How it works

One workflow, three roles, zero re-typing.

Follow a single campaign from kickoff to client delivery. Every hand-off that used to lose data on a spreadsheet now happens inside Endcap.

1
Campaign manager

Set up the campaign

Create a campaign under a brand and client, then add the stores, products, and demo events. Build a custom submission form so reps capture exactly what this client cares about.

  • Clients, brands, products & stores
  • Custom per-campaign forms
  • Bulk-import stores and reps via CSV
2
Campaign manager

Schedule & staff every event

Place events on the calendar and let smart-staffing propose reps who are free and nearby. Review the AI proposal, approve, and reps are notified automatically.

  • Calendar, list & map planning
  • AI staffing proposals you approve
  • Automatic rep notifications
3
Field rep

Run the demo from the field

On demo day, the rep opens the app, checks in on-site, and logs results as the shift happens — interactions, samples, sales, and the required photos. Works offline.

  • Geo-verified check-in
  • Tap-counters & required photos
  • Submits in ~90 seconds
4
Campaign manager

Review & approve submissions

Results land in a review queue. Photo QA flags anything missing or low-quality. Approve in one tap or send back to the rep with a note.

  • Triage queue with Photo QA
  • Approve or request revisions
  • Same-day completion tracking
5
CPG client

Deliver the report

Results roll up live. Claude drafts the executive summary, the manager edits and ships a branded link or PDF. The client viewer sees a clean, read-only deliverable.

  • AI-drafted summaries
  • Branded share link or PDF
  • Read-only client access
The result

A week of reporting work, done the afternoon a campaign ends.

90s
average rep submission time
3×
faster final demo → delivered report
98%
same-day submission rate
0
spreadsheets in the loop

Ready to run your next campaign on Endcap?