The problem
Merchandising runs on scattered tools.
Campaign briefs in spreadsheets, field reports over WhatsApp, photos buried in inboxes, and clients left guessing whether their stores were even visited. The work happens; proving it doesn't.
How it works
From the shop floor to the client, automatically.
A visit happens in store
Your field rep opens the call on their phone, answers the brief's questions, and captures photos, even offline.
HQ reviews and QA's it
Submissions land at the office instantly. An automated quality review flags gaps before a human ever looks.
The client sees a polished report
Approved visits roll up into a branded report your client can open themselves. No email chase, no slide deck.
One platform, three connected sides.
Your office, your field team, and your clients, all working from the same source of truth.
Internal
The operations hub
Plan campaigns, assign store visits, manage staff, and watch completion and quality in real time.
- Campaign & week planning
- Staff and scheduling
- Live analytics & QA review
Field
An app built for the aisle
Your reps see exactly which stores to visit, complete the brief, and submit photos from their phone.
- Today's calls at a glance
- Guided visit questionnaires
- Photo capture, online or off
Client
A window for your brands
Give the brands you work for a white-label portal to track progress, read reports, and message your team.
- Live campaign status
- Self-serve branded reports
- Direct chat with the account team
For your clients
Give your brands a portal they'll actually log into.
Most agencies report with a monthly PDF. Switchboard gives each client a branded, always-current portal: their logo, their colours, their data. It's the difference between 'here's a deck' and 'here's your dashboard'.
- White-labelled with each client's branding
- Always current, no monthly export scramble
- Reports they can read without asking you
Quality, built in
Every visit is quality-checked before it reaches the client.
An automated review reads each submission (photos, answers, completeness) and flags anything off so your team fixes it before a brand ever sees it. Consistent quality without manually checking every call.
See Switchboard on your campaigns.
Tell us a little about your agency and we'll set up a walkthrough. There's no automated sign-up. We'd rather talk first.