Taking a free trial of Worksorted is the first step towards boosting the value and lowering the costs of your financial services firm.
Our free trial is for 14 days and is completely obligation free. While trialling the Worksorted software, you will have unlimited access to our helpful support staff as well as various training resources to ensure a smooth trial period for you and your practice.
Once you have complete your profile registration one of our friendly team members will be in contact shortly to arrange your 14 day free trial.
Having just made the full transition to worksorted from COIN, we couldn’t recommend Worksorted more highly. Their support team and training are exceptional and the efficiencies the software has created have been very evident to the whole team! Wish we made the switch earlier.
Our practice has been using Worksorted for over three years. The CRM software is easy to use, particularly when managing daily workflow and tasks. The team is very prompt and helpful when requiring assistance. Would happily recommend the software to anyone in the financial planning industry.
We have seen the savings in time that Worksorted can provide us, 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.
I no longer need a note pad and pen by the bed. I sleep soundly knowing that Worksorted will keep my business on track and help me tend to my clients’ financial affairs. Thanks to Worksorted, not only is my daily workflow taken care of but I can also easily track my initial and ongoing revenue. No more clunky spreadsheets, or hours of inputting data. I love the flexible reporting options and already feel like the business can tackle the pending FOFA challenges. Congratulations to the Worksorted team on their intuitive, easy to operate site.
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.