“Our practice has been using Worksorted for over three years. The CRM software is easy to use, particularly when managing daily work flow and tasks. The team is very prompt and helpful when requiring assistance. Would happily recommend the software to anyone in the financial planning industry.”
Mark Jefferey – Frontier Financial Group
“Having just made the full transition to worksorted from COIN, we couldn’t recommend WS 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.”
Jenna Maher – Vine Wealth
“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!
Kate Phillips – Tend Financial Planning