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Retail & Shopper Marketing Staffing and Reporting Platform

Retailwise is more than a platform - it’s your end-to-end ecosystem for planning, executing, and measuring in-store performance across retail promotions, shopper marketing, retail compliance, audits, mystery shopping, and merchandising - with absolute clarity.

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Trusted by the best retail execution companies globally​

acosta
captivate
disrupt
drinx
frontpageretail
flexforce
storey

Is this you right now?

  • Scheduling is a headache -
    chasing staff, filling last-minute gaps, and managing unpredictable availability.
  • Onboarding takes forever - 

    compliance checks, references, and approvals slow everything down.
  • Tracking is unreliable - 

    no-shows, poor attendance visibility, and messy reporting.
  • Payroll is a nightmare -

    different pay rates, travel claims, and manual calculations waste time.
retail shopper marketing hospitality shitt scheduling survey software platform 1

Smarter Scheduling.
Seamless Compliance. 

Real-Time Insights.

The most powerful and user-friendly system, designed to streamline your workflow, automate tasks, and save you time, money, and stress. Keep reading to see how our features take the hassle off your plate.

Technology + Expertise for Flawless Retail Delivery

Retailwise brings together the power of Staffwise, Surveywise, and Datawise – seamlessly bundled with strategic guidance from people who understand field marketing and retail execution inside out.

Results You Can Expect

  • Up to 80% less admin for field and head office teams
  • Real-time insight for faster decision making
  • Unified reporting across multiple campaigns and markets
  • Higher compliance rates and consistency at store level
  • Dedicated retail success support for ongoing optimisation

Success Stories

What It Really Feels Like to Work With Us

Don’t just take our word for it – see what our clients say when the cameras are rolling (and when they forget they’re on). “It’s the first time we’ve felt like someone actually gave a damn.” Hit play on any of the videos below to hear how we’ve helped businesses like yours move faster, smarter, and with way less stress.

What’s Inside Retailwise?

Retailwise is built on the proven core of our SaaS platforms. Together, these platforms form a single retail execution engine, fully integrated and backed by our specialist team:

STAFFWISE

Workforce & Scheduling

  • Plan, schedule, and manage your field teams with full visibility and control.
  • Reduce admin, eliminate errors, and deliver 
on-time, every time.

Surveywise

Surveys & Reporting

  • Capture in-store data, compliance photos, and campaign feedback instantly.
  • Create custom forms, track progress live, and act in real time.

DATAWISE

Analytics & Dashboarding

  • Visualise performance and compliance through live dashboards.
  • Turn complex data into actionable insight – instantly shareable with your clients and teams.

Field Staff Onboarding

Onboard your tactical staff, field teams, sales reps and merchandisers with our custom registration process:

  • A comprehensive, fully customisable and brandable registration.
  • Multiple signable terms, contracts, consents, opt-ins and opt-outs for gaining staff commitment.
  • Company divisions to allow separate registration forms for targeted role onboarding and management.
  • Integrated Manual and Digital Right to Work checks.
  • Automated collection of job references.
  • 30 to 120-second video bio upload
  • Form builder for your custom questions.

Scheduling

Schedule your high-volume call files and schedules for tactical field teams, sales reps or merchandisers with ease:

  • Our Open-shift scheduling is not assigned to a specific employee or date. Instead, these open shifts are added with a given date range and can be left vacant or "open" for staff to voluntarily book based on their availability, location and preferences, lending itself perfectly to call file schedules.
  • Import up to 10000 calls per job via spreadsheets or API’s from external systems.
  • Create self-perpetuating calls that require periodic tactical visits all year round.
  • Manage and shortlist staff for calls by location, region, postcode, role or other selected criteria.
  • Shortlisted field staff can apply or self-book onto calls and shifts.

Field Staff Options

  • Field staff can enter their attendance date for the call, which doesn’t require them to attend that day but provides an approximate date for monitoring purposes.
  • Field staff clock-in and clock-out of their calls, which can be based on GPS location, for accountability of each visit.
  • View call briefs on their upcoming work and track confirmations.
  • Direct links on their dashboards to their surveys and to add expenses per call.
staffwise datawise hospitality staffing platform

Shift/Call Management

  • Dashboard for monitoring the status of the shifts and calls on jobs as a whole.
  • Field staff page for monitoring shift or call status on a staff-by-staff basis per job.
  • Book field staff directly to calls or via the schedule import file.
  • Communicate with staff via email, SMS and Push notifications.
  • Notifications for staff who do not attend a call on their selected attendance date.
product tour manage staffwise platform white

Expenses

Field staff often incur many expenses while performing their duties, such as purchasing products, travel, and meals. Having a smooth and efficient expense claim process is essential to ensure they are not distracted from the job at hand.

