SALES ENGAGEMENT SOFTWARE

Field sales engagement software for every store visit.

Capture every visit, order and conversation in one account record. Reps walk in with last-visit notes, current stock and account history visible, and every interaction syncs to the back office in real time.

Official partner
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Sales engagement dashboard and mobile customer profile

Trusted by top performing field sales teams

Gotham
Brickyard
Brooklyn Best
Tenace Distributing
Winneram
88 Acres

Built for field teams across distribution and CPG

Give every rep one connected view of every account, last visit, last order, current stock, open tasks and contacts, across the field, the portal and the back office.

Field Sales
Field Sales

ORDER MANAGEMENT

Every account opens with complete customer history.

  • Visit history at a glance

    Every check-in, photo, note and form response logged against the account.

  • Live order context

    Last order date, last visit, current stock and reorder cadence visible at the top of the record.

  • Contacts and licenses per store

    Multiple contacts, best visit times and license expiry dates in one place.

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Route Optimization
Route Optimization

SALES CRM

Run the pipeline from prospect to repeat customer.

  • Prospect map search

    Draw a radius, pick a store type and pull Google-Maps-sourced leads into a route.

  • Custom lead stages

    Visited, Samples Dropped, Negotiation, set the stages your team actually uses.

  • Follow-up tasks tied to accounts

    Tasks land on the rep's phone with due dates and push notifications.

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Delivery Invoicing
Delivery Invoicing

TASKS & FORMS

Turn every visit into a structured engagement.

  • Step-by-step guides per visit

    Conditional questions, required fields and photo steps that adapt as reps fill them in.

  • Real-time field activity reports

    Live, filterable reports for HQ or brand clients, no login needed.

  • Visit forms by account or campaign

    Build once, assign to a rep, territory or specific store.

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How field sales teams use SimplyDepo

1

Import your data

Upload your customers, products, contacts, and order history from any source.

2

Build your routes

Assign accounts to reps, set visit cadences and attach engagement forms to each stop.

3

Track and report

See every rep-account interaction live. Filter by territory, rep or account health to act on opportunities.

Know exactly what happens
at every account.

Book a 20 minute demo. See how field sales teams capture every visit, order and follow-up in one connected account record.

30-day free trial
No contracts
Free team training
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SimplyDepo awards
4.7 on G2
4.9 on Capterra

Real results for distribution teams

Reduce manual work, improve execution quality and drive consistent revenue growth across stores, routes and territories.

  • 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.

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    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.

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

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    Trent Moffat

    Founder at Gotham DSD

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    • 3X

      Order accuracy improvement

    • 95%

      Increase in reordering volume

    A cheerful delivery worker with glasses and a cap holds a tablet and package, while another moves boxes. GOTHAM DIRECT STORE DELIVERY text appears.

  • With SimplyDepo, manual reconciliation disappeared. Orders now process three times faster and order accuracy exceeds 95 percent.

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    Laura Mendez

    Operational Manager

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    • 3X

      Faster order processing

    • 70%

      Reduction in order corrections

    A fully stocked supermarket aisle with blurred shelves, featuring the Tenace Distributing logo and two playing cards (10, Ace of clubs).

  • With SimplyDepo, the team saved 40+ hours weekly across reps and achieved 120% more efficient routes.

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    Tim Sher

    Vice President, HC Foods

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    • 3X

      Faster order processing

    • 70%

      Reduction in order corrections

    Centered against a blurred grocery store aisle, the HC Foods logo stands out in blue and red amid shelves of assorted products.

  • 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.

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    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.

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

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    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.

    Connect your systems
    into one workflow

    Keep accounts, contacts and order history in sync across QuickBooks Online, Shopify, Stripe and your other systems. Open API ties SimplyDepo to anything else your sales team uses.

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    Open API + custom integrations
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    How modern sales engagement outperforms legacy CRMs

    Generic CRMs and email-first sales engagement tools were built for inside-sales teams typing into laptops. Distribution and CPG teams need something different, a sales engagement platform built around the in-store visit.
    Field-first engagement (in-store visits)
    Account history at a glance on mobile
    Offline access in stores and on routes
    Visit-by-visit photo and form capture
    Built for distributors and CPG brands
    GPS-verified rep check-ins
    Order placement inside the engagement flow
    Native QuickBooks Online sync
    Onboarding speed
    ✅ Yes
    ✅ Yes
    ✅ Yes
    ✅ Yes
    ✅ Yes
    ✅ Yes
    ✅ Yes
    ✅ Yes
    ✅ 3-5 business days
    ❌ No
    ⚠️ Limited
    ❌ No
    ❌ No
    ❌ No
    ❌ No
    ⚠️ Limited
    ⚠️ Partial
    ⏳ Weeks - Months

    Frequently Asked Questions

    What is sales engagement software?

    Sales engagement software gives field sales teams one connected record of every interaction with an account: visits, orders, conversations, photos and follow-ups. For distribution and CPG teams, it replaces the WhatsApp threads, spreadsheets and patchwork CRMs that hide what reps actually did in the field.

    Who is SimplyDepo's sales engagement platform built for?

    SimplyDepo is built for CPG brands, wholesale distributors and DSD operators running field sales teams of 1 to 100 reps. It’s the sales engagement platform for reps physically visiting accounts, not for inside-sales SDRs running outbound email sequences.

    How is SimplyDepo's sales engagement tool different from Salesloft, Outreach or Apollo?

    Salesloft, Outreach and Apollo are built for inside-sales SDRs running email and call cadences from a laptop. SimplyDepo is built for field reps engaging accounts in person: store visits, order capture, retail execution and route management. The category shares a name, the workflow is completely different.

    Is there an AI sales engagement tool inside SimplyDepo?

    Yes. SimplyDepo includes AI-powered sales data analysis that surfaces engagement patterns, account health signals and reorder opportunities from your visit and order history. Route optimization itself is algorithm-based, not AI.

    Does SimplyDepo's B2B sales engagement platform work offline?

    Yes. The mobile app works offline so reps can log visits, capture photos, take orders and update accounts without connectivity. Everything syncs the moment the app is back online, so nothing logged in the field is lost. Built for B2B sales engagement software users on rural routes, in basements and at trade shows.

    What makes SimplyDepo the best sales engagement platform for distribution and CPG teams?

    SimplyDepo is the only sales engagement platform that combines field visit tracking, order capture, retail execution and native QuickBooks Online sync in one app, at a price built for 1-100 rep teams. The free 30-day trial starts after data import and training are complete, typically 3-5 business days from your first call.

    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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