Product Information

3 tips for optimising your CRM You might be in a job currently or have been in the past where you were required to store client details using your firms CRM, leave file notes each time you have spoken to a client or send communication for...

Over the last few years, firms in the financial services industry have witnessed a tightening of compliance regulations. Advisers have been subject to increasing compliance regimes and consumers have lost trust in the Financial services industry. For Advisers in particular, there has never been a...

Over the past 10 years the Australian financial services industry has been rocked by significant changes to legislation and extreme tightening of regulation. It’s caused enormous disruption to the way financial planning firms engage with their clients and provide advice. The cost to service clients has...

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,...

Many advisers are pushing 4 or so appointments per day and to suit their busy clients, they are running evening meetings either at the office or in client homes.  It’s common for Licensees to expect that meeting file notes are typed up, stored in a...

If you have an idea or suggestion to make Worksorted work even better, then we would love to hear about it.  Over the years, we have considered thousands of suggestions. Some things are easy, some more complicated. Every idea takes time to scope, assess and...

You may have heard from others that it’s worth checking out Worksorted.  We understand that for some, the best way to get to know our capabilities and to get a feel for Worksorted is to get in and have a play around with it yourself...