CheckForma — Trade Marketing Platform Built for Field Teams

CheckForma is a trade marketing platform that turns field execution into measurable results. Designed for brands and agencies that run in-store activations, merchandising, and retail audits, CheckForma combines chat-based workflows, location intelligence, and tailored data collection so teams execute faster and report with confidence.

• Instant Communication: Telegram Bot for real-time chat with managers and peers on iOS, Android, or desktop—no new app training required.

• Custom Data Capture: Personalized forms and rich custom fields (photos, products, price, inventory, dropdowns, dates, checkboxes, repeaters) to collect the exact evidence you need.

• Route & Task Management: Build and schedule routes on a map, assign tasks, and track check-in/check-out times to guarantee coverage and punctuality.

• Proof of Execution: Image gallery plus optional watermarks with GPS coordinates, POI, and timestamp for verifiable merchandising and planogram checks.

• Product Catalog & Availability: Upload your catalog so agents select SKUs in the bot and log product availability per store.

• Performance Reporting: Sales dashboard plus downloadable PDF and Excel reports for campaign analytics and audits.

• Location Intelligence: Live user map and POI map to optimize territories, route planning, and activation frequency.

• Operational Visibility: Task tracker and check-in logs provide audit trails and reduce execution risk.

Why teams choose CheckForma as their trade marketing platform: it reduces friction for field workers, enforces brand standards with verifiable proof, and delivers timely insights that improve retail execution and ROI.