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About

Our Companion® Route software offers incomparable advantages to optimize your delivery processes. There are various predefined billing, ordering and return screens allowing the mobile user to quickly and efficiently enter the quantities to be invoiced, by product and by customer. The mobile user can be prompted to answer a series of questions and take photos. Responses and photos taken will then be accessible from office reports to analyze the results. Sales and return statistics for the previous week can be viewed by a customer or by product. The user can quickly view statistics such as sales, returns and percentage of return in dollars and units by customers and by product for that customer, allowing more informed decision-making. All information is stored in a secured vault in the cloud which the handheld connects to. For security reasons, the delivery person only sees the type of card and the last 4 digits.

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

Companies looking for a route accounting solution that enables automated management of direct store delivery activities

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

CIS Group
Founded: 1977
Canada
www.cis-group.com/en/suites-en/cis-companion-route/

Company Information

SimplyDepo
Founded: 2022
United States
simplydepo.com

Alternatives

Alternatives

jLAN Mobile Sales

jLAN Mobile Sales

jLAN Technologies
Pepperi

Pepperi

Advantive
MobilePDQ

MobilePDQ

Data Concepts

Categories

Categories

Mobility Features

App Management
Barcode Scanning
Compliance Management
Content Management
Data Collection
Data Management
File Management
Forms Automation
Mobile Messaging
Remote Access
Remote Systems Monitoring

Distribution Features

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

CPG Features

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

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

QuickBooks Online
Acomba
Acumatica Cloud ERP
HubSpot CRM
Infor Financials & Supply Management
Microsoft Dynamics 365 Business Central
Oracle Fusion Cloud ERP
QuickBooks Accountants
QuickBooks Commerce
QuickBooks Online Advanced
SAP Business One
SAP ERP
Sage 300
Sage 50
Sage X3
ShipStation
Shopify
Stripe
Zapier

Integrations

QuickBooks Online
Acomba
Acumatica Cloud ERP
HubSpot CRM
Infor Financials & Supply Management
Microsoft Dynamics 365 Business Central
Oracle Fusion Cloud ERP
QuickBooks Accountants
QuickBooks Commerce
QuickBooks Online Advanced
SAP Business One
SAP ERP
Sage 300
Sage 50
Sage X3
ShipStation
Shopify
Stripe
Zapier
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