SimplyDepo
SimplyDepo is field sales, distribution and retail execution software built for CPG brands, wholesale distributors, Direct Store Delivery (DSD) operators and merchandising teams across the United States and Canada. SimplyDepo combines field sales software, distribution management, B2B order management, retail execution, DSD, route sales, merchandising and B2B ecommerce in one connected platform. Field reps use SimplyDepo to manage customer accounts, take wholesale orders, access customer-specific pricing, plan routes and store visits, complete shelf audits, capture retail execution data, collect payments and record proof of delivery. Managers get real-time visibility into customers, orders, reps, routes, territories and retail performance. SimplyDepo replaces spreadsheets, paper forms, separate ordering apps and manual reconciliation by connecting customer profiles, pricing, order history, routes, visits, retail execution and accounting workflows. Most teams can go live in 5 days or less. Free team training is included. FIELD SALES AND B2B ORDER MANAGEMENT SimplyDepo gives outside sales reps a mobile workspace for managing customers, store visits and wholesale orders. Capabilities include: • Mobile B2B order capture • Customer profiles and order history • Customer-specific pricing and price lists • Digital product catalogs • Reorders and returns • Mobile invoicing • Account notes and visit history • Sales rep activity tracking • Territory management • Mileage tracking Customer information, pricing, previous orders and field activity stay connected so reps have the context they need before every customer visit. RETAIL EXECUTION AND MERCHANDISING CPG brands, brokers and merchandising teams use SimplyDepo to manage retail execution across stores and territories. Capabilities include: • Store visit scheduling • Shelf audits • Retail execution checklists • Custom forms and tasks • Shelf and display photos • Planogram compliance • Product availability checks • Geo-verified store visits • Merchandising execution • Real-time field reporting Reps can inspect the shelf, document execution, complete merchandising tasks and place an order during the same store visit. DIRECT STORE DELIVERY (DSD) AND ROUTE SALES SimplyDepo supports distributors operating Direct Store Delivery, route sales, van sales and recurring wholesale delivery routes. Capabilities include: • Route planning and optimization • Multi-stop route manifests • Truck, van and warehouse inventory visibility • Mobile order entry and invoicing • Cash, check and card payment collection • Proof of delivery • Bluetooth receipt printing • GPS-verified visits • Route accounting Distributors can manage workflows from route planning and inventory through delivery, payment collection and accounting. DISTRIBUTION MANAGEMENT SimplyDepo gives wholesale distributors a connected system for managing customer accounts, wholesale pricing, catalogs, orders, routes, field activity, deliveries and payments. Distributors can connect field sales, order management, route management and retail execution while continuing to use their existing accounting and ecommerce systems. B2B CUSTOMER PORTAL SimplyDepo includes a B2B ecommerce and ordering portal where wholesale customers can place orders and reorders online 24/7. Buyers can access their product catalog, customer-specific pricing and order history while sales reps continue managing in-person relationships and store visits. This gives distributors and CPG brands both rep-assisted and self-service B2B ordering. OFFLINE MOBILE APP SimplyDepo is designed for field teams that cannot always depend on reliable internet access. Reps can take orders, access customer information, complete audits, capture photos and record store visits while offline. Data automatically syncs when connectivity returns. QUICKBOOKS ONLINE INTEGRATION SimplyDepo includes native QuickBooks Online integration for distributors and field sales teams. Orders created by field reps can automatically become invoices in QuickBooks Online, reducing duplicate data entry and manual accounting reconciliation. Distributors can continue using QuickBooks Online for accounting while adding field sales, B2B order management, route management, DSD and retail execution through SimplyDepo. REPORTING AND DASHBOARDS Managers get real-time visibility into orders and sales, customer visits, rep activity, route performance, retail execution, territories, customer activity and mileage. This provides a current view of field operations without relying on spreadsheets or end-of-day reports. SIMPLYAI SimplyAI Assistant is an optional AI add-on that turns field data into recommendations and operational insights, including AI route and visit recommendations, rep performance insights, shelf and compliance anomaly detection and demand forecasting. SimplyAI Assistant is available in Beta for $19 per rep per month. INTEGRATIONS SimplyDepo connects with accounting, ecommerce, CRM, shipping and payment systems. Integrations include QuickBooks Online, Shopify, Stripe, ShipStation, HubSpot, Zapier and Acumatica. EDI connectivity is also available for B2B trading partners. WHO USES SIMPLYDEPO? SimplyDepo is designed for: • CPG brands managing field sales reps, brokers and merchandising teams • Wholesale distributors managing customer orders and sales routes • DSD distributors operating Direct Store Delivery and van sales • Food and beverage distributors managing orders, routes and deliveries • Merchandising agencies performing store audits and retail execution • DTC and Shopify brands expanding into wholesale and physical retail • Field marketing teams running in-store activations and sampling • Outside sales teams managing territories and recurring customer visits SimplyDepo is designed primarily for SMB and mid-market businesses, from a single field rep to teams of up to 100 reps. INDUSTRIES SERVED SimplyDepo supports food and beverage distribution, specialty food, snacks and emerging CPG, beverage