BluePlanner

BluePlanner

UpClear
+
+

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About

BluePlanner, complete revenue management software for Consumer Goods Sales, Demand Planning, Finance, and Accounting professionals. Trade Promotion Management supports annual planning, execution, and analysis of accounts, with a full suite of financial and managerial approvals for each activity. CG Manufacturers use these detailed plans to control trade spending and assess the performance of their business. Trade Promotion Optimization augments TPM with additional intelligence, simulations and advanced reporting capabilities to support the promotion effectiveness mission of CG manufacturers. Integrated Business Planning provides capabilities to support annual operating plan definition, target settings, and sales and operation forecasts. More broadly, it facilitates the ongoing collaboration across sales, supply chain, finance and channel partners to optimize volumes and financial forecast and deliver against overall business objectives.

About

SimplyDepo is a mobile-first field sales and retail execution platform for CPG brands, wholesale distributors and merchandising teams. One offline-capable app replaces disconnected tool stacks — spreadsheets, separate order tools, manual QuickBooks reconciliation and WhatsApp threads. Core capabilities: - B2B order management — custom pricing, catalogs, inventory tracking - Retail execution — store audits, shelf compliance, photo capture, task management - 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 — auto-syncs when connectivity returns - Native QuickBooks Online integration — orders become invoices automatically - Integrations: Shopify, Stripe, ShipStation, HubSpot, Zapier, open API Teams are live in days. No IT required. No annual contracts.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Fast Moving Consumer Goods Sales, Finance, Accounting, Demand Planning

Audience

CPG brands, distributors, and merchandising teams that manage field sales reps, take wholesale orders, plan routes, and capture in-store retail data.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$89 per user / month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 4.6 / 5
ease 4.5 / 5
features 4.6 / 5
design 4.4 / 5
support 4.9 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

UpClear
Founded: 2007
United States
upclear.com

Company Information

SimplyDepo
Founded: 2022
United States
simplydepo.com

Alternatives

Alternatives

Pepperi

Pepperi

Advantive
LEAFIO

LEAFIO

LEAFIO AI Retail Solutions
LEAFIO

LEAFIO

LEAFIO AI Retail Solutions

Categories

Categories

CPG Features

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

Demand Planning Features

Capacity Planning
Data Visualization
Historical Reporting
Inventory Optimization
Planned vs Actual Tracking
Product Introduction Planning
Promotions Management
Replenishment Management
Sales Forecasting
Supply Forecasting

Revenue Management Features

Competitor Analysis
Dynamic Pricing
For Airlines
For Hospitality Industry
Forecasting
Inventory Control
Price Optimization
Recommendation Engine
Yield Management

Trade Promotion Management Features

Analytics / ROI Tracking
Approval Workflow
Budgeting & Forecasting
Claims Management
Competitor Analysis
Compliance Management
Customer Management
Discount Management
Pricing Optimization
Promotion Calendar
Settlement Management
Trade Agreement Management

CPG Features

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

Distribution Features

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

Field Sales Features

Activity Tracking
Channel Management
Collaboration Tools
Controlled Access
CRM
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 Features

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

Retail Execution Features

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

Route Planning Features

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

Integrations

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

Integrations

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