Worksorted was a natural fit for Brava. As a client centric business to have a tool which connects us to our clients (Internal and External) on a communication, relationship and revenue level at a glance helps us to manage the Brava business very effectively. Worksorted’s forward looking focus as one of our major strategic relationships is just so important in our industry of constant change.”

We now have a very effective work/job tracking system that is simple to use and easily accessible by all staff from any computer (no longer confined to locally stored spreadsheets). Another stand out for us is the revenue tracking system which is very clever and simple to set up. It provides a wealth of useful reports which greatly enhances our ability to track client/product/company revenue. There is no other system that can do this and it is so easy to use!”

We are thrilled to be using the document and checklist features in some key job types. It’s allowed us to share some template and standard documents in the cloud for easy retrieval. This has been especially useful when we have advisers working in field without shared drive access to our server. The other benefit has been to use the checklists to indicate the usual high level steps that a task would go through. It’s quicker and easier to update the notes in a job and forms the basis of our compliance checks.”

We engaged Worksorted as the provider of our client workflow and file note CRM and as our revenue management system. Since then we have seen the savings in time that Worksorted can provide us, have seen how easy it is to manage client workflow and file notes and experienced the excellent support from the Worksorted team, which makes using the system even easier to use. I would encourage you to consider Worksorted as a tool that will add value to your business

One of the main things that need to be kept in mind is that planners spend a lot of time creating paper trails for auditors and to protect themselves from litigation. I know that a lot of planners are crying out for a practice management solution that creates this paper trail from the first contact, to on boarding the client and providing advice, through to maintaining and providing an ongoing service to the client. We chose Worksorted because it provides that paper trail at the end of a workflow that can be exported and saved to a client’s file.

The commission system is fantastic and the workflow management piece is looking to be equally so. From the reports I have received, your team has been very supportive and flexible throughout the entire process. Job well done!!