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Average Ratings 78 Ratings

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features
design
support

Description

Boost your sales with FORM MarketX, an innovative market execution application that facilitates guidance, tracking, and performance enhancement in real-time. With its intuitive drag-and-drop builder, you can create and assign dynamic tasks effortlessly. The app also allows teams to receive contextual support on mobile devices, ensuring task completion is streamlined. Obtain valuable insights through instant reporting, enabling you to send the appropriate task to the right individual at the ideal moment—consistently—thanks to our user-friendly no-code task builder. Select from a variety of 12 task types, including advanced image recognition, and apply conditional logic to expedite responses for your teams. Set up push notifications and alerts to monitor outcomes and tackle issues promptly as they arise. Furthermore, you can assign photo tasks to your field sales teams, allowing them to capture real-time images of execution from any site. Experience the live execution of merchandising and standard operating procedures (SOPs) with data and images stamped with geo-location, time, and user details. Additionally, you can conveniently view and export photos in formats such as PDF, PowerPoint, or through shareable links for effortless distribution, enhancing collaboration among your team members. By utilizing this comprehensive tool, your organization can maximize efficiency and drive better results across all facets of market execution.

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

Acumatica Cloud ERP No 
FORM OpX Yes 
HubSpot CRM No 
Microsoft 365 Yes 
Microsoft Azure Yes 
Microsoft Teams Yes 
QuickBooks Accountants No 
QuickBooks Commerce No 
QuickBooks Online No 
ShipStation No 
Shopify No 
Stripe No 
Zapier No 

Integrations

Acumatica Cloud ERP Yes 
FORM OpX No 
HubSpot CRM Yes 
Microsoft 365 No 
Microsoft Azure No 
Microsoft Teams No 
QuickBooks Accountants Yes 
QuickBooks Commerce Yes 
QuickBooks Online Yes 
ShipStation Yes 
Shopify Yes 
Stripe Yes 
Zapier Yes 

Pricing Details

$25 per user per month
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 Yes 
iPad App Yes 
Android App Yes 
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) No 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

FORM.com

Founded

2002

Country

United States

Website

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

Vendor Details

Company Name

SimplyDepo

Founded

2022

Country

United States

Website

simplydepo.com

Product Features

Data Entry

Abbreviation Detection No 
Data Capture and Transfer Yes 
Data Cleansing No 
Data Entry Verification No 
Data Search Flexibility No 
Duplicate Detection No 
Flexible Search No 
Image Entry Yes 
Library Conversion No 
Mis-Keyed Variation Detection No 
Phonetic Variation Detection No 

Field Sales

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

Field Service Management

Billing & Invoicing No 
Contact Database Yes 
Contract Management No 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature Yes 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field Yes 
Quotes / Estimates No 
Routing No 
Scheduling Yes 
Service History Tracking No 
Time Clock Yes 
Work Order Management No 

Retail Execution

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

Retail Management

CRM Yes 
Commission Management Yes 
Email Marketing Yes 
Employee Management Yes 
Loyalty Program Yes 
Mail Order Yes 
Merchandise Management Yes 
Multi-Location Yes 
Order Management Yes 
Purchase Order Management Yes 
Reporting/Analytics Yes 
Returns Management No 
eCommerce No 

Survey

Custom Survey URLs No 
Data Analysis Tools Yes 
Email Marketing Yes 
Mobile Survey Yes 
Offline Response Collection Yes 
Paper Survey No 
Question Branching Yes 
Question Library No 
Site Intercept Survey No 
Skip Logic Yes 
Supports Audio / Images / Video Yes 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking 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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