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.
The 10 Best Task Management Software Solutions for Retail and Hospitality Networks
| Software | Capterra Rating | Pricing | Free Trial | Mobile App | API and SSO |
1. BINDY | 4.9 ⭐ | Priced by usage. Unlimited users and locations. | ✅ Yes | ✅ Yes iOS and Android | ✅ Yes |
| 2. XENIA | 4.9 ⭐ | Not publicly available. | ✅ Yes | ✅ Yes | ✅ Yes |
| 3. ASANA | 4.5 ⭐ | Tiered plans. Priced per user. | ✅ Yes | ✅ Yes | ✅ Yes |
| 4. MANIFESTLY | 4.7 ⭐ | Tiered plans. Priced per user. | ✅ Yes | ❌ No | ✅ Yes |
| 5. RALLYWARE | 4.9 ⭐ | Not publicly available. | ❌ No | ✅ Yes | ❌ No |
| 6. YOOBIC | 4.3 ⭐ | Not publicly available. | ❌ No | ✅ Yes | ✅ Yes |
| 7. ZIPLINE | 4.7 ⭐ | Not publicly available. Must contact vendor to request pricing. | ✅ Yes | ✅ Yes | ✅ Yes |
| 8. LARK | 4.4 ⭐ | Tiered plans. Priced per user. | ✅ Yes | ✅ Yes | ✅ Yes |
| 9. SAFETYCULTURE | 4.6 ⭐ | Tiered plans. Priced per user. | ✅ Yes | ✅ Yes | ✅ Yes |
| 10. CONNECTEAM | 4.6 ⭐ | Tiered plans. Priced per user. | ✅ Yes | ✅ Yes | ✅ Yes |
First, what is task management software?
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.
1. Bindy
About Bindy
Bindy is a cloud AI-powered ✔️ Audits, 🗓️ Tasks and 📣 Communication app, purpose-built for retail and hospitality networks. Inspect your sites, verify brand standards, and send tasks. Get real-time reports, signatures, videos, and photo verifications.
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.
- GDPR compliant and available in 22 languages
Trial
14-day free trial. No commitment and no credit card required.
Bindy has hundreds of templates and checklists available, for every industry and category. Use these templates in your own account, customize them, or create and upload your own forms!
Android and iPhone app
Direct link to download Bindy on the App Store: https://apps.apple.com/us/app/bindy/id6753982858
Direct link to get Bindy on Google Play: https://play.google.com/store/apps/details?id=com.bindy.twa
Pricing
Priced by usage, not users, Bindy costs less. All plans include unlimited users and locations.
Bindy pricing plans: https://bindy.com/about/pricing/
Choose Bindy if you:
- You want a product purpose-built for retail and hospitality. Organizational hierarchy, workflows, templates, and processes reflect best-practices and the needs of retail and hospitality networks.
- Want to pay for usage, not users.
- Need deep operational insights with advanced reporting and integrated project management.
- Want advanced features and workflows. Target recipients individually or by role, and tag. Set priority and due date. Verify with photos, request attachments, and link tasks. Automated reminders and real-time tracking. Use tasks on their own or with 🔷 Projects and 📝 Tickets.
- Add notes, supporting documents, and upload photos so everyone understands how to complete the task. Request verification photos and attachments from the field.
- Automatic app notifications and email reminders. Tasks are featured on the dashboard and in the calendar. Nothing falling through the cracks.
- Real-time tracking by task, project, and recipient. View aggregate and individual completion and verification photos. Know exactly who has or hasn’t done what, where and when.
2. xenia
About Xenia
Cloud based maintenance and operations software for checklists and forms. Manage data collection and workflows. Drive compliance and consistency across stores.
Rating
4.9 ⭐
Features
- Food safety management
- Equipment maintenance tracking
- Detailed analytics
- Document management
- API and SSO
Trial
14-day free trial.
Pricing
Pricing not publicly available.
Choose Xenia if you:
If you need to streamline HR processes, Xenia is a good option.
3. Asana
About Asana
Set goals, manage plans, and get work done in one platform. Automate workflows, connect work to goals, and manage users centrally.
