An introduction to Worksorted

This video will give you a good understanding of the Worksorted CRM and many of the commonly used functions within the system. If you have any further questions after watching the video or would like to discuss licensing please click the ‘Book Consultation’ button below to chat with one of our friendly team members.
Compliance for Financial Advisers

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If you are ready to get started with Worksorted or have any further questions after viewing the above video, book in a time to chat with one of our friendly team members.
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Marketing for Financial Advisers

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Automate your CRM
Gain confidence in your revenue
Get organised to build profits
CRM for Financial Advisers
Intuitive CRM
Revenue Management for Financial Advisers
Revenue Management
Workflow for Financial Advisers
Workflow Solutions

“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