Todo List

Keep reps organized

Type ‘to-do list’ into Google, and you’ll get over 1 billion results. How many do you think are built with data-driven sellers in mind?
 
Meet the brilliantly simple way for salespeople to nail their task management while on the road: Numerik’s to-do list.

A to-do list made for sales reps…

View what’s on today, tomorrow, and the next 5 days

See follow ups at a glance

Swipe left to snooze yourself some time

Your sales data, tracking, and tasks in one place

Easily add new to-dos

Help reps’ manage their day more efficiently

After reviewing customer sales data, or a sales call, easily jump over to add tasks, opportunities, or follow ups to your agenda. Create to-dos on your personal to-do list, or let them sync automatically from your customer notes.

Manage time smarter

Get a simple view of what’s on and manage accordingly

  • View your work week clearly: view to-dos due today, tomorrow, and the next 5 days.
  • Quickly discover when to-dos are overdue, snooze them, or push them out a few days.
  • Know where your time is needed with low, medium, or high priority task ranking.

A rep’s digital swiss army knife

The complete package in one app

The one mobile app repeat business sales reps need to run their day. Get goal tracking, forecasts, customer sales insights, customer notes, commissions, and now, your to-do list: in one place. No need to jump from phone to laptop to notepad to get the info you need to sell. It’s all in Numerik, in your pocket.