Personalized Timelines. Shared Tasks and Notes.

Because missing commitments is bad for business

Keep your team on the same page

Your To-Do List

Personalized for you. With NextBroker’s Timeline, you can check out your agenda for today, tomorrow, this week and next week with just a click. Timeline brings together all your active tasks so you don’t lose track of what needs doing by when. View your assignments by deadline or priority, who assigned you the task or who you assigned the task to. The Timeline view is adaptable so you can focus on getting the most out of every day.

Notes and Tasks

Inform the team and get things done with NextBroker’s powerful Notes and Tasks tools. Memorialize prospect meetings and phone calls with Notes. Assign projects or follow-up with Tasks. Attach any relevant documents or files and set-notifications so the job gets done. Export your tasks to your calendar. NextBroker works hard to make sure you never miss an appointment or commitment.