Choosing the right retail task management software provider can take your retail and hospitality business to the next level. Being able to send tasks to sites in seconds, setting priorities and due dates, and verifying completion with photos is a game changer for speedy and reliable execution of store tasks. However, with so many options available, it’s important to find a solution that fits your needs.
Investing in the right retail task management platform can increase sales and profits by improving store execution and streamlining workflows. It also reduces liabilities, risks, and errors through automated user notifications, and corrective action handling.
To make your decision-making process easier, we’ve evaluated features, pricing, and customer reviews to make a comprehensive list of the 10 best retail task management platforms.
First, what is task management software?
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Retail task management software allows retail and hospitality organizations to efficiently manage and send tasks to their stores and frontline teams. Tasks like merchandising resets, signage installation or handling recalls. Retail task management promotes accountability, easy completion tracking, and eliminates the time wasted tracking down issues with email, phone communication and manual calendar reminders.
Most successful retail and hospitality brands manage their tasks using specially designed cloud software made for multi-unit retail. This allows them to assign tasks from any device (PC, mobile, tablet) to individual users, or in bulk with automated notifications and reminders.
By using software designed for retail task management, you can see significant improvements and time/cost savings in your operations. This is especially true if your current task management process includes emails, spreadsheets, and manual follow ups over WhatsApp and back-end channels.
How to select the right retail task management software for you
- Start by compiling a list of must-have, and nice to have features.
- Determine what devices you want to use. While “mobile first” is nice, we suggest selecting a software platform that supports all devices (PC, iOS, Android, mobile, and tablets).
- Cover your bases and ensure that the software has the reporting capabilities you need. Make sure that your data is exportable, with aggregate summaries, and raw data.
- Schedule a demo and make sure it has all the features you need.
- Research the company, how long have they been in business? Are they reputable and reliable?
- Compare pricing, and make sure you are aware of any and all expenses, both upfront and on-going. Remember that pricing per user can significantly increase costs as you grow and scale your business. If you can, pay for usage, not users.
- Run a free trial, the best way to get a feel for the product is to get your hands on it. No demoware, no promises. Test drive it in the field with real data.
- Finally, conduct technical due diligence, and verify the security and reliability of the service provider.
For full details on selecting a retail operations software vendor, check out this post.
The 10 best Retail Task Management software solutions
1. Bindy
About Bindy
Bindy is the task management platform built for multi-unit retail and hospitality operators to execute programs and verify brand standards at every site, every time. Bindy is mobile-first but works on the PC and tablets as well, online and offline.
Bindy combines tasks, inspections, communication, and built-in field hierarchy to boost productivity, manage quality, and reduce risks with customized forms, and automated notifications. Bindy lets you drive performance with actionable real-time reports, photos, videos, signatures, and a closed-loop corrective workflow.
Rating
4.9 ⭐ ⭐ ⭐ ⭐ ⭐
Features
- Start auditing instantly with the inspection templates or create/upload your own custom inspection forms in minutes.
- Mobile app for Android and iOS, Web app for PCs and laptops.
- Real-time reporting for KPIs, insights, trends, and root causes.
- Assign action plans, track progress, and verify with photos and videos.
- Built-in field hierarchy ensures no oversharing of data.
- Manage projects with built-in progress tracking, Gantt charts, history, task dependencies, and milestones.
- Drive accuracy and accountability with GPS, time and date stamps.
- Task management, set directives and priorities, automate notifications, and track completion.
- Communicate with your field teams and sites, send memos, share information, news, and announcements. Targeted distribution by user, role, or site tags.
- Ticket management, track maintenance requests, customer complaints, and site feedback. Open, review, and close tickets, and create a record of proactive resolution.
- Publish SOPs (Standard Operating Procedures), control visibility, and connect them to inspection forms
- Online and Offline modes allow you to conduct inspections anytime, anywhere.
- API & SSO to integrate with your enterprise system and business intelligence.
- Full access to all features with no paywalls to access different modules.
- Deployment-ready in hours.
Trial
Pricing
Credit card subscription starting at $129 per month.
