Proceso review
A broad retail operations suite for enterprise teams managing distributed stores.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Proceso is a retail operations platform for brands managing distributed store networks, franchise teams, field managers and enterprise operations groups. It brings store visits, audits, repeatable checklists, SOPs, visual merchandising, safety checks, maintenance issues and new-store workflows into one system. Teams can assign work with due dates and ownership, collect photos, signatures, GPS data and QR-code evidence, and review performance through dashboards. Web, Android and iOS support fit organizations coordinating activity across stores and field teams.
Its plan structure maps increasing control to increasing operational complexity. Core Ops includes digital R&M tickets, daily checklists, internal surveys and basic dashboards. Ops Plus adds compliance scoring, advanced forms, regional views and richer reporting, while Command Centre (AI) adds an AI assistant, AI approvals and executive command-centre dashboards. Pricing is contact sales and per user, so it is better suited to organizations evaluating the platform across a defined retail operation than buyers seeking a simple self-serve purchase. The tiering also makes AI-led workflows a higher-level investment rather than a baseline capability.
Proceso stands out through breadth: audits, issue management, proof of completion, planogram verification, approval workflows, policy-based routing, centralized templates and AI-assisted escalation are connected with integrations including Salesforce, SAP, ServiceNow, DocuSign, Dropbox, QuickBooks and Freshworks. That scope should appeal to enterprise teams that need compliance visibility and consistent execution across many stores or brands. Smaller retailers or teams looking mainly for checklists and task assignment may find the wider operational model unnecessary and should consider a narrower tool.
Proceso pros and cons
- Where it wins
- Combines audits, tasks, proof capture, approvals and SOPs
- Supports planogram compliance and AI-assisted workflow automation
- Connects with Teams, ERP, BI, POS, WFM, HR and more
- Where it doesn't
- Contact-sales pricing makes plan comparison less direct
- The broad feature set may exceed the needs of a single store
- AI features are reserved for the Command Centre plan
Proceso fact sheet, pricing and score →
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