Your promoters, POSM installers, and auditors always have all the necessary instructions at their fingertips:
Put everything your promoters, POSM installers, and auditors need right on their smartphones: All tasks in one place — with addresses, contacts, and clear instructions. Instant updates — push notifications for new assignments or schedule changes. Built-in checklists — every step followed in promos, POSM placement, and audits. Real-time photo reports — instant proof of work sent straight to the office.
Stay in full control of field operations with live visibility into every activity. Track employee movements on the map and assign tasks instantly based on location. The system logs every visit, route, and task, giving you a complete history always ready for review.
GPS monitoring ensures accountability and eliminates fraud. Each visit is verified in the right place and time — no false check-ins or skipped locations. Every arrival and departure is documented, so you can confirm performance and resolve disputes with clear evidence.
With instant transparency, you strengthen operational discipline and build client trust by proving that campaigns, POSM placements, and audits are executed with accuracy and reliability.
Keep every job up to your quality benchmarks with built-in control tools: detailed checklists, mandatory photo reports, and validation fields that ensure nothing gets missed.
Generate customizable reports for each visit — with photos, comments, and status updates — and export them for clients in just a few clicks.
All job history is securely stored, giving you a complete archive for audits, compliance, and performance analysis. This simplifies internal control and proves transparency to clients, building trust and long-term loyalty.
Give your clients a branded space with full visibility into POSM placements, promo campaigns, and field activities.
They can track completed and upcoming work, review photo reports, and see campaign results in real time. You decide what they see — while collecting feedback directly through the same channel.
Leading trade marketing and merchandising agencies, retail chains, and retailers use Planado to automate their businesses.
Planado adapts to the unique workflows of trade marketing agencies of any scale:
Set access for promoters, supervisors, auditors, and POSM installers so each role sees only what’s relevant
Upload employees, retail locations, and assignments in minutes via Excel or API for quick onboarding.
Connect with amoCRM, Bitrix24, 1C, or any system via API to automate data exchange and reporting.
Add checklists, photo reports, QR codes, and tailored scenarios for any campaign or project.
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 supports all common field roles in trade marketing: promoters, supervisors, merchandisers, POSM installers, auditors, brand ambassadors, sales representatives, and more. You can manage both in-house staff and outsourced teams within one system.
Yes. Planado tracks employee movements via GPS during tasks. Managers see where each employee is, and the full route history is saved for later reporting and auditing.
Tasks can be created manually or automatically, assigned by location, time, activity type, or employee skills. Bulk upload of assignments and automated route planning are also supported, ensuring efficient distribution of field activities.
Yes. The iOS and Android app delivers assignments, instructions, and checklists directly to staff smartphones. Employees can instantly send photo reports, mark completed activities, and communicate with supervisors.
Yes. Planado connects easily with CRMs, ERPs, and BI platforms via API. This keeps your client database, sales systems, and reporting dashboards automatically in sync.
Yes. Planado follows modern data protection standards. All information is stored securely, encrypted, and accessible only to authorized users.