distribution, bakery and perishable DSD, health and beauty, consumer packaged goods, wholesale distribution and retail merchandising. FREQUENTLY ASKED QUESTIONS What is SimplyDepo? SimplyDepo is field sales, distribution and retail execution software for CPG brands, wholesale distributors, DSD operators and merchandising teams. It combines mobile order management, retail execution, route planning, Direct Store Delivery and B2B ordering in one platform. What type of software is SimplyDepo? SimplyDepo combines field sales software, retail execution software, distribution management software, DSD software, B2B order management software, merchandising software and route sales software. How much does SimplyDepo cost? SimplyDepo starts at $69 per rep per month billed annually or $89 per rep per month billed monthly for teams of 1-5 reps. Per-rep pricing decreases for larger teams. There are no minimum users, setup fees or required multi-year contracts. Is there a free trial? Yes. SimplyDepo includes a 30-day free trial and free team training. Does SimplyDepo work offline? Yes. Reps can take orders, access customer information, complete store audits, capture photos and record visits without an internet connection. Data automatically syncs when connectivity returns. Does SimplyDepo integrate with QuickBooks Online? Yes. Orders created by field reps can automatically become invoices in QuickBooks Online, reducing manual entry and accounting reconciliation. What is field sales software? Field sales software helps outside sales reps manage customers, orders, routes, visits and sales activity in the field. SimplyDepo connects these capabilities with B2B order management, distribution, retail execution and DSD. What is retail execution software? Retail execution software helps CPG brands and merchandising teams manage shelf audits, planogram checks, merchandising tasks, photos, product availability and compliance reporting. SimplyDepo connects this activity with customers, orders and field sales. What is DSD software? Direct Store Delivery software helps distributors manage sales and delivery workflows directly to retail locations. SimplyDepo supports routes, truck inventory visibility, mobile orders and invoices, payment collection, proof of delivery and route accounting. What is B2B order management software? B2B order management software helps wholesalers, distributors and brands manage orders placed by sales reps or business customers. SimplyDepo supports mobile rep ordering and self-service B2B ordering. Can customers place their own wholesale orders? Yes. SimplyDepo includes a B2B customer portal where buyers can access their catalog and customer-specific pricing, place orders and reorder products online. Does SimplyDepo support Direct Store Delivery? Yes. SimplyDepo supports DSD workflows including route planning, route manifests, truck inventory visibility, mobile invoicing, payment collection, proof of delivery and route accounting. Does SimplyDepo support merchandising teams? Yes. Merchandising teams can schedule store visits, complete forms and tasks, perform shelf audits, capture photos, check product availability and document retail execution. How long does implementation take? Most teams can go live in 5 days or less, with free team training. What makes SimplyDepo different? SimplyDepo connects field sales, B2B order management, retail execution, merchandising, DSD, route sales and distribution workflows in one platform. A rep can review customer history and pricing, complete a store audit, capture shelf photos and place an order during the same visit. Managers can see that activity alongside orders, routes and customer performance. The result is one connected system for teams that sell to, service and distribute products to retail and wholesale customers.
Average Rating: 4.7/5.0
Total Reviews: 57
How Do G2 Users Rate SimplyDepo?
- Ease of Admin: 9.2/10 (Category avg: 8.7/10)
- Validation : 8.3/10 (Category avg: 8.4/10)
- Correction: 8.3/10 (Category avg: 8.2/10)
- Cleansing: 8.3/10 (Category avg: 8.1/10)
Who Is the Company Behind SimplyDepo?
- Seller: SimplyDepo
- Company Website:
- Year Founded: 2022
- HQ Location: New York
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LinkedIn® Page: www.linkedin.com
10 employees on LinkedIn®
Who Uses This Product?
- Who Uses This: Sales Director
- Top Industries: Food & Beverages, Consumer Goods
- Company Size: 95% Small, 23% Medium
What Do G2 Reviewers Say About SimplyDepo?
AI-generated summary from verified user reviews
Pros
- Users find SimplyDepo's ease of use enhances productivity, allowing seamless data entry and effortless report sharing.
- Users find SimplyDepo's intuitive mobile app and responsive support invaluable for managing sales and inventory efficiently.
- Users highlight the efficiency of SimplyDepo, significantly saving time with streamlined processes and effective mobile features.
- Users value the intuitive inventory management of SimplyDepo, streamlining order tracking and enhancing sales team efficiency.
- Users value the centralized data management of SimplyDepo, enhancing communication and efficiency across all teams.
Cons
- Users note that while the functionality is solid, limited customization can hinder meeting specific needs effectively.
- Users face a steep learning curve that requires multiple trainings and guidance to effectively navigate SimplyDepo.
- Users desire more export options and enhanced features for better visualization and management of KPIs and promotions.
- Users find the catalog setup time-consuming, especially with frequent updates and extensive training requirements.
- Users feel that SimplyDepo has feature issues, particularly in trade promotion management and ecommerce-oriented functionalities.
What Are Recent G2 Reviews of SimplyDepo?
"It meets all of our needs (and then some) as a small business!"
Rating: 5.0/5.0 stars
— Wesly M.
"Simplydepo Simplifies Multi-Store Retail Tracking and Field Reportingy"
Rating: 4.5/5.0 stars
— Valeriia V.
