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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TRUSTED BY LEADING FIELD SALES & DISTRIBUTION TEAMS

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

Trent Moffat

Founder at Gotham DSD

95%+

Order accuracy rate
~25%

Reduction in order management admin time

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.

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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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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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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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

simplydepo

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✅ Yes

Traditional Tools

❌ No

⚠️ Limited

❌ No

⚠️ Limited

❌ 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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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.

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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.

+24%

Boost in account-level sales
92%+

On-time execution

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.

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+14h

Saved weekly per rep
70%

Fewer order errors

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.

22%

More store visits
92%

Task completion rate

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
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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
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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

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

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.

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.

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.

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.

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.

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.

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).

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.

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+15h

Save weekly
per rep
93%

Increase
buyer retention
24%

Increase
in retail sales

SALES CRM

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

What is a sales CRM?

CRM capabilities built for field sales operations

Account Management & Order Capture

Route-Linked CRM Activity

QuickBooks Sync & Accounting Integration

Built for how field sales teams actually work

Manage every field account from the road

Built for B2B account relationships, not consumer pipelines

Work from anywhere, with or without signal

Why traditional CRMs fall short for field sales teams

One Platform for the Full Account Cycle.

Compare SimplyDepo

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How teams use SimplyDepo as their sales CRM

Plan

Execute

Analyze

Top Rated Inventory Sales CRM for Field Teams

Start managing your field accounts!

Sales CRM software for every field sales role

For Brands

For Distributors

For Merchandisers

Businesses save more with SimplyDepo

More ways to use SimplyDepo

Retail Execution

Route Planning

B2B Order Management

Field Sales

Distribution Management

CRM for Distributors

Inventory Management

Frequently asked questions

How does CRM for sales differ from general CRM software?

How is SimplyDepo different from Salesforce or HubSpot?

Does SimplyDepo's CRM work offline?

Who should use a field sales CRM like SimplyDepo?

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

How quickly can a team get started with SimplyDepo?

What results can field sales teams expect from SimplyDepo?

Does SimplyDepo integrate with QuickBooks?

Boost Sales.Cut Manual Work.

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Top Rated Inventory
Sales CRM for Field Teams

Boost Sales.
Cut Manual Work.