6 Retail Execution Software Options for SMB CPG Teams
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6 Retail Execution Software Options for SMB CPG Teams

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Small and mid-sized CPG teams still struggle with a very familiar problem: managing what happens inside stores. From shelf audits to restocking, field reps usually rely on several separate tools. 

One app handles planogram compliance, another records sales orders, and route planning often lives in a spreadsheet. This kind of fragmentation creates extra work and leaves important data disconnected.

Here’s a practical review of six retail execution software solutions. It compares their key capabilities, target users, and weak spots. The idea is to help CPG leaders at growing brands find the right fit—whether their priority is strict audit compliance, combined field sales, or full direct-store-delivery (DSD) processes.

SimplyDepo

SimplyDepo provides retail execution software for CPG brands and distributors, primarily serving the US and Canadian markets. It focuses on SMB and mid-market teams that have between 1 and 100 field reps or route drivers.

The platform combines shelf audits, field sales, and DSD operations in one mobile app. Plus, the company makes it easy to get started with affordable monthly pricing, no long-term contracts, and a 30-day free trial that includes team training.

What It Offers

The platform combines shelf audits, planogram compliance, photo reporting, visit tracking, and in-store demos in the same app as order capture, route planning, van sales, and invoicing. It also syncs natively with QuickBooks and Shopify.

A big plus is its offline-first design — reps can keep working even in areas with poor signal, and everything syncs automatically once they’re back online. Pricing starts at $89 per rep per month with no setup fees and no user minimums.

That said, it’s not the right fit for large-scale compliance-only needs, pure eCommerce brands, or companies operating outside North America with multi-currency requirements.

Pros:

  • True all-in-one solution for execution, field sales, and DSD.
  • One app handling audits, planograms, orders, routing, van sales, and invoicing
  • Enables reps to audit and reorder on the spot.
  • SMB-friendly at $89 per rep/month with no contracts or setup fees.
  • Fully offline-capable with automatic sync.
  • Built-in QuickBooks and Shopify integrations.

Cons:

  • Only available in the US and Canada.
  • More than needed for pure auditing or third-party merchandising.
  • Best suited for teams that regularly visit stores or run DSD routes.

Who Should Still Choose SimplyDepo

SimplyDepo works particularly well for SMB and mid-market CPG brands and distributors in the US and Canada that still rely on regular in-store visits.

Teams that need to combine shelf audits, order capture, and delivery work inside one app tend to get the most value from it. It’s a good match if you’re tired of juggling several different tools and spreadsheets and want a simpler, all-in-one mobile solution — without paying enterprise prices or dealing with long, complicated implementations.

Repsly

Repsly is a retail execution platform built for CPG brands and merchandising teams that require structured visibility into in-store performance. The company serves mid-sized to large CPG companies and retail service organizations that prioritize audit accuracy and compliance tracking over integrated sales or distribution workflows. 

Repsly focuses on helping field teams collect standardized data during store visits and convert that data into actionable management insights.

What It Offers

It includes tools for shelf audits, planogram checks, on-shelf availability, competitor monitoring, and promotion tracking. The ShelfScan AI feature uses image recognition to analyze shelf photos and measure compliance quickly.

Repsly also provides visit tracking, task assignment, territory management, and real-time manager dashboards. It does not include full order-to-cash or DSD capabilities, making it best suited as a dedicated merchandising and audit solution.

Pros: 

  • Strong retail execution and merchandising focus. 
  • AI image recognition for shelf photos and compliance checks.

Cons: 

  • Some users report app freezing or crashing (G2 reviews), and Repsly is more retail execution than full DSD or order-to-cash workflows.

Who Should Still Choose Repsly

Repsly is a better fit for mid-sized and larger CPG organizations that care more about retail execution than sales or distribution workflows.

Teams that spend most of their time on shelf audits, planogram checks, and detailed photo reporting — especially merchandising agencies — tend to get real value from it.

It makes sense when your main priority is strong audit accuracy and in-store insights rather than combining everything with order taking or DSD operations.

GoSpotCheck (FORM)

GoSpotCheck, now operating as part of FORM, is a mobile field execution platform used across consumer goods, retail, hospitality, and facilities management. The company targets mid-sized and enterprise organizations that require scalable audit and task management systems. 

GoSpotCheck focuses on frontline team coordination, structured workflows, and real-time operational visibility rather than sales or distribution processes.

What It Offers

Teams can complete store audits, collect data, run surveys, and take photos while following structured checklists. Its PhotoWorks AI feature stands out by analyzing shelf images to verify product placement and compliance.

The platform also offers customizable workflows and real-time dashboards so managers can track what’s happening on the ground.

Keep in mind it starts at a 20-user minimum and doesn’t include order taking, invoicing, or DSD capabilities. It’s a strong choice if your main goal is audit compliance and frontline workflow management.

Pros: 

  • Easy to use for field audits.
  • Strong task management, photo reporting, and image recognition features.

Cons: 

  • Some users mention connectivity issues (G2 user reviews), and the platform is positioned around field execution/audits rather than order capture, invoicing, or DSD workflows.

Who Should Still Choose GoSpotCheck (FORM)

GoSpotCheck is a good fit for companies that need structured task management and audit workflows across distributed frontline teams. Organizations in retail, hospitality, or facilities management that rely heavily on checklists, surveys, and compliance tracking will benefit from its flexibility. 

It works best for teams that do not require order management or delivery workflows but need strong operational visibility and standardized execution processes.

