Mobile checklists
Configurable forms for each visit type and channel.
Trade Marketing
Ensure your trade marketing strategy is executed at every point of sale
Control merchandising, pricing, competition, orders, and routes from one platform.
Request DemoVerify that field tasks are executed correctly
Plan activities, assign checklists, and validate completion with geotagged photo evidence from mobile.
Photo audits
Visual evidence with timestamp and location.
Supervisor tracking
Real-time visibility of each promoter progress.
Zone and channel planning
Organize tasks by territory, client, and channel.
Measure your brand presence on shelves
Capture display photos by category, track historical trends, and measure shelf KPIs by store.
Display photos
Visual records by category and point of sale.
Type categorization
Classify displays by type, brand, and location.
Store history
Brand presence evolution over time.
Presence KPIs
Measurable shelf share indicators.
Stay competitive without losing margin
Capture your own and competitor prices in-field, detect deviations, and analyze trends by channel.
Price capture
Collect own and competitor prices at POS.
Deviation alerts
Notify when prices leave expected ranges.
Channel comparisons
Cross-channel and regional price analysis.
Trend analysis
Price evolution over time for better decisions.
Prevent stockouts at the point of sale
Guided shelf stock counting, shortage alerts, and consolidated data for smarter replenishment.
Guided product counting
Assisted stock checks by category and SKU.
Shortage alerts
Immediate detection of critical stockouts.
Data-driven replenishment
Prioritize refill by rotation and criticality.
Zone consolidation
Aggregated stock view by area, client, and channel.
Simplify the order cycle from the field
Create mobile orders using configurable forms, with custom status icons to track each stage of the cycle.
Mobile orders
Fast order creation from any location.
Form-based orders
Create orders using configurable forms per operation type.
Custom status icons
Configurable icons and states to track each order's lifecycle.
History and tracking
Full traceability from creation to order closure.
Optimize your team's territorial coverage
Assign routes by zone, plan visits, and manage client portfolios to maximize coverage.
Zone-based route assignment
Define territories and assign teams by geography.
Visit calendar
Plan visit frequency and sequence.
Client route management
Organize client portfolios by route.
Market coverage
Visibility into actual vs planned coverage.
Monitor your entire operation's performance in real time
Central dashboard with KPIs by market, user, and period. Export reports and decide with fresh data.
KPI dashboard
Consolidated view of key indicators.
Market and user indicators
Drill down by area, team, and person.
Daily and monthly progress
Track progress against goals.
Exportable reports
Download data in Excel for offline analysis.
Platform capabilities
Granular Permissions
Access control by role, module, and service for each user.
Multi-tenant
One instance, multiple companies. Isolated data and independent configuration.
Mobile App
Run the entire field operation from a phone, online or offline.
Integrations
On-demand integrations with ERPs, CRMs, and existing systems through APIs.
Transform your point-of-sale execution
Tell us about your operation and we will show how UniteVirtual strengthens your trade marketing strategy.
Request Demo