Repsly's Simple CRM software allows you to manage client relationship and history data that is important to maintaining your customer relationships.
Companies That Trust Us
Building Client Relationships
View All Client Records in One Place
Track and organize your customer database using custom fields, statuses, tags, and territory information all of which you manage yourself using our intuitive and simple interface.
Customize Client Fields
Customize your client attributes, and create as many fields as you need. You have several options as to what type of information is entered into the field, including text, numeric, single select dropdowns, and more.
Import Existing Client Lists
Easily import your existing customer list into Repsly's Simple CRM system. Upload files in Excel format or copy and paste data into Repsly.
Viewing and Editing Client Info in the Mobile App
Access to Client History
Find detailed records of all activities, jobs, and visits completed at each location.
Explore New Business Opportunities
Repsly’s Search Nearby Feature provides reps with client recommendations based on their location to scope out new account opportunities.
Repsly is super easy to use, it helps me to see where all of my reps are. And for the reps, they all love it; it’s so convenient.
Gaining Customer Insight from Activity Metrics
Search and Find Clients Easily
Search and filter clients by client status, tags, territory, or any customized field.
View Integrated Analytics
Repsly automatically visualizes your data with easy to read reports. View trends in data over different time periods and report on specific reps or clients.
Repsly is truly our competitive advantage. It tells us in real time how we’re doing out in the marketplace. We can take that data back in-house at headquarters and then make plans of action to affect retail.
David, Kevita Probiotics
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Test drive all the features in Repsly, free for 14 days! No Credit Card Required.