Not every retailer has 1,000 stores and a billion dollars in sales. This is why Bindy works with national retailers with thousands of sites and small retailers with a dozen. Whatever your size and needs, Bindy has a plan for you.
All plans include unlimited users and locations. Bindy has predictable and competitive pricing.
2. Encodify
About Encodify
Encodify helps to scale businesses with project and task management. They help to manage everything from tasks and projects to marketing promotions and campaigns.
Rating
4.6/5 ⭐
Features
- Supplier collaboration
- Product information management
- Project and task management
- Digital asset management
- API and SSO
Trial
Trial is not available
Pricing
€50.00/month
3. Cypher IQ
About Cypher IQ
Cypher IQ is a low-code platform to automate workflows. They unify separate tools for task management, scanning, digital forms, AI, and document handling into a single platform.
Rating
4.8/5 ⭐
Features
- AI powered document capture
- Smart digital forms
- Automated task execution
- Workflow configuration
- API
Trial
Trial is not available
Pricing
US$60.00/month
4. Abtrac
About Abtrac
Keep your office on track and increase production with scheduling time. Scheduling links with task management to plan your workload and resources for your projects.
Rating
4.4/5 ⭐
Features
- Project management
- Time tracking
- Invoicing
- Task and budget tracking
- API
Trial
30-day free trial
Pricing
US$60.00/month
5. Lou
About Lou
LOU helps manage your business in one place with payments, scheduling, and accounting. They work to streamline your business and keep your team in sync.
Rating
4.2/5 ⭐
Features
- Checklists and workflows
- Automated invoice payments
- Simplified scheduling and task management
- Real-time reporting
- API and SSO
Trial
Trial is not available
Pricing
$1,999 one-time fee
6. AceProject
About AceProject
AceProject helps to manage all your projects. They have task management, Gantt charts, calendars, timesheets, and document management.
Rating
4.4/5 ⭐
Features
- Activity dashboard
- Approval process
- File sharing
- Status tracking
- API and SSO
Trial
Free trial is available
Pricing
US$19.00/month
7. Taskomat
About Taskomat
Taskomat helps to automated freelance work and task planning. Take the budget of your jobs and the time it takes to complete them to improve productivity.
Rating
4.6/5 ⭐
Features
- Budget management
- Project and task management
- Performance and time tracking
- Invoicing
Trial
A free trial is available
Pricing
US$10.00/month
8. Dock
About Dock
Dock is a HIPAA compliant collaboration and task management platform built for healthcare. They bridge the gap between the administrative and clinical teams to get everyone on the same page.
Rating
4.2/5 ⭐
Features
- Task management
- Workflow automation
- Analytics and reporting
- Sub-task management
- API and SSO
Trial
Free trial is available
Pricing
US$20.00/month
9. Sharesuite
About Sharesuite
Sharesuite is an all-in-one project management solution. A kanban board, detailed task list with filters, help with the daily process of tasks. Colour code and highlight your due and overdue tasks.
Rating
3.8/5 ⭐
Features
- Task and project management
- Document management
- Kanban board
- Messaging
Trial
Free trial is available
Pricing
€9.90/month
10. Flowingly
About Flowingly
Manage, map, and automate processes in a single platform. They have no-code automation and a process builder to map processes and automated them.
Rating
4.7/5 ⭐
Features
- Drag and drop
- Deadlines and notifications
- Prioritization
- Task editing
- API and SSO
Trial
Free trial is available
Pricing
NZ$945.00/month
Final Words
Retail task management software is an important tool that enables you to streamline workflows, automate notifications, verify completion, communicate, visualize trends, and improve in-store execution to deliver a great customer experience.
Remember when selecting a retail task management software solution, it’s essential to determine the most important factors for your business. Some of the most important things to consider when making your decision are budget and price, features, customization, and customer reviews.
Selecting a vendor isn’t easy, but we hope this list makes it easy to make an informed decision that aligns with your business needs and goals.
Want to learn about retail audits and operations software? Check out our definitive guide on retail audits:
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