – Months

    One Platform for the Full Account Cycle.

    SimplyDepo connects account management, order capture, route planning and field execution, replacing the disconnected combination of CRM, order app and spreadsheet that slows distribution teams down.

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    Compare SimplyDepo

    Discover why teams
    are making the switch.

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    How teams use SimplyDepo as their sales CRM

    • 1

      Plan

      Set account pricing, assign routes and prioritize high-value accounts before the week begins.

    • 2

      Execute

      Reps capture orders and log notes in one mobile app, online or offline, syncing to QuickBooks.

    • 3

      Analyze

      Monitor rep activity, account coverage and order volume across territories. Act on gaps early.

    Top Rated Inventory
    Sales CRM for Field Teams

    Recognized for ease of use, fast onboarding and exceptional support by CPG brands and distribution teams across North America.

    Sales CRM

    Start managing your field accounts!

    Live in days, no complex setup, no annual contract. Manage orders, routes and every account from one mobile platform.

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    Sales CRM software for every field sales role

    For Brands

    Keep field reps aligned with every account.

    Give brand managers real-time visibility into account visit frequency, order placement and field execution across every territory. Reps use one app for visits, orders and notes. Managers see it all live, not in a weekly summary.

    Learn more
    Sales CRM
    • +24%
      Boost in account-level sales
    • 92%+
      On-time execution

    For Distributors

    Connect every account visit to a fulfilled order.

    Coordinate account management, orders, routes and QuickBooks invoicing without switching platforms. Reps capture orders in the field; finance sees them in QuickBooks the same day. No re-entry, no version gaps.

    Learn more
    Sales CRM
    • +14h
      Saved weekly per rep
    • 70%
      Fewer order errors

    For Merchandisers

    See exactly what your reps are doing, in real time.

    Track rep visit coverage, order volume and account activity across every territory from one live dashboard. Identify underperforming accounts and gaps in route coverage before they affect revenue, not after a quarterly review.

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    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

      Read case study

    • 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

      Read case study

    • 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

      Read case study

    • 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.

    • Inventory Management Software

      Track every unit with precision. Monitor stock levels, automate reorders, sync warehouses and fulfill orders from one system to keep shelves stocked and waste minimal.

      Frequently asked questions

      How does CRM for sales differ from general CRM software?

      CRM for sales is built around pipeline stages, deal tracking, contact history and follow-up sequences. For B2B field teams in CPG and distribution, that is rarely enough. SimplyDepo extends the CRM model to cover order capture, route scheduling, field visit logging and QuickBooks sync, so the platform reflects what actually happens at every account, not just what a rep logged after the fact.

      How is SimplyDepo different from Salesforce or HubSpot?

      Salesforce and HubSpot are built for inside sales pipelines. They track leads, emails and deal stages. SimplyDepo is built for field sales and distribution: it tracks orders placed at each account, route coverage, visit frequency and inventory. It replaces the combination of CRM, separate order app and spreadsheets that most distribution teams rely on.

      Does SimplyDepo's CRM work offline?

      Yes, and for field sales teams offline access is non-negotiable. SimplyDepo is built offline-first: reps capture orders, log visit notes and update account records without internet access. Everything syncs when connectivity returns. Teams running 50+ active territories report zero data loss across rural routes, basement stockrooms and trade show floors.

      Who should use a field sales CRM like SimplyDepo?

      SimplyDepo is built for CPG brands, wholesale distributors, DSD operators and field sales teams managing accounts across multiple routes and territories. It is most valuable when account management, order capture and field execution run in separate tools or in a combination of CRM, spreadsheet and order app. SimplyDepo is purpose-built to replace that patchwork.

      What is the difference between a sales CRM and an order management system?

      A sales CRM manages account relationships: visit history, pricing, notes. An order management system handles order capture, fulfillment and invoicing. SimplyDepo combines both, plus route planning, so reps run the full account cycle from one app and finance sees every order in QuickBooks the same day.

      How quickly can a team get started with SimplyDepo?

      Most teams are fully operational within 3 to 5 business days. Setup requires no IT resources. Role-based access, account configuration and QuickBooks connection are handled during onboarding. Free team training is included with every trial. One distribution team managing 120 accounts across three territories went live in under a week with zero downtime.

      What results can field sales teams expect from SimplyDepo?

      Customer-reported outcomes include: ~25% reduction in order management admin time, 70% fewer order errors vs. manual workflows, 14+ hours saved per field rep per week, 95%+ order accuracy across route teams, and 24% improvement in account-level sell-through within 90 days, drawn from active SimplyDepo customers across CPG, wholesale and distribution (source: G2 verified reviews).

      Does SimplyDepo integrate with QuickBooks?

      Yes. SimplyDepo has native QuickBooks Online integration. Orders captured in the field sync directly to QuickBooks without manual entry or spreadsheet exports. QuickBooks is used by 7M+ US small businesses (source: Intuit). For wholesale distributors and CPG brands already running QuickBooks, SimplyDepo connects field sales to accounting from day one, typically taking less than a day to configure.

      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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