Insightful.Mobi runs your field team from head office and brings back proof of what they did.
The platform
One platform, connected apps
Sales IM for reps, Merch IM for merchandisers and Agent IM for agents, with the office portal and vendor portal behind them. Select a card to read the full feature breakdown.
Sales IM for reps
The day's journey plan, visits with a time and place, ranging kept current by sell-out data, promotions and claims, notes with photos.
Merch IM for merchandisers
Tasks and promotions by principal, display and compliance photos, time, kilometres and expenses on the phone.
Agent IM for agents
Paid jobs with required photos and minutes, billed to the principal and paid to the agent from one approved record.
Office portal and vendor portal
Plan, approve, and see every store, product and photo; dashboards the next evening.
Shelf recognition
Reps photograph the shelf and AI reads it: facings and share of space by store, inside the platform.
New: let your stores order online
Your own B2B ordering portal, under your brand, with your price lists, deals and vouchers applied as they shop.
Built for the field
Powered by Microsoft Azure and AWS. Works without signal; the day's work syncs in one batch so nothing half-arrives.
See it work
Twelve short videos, one for each part of the job
Start with how it all fits together, then pick the part you care about. About a minute each, with captions, so they work muted too.
01
How it works
Set up once, plan, visit, sync and approve. Every night the work is measured against the plan.
02
A rep's day
The journey plan, one screen per store, Start Visit with GPS and a timer, and no report to write.
03
Call cycles & coverage
Set the rhythm once. Visits roll forward, compliance is checked nightly, and missed stores are listed.
04
Shelf & ranging
Core range by banner, sell-out data confirming what is already on the shelf, reps checking only what's new, and weekly wins and losses.
05
Surveys, out of stock & NPD
Repeating store checks, on-shelf availability, and new product launches tracked week by week, with the why.
06
Tasks for the field
Build a task once, aim it at the right stores, and see which stores aren't done yet.
07
Promotions & claims
From plan to payment: present the deal, prove the display with a photo, and match the claim to the deal.
08
Store notes
What reps learn in store, captured with photos and tags, approved, and shared with the right vendor.
09
Talking to the field
Flash messages that must be acknowledged, documents scoped to the store, and the catalogue in hand.
10
Photo recognition
Shelf photos in; every product and its position found, shown as share of shelf, next to what it sold.
11
Territories & the team
Territories own the stores and their history, so a new rep is working on Monday. Leave, timesheets and leads too.
12
Reporting & dashboards
Every night the day's work is measured against the plan, from the whole business down to one store.
Every video has captions. Screens are drawn, not live data.
See it with your own stores in mind.
An hour on a demo company. Bring the promotion or range gap that hurts most and we will show you how it runs.