  • Call-based and ad-hoc claiming methods.
  • Expense claims and tracking via custom categories to ensure finance accounting accuracy.
  • Travel claims via Mileage A-B and Duration A-B for time-saving and accurate claims.
  • Default multi-tier cost per m/km to always ensure the correct rates are applied.
  • Pay expenses independently of payroll to ensure the burden of the expenses does not lie with your field staff.
  • Custom integrations with your payroll provider for swift and clean payments.
  • Expense reporting and analytics to keep on top of your expense expenditure.

Payroll

  • Custom payroll files to perfectly suit your finance package. There is no need to waste time and money amending files.
  • Pay staff rates based on the status of the call. This will use multiple-choice questions to assign rates accordingly, such as call status selection.

See our Staffwise Creds for more details.

Data Collection

Create all your hospitality surveys with ease and speed. Surveywise gives you the power to create fully customisable surveys that collect structured, accurate data, quickly & intuitively.

Survey

  • Many question types are available to effectively collect data as required.
  • Detailed scripting, routing and logic to ensure forms are as efficient as possible for ease of use
  • Survey autosave for data security and real-time data collection to ensure valuable data is never lost.
  • Offline mode to save the survey locally when no internet is available to ensure staff satisfaction.

Guidance

  • Add instructions and briefings to every question, to ensure 100% accurate data collection.
  • Venue or location-specific notes can be saved in the location database for automatic visibility to future staff visiting this location.

Allocation

  • Assign multiple ongoing jobs and events in seconds to the same report to ensure all data flows into the same data pool for client satisfaction.

Visibility

  • Assign location visibility rules for questions based on town, region or custom tags.

Alerts

  • Create triggers and notifications to ensure immediate corrective actions for things such as incident reports.

See our Surveywise creds for more details.

Google Looker Studio

Our system enables seamless integration with Google Looker Studio, allowing our data engineers to build highly customized, drill-down dashboards tailored to your exact specifications. With robust data processing capabilities, we ensure that even the most complex datasets are transformed into insightful and interactive visualizations. Some examples of the dashboards we can provide include, but are not limited to:

Comprehensive Overview of Visits and Market Analytics:

This section provides a detailed summary of visit metrics, examining the frequency and patterns of visits across various locations. It can also include an analysis of market penetration, showcasing the effectiveness of our outreach efforts within targeted demographics, along with in-depth sales data and return on investment (ROI) calculations to evaluate overall financial performance.

Visualization of Key Performance Indicators:

We present engaging indicator charts that illustrate essential metrics, including visit numbers, adherence to pricing strategies, product stock levels, and consumer sentiment analysis. These visual tools are designed to simplify the interpretation of complex data, facilitating quicker decision-making processes.

Regular Performance Monitoring:

We can implement a systematic approach to track overall performance across key areas such as stock availability, adherence to planogram standards, and compliance with pricing strategies. This periodic evaluation allows you to identify trends over time and spot potential issues before they escalate, ensuring continuous alignment with your operational goals.

Location-Specific Compliance Audits:

We present compliance checks at individual locations to ensure all standards are met. This includes verifying proper stock levels, planogram execution, and pricing accuracy across each site, providing a granular view of operational performance.

Visual Merchandising Impact Assessments:

Utilizing visual impressions, we present the visibility and presentation of products within retail environments. By focusing on how products are displayed, you can enhance consumer engagement and improve the overall shopping experience.

In-Depth Consumer Insights and Sentiment Analysis:

By analyzing consumer feedback and sentiment, you gain valuable insights into customer perceptions and preferences. This data helps stakeholders to understand market trends, identify areas for improvement, and tailor their strategies to better meet consumer needs.

Retail marketing scorecards:

Present key performance metrics such as sales, customer satisfaction, marketing effectiveness, employee productivity, and inventory management through clear visualisations. These scorecards help teams easily track performance and support data-driven decisions that drive business growth.

See our Datawise Creds for more details.

Why Retailwise Exists

Because retail execution and field marketing aren’t just about data or scheduling – it’s about results.

We created Retailwise for brands and agencies that demand precision, visibility, and control over their field operations.

Our team lives and breathes retail. From activation planning to demos and compliance checks, our retail success managers help you navigate every detail – ensuring your campaigns don’t just run, but excel.

Strategic Support Built In

Every Retailwise client is paired with a Retail Success Manager – a specialist who understands your business, your category, and your retail landscape. They’ll help you:

  • Design and refine your retail execution strategy
  • Benchmark performance across locations and campaigns
  • Maximise use of your platform through training, setup, and data guidance

This blend of technology + human insight ensures you’re not just using software, you’re driving measurable results.

Who Retailwise Is For?

Staffwise brings every part of workforce delivery together:

1

Brands

running national field marketing, sampling, or merchandising campaigns

2

Agencies

delivering client activations, demos, or compliance reporting

3

Retail operations teams

that need live visibility across stores and markets

If retail execution is your world, Retailwise is your competitive advantage.