Retail Merchandising Software for Task Management and Store Execution

Keep shelves stocked, displays on-brand, and promotional materials up to date across every retail location. Gain speed, transparency, and consistent execution in stores of any format. An all-in-one platform for visit planning, task management, photo reporting, and performance analytics — built for merchandisers, supervisors, and mystery shoppers.
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Do these challenges sound familiar?

1
Constantly double-checking whether merchandisers actually visited stores and if the shelves were set up correctly?
2
Photo reports arriving late — or getting lost in endless messenger threads?
3
Employees forgetting tasks, mixing up stores, or failing to follow display standards?

With Planado, you stay in control — and these problems disappear.

Simplify the planning process

Planado simplifies task management and allows you to control your work schedule in just a few clicks:

  • Employee schedules with statuses
  • Task and work schedule planner with automation capabilities
  • Various scenarios and types of work (one-time, recurring, etc.)

Mobile application for field employees

In the mobile app, your employees can see their work schedule for the day and receive notifications about new tasks.

Thanks to built-in checklists, specialists will not miss a single task from their to-do list.

Upon completion of the work, employees fill out customizable reports with photos and other data, which are instantly saved and sent to the office.

Always Know What Your Team Is Doing

Track employee movements in real time and assign tasks instantly based on location. The system logs every visit and route, ready for review anytime.

GPS monitoring eliminates fraud — proving your merchandiser was at the store, not just checking in remotely.

Turnkey Planado Setup for Your Business

We’ll configure Planado for your processes absolutely free — templates, reports, notifications, and the mobile app. You’ll get a system that’s already working for your business: just log in and start using it.
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Raise Merchandising Standards

Give every merchandiser a clear, step-by-step checklist for each store visit, ensuring nothing is missed and brand standards are followed precisely.

At the end of each visit, employees complete a customizable report with photos, comments, and all required data.

All reports are automatically stored in the system — making it easy to revi

Client Portal

Give clients a branded portal with real-time product displays, visit history, and photo reports. They can track past and upcoming visits, review results anytime, and share feedback directly.

You choose which projects and reports to share — delivering full transparency while keeping control in your hands.

Trusted By

Leading trade marketing and merchandising agencies, retail chains, and retailers use Planado to automate their businesses.

JohnDeere
o1properies
Komplex info

Customization & Integrations for Your Retail Team

Planado adapts to the workflows of merchandisers and retail field teams of any size:

Flexible roles & permissions

Set access levels for supervisors, merchandisers, sales reps, and category managers.

Bulk data import

Upload stores, employees, and tasks in minutes via Excel or API.

CRM & ERP integrations

Connect with Salesforce, Zoho CRM, HubSpot, or your own systems via API for seamless task, photo, and analytics exchange.

Custom mobile workflows

Add checklists, visit scenarios, photo reports, QR codes, and elements tailored to each brand or retailer.

Your Benefits with Planado

Verified execution — every step confirmed with photos and checklists, ensuring full control.
Smart route planning — optimized visits on the map for faster, more efficient schedules.
Automated reporting — instant reports and analytics eliminate manual work.
Client transparency — customers access statuses and photo reports anytime via the portal.
Higher accuracy & productivity — fewer errors, more completed tasks, and consistently happier clients.

Still not sure? Test Planado out for yourself!

Sign up for your free trial and get full access to all features for 14 days. We will also customize Planado for your business absolutely free!
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Planado subscription plans

BasicPrice$12 /month per user billed annually
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Key features
Tasks management
Scheduling
Employee GPS tracking
Employee's mobile app
Checklists & reports
StandardPrice$19 /month per user billed annually
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Key features
All Basic features, plus:
Teams & work shifts
Customer notifications
Create jobs in mobile app
ProPrice$29 /month per user billed annually
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Key features
All Standart features, plus:
CRM integration
Mileage tracking
Documents signing
Recurring jobs
Product catalog and pick list
API & Webhooks
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FAQ for Merchandising & Retail

How does Planado help control merchandiser performance?

Planado allows you to track store visits, monitor task completion through checklists, collect photo reports, and automatically generate analytics for every visit. Supervisors and clients get full visibility of what happens at each point of sale.

Can the mobile app be used on any device?

Yes. The Planado mobile app works on most modern Android and iOS smartphones, making it easy for field staff to access tasks anytime, anywhere.

How does the system prevent fraud in reporting?

Planado uses GPS monitoring and time tracking, so you always know where and when tasks were performed. Photo reports are automatically linked to time and location, preventing falsified data and ensuring accountability.

Can checklists and reports be customized for different brands or stores?

Yes. You can create unique checklists, store visit scenarios, and reporting templates for each brand, retail chain, or store format. This ensures your data matches the client’s exact KPIs.

Can Planado integrate with our CRM or ERP system?

Yes. Planado integrates with leading platforms such as Salesforce, Zoho, HubSpot, Microsoft Dynamics, QuickBooks, and others. An open API is also available to connect any internal or custom system.

How quickly can the system be implemented and staff trained?

Implementation typically takes 1–5 business days, depending on the scale of your team and projects. Our onboarding specialists provide training materials, demos, and full support to ensure a smooth rollout.

How are reports for management and clients generated?

Reports are generated automatically from completed checklists, photos, and geodata. They can be exported to Excel, PDF, or shared directly with clients through a secure link.

Why is Planado better than competitors for merchandising and retail?
  • Fraud-proof reporting with GPS, time tracking, and photo evidence.
  • Flexible customization for different retail chains, formats, and brand KPIs.Client transparency with branded reports and real-time access.
  • Scalable platform — from small field teams to nationwide retail networks.
  • Mobile-first approach — intuitive app for fast staff adoption.
  • Integrations with global tools like Salesforce, Zoho, and Microsoft Dynamics.
How do I implement an FSM system like Planado for merchandising step by step?
  1. Define goals — e.g., reduce fraudulent reporting, improve retail execution, standardize visit quality.
  2. Set up store templates — checklists, KPIs, and reporting formats for each retail partner.
  3. Import staff and stores into the system.
  4. Train merchandisers on the mobile app (usually takes less than a day).
  5. Connect integrations with your CRM/ERP for seamless data flow.
  6. Run a pilot program in a few stores to test workflows.
  7. Roll out across all stores and regions, using analytics to continuously optimize.
What are the best tools for managing merchandising and retail operations?
  • FSM (Field Service Management): Planado for task assignment, visit tracking, and reporting.
  • CRM/ERP: Salesforce, Zoho, HubSpot, Microsoft Dynamics for client and contract management.
  • BI & Analytics: Power BI, Tableau for performance dashboards.
  • Communication: Microsoft Teams, Slack, or WhatsApp for field coordination.
  • Inventory & POSM tracking: Planado task templates + ERP integration to monitor materials.
How does Planado help reduce costs and improve efficiency?
  • Saves time on manual reporting and data collection.
  • Prevents fraud and ghost visits with GPS and photo verification.
  • Optimizes merchandiser routes and schedules.
  • Improves retail execution consistency across different chains and regions.
  • Strengthens client relationships with transparent, professional reporting.