Get your CRM working on autopilot with automation


Allowing users to do more things and with less clicks is an outcome software providers should focus on.  Providing more touch points and services to their clients is something that most financial advice firms are focused on.  These two objectives blend together when advice firms use Worksorted automation to communicate with clients.

Worksorted is a CRM.   You can log in, go to a client page and do a bunch of things. Like put in file notes, work on jobs, create documents, send SMS or create emails. The things you do in the CRM are stored against the client’s records. But that’s really the long handed way. To make you more efficient, Worksorted takes those functions up another two levels.

The first level up is the ability to communicate with clients on bulk – that is, more than one client at a time. Like sending a list of clients who are due for review, a personalised SMS in the one action. When you do that in Worksorted, a copy of each message is stored against each client.

The second level up is where you establish fully automated processes in Worksorted. You create your own processes with the content you want to send, to which clients and when.   These rules use key dates like birth dates and review dates.  Once your rules are set, Worksorted then performs those tasks for you.

For example, sending your personalised SMS at 9.15AM, 45 days prior to the client’s review date. And then perhaps to create a review job, assigned to the adviser, 15 days prior to the review date. The adviser will be notified that the job is there to be done.

It is this higher level functioning of our CRM that is really supporting financial advice firms to deliver high touch service, without the need to click or for that matter to even log into their CRM.

We are proud of what have built in the area of service automation. If you’d like to check it out for yourself, just get in touch with us and we’d be happy to share it with you.