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My Verdict

My Verdict

If you are looking for easy-to-use CRM software with responsive customer service, then Repsly might be the answer. I’ve taken the free tour available on the site, talked to customer support via live chat, and also reviewed their pricing plans. I love how user-friendly the site is, and the quotation-based pricing strategy will ensure you get what you want. However, there is no free plan, so I give the software a 4/5 rating.
Pros
  • Software is encrypted; hence, the site is secure
  • Highly scalable
  • Customizable
  • Team collaboration
  • Offline accessibility
  • Various customer support options
Cons
  • Mobile app may drain your battery fast
  • You can’t print schedules to review more than a week ahead
  • Some tools experience lag and takes a long to load
Repsly crm logo
Free plan available
yes
Subscription Price
Pricing plans are quotation-based
Integrations
UpClear, Workday, Oracle, Snowflake, ADI, Xero, EDP, etc
Expert Review
4/5
Visit website
Ease of Use
Easy to navigate and edit
24/7 Support
Support is available through phone, live chat, training, and support tickets
Mobile App
Yes
Cancellation period
Must be canceled at least 30 days before the current end of a contract

Integrations

E-Junkie logo

E-Junkie

E-Junkie
Helpwise logo

Helpwise

Helpwise
Routee

Routee

Routee
Toplyne

Toplyne

Toplyne
LeadPages logo

LeadPages

LeadPages
Playable

Playable

Playable
balto crm integration

Balto

Balto
CommPeak integration logo

CommPeak

CommPeak
Sprout Social logo

Sprout Social

Sprout Social

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What Does Repsly Do?

Repsly is a CRM platform that specializes in retail execution software that helps brands, brokers, and other CPG (consumer packaged goods) teams achieve peak performance in their field teams’ daily impact on the shelf.

What sets Repsly apart from other retail execution software providers is its three unique data sources: sales, field team activities, and in-store observations.

But before you book a call with one of their representatives, learn more about the platform’s features and pricing plans in this Repsly CRM review.

Key Features of Repsly CRM

Repsly offers four main solutions: merchandising, field sales, promotion execution, and retail services.

But what’s more interesting about this CRM software is the ability to see assignments, discover new opportunities, and coaching insights to help your team work smarter in the field. 

Below are the two main features that I love most about the software.

Field Team Management

Repsly CRM sales fleet screenshot

Personal screenshot 22, April, 2024

Through the field team management feature, you can:

  • Assign tasks to your field teams and even set up regular visits to various locations.
  • Ensure every field team knows exactly what they must do at each location. This works by setting priorities, deadlines, alerts, etc.
  • See how your field teams are sticking to their schedules.
  • Provide a detailed report of each team member’s workday. This includes when they began working, how much distance they traveled, and the routes they took.

Retail Sales Reporting

Repsly crm sales overview screenshot

Personal screenshot 22, April, 2024

With this cool feature, you can now use store-level point-of-sale data feeds from the largest online retailers and syndicated data sources right in your Repsly account.

This gives your entire field team insights on which stores have the potential to sell more, where they need to make improvements, which stores are not selling much and hot to correct that, prevent empty shelves by notifying the team when products are running out, and if what your team is doing is impacting product sales.

Available Integrations

Like any other CRM software, Repsly is always working on improving its site. However, these won’t be possible without various interrogations that help ensure data accuracy, streamlined workflows, scalability, efficiency, and comprehensive insights.

Repsly integrations include:

  • Salesforce
  • SAP
  • Dynamics 365
  • Tableau
  • Snowflake
  • EDI
  • ADP
  • Paylocity
  • Workday
  • Oracle 
  • Oracle NetSuite
  • Xero
  • UpClear

Pricing Plans

Repsly offers four main pricing plans that meet your needs. You can have optional add-ons such as integrations, retail sales reporting, and retail services for an extra cost.

Below is what each package offers.

Essentials

The essential package is ideal for field teams who want to perfect their merchandising and promotion execution. 

The package offers:

  • Scheduling
  • Document library
  • Merchandising
  • Territory management
  • Real activity feed
  • Messaging
  • Time and mileage tracking
  • Basic reporting
  • Team database
  • APIs

PRO+

This package perfects merchandising and promotion execution and allows you to place orders and accept returns while on account calls. 

Premium

Looking to improve performance in the field? This may be your ideal package for you.

It has all Essentials and PRO + features, as well as the single sign-on and insights dashboard features. 

Enterprise

This is a go-to package for those with numerous clients and syndicated business models.

It offers everything in other packages and additional workforce management, projects, and client reporting. 

Is Repsly Easy to Use?

Repsly is simply plug-and-play. I love how the Repsly site offers a free tour of the platform and gives you a clear view of how to use the tools.

Training options include videos, webinars, live online, and documentation.

Which Companies Work with Repsly CRM?

As an award-winning CRM software, Repsly powers field teams in more than 70 countries worldwide.

Its website displays valuable metrics from companies such as: 

  • Walmart
  • Target
  • Canon
  • Adidas

Last Thoughts

I love that Repsly combines data from the shelves, teams’ activity, and sales performance to give you informed decisions about your brand.

Repsly is ideal for businesses with mobile sales teams that need to access their data from anywhere. It’s perfect for food and beverage, retail services, distribution, and health and beauty businesses.