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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 OptCRM?

Keeping a close eye on field operations and monitoring sales performance is essential for organizations, whether they are small startups or large enterprises. A robust system can greatly ease the workload for both management teams and employees. By speeding up the order placement and processing stages, companies are better equipped to focus on accurate sales metrics. The idea of Real Time Business Intelligence plays a crucial role, as it aims to provide a tool that enhances a company’s operational effectiveness by improving sales results, broadening insights, and elevating market presence. In the end, implementing the right framework not only optimizes workflows but also enables businesses to flourish even in competitive environments. This further underscores the necessity of embracing cutting-edge solutions to maintain a competitive edge in the market. Moreover, staying proactive in adopting such innovations can lead to sustained growth and success.

Media

Media

Integrations Supported

Acumatica Cloud ERP
HubSpot CRM
QuickBooks Accountants
QuickBooks Commerce
QuickBooks Online
ShipStation
Shopify
Stripe
Zapier

Integrations Supported

Acumatica Cloud ERP
HubSpot CRM
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

Pricing not provided.
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

OptCRM

Date Founded

2010

Company Website

www.optcrm.com

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

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory 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

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