7 Best Retail Project Management Software for 2023

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Retail corporations of all sizes have to prepare workloads, spending, staff and clients. The work piles on rapidly and it may be equally overwhelming for particular person on-line sellers and groups. A very good retail planning instrument will assist groups keep on high of excessive priorities resembling orders, payroll and advertising.

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High retail undertaking administration software program comparability

Within the desk under, we discover software program options with numerous choices. Every software program has reasonably priced choices for groups beginning out and nice options for productiveness on the go.

Cell entry Time Monitoring Free trial Free Plan Pricing
Trello Sure No, however has integrations Sure, 14 days for Premium Sure Beginning at $5 per person per 30 days
Wrike Sure Sure Sure, 14 days Sure Beginning at $9.80 per person per 30 days
ClickUp Sure Sure Sure, for ClickUp AI Sure Beginning at $7 per person per 30 days
Teamwork Sure Sure Sure, 30 days Sure Beginning at $5.99 per person per 30 days
Todoist Sure No, however has integrations Sure, 30 days Sure Beginning at $4 per person per 30 days
Nifty Sure Sure Sure, 14 days Sure Beginning at $5 per person per 30 days
Notion Sure Sure Sure, for Notion AI Sure Beginning at $8 per person per 30 days

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Trello: Best for easy tasks

The Trello logo.
Picture: Trello

If you happen to’re in search of a easy undertaking administration instrument to maintain observe of gross sales, orders, clients and objectives, then Trello is an efficient alternative. The software program is greatest fitted to groups that aren’t engaged on tremendous advanced tasks and wish to keep away from dropping productiveness studying one thing that’s feature-dense.

New companies that work remotely can profit from price financial savings and easy accessibility throughout units. Bigger groups might take into account their enterprise plan with limitless workspaces and superior safety. General, Trello is nice for retailers that need room to develop.

Pricing

Plans embrace Free, Normal, Premium and Enterprise:

  • Normal is $5 per person per 30 days billed yearly and $6 per person per 30 days billed month-to-month.
  • Premium is $10 per person per 30 days billed yearly and $12.50 per person per 30 days billed month-to-month.
  • Enterprise is $210 per person billed yearly with no month-to-month alternative.

Options

  • Has work views resembling kanban, desk, timeline and calendar.
  • Potential so as to add customers referred to as observers with restricted actions.
  • Entry to automation for repeated actions.
  • Gives detailed safety features like attachment restrictions and group permissions (Enterprise).
  • Helps each iOS and Android cell units.
  • Two-factor safety for all plans.

Execs

  • Groups can create their very own customized work views.
  • Templates get groups to work quicker with give attention to clients.
  • Nice for distant, hybrid and in-person retail groups.
  • Has an intuitive UI and is nice for groups that need one thing with much less of a studying curve.
  • Complete group can entry the Free plan.
  • Reasonably priced for brand new companies simply beginning out.
  • Safety controls in your group’s cell units in all plans.

Cons

  • Work views for Free and Normal are restricted to kanban.
  • Help for Free and Normal can be very restricted.
  • The upper tiers can get very costly.

If you wish to be taught extra, you’ll be able to learn our Trello review.

Wrike: Best for rising your shopper base

The Wrike logo.
Picture: Wrike

Wrike is a superb possibility for companies which have larger groups that wish to observe gross sales leads, sources, occasions and shoppers. If you happen to want extra capabilities and plan to develop your shopper base with entry to in-depth reporting and enterprise intelligence information, Wrike is an incredible alternative. Small groups and freelancer sellers can nonetheless profit from the Free model that enables limitless members.

Pricing

Subscriptions they provide are Free, Workforce, Enterprise, Enterprise and Pinnacle:

  • Workforce is $9.80 per person per 30 days billed yearly.
  • Enterprise is $24.80 per person per 30 days billed yearly.
  • Enterprise pricing is predicated in your group’s wants for safety and dimension.
  • Pinnacle pricing is custom-made for groups that need in-depth reporting and enterprise intelligence analytics.

Options

  • Work views supplied embrace desk, board, Gantt charts and kanban.
  • Limitless tasks, duties, fields and request kinds.
  • Cell entry for iOS and Android units.
  • Analytics work view and entry to information visualizations.
  • Superior search and filtering.
  • Adobe Inventive Cloud extension for content material creation.

