Planado simplifies task management and allows you to control your work schedule in just a few clicks:
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.
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.
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
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.
Leading trade marketing and merchandising agencies, retail chains, and retailers use Planado to automate their businesses.
Planado adapts to the workflows of merchandisers and retail field teams of any size:
Set access levels for supervisors, merchandisers, sales reps, and category managers.
Upload stores, employees, and tasks in minutes via Excel or API.
Connect with Salesforce, Zoho CRM, HubSpot, or your own systems via API for seamless task, photo, and analytics exchange.
Add checklists, visit scenarios, photo reports, QR codes, and elements tailored to each brand or retailer.
Tasks management SchedulingEmployee GPS tracking Employee's mobile appChecklists & reportsTeams & work shiftsCustomer notifications Create jobs in mobile appCRM integrationMileage trackingDocuments signing Recurring jobsProduct catalog and pick listAPI & WebhooksPlanado 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.
Yes. The Planado mobile app works on most modern Android and iOS smartphones, making it easy for field staff to access tasks anytime, anywhere.
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.
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.
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.
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.
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.