A simple app to manage your team’s tasks,
projects, clients & business workflows
Use boards to easily manage any
team, project, client or workflow
Assign tasks, sub-tasks and set
due dates to promote ownership
Get started in seconds with over
+100 custom made templates
Discuss task details in context
and keep things organized
Use kanban view to easily
manage any workflow
Use calendar view to easily track
due dates and deliverables
Track your team’s progress
visually with Table view
Create a bird-eye view for
all of your teams’ work
Centralize all your discussions
into one simple to use inbox
Add custom fields to enrich your
tasks with important context
Add tasks, attachments, reminders
and notifications in WhatsApp
Customize your notifications to get
only the updates you care about
Organize all your calendar events
and tasks in one place
Any.do works with over +6000
apps to automate your work
Streamline business processes
without breaking a sweat
Syncs across all your devices
In the fast-paced world of brokerage, maintaining a structured task management flow is essential. Any.do provides an efficient solution with its robust task management features. By organizing and prioritizing daily activities, brokers can ensure that no opportunity is missed, and every client’s demand is promptly addressed. Tasks can be categorized and assigned different levels of priority, enabling brokers to focus on high-value activities first. This system also helps in eliminating redundant tasks, thereby saving valuable time and resources. For a broker, where decisions are time-sensitive, having organized task flows can be the difference between closing a deal or losing a client.
Collaboration is critical in the brokerage business, where timely communications can drastically impact the client relations. Any.do’s chat collaboration around tasks feature allows brokers and their team members to communicate seamlessly. Whether it’s discussing the next steps on an ongoing deal or brainstorming strategies to tackle market challenges, the integrated chat feature ensures that all interactions are consolidated in the context of the relevant tasks. This reduces the need for separate communication tools, streamlining discussions and speeding up decision-making processes.
Managing multiple tasks across various stages can become overwhelming without the right tools. Any.do enables brokers to organize and manage their tasks across different boards, providing clear visibility into each stage of the workflow. This feature is crucial for brokers handling several clients or transactions simultaneously. By segmenting tasks into distinct boards, individuals or teams can focus on specific aspects of the business, whether it’s client acquisition, closing transactions, or post-sale follow-ups. The flexibility of board management allows brokers to adapt quickly to changes without losing sight of their priorities.
Scheduling is a significant part of a broker’s responsibilities, as meetings and deadlines often dictate the pace of daily operations. Any.do’s calendar and scheduling capabilities are designed to facilitate this process efficiently. It integrates tasks into a calendar view, allowing brokers to see their entire schedule at a glance. This integration helps in planning client meetings, follow-up calls, and other critical transactions effectively, ensuring that no appointment is double-booked or missed. Brokers can synchronize their calendar with their team’s schedules to optimize time management and maintain a consistent workflow.
To cater to the dynamic needs of brokers, Any.do offers different board views such as calendar view, kanban view, and table view. Each of these views provides unique advantages in visualizing ongoing tasks and their statuses. The kanban view is excellent for monitoring the progress of deals and identifying bottlenecks swiftly. The table view offers a straightforward, linear outline of tasks, perfect for brokers who prefer a more list-oriented approach. Meanwhile, the calendar view is ideal for scheduling interactions and deadlines. This adaptability in viewing options ensures that brokers can choose the most effective way to manage their workflows.
Any.do’s flexibility extends to task customization with custom fields, enabling brokers to tailor task details to specific requirements. By adding fields such as dates, currency, and progress levels, brokers can ensure that each task is aligned with their business metrics and goals. This feature is incredibly beneficial in the financial aspect of brokering, where currency valuation and transaction milestones need constant oversight. Custom fields also provide detailed insights, aiding brokers in assessing the status of deals and forecasting future revenue streams.
As a broker, I'm constantly juggling multiple responsibilities, and Any.do has been a game-changer for me. Its task management capabilities allow me to prioritize and focus on high-impact tasks, and the chat feature helps our team stay coordinated. I can't imagine going back to our old, scattered system.John Doe
Financial Broker
Any.do's calendar integration is fantastic for managing my brokerage schedules. It synchronizes seamlessly with my existing calendar, ensuring I never miss an important client meeting. The different board views also help in visualizing our workflow better. Overall, it's incredibly useful for maintaining productivity.Sarah Mitchell
Real Estate Broker
The ability to customize tasks using custom fields has been invaluable for our brokerage firm. We can track currency changes and set specific progress milestones with ease. Any.do simplifies the complexity of our operations remarkably, making our team more effective.David Clarkson
Stock Broker
What sets Any.do apart is its focus on collaboration. The task chat feature is seamless, allowing for ongoing discussions without having to leave the platform. It's like having our communication and task management all in one place, enhancing our team's efficiency.Rebecca Alston
Insurance Broker
Any.do has redefined the way we handle task management in our brokerage. The kanban view, in particular, is a standout feature, making it easy to track the progression of deals. It's intuitive and the perfect tool for any busy broker looking to optimize their workflow.Mike Stevenson
Mortgage Broker
