Financial Services
Capitalize on your field operations and turn visits into business
Gain visibility into every field sales visit, from channel supervisors to frontline representatives. Protect your customer base, ensure compliance, and scale your network with governance and control.
Where to act first
Visualize your network concentration on a density map and track the performance of each supervisor and regional manager in the performance module. Compare who covers more ground, who spends more time in the field, and where the opportunities are, without relying on manual reporting.
Você decide quem o time vai prospectar
Você escolhe quais empresas entram na base e pra qual vendedor vai cada uma. O time inteiro prospecta dentro do mesmo critério, começando pelas contas que você priorizou.
Your entire channel journey, all in one place
Define the target segment for each region and receive a list of potential partners with optimized visit routes. Give your team the direction they need to open new markets.
Structure your prospecting and onboarding of new locations, from lead to activation, using the funnel stages specific to your operation and evidence for each step.
Standardize field tasks and data collection requirements, including mandatory photo capture, geolocation, and digital signatures — providing definitive proof of site visits and work performed.
Mais que uma lista. Prospecção que já nasce dentro da operação.
Cada empresa importada segue o mesmo caminho de qualquer cliente no Checkmob.
No app do vendedor: as novas empresas entram na carteira de quem vai atender e já podem ir pra rota.
Na visita: check-in verificável e registro do que foi encontrado, como em qualquer visita.
No funil: você acompanha cada uma avançar, de frio a cliente.
Do mapa à carteira do vendedor em três passos
Diga onde e quem
Cidade, bairro ou endereço, e o tipo de negócio que você procura: clínicas veterinárias, oficinas, agentes de crédito. Se quiser, filtre só quem tem telefone ou site.
Veja tudo no mapa
As empresas aparecem em lista e no mapa, num raio de 5 a 50 km. Selecione todas, escolha individualmente ou desenhe a área que interessa.
Importe já organizado
Carteira, segmento, categoria, etapa do funil e temperatura são definidos na hora de importar. Ninguém precisa cadastrar uma por uma depois.
Take your field operations beyond the CRM
Checkmob is the field layer your CRM has been missing: it puts execution in the hands of your field team and gives management real-time visibility into what’s happening on the ground—all integrated with the system you already use, with no extra work.
Frequently Asked Questions
Yes. The app is native to Android and iOS and works on both phones and tablets. Each user accesses the platform with their own unique login and password.
Yes. The representative can check in, check out, fill out checklists, and register clients even without a connection—common during travel and in areas with unstable signals. When the device reconnects to the internet, everything synchronizes automatically.
Yes. Checkmob follows the guidelines of the General Data Protection Law (LGPD), with information processing and storage in accordance with current legislation and Privacy by Design principles.
Data is stored in secure data centers with encryption, continuous monitoring, and high availability. The infrastructure is designed for information protection and traceability.
Each visit includes a geolocated check-in with a configurable radius per point, a photo taken in real-time (with no access to the gallery), and blocks against fake GPS and date/time tampering. In other words: the record is reliable evidence.
Agende uma demonstração
Com nosso software, você ganha controle total sobre as visitas, atividades e territórios da sua equipe externa.