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 Retail Task Management Software Solutions
Bindy comes with hundreds of industry and category specific templates. Use these templates in your own account, customize them, or create and upload your own forms! Access to templates is available during the 14-day free trial, with paid plans available.
| Software | Capterra Rating | Pricing | Free Trial | Mobile App | API and SSO |
| 1. BINDY | 4.9 ⭐ | Priced by usage. Unlimited users and locations. | ✅ | ✅ | ✅ |
| 2. XENIA | 4.9 ⭐ | Not publicly available. | ✅ | ✅ | ✅ |
| 3. ASANA | 4.5 ⭐ | Tiered plans, priced per user. | ✅ | ✅ | ✅ |
| 4. MANIFESTLY | 4.7 ⭐ | Tiered plans, priced per user. | ✅ | ❌ | ✅ |
| 5. RALLYWARE | 4.9 ⭐ | Not publicly available. | ❌ | ✅ | ❌ |
| 6. YOOBIC | 4.3 ⭐ | Not publicly available. | ❌ | ✅ | ✅ |
| 7. ZIPLINE | 4.7 ⭐ | Not publicly available. | ✅ | ✅ | ✅ |
| 8. LARK | 4.4 ⭐ | Tiered plans, priced per user. | ✅ | ✅ | ✅ |
| 9. SAFETYCULTURE | 4.6 ⭐ | Tiered plans, priced per user. | ✅ | ✅ | ✅ |
| 10. CONNECTEAM | 4.6 ⭐ | Tiered plans, priced per user. | ✅ | ✅ | ✅ |
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 app to automate ✔️ audits, 🗓️ tasks and 📣 communication for retail and hospitality. Bindy is the best overall app to inspect your sites and verify brand standards, tasks, and corrective actions to your sites with ease. 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 comes with hundreds of industry and category specific templates. Use these templates in your own account, customize them, or create and upload your own forms! Access to templates is available during the 14-day free trial, with paid plans available.
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.
- If you are not using Bindy, it is time to ⚡ save time, cut costs, and onboard fast with the #1 rated audit/inspection, task and communication platform for retail and hospitality.
- Onboard easily in days with responsive and reliable support. Watch a demo, Contact us or Trial today!
Verdict
Choose Bindy if at least one of the factors below is important to you:
- Bindy has key features many other platforms lack such as built-in communication to not only audit and inspect but also share news and inform. Bindy also has built-in project management to manage site openings, improvement plans, conversions, construction, and closings.
- Most other platforms are “one size fits all”, industry-indifferent application. They may not be aligned with the business/operations model of retail and hospitality networks. Friction becomes evident when you try to control visibility or report by organizational hierarchy (DMs/Directors, etc.…) in your retail network. Bindy is designed for retail and integrates natively with your organizational hierarchy and retail network.
- Most other platforms charge per seat. The more you scale usage (by making the tool available to more users), the more you spend, even if you don’t actually conduct more inspections. All Bindy plans include unlimited users and sites. Priced by usage, not users, Bindy costs less.
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.
Verdict
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.
Verdict
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.
Verdict
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.
Verdict
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.
Verdict
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.
Verdict
If you want a platform focused on messaging and communication, Zipline is a good option.
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.
Verdict
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.
Verdict
If you need sensors and IoT, and don’t mind paying more as you scale, SafetyCulture is a good option.
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.
Verdict
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.
Want to learn about retail audits and operations software? Check out our definitive guide on retail audits:
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