Here's how it works.
Create & assign dynamic tasks in a drag-and-drop builder.
Guide task completion on mobile with context for teams.
Gain actionable insights with real-time reporting.
Do more with less.
- Schedule and send the right task to the right person at the right time—every time— using our no-code task builder.
- Choose from 12 task types, including image recognition, and use conditional logic to save teams time responding.
- Configure push notifications and alerts to track results and resolve issues in real-time.
Capture market execution with clarity.
- Assign photo tasks to your field sales teams and capture live images of execution from any location.
- See real-time execution of merchandising and SOPs with data and images geo-stamped by location, time, and user.
- View and export photos in PDF, Powerpoint, or shareable links for easy distribution.
FIELD SALES TRACKING APP
Put the power in
your team's pocket.
Reduction in Data Entry
Average Sales Lift
- Jonathan Neech, GM at Compass Group Australia
Integrate without the headache.
To efficiency and beyond.
From teams and tasks to analytics and AI, FORM MarketX makes market execution
and daily operations fast, easy, and accurate from start to finish.
Task ManagementTurn your frontline teams into heroes for your business. Use our field sales tracking app to easily create, send, and share tasks on mobile using smart tasks and intuitive dashboards. More about Task Management
Improve CommunicationsNever miss a beat with instant messaging, bulletins, and polls that seamlessly connect your field teams to management and essential systems. More about FieldConnector
Insights & AnalyticsDrill into real-time data and reach conclusions at-a-glance. Win in the field with advanced insights powered by Looker, a Gartner Magic Quadrant leader. More about Insights & Analytics
Get visual confirmation of execution from your own photo library, complete with live images snapped in the field. Instantly find, sort, and filter images per location, user, account, SKU, and more.
Image RecognitionSee your market position in real-time using the world’s fastest and most accurate image recognition platform. Our AI identifies and tags products on mobile to collect critical field data you need to move forward—all in under 2 minutes. More about Image Recognition
Get feedback from customers and teams with smart mobile surveys, and track response trends over time.
See it all in action.
FORM MARKETX USE CASES
Magic happens on mobile.
Find your team's true form with industry-specific solutions for the
Merchandising & Marketing
Monitor execution and ensure consistency across trade programs, planograms, displays, POP, and more — from wherever you are.
Guide teams with an easy-to-use mobile app that keeps them focused on their goals. Share incentives and directives and track their progress in real-time from your analytics dashboard.
Ditch the spreadsheets and mobilize your process for more reliable results. Instantly create and share SOPs and daily checklists with your teams in the field, track results in real-time, and correct issues as soon as they appear.
Market AnalysisTrack competitor trends, pricing, and position, and instantly measure field execution against your goals. Garner custom insights for greater business intelligence, and move more quickly in the market to drive sales. MarketX for Field Sales
Training & EngagementOur mobile solution provides easy upload and access to any document your team needs—whenever they need it. Attach materials to tasks, track completion in real-time, and provide ongoing learning opportunities for your teams to succeed. MarketX for Daily Operations
Let's get started.
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