Execs

  • Templates for a number of must get began.
  • Work scheduling for people and the entire group.
  • Generated reply choices and textual content recognitions on cell for quicker communication.
  • Time monitoring and timesheets to make sure your group is paid pretty.
  • Finances administration for assist staying on high of enterprise spending and bills.

Cons

  • Restricted integration entry.
  • Automations are restricted per person per 30 days in every plan.
  • Could be pricey for bigger groups.
  • Person minimums for the paid plans.
  • Restricted cupboard space for accounts with the very best being solely 15Gb per person in Pinnacle.
  • Solely annual pricing.
  • Workspace branding solely within the Enterprise tier.

Groups that need extra data can learn our full Wrike review.

ClickUp: Best for accessing sturdy options

Logo for ClickUp.
Picture: ClickUp

Groups in search of feature-rich options with a wide range of reasonably priced plan tiers ought to take into account ClickUp. Much like Wrike, it provides a startup-friendly Free plan with entry in your entire group. The free model and decrease tiers even have distinctive options resembling pure language processing (NLP) and customized process statuses. Paid tiers have entry to extra safety and help and are nice for groups working with delicate consumer information.

Pricing

Plan tiers are Free, Limitless, Enterprise, Enterprise Plus and Enterprise:

  • Limitless is $7 per person per 30 days billed yearly and $10 per person per 30 days billed month-to-month.
  • Enterprise is $12 per person per 30 days billed yearly and $19 per person per 30 days billed month-to-month.
  • Enterprise Plus is $19 per person per 30 days billed yearly and $29 per person per 30 days billed month-to-month.
  • Enterprise provides customized pricing primarily based on group wants.

Options

  • 15 work views together with kanban, Gantt charts, desk and calendar.
  • All plans have entry to time monitoring.
  • Reporting for sprints, milestones, workloads, time and progress.
  • Over 50 native integrations obtainable in all plans.
  • Particular connections with Zapier, OneDrive, Google Drive and Tableau.
  • Two-factor authentication for all plans.
  • Customizable roles and permissions.

Execs

  • Hold observe of one another with workload profiles and work scheduling.
  • Reporting for sprints and progress.
  • Ready to make use of process dependencies and assign a number of group members to a undertaking.
  • Notifications for sure actions to make sure there are not any gaps in your communication.
  • Onboarding and coaching in Enterprise.

Cons

  • Automation restricted per 30 days per seat.
  • Solely Enterprise plans can take away ClickUp branding.
  • Two-factor authentication with SMS solely in Enterprise and up.
  • HIPAA compliance solely in Enterprise.
  • Precedence help solely in Enterprise Plus and up.

If you happen to’re involved in studying extra, see our ClickUp review.

Teamwork: Best for group analytics

The Teamwork logo.
Picture: Teamwork

If you happen to want retail administration software program that focuses on time monitoring, budgeting and reporting, Teamwork is a front-runner. It provides necessary advertising and accounting integrations resembling HubSpot and QuickBooks. The applying is nice for dealing with each your consumer base, funds and collaboration on tasks. Small groups can save however the extra members you have got could make it pricey.

Pricing

The completely different plan tiers obtainable are Free, Starter, Ship, Develop and Scale:

  • Starter is $5.99 per person per 30 days billed yearly and $8.99 per person per 30 days billed month-to-month.
  • Ship is $9.99 per person per 30 days billed yearly and $13.99 per person per 30 days billed month-to-month.
  • Develop is $19.99 per person per 30 days billed yearly and $25.99 per person per 30 days billed month-to-month.
  • Scale pricing is predicated in your productiveness wants.

Options

  • Work views the app provides are record, desk, board and Gantt.
  • Standard integrations resembling Harvest, QuickBooks and HubSpot.
  • Project budgeting options for watching time and bills.
  • Reporting for time, revenue and standing.
  • Customized filters for quick looking.
  • Activity dependencies and tagging for staying organized.

Execs

  • Loads of time-tracking options resembling timesheets, reminders, charges and estimates.
  • All work views can be found in every plan.
  • Invoicing amongst all plan tiers.
  • Billable time monitoring in all plans.
  • Shopper view entry for all plans.

