SimpliField
Field sales software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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What is SimpliField
SimpliField is a field execution and retail operations platform used to manage and verify in-store activities across distributed teams and locations. It supports use cases such as store visits, merchandising checks, audits, tasking, and photo-based proof of execution for field reps, merchandisers, and retail operations managers. The product combines mobile workflows for frontline teams with centralized dashboards and reporting for headquarters. It is typically used by brands and retailers that need consistent execution across many stores and partners.
Strong field execution workflows
SimpliField focuses on structured store-visit workflows such as checklists, audits, and task completion. Mobile data capture (including photos) supports proof-of-execution and standardization across locations. This makes it well-suited for retail execution programs where compliance and consistency matter. Teams can operationalize repeatable visit templates rather than relying on free-form notes.
Centralized visibility and reporting
The platform provides dashboards and reporting to monitor completion rates, compliance, and execution quality across stores and regions. Managers can track progress across multiple field teams and prioritize follow-ups based on exceptions. This supports operational governance for distributed retail networks. It aligns more with execution monitoring than with general-purpose CRM record keeping.
Mobile-first frontline adoption
SimpliField is designed for field users who need to complete tasks during store visits with minimal friction. Mobile workflows help standardize data collection and reduce reliance on spreadsheets or email-based reporting. Offline/low-connectivity scenarios are commonly addressed in this product category, which is important for in-store work. The approach fits organizations with large numbers of non-desk users.
Not a full sales CRM
SimpliField is primarily oriented to retail execution and field operations rather than end-to-end opportunity and pipeline management. Organizations that need forecasting, complex deal stages, and account-centric selling may require a separate CRM. This can introduce integration and data-governance work to keep customer and location data aligned. Buyers should validate how leads, accounts, and activities synchronize with their system of record.
Integration effort varies by stack
Connecting field execution data to existing BI, ERP, or CRM environments can require configuration and ongoing administration. Data models for stores, visits, tasks, and photos may not map cleanly to enterprise master data without planning. Reporting consistency often depends on disciplined template design and user training. Prospective customers should confirm available connectors, APIs, and implementation support for their specific tools.
Best fit is retail execution
Teams outside retail/CPG-style execution (for example, pure B2B field sales without store audits) may find parts of the workflow model less relevant. If route planning, territory optimization, or advanced sales coaching is the primary need, additional tools may be required. The product’s value depends on having repeatable in-location tasks to manage and verify. Buyers should validate that their field motion matches the platform’s execution-centric design.
Plan & Pricing
Pricing model: Custom subscription — monthly fee (price determined per customer) Official statement: "YOOBIC customers pay a monthly fee based on number of locations, number of users, modules selected." (no public per-user or per-location price published on official site) Public pricing availability: No public plan tiers or price points are listed on the official SimpliField / YOOBIC website; YOOBIC requires contacting sales or booking a demo for a quote. Minimum paid cost: Not stated on the official site (no smallest paid tier or starting price published). Notes: SimpliField’s official site redirects to YOOBIC’s site and SimpliField is presented as part of YOOBIC’s product family; pricing guidance is centralized under YOOBIC.
