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What is SimplyDepo?

SimplyDepo is a mobile-first platform built at the intersection of three categories — field sales, retail execution and B2B order management — giving CPG brands, wholesale distributors, and merchandising teams one connected system instead of three or four. Most distribution teams run a fragmented stack: a spreadsheet for orders, a separate app for retail audits, manual QuickBooks reconciliation and WhatsApp threads for rep communication. SimplyDepo replaces all of it. Field reps use one offline-capable mobile app to place B2B orders, complete store audits, capture shelf photos, verify planogram compliance, and follow optimized daily routes. Managers see every order, visit, and field activity in real time — without chasing spreadsheets or waiting for end-of-day reports. Core capabilities: - B2B order management — custom pricing, catalogs, discount rules, invoicing - Retail execution — visit scheduling, shelf audits, photo capture, task management, planogram compliance - Route planning and territory management with GPS-verified check-ins - Direct Store Delivery — route accounting, van sales, proof of delivery - Offline-first mobile app — full functionality without internet, auto-syncs on reconnect - Native QuickBooks Online sync — field orders become invoices automatically, no re-entry required - Integrations: Shopify, Stripe, ShipStation, HubSpot, Zapier, open API Teams go live in days with free data migration, guided onboarding, and a dedicated account manager. No IT required. No annual contracts. No setup fees. Starting at $89/rep/month with a 30-day free trial and free team training. Used by CPG brands, wholesale distributors, and merchandising agencies across the US and Canada as a direct replacement for Repsly, GoSpotCheck, Pepperi, Skynamo, and WizCommerce.

What is FORM MarketX?

Enhance your sales potential with FORM MarketX, a cutting-edge market execution tool designed to provide real-time guidance, tracking, and performance improvements. Its user-friendly drag-and-drop interface enables easy creation and assignment of dynamic tasks, making collaboration seamless. Teams can access contextual support via mobile devices, which streamlines the process of task completion. Gain valuable insights through immediate reporting, which helps ensure that tasks are directed to the right person at the right time, all thanks to our intuitive no-code task builder. Choose from an array of 12 task types, including sophisticated image recognition features, and implement conditional logic to speed up your teams’ responses. You can also set up push notifications and alerts to keep track of results and address arising issues without delay. Additionally, assign photo tasks to your field sales staff, giving them the capability to capture real-time images of executions from any location. Experience the live tracking of merchandising and standard operating procedures (SOPs) with data and images marked with geo-location, timestamps, and user information. Moreover, you can easily view and export images in various formats like PDF, PowerPoint, or via shareable links for straightforward distribution, thus improving teamwork and collaboration. By leveraging this all-encompassing platform, your organization can significantly boost operational efficiency and achieve superior outcomes in every aspect of market execution, ultimately leading to enhanced customer satisfaction.

Media

Media

Integrations Supported

Acumatica Cloud ERP
FORM OpX
HubSpot CRM
Microsoft 365
Microsoft Azure
Microsoft Teams
QuickBooks Accountants
QuickBooks Commerce
QuickBooks Online
ShipStation
Shopify
Stripe
Zapier

Integrations Supported

Acumatica Cloud ERP
FORM OpX
HubSpot CRM
Microsoft 365
Microsoft Azure
Microsoft Teams
QuickBooks Accountants
QuickBooks Commerce
QuickBooks Online
ShipStation
Shopify
Stripe
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$89 per user / month
Free Trial Offered?
Free Version

Pricing Information

$25 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

SimplyDepo

Date Founded

2022

Company Location

United States

Company Website

simplydepo.com

Company Facts

Organization Name

FORM.com

Date Founded

2002

Company Location

United States

Company Website

www.form.com/products/field-sales-management-app/

Categories and Features

CPG

Customer Management
Electronic Data Interchange
Financial Accounting
Forecast / Demand Planning
Inventory Management
Lot Tracking
Pricing Management
Shopper Marketing
Trade Promotion

Distribution

Barcoding / RFID
Import / Export Management
Inventory Management
Order Management
Purchasing
Returns Management
Sales Forecasting
Shipping Management
Warehouse Management

Field Sales

Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management

Order Management

Back Order Management
Catalog Management
Inventory Management
Order Entry
Order Fulfillment
Order Tracking
Recurring Orders
Returns Management
Shipping Management
Special Order Management

Retail Execution

AI / Image Recognition
Collaboration Tools
Data Collection
Inspection
Pricing / Placement Optimization
Product Education
Product Promotion Strategy
Retail Site Audit
Workforce Management

Route Planning

Capacity Planning
Drag & Drop Scheduling
Driver Management
Emergency Dispatch
GPS Tracking
Performance Metrics
Route Costing
Territory Management

Categories and Features

Data Entry

Abbreviation Detection
Data Capture and Transfer
Data Cleansing
Data Entry Verification
Data Search Flexibility
Duplicate Detection
Flexible Search
Image Entry
Library Conversion
Mis-Keyed Variation Detection
Phonetic Variation Detection

Field Sales

Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Retail Execution

AI / Image Recognition
Collaboration Tools
Data Collection
Inspection
Pricing / Placement Optimization
Product Education
Product Promotion Strategy
Retail Site Audit
Workforce Management

Retail Management

CRM
Commission Management
Email Marketing
Employee Management
Loyalty Program
Mail Order
Merchandise Management
Multi-Location
Order Management
Purchase Order Management
Reporting/Analytics
Returns Management
eCommerce

Survey

Custom Survey URLs
Data Analysis Tools
Email Marketing
Mobile Survey
Offline Response Collection
Paper Survey
Question Branching
Question Library
Site Intercept Survey
Skip Logic
Supports Audio / Images / Video

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

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