Cons

  • Free plan caps at 5 customers and paid tiers might be costly for tighter budgets.
  • Templates for tasks and process lists are restricted per plan.
  • Automation has a set quantity of actions per 30 days in all plans.
  • Most options have completely different limits throughout all tiers.
  • Shopper customers solely within the Ship plan.

Groups excited to be taught extra about what this software program can do ought to see our full Teamwork review.

Todoist: Best for price financial savings

The Todoist logo.
Picture: Todoist

Todoist is easy software program. It provides the fundamentals whereas remaining budget-friendly. People and groups can manage and collaborate on their enterprise tasks and maintain observe of each day duties and long-term objectives.

It isn’t stacked with options and it’s not the precise answer when you’ve got a big consumer base, a excessive quantity of buyer orders or have to investigate an abundance of shopper information. Nevertheless, you’ll be able to improve it with integrations so as to add options resembling time monitoring, Gantt charts, automation and messaging.

Pricing

Plans obtainable embrace Newbie, Professional, Starter, and Enterprise:

  • Newbie and Starter are free.
  • The Professional plan is $4 per person per 30 days billed yearly and $5 per person per 30 days billed month-to-month.
  • The Marketing strategy is $6 per person per 30 days billed yearly and $8 per person per 30 days billed month-to-month.

Options

  • Add visitors and collaborators to the workspace.
  • Admin controls inTeam Enterprise.
  • Prepared-to-go and customizable themes in your workspace.
  • Limitless exercise historical past for paid plans and one week without cost plans.
  • Work views primarily based on what you flag or by the due date.
  • Filtered views for workspace.
  • Integrations with in style apps.
  • 5 lively tasks, Private Professional permits 300 and Workforce Enterprise has as much as 1,000 (Free plan).

Execs

  • Paid plans can create reminders to make sure you bear in mind necessary duties.
  • Reasonably priced pricing for paid tiers.
  • Limitless visitors for paid plans and as much as 250 collaborators per undertaking.
  • Workforce Marketing strategy has each computerized backups and safety controls.

Cons

  • Free tiers restrict use to 1 person every.
  • Every plan has limits on the variety of visitors and collaborators.
  • Not one of the free plans can entry a group workspace.
  • Fewer options in comparison with opponents.

These of you who wish to know extra, can learn our complete Todoist review.

Nifty: Best for the fundamentals

The Nifty logo.
Picture: Nifty

One other easy however mighty software program is Nifty. It’s not going to have the identical assortment of options and instruments you’ll discover in Wrike or ClickUp, but it surely does supply traditional choices. You should utilize Nifty for organizing retail process administration, monitoring time and budgeting, in addition to collaborating with visitor customers and shoppers.

Pricing

Plans they provide are Free, Starter, Professional, Enterprise and Enterprise:

  • Starter is $5 per person per 30 days billed yearly and $9 per person per 30 days billed month-to-month.
  • Professional is $10 per person per 30 days billed yearly and $16 per person per 30 days billed month-to-month.
  • Enterprise is $16 per person per 30 days billed yearly and $25 per person per 30 days billed month-to-month.
  • Enterprise is predicated on the wants of bigger groups.

Options

  • Customizable work views in kanban and record formatting.
  • In-app chat for communication.
  • Hold observe of duties and milestones.
  • Time monitoring for paid plans.
  • Reporting and price range monitoring for paid plans.
  • Customized roles and permissions to your workspace run easily.
  • Over 2,000 integrations resembling Harvest, Slack and Typeform.

Execs

  • The Free plan permits limitless group members.
  • Limitless visitors and shoppers might be added to paid plans.
  • Paid tiers enable 40 to limitless tasks at a time and 100GB to limitless storage
  • Activity and milestone dependencies to make sure your workflow is accomplished within the order you want it.
  • Two-factor authentications for all plans.

Cons

  • Free plan has solely two tasks and minimal cupboard space.
  • A lot of the necessary options are in paid tiers.
  • Precedence help solely within the Marketing strategy.

You possibly can learn our review of Nifty to be taught extra about the way it works.

Notion: Best for dynamic groups

The Notion logo.
Picture: Notion

Notion is a really versatile undertaking administration instrument. It may be nice for writers, freelancers, faculties, creatives and startups. If you happen to want a retail process administration instrument to deal with loads of writing, reporting and deadlines, Notion can do all of that affordably. Each small and enormous groups can use Notion to innovate concepts, handle workloads and combine with advertising and payroll instruments.

