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Average Ratings 78 Ratings

Total
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features
design
support

Description

Our Companion®, Route software provides unparalleled advantages to optimize your delivery processes. The mobile user can quickly and efficiently enter quantities to be invoiced by product or customer using predefined billing, order, and return screens. The mobile user can be asked a series questions and taken photos. The office reports will allow you to view the responses and photos. A customer can view sales and return statistics for the week prior by product. It is possible to quickly view statistics such sales, returns, percentage of return in dollars or units, by customer and by product. This allows for more informed decision-making. All information is stored in a secure vault in the cloud to which the handheld connects. The delivery person can only see the type of card and the last four digits for security reasons.

Description

SimplyDepo is a mobile-first field sales and retail execution platform built for CPG brands, wholesale distributors, DSD operators, and merchandising teams. It replaces the 3–5 tool stacks most distribution teams currently run — spreadsheets, separate order apps, manual QuickBooks reconciliation, and WhatsApp order threads — with one connected system. Field reps use an offline-capable mobile app to place B2B orders, complete store audits, capture shelf photos, verify planogram compliance, and navigate optimized routes. Everything syncs automatically when connectivity returns — no re-entry, no lost orders. Managers get real-time dashboards showing every visit, order, task and field activity across all reps and territories. Core features: - B2B order management — custom pricing lists, product catalogs, discount rules, draft and invoice workflows - Retail execution — store visit scheduling, shelf audits, photo capture, task management, planogram compliance - Route planning and territory optimization with GPS-verified check-ins - Direct Store Delivery (DSD) — route accounting, van sales, proof of delivery - Offline-first mobile app — full functionality without internet access - Native QuickBooks Online sync — field orders become invoices automatically - Integrations: Shopify, Stripe, ShipStation, HubSpot, Zapier, open API Teams go live in days. No IT required. No annual contracts. No setup fees. Month-to-month billing starting at $89/rep/month with a 30-day free trial and free team training included. Used by CPG brands, wholesale distributors, and merchandising agencies across the US and Canada as a direct replacement for Repsly, GoSpotCheck, Skynamo, Pepperi and multi-tool stacks.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
Acomba Yes 
Acumatica Cloud ERP No 
HubSpot CRM No 
Infor Financials & Supply Management Yes 
Microsoft Dynamics 365 Business Central Yes 
Oracle Fusion Cloud ERP Yes 
QuickBooks Accountants No 
QuickBooks Commerce No 
QuickBooks Online Advanced Yes 
SAP Business One Yes 
SAP ERP Yes 
Sage 300 Yes 
Sage 50 Yes 
Sage X3 Yes 
ShipStation No 
Shopify No 
Stripe No 
Zapier No 

Integrations

QuickBooks Online Yes 
Acomba No 
Acumatica Cloud ERP Yes 
HubSpot CRM Yes 
Infor Financials & Supply Management No 
Microsoft Dynamics 365 Business Central No 
Oracle Fusion Cloud ERP No 
QuickBooks Accountants Yes 
QuickBooks Commerce Yes 
QuickBooks Online Advanced No 
SAP Business One No 
SAP ERP No 
Sage 300 No 
Sage 50 No 
Sage X3 No 
ShipStation Yes 
Shopify Yes 
Stripe Yes 
Zapier Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$89 per user / month
One plan. Per rep, per month. Everything included.

$89/rep/month — monthly billing, no annual contracts, no setup fees, no hidden costs. Cancel anytime.

✅ What's Included at $89/rep/month

- B2B order management — drafts, invoicing, returns, custom pricing

- Product catalog with customer-specific pricing lists and discount rules

- Retail execution — store audits, shelf photo capture, task management, planogram compliance

- Route planning and territory optimization with GPS-verified check-ins

- Direct Store Delivery (DSD) — route accounting, van sales, proof of delivery

- Offline-first mobile app — full functionality without internet

- Native QuickBooks Online sync — orders become invoices automatically

- Integrations: Shopify, Stripe, ShipStation, HubSpot, Zapier, open API

- Real-time dashboards and rep performance reporting

- Free data migration, guided onboarding, and dedicated account manager

- 30-day free trial + free team training — no credit card required

🎯 Best For

- CPG brands managing field reps and merchandising teams

- Wholesale distributors running daily routes and customer deliveries

- DSD operators managing van sales and direct store delivery

- Merchandising agencies executing retail compliance audits
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

CIS Group

Founded

1977

Country

Canada

Website

www.cis-group.com/en/suites-en/cis-companion-route/

Vendor Details

Company Name

SimplyDepo

Founded

2022

Country

United States

Website

simplydepo.com

Product Features

Distribution

Barcoding / RFID No 
Import / Export Management No 
Inventory Management No 
Order Management No 
Purchasing No 
Returns Management No 
Sales Forecasting No 
Shipping Management No 
Warehouse Management No 

Food Service Distribution

Costing No 
Customer Management No 
Import / Export Management No 
Inventory Management No 
Lot Tracking No 
Order Management No 
Picking & Routing No 
Purchasing No 
Quotes / Estimates No 
Traceability No 
Vendor Management No 
Warehouse Management No 

Mobility

App Management No 
Barcode Scanning Yes 
Compliance Management No 
Content Management No 
Data Collection No 
Data Management No 
File Management No 
Forms Automation No 
Mobile Messaging No 
Remote Access No 
Remote Systems Monitoring No 

Sales Force Automation

Call Management No 
Campaign Management No 
Channel Management No 
Commission Management No 
Contact Management No 
Contract Management No 
Customer Database No 
Email Marketing No 
Field Sales Management No 
Lead Management No 
Opportunity Management No 
Performance Metrics No 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting No 
Territory Management No 

Product Features

CPG

Customer Management Yes 
Electronic Data Interchange No 
Financial Accounting No 
Forecast / Demand Planning Yes 
Inventory Management Yes 
Lot Tracking Yes 
Pricing Management Yes 
Shopper Marketing No 
Trade Promotion Yes 

Distribution

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

Field Sales

Activity Tracking Yes 
CRM Yes 
Channel Management Yes 
Collaboration Tools Yes 
Controlled Access Yes 
Dashboard Management Yes 
Expense Management Yes 
Fast Estimates No 
Inventory Management Yes 
Invoices Yes 
Lead / Opportunity Management Yes 
Online Payments Yes 
Order Management Yes 
Quoting Yes 
Reporting / Analytics Yes 
Route Optimization Yes 
Territory Management Yes 
Time Tracker Yes 
Visit Scheduling Yes 
Workflow Management Yes 

Order Management

Back Order Management No 
Catalog Management Yes 
Inventory Management Yes 
Order Entry Yes 
Order Fulfillment Yes 
Order Tracking Yes 
Recurring Orders Yes 
Returns Management Yes 
Shipping Management No 
Special Order Management No 

Retail Execution

AI / Image Recognition Yes 
Collaboration Tools Yes 
Data Collection Yes 
Inspection No 
Pricing / Placement Optimization Yes 
Product Education No 
Product Promotion Strategy Yes 
Retail Site Audit Yes 
Workforce Management Yes 

Route Planning

Capacity Planning Yes 
Drag & Drop Scheduling Yes 
Driver Management Yes 
Emergency Dispatch No 
GPS Tracking Yes 
Performance Metrics Yes 
Route Costing Yes 
Territory Management Yes 

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