Automate your CRM


Worksorted is a CRM.   You can log in, go to a client page, 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. 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. 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.

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.

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.