Pricing

Subscriptions are Free, Plus, Enterprise and Enterprise:

  • Plus is $8 per person per 30 days billed yearly and $10 per person per 30 days billed month-to-month.
  • Enterprise is $15 per person per 30 days billed yearly and $18 per person per 30 days billed month-to-month.
  • Enterprise is custom-made for the superior options your group needs for help and admin controls.

Options

  • Work views resembling kanban, record and desk.
  • Notion Time Tracker template for maintaining with duties.
  • Data wikis for quick entry to shared data.
  • Notion AI add-on obtainable to assist with summarizing and modifying.
  • Potential to sync databases and preview hyperlinks within the app.
  • Integrates with in style apps resembling Slack, Figma and Gusto.
  • Public API to create your personal connections with apps you utilize.

Execs

  • All plans can add visitors.
  • In a position to set group permissions in all plans.
  • Limitless undertaking pages and blocks in paid plans.
  • Exporting and analytics in all plans.
  • Nice for distant groups that must collaborate.

Cons

  • Restricted safety features in most plans apart from Enterprise.
  • Free plan solely permits as much as two customers and limits the quantity blocks per person.
  • Solely Enterprise and Enterprise plans can have personal group areas.

You possibly can be taught extra from our complete Notion review.

Key options of retail undertaking administration software program

Retail process administration software program must adapt to the number of companies that use it. Other than fundamental undertaking administration, many groups may have extra content material, information visualization, time monitoring and entry to integrations.

Work views

In retail, groups could possibly be engaged on orders, buyer data, product design and the rest to do with offering providers to customers. Work views supply alternative ways to visualise workflow, progress and deadlines.

The demographics of retail staff are numerous so having many choices improves usability, particularly for visible learners. Retail groups typically don’t work on tremendous advanced tasks resembling software program improvement so discovering software program with out a massive studying curve is integral for productiveness.

Collaboration

Whereas some retail corporations could be a get together of 1, it nonetheless helps to have group workflow capabilities for development or for working with shoppers. Having the ability to name, message, arrange occasions and simply share data could make a huge effect on general productiveness.

Time monitoring

Most retail groups encompass hourly employees, so having a instrument to trace every worker’s time is a large profit. There are time-tracking options that target particular person duties as effectively to report on general progress. If you happen to discover a software program you want however there’s no built-in time monitoring there are many integrations that handle hours.

Integrations

For some groups, selecting the least difficult software program will make the most important distinction. A feature-rich software program can supply extra, however the simpler the instrument is to make use of the much less it’s good to be taught. Essentially the most reasonably priced app with naked minimal options is perhaps the most effective match for you, and that makes the integrations they provide all of the extra necessary.

Automation

When there are a whole lot of shifting components, it’s simple to lose issues in communication. Scheduling minor duties that must occur on a each day, weekly or month-to-month foundation can save time, maintain everybody on the identical web page and get tasks executed on time.

Cell entry

Whether or not you’re distant, hybrid or in-person, retail groups can massively profit from the time financial savings on-the-go entry gives. If you happen to get orders day and night time or are all the time going backwards and forwards between work it helps to have that prompt communication offered by cell entry.

How do I select the most effective retail undertaking administration software program for my enterprise?

Workforce administration software program for retail groups must be reliable and maintain each member linked. It’s essential examine prices and options for any software program, however on this case, you actually wish to keep away from something that’s pointless. The extra advanced and costly software program is, the extra it will possibly crush your group and return on funding.

Retail groups which have a whole lot of writing and reporting to do on stock or shopper information will need these further options you’ll find in Wrike, ClickUp and Notion. When you have a good price range although, analysis the integrations and free plan choices. Progress can come later, particularly when you’re a brand new vendor and maximizing revenue actually counts.

Larger groups that may afford all of the bells and whistles ought to nonetheless test-drive the software program with their staff. Nobody will have the ability to assist clients, and you’ll lose gross sales if nobody understands your process administration software program. A lot of the greater tier plans, resembling Enterprise plans, will supply extra safety and admin controls, however these options is probably not a excessive precedence in your group.

Methodology

We evaluated software program when it comes to the collaboration, communication and time-saving options they provide. Usability is one other crucial issue as a result of retail groups aren’t working in information science; they want quick, dependable options that can give them core undertaking administration choices.

Software

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