Rating
4.5 ⭐
Features
- Status updates
- Search filters
- Activity logs
- List, board, and calendar views
- API and SSO
Trial
Free for 2 users.
Pricing
Starter plans at $10.99/month per user.
Choose Asana if you:
If you want to set company-wide goals, Asana is a good option.
4. manifestly
About Manifestly
Keep teams on track and ensure teams know what needs to be done, when it’s due, and how it needs to be done. Assign recurring workflows, capture data, and use conditional logic.
Rating
4.7 ⭐
Features
- Dynamic due dates
- Data collection
- Workflow imports
- Conditional logic
- API and SSO
Trial
14-day free trial.
Pricing
Free limited basic plan, Enterprise Plan at $15/month per user.
Choose Manifestly if you:
If you want to send custom SMS on step completion, Manifestly is a good option.
5. Rallyware
About Rallyware
Helps large brands give the right message to the right teams at the right time. It streamlines communication and internal messaging for adoption of best practices, policies, and standards.
Rating
4.9 ⭐
Features
- Learning and training
- Sales and promotions management
- Brand communications
- Targeted communications
- API
Trial
Trial is not available.
Pricing
Starting at $5,000 per month.
Choose Rallyware if you:
If you need sales coaching, Rallyware is a good option.
6. Yoobic
About Yoobic
All in one platform for frontline teams. Streamline communication, microlearning, and task management. Boost sales and turn actions into insights.
Rating
4.3 ⭐
Features
- Photo feedback
- Priorities and calendars
- Granular reporting
- Newsfeed
- API and SSO
Trial
Trial is not available.
Pricing
Monthly fee based on number of locations, users, and modules. Further details not publicly available.
Choose Yoobic if you:
If you want to communicate with customizable communities, Yoobic is a good option.
7. zipline
About Zipline
Task management software to drive store operations and improve consistency. Manage tasks for field teams, ensure completion, and keep them engaged. Connect teams, close gaps, and execute across all locations.
Rating
4.7 ⭐
Features
- Assign tasks and send communication
- Set priorities
- Track progress
- Real-time chat
- API and SSO
Trial
A free trial is available upon request.
Pricing
Priced by location, but details is not publicly available.
Choose Zipline if you:
- Want to optimize communication in retail stores.
- Want to tailor training content.
- Don’t need ticket tracking.
- Don’t need project management for site openings, improvement plans, conversions, construction and closings.
- Don’t mind having to contact vendor to get pricing. No definite pricing information on website.
8. Lark
About Lark
Collaboration platform to help streamline workflows. It helps manage communication, collaboration, and execution for teams to focus on driving results.
Rating
4.2 ⭐
Features
- Centralized approvals
- Calendar
- Share documents
- Manage team email
- API and SSO
Trial
Free trial is available.
Pricing
Basic plans for $6/user/mo. Pro and Enterprise plans available.
Choose Lark if you:
If you need AI meeting notes, Lark is a good option.
9. Safetyculture
About SafetyCulture
Operations platform to support inspections and daily activities. Tool for workflow assignments and task management. Standardize reports and share them automatically.
Rating
4.6 ⭐
Features
- Manage assets
- Device readings with sensors
- Automated reports
- Schedule checks
- API and SSO
Trial
30-day free trial.
Pricing
$24/month/user. Enterprise plans available.
Choose SafetyCulture if you:
- You need sensors for temperature control.
- You are just interested in health and safety.
- Have a small team and don’t need enterprise features.
- Don’t mind a generic tool that is not specifically built for retail and hospitality.
- Don’t mind paying per user, instead of usage. Don’t need unlimited users and locations.
- Don’t need ticket tracking.
- Don’t need project management for site openings, improvement plans, conversions, construction and closings.
- Need a simple feature set.
10. Connecteam
About Connecteam
Employee management app to streamline your business’ operations for scheduling and task management. Boost engagement and improve company culture and communication.
Rating
4.6 ⭐
Features
- Communication with chat and feed
- Scheduling and recurring shifts
- Timesheets
- Digital ID cards
- API and SSO
Trial
14-day free trial.
Pricing
Basic plans start at $29/month.
Choose Connecteam if you:
If you need employee scheduling, Connecteam is a good option.
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.
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