Solutions built for your business
CRM and field sales automation designed specifically for AU/NZ consumer goods manufacturers, distributors, and brokers.
Field execution made simple
We built Insightful.Mobi to solve the real problems your teams face every day. Your reps and merchandisers work from one mobile app, with or without signal: planning visits, photographing displays, checking ranging and promotions, and logging shelf conditions while they stand in the aisle. Head office sees the work as soon as the phone syncs, and on the dashboard the next evening. Every principal sees its own work without any re-keying.
Whether you're managing promotions, scaling field operations, or tracking shelf compliance, we have the tools to get it done. Each solution below works on its own or as part of the full platform. Select one to read how it works in depth.
Promotion and claim management
Run grocery promotional programmes with head-office deals on every rep's device, check every promotion in store before you pay for it, and manage retailer claims from field to finance.
Enterprise field sales execution
Call cycles, ranging gaps, promotion checks and approvals, connected to your back-office systems.
Merchandiser management
Visits start and end with a time and location, promotional display tracking and health & safety compliance, all feeding a single store view with Sales IM.
Sell-out data: dunnhumby, NielsenIQ, IRI
Store sell-out data, matched to your stores and products each week, keeps ranging current, so reps check only what's new.
Shelf recognition
Our own shelf recognition, built in, not a resold add-on. Reps photograph the shelf bay by bay; facings and share of space by store sit beside the sell-out data you already have.
Driver and merchandiser communications
Reach the whole field with flashes, documents and push messages, and see who has read them.
B2B ordering portal
Let your stores order from you between visits: your own B2B ordering portal, under your brand, with your price lists, deals and vouchers applied as they shop.
Brokers and distributors
One back office for every principal you serve. Each principal sees its own dashboards, so you stop building their reports. Bill the principal and pay the agent from the same approved job.
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.