Pepperi

Pepperi is a comprehensive B2B commerce platform aimed at brands and wholesale distributors who want to manage sales and distribution in a single system.

The platform serves mid-sized and enterprise companies, especially in food and beverage, FMCG, health and beauty, and wholesale distribution sectors.

It’s best suited for organizations that need a scalable solution covering eCommerce, field sales, order management, and retail execution. As you might expect with this level of functionality, pricing tends to be higher, and implementation usually takes longer.

What It Offers

The platform brings together B2B eCommerce portals, field sales order capture, direct store delivery (DSD), route accounting, trade promotions, mobile CRM, and inside sales tools. It also includes some retail execution features, like in-store activity tracking and basic merchandising support.

Pepperi handles the full order-to-cash process — from the first customer touchpoint through fulfillment and invoicing. It integrates with other business systems, though setup usually takes several months. Pricing generally starts in the $500–$1,500+ per month range.

Overall, it works best for larger organizations with complex, multi-region distribution needs.

Pros: 

  • Broad B2B commerce platform with eCommerce, field sales, DSD, route accounting, CRM, and retail execution. 
  • Strong ERP integration support.

Cons: 

  • Users mention higher cost and the need for proper setup and support (Capterra reviews). 
  • It can also be broader and heavier than SMB teams need (Capterra reviews). 

Who Should Still Choose Pepperi

Pepperi is more appropriate for mid-market and enterprise distributors that need a full B2B commerce platform. Companies with complex ERP integrations, multi-region operations, and layered sales processes will benefit from its broad functionality. 

It is a strong choice when the priority is managing the entire order-to-cash lifecycle across multiple channels, even if it requires a higher cost and longer implementation.

Skynamo

Skynamo is a field sales platform built for manufacturers, wholesalers, distributors, and importers. It gives sales teams the tools to manage customer relationships, capture orders, and coordinate work across various channels.

The solution is especially strong for businesses operating in EMEA, APAC, and other international markets. It targets companies with complex B2B setups that require solid multi-currency and multi-region functionality.

What It Offers

The solution includes a mobile app for reps and a branded B2B portal for customers. Sales teams can manage visits, access catalogs, and place orders offline. It also provides analytics, reporting, and an AI module (Radar AI) to track sales trends and insights.

Skynamo integrates well with other business systems for consistent data. While it can support some retail tasks, its real strength is in sales workflows and order management rather than in-store audits or merchandising. Pricing is quote-based, and it’s best suited for companies focused on B2B sales rather than heavy retail execution.

Pros: 

  • Strong field sales and order-taking platform.
  • Good for manufacturers, wholesalers, distributors, and importers with multiple sales channels.

Cons: 

  • Users mention limited app layout customization and occasional connectivity issues (Capterra reviews). 
  • It is stronger for sales operations than dedicated retail execution (G2 reviews).

Who Should Still Choose Skynamo

Skynamo is well-suited for international B2B sales teams that operate across multiple regions and sales channels. Manufacturers, wholesalers, and distributors that need field sales tools, order capture, and customer self-service portals in one system will find it useful. 

It is particularly relevant for companies outside North America that require multi-currency and multi-region support, even if retail execution is not a primary need.

WizCommerce

WizCommerce is an AI-powered B2B sales and eCommerce platform built for wholesalers, distributors, and manufacturers. The company focuses on managing both online and rep-led sales workflows within a single system, targeting wholesale businesses that want to modernize their sales operations by combining eCommerce with field selling. 

WizCommerce emphasizes automation and digital sales channels rather than in-store execution activities.

What It Offers

The platform includes a clean B2B storefront along with mobile tools for reps to take orders, build quotes, and manage customers on the go. It supports embedded payments and can process orders from various channels, including marketplaces and EDI.

AI plays a noticeable role here — helping generate quotes, recommend products based on past behavior, and prioritize follow-ups. Additional features include AI-generated catalogs, fast search, and live updates on inventory and customer activity. It also connects smoothly with ERP and accounting systems.

Keep in mind that WizCommerce doesn’t cover in-store audits or merchandising. It’s a solid choice for wholesale businesses looking to grow through digital sales channels and rep-led ordering.

Pros: 

  • Strong B2B wholesale commerce focus.
  • Useful AI features for order writing, product recommendations, quotes, and online/rep-led selling.

Cons: 

  • G2 lists some weaknesses around the learning curve, inaccuracy, complex implementation, accuracy issues, and access issues. It is not positioned for shelf audits, merchandising, or retail execution (G2 reviews). 

Who Should Still Choose WizCommerce

WizCommerce is a strong option for wholesalers looking to modernize their sales operations with AI-driven workflows. Companies that prioritize online ordering, rep-assisted sales, and automation of quotes and product recommendations will benefit from its capabilities. It is best suited for businesses focused on digital sales channels and B2B commerce rather than in-store execution or merchandising.

Conclusion

Selecting the right retail execution software depends entirely on your team’s primary workflow. Some organizations need detailed shelf audit and compliance tracking, others require integrated field sales and order capture, and some prioritize DSD routing and invoicing. 

A separate category of solutions focuses purely on B2B eCommerce portals with no field functionality. No single platform serves every use case. SMB CPG leaders should match the tool’s specific capabilities to their daily operations—whether store visits, route management, or online ordering—rather than chasing the most feature-heavy option. The right fit drives efficiency; the wrong one creates more fragmentation.

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