For brokers and distributors
One back office for every principal you serve
Each principal sees its own dashboards, limited to its own products, so you stop building their reports. Insightful.Mobi was built with brokers and distributors: they were our first customers.
Built for brokers first
Our first customers were brokers and distributors, not brand owners. So the platform starts where your business does: several principals, one field team, and work you have to prove, bill and report on separately for each of them.
Sell reps, merchandising or one-off agent work, or all three. Your reps work in Sales IM, merchandisers in Merch IM and agents in Agent IM, in whatever mix your services need, and it all lands in one back office. You set each principal up once, with its rates, its reporting and its jobs. The same approved job bills the principal and pays the agent, and the principal sees the results in its own dashboards.
How it works for a broker
Principals see their own dashboards
Each principal sees only the products it has access to, and only the reports you choose to share with it: ranging and distribution, notes and photos, promotions, tasks, surveys, sell-out and job results. It signs in to its own vendor portal and opens its dashboards. No report packs to build and email each month.
See it work
See a broker's week
Short videos, drawn from the apps with demo data. They work muted too: both have captions.
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For brokers and distributors
One back office for every principal: each principal's own dashboards, limited to its products; Sales IM, Merch IM and Agent IM in any mix; and the same approved job billing the principal and paying the agent. Drawn from the apps, with demo data.
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Agent IM, job by job
The agent's day across principals, each job with its photo and questions, a reason when it can't be done, and the invoice store by store. Drawn from the app, with demo data.
Every video has captions. Screens are drawn from the apps, with demo data.
Who it's for
You run field work for several brands. Each one sees its own results, without a report from you.
See it with your principals in mind.
An hour on a broker demo company: a principal's dashboards, and a job from request to invoice.
Book a demo