Dedicated SMS Number
Expand the way you communicate with your clients with a Dedicated SMS Number. We can arrange for a number th
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Clientcomm Integration
Worksorted and Clientcomm have been integrated to increase efficiencies in advice practices taking advantage of both best of breed softwares. Worksorted has an embedded client export format
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Financial Mappers Integration
For those businesses using Worksorted alongside Financial Mappers,the integration will provide an efficient process for ensuring all client files are updated in Worksorted when client communic
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DocuSign integration
Worksorted is now fully integrated with DocuSign, a popular e-signature tool you might already be familiar with and using in your practice. The end-to-end integration will allow you to send documen
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Data cleansing
Ensuring your Worksorted profile is full of clean and accurate data is vital to the use of powerful tools and features throughout the system. By periodically monitoring and cleaning your CRM data,
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Revenue bands report
The 'Client revenue bands' report is a powerful tool that provides an instantaneous view of your clients, segmented by revenue across a number of pre-defined' revenue bands' (includ
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Drilldown report
Worksorted's drilldown report is considered the flagship revenue report within the software. The drilldown report allows you to analyse and make sense of revenue received into the bus
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5 tips to consider when reviewing your tech stack
With many Financial Planning practices implementing tech stacks to leverage best of breed software in their practices, it's important to ensure your provider of choice will be able to cater to
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5 questions Financial Advisers & Practice Principals ask about a CRM
Are you on the hunt for a new CRM for your Financial Planning practice? Most Advisers know what they want - a complete system that will take the pain out of client services, compliance, and simply
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Compliance solutions at your service
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 ha
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Marketing your financial advice firm
Marketing your financial advice firm is something all practice principles and their staff should be actively doing. With so many avenues to deliver your marketing messages, it can be difficult to u
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Worksorted reports you should be using
Worksorted reports present practice information in an organised format and provide a detailed breakdown of data stored within the CRM. These reports supply a visual representation of the trends, fo
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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 communi
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A changing industry
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 disr
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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
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How Worksorted listens
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 ea
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Confidence in revenue
A typical advice firm will earn around $1.5 million a year, broken up into 61,000 small individual commissions, fees and trail payments.To make things more complicated, those little revenue transac
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Get organised to build profits
In the world of financial advice, the most effective strategy to improve profitability is to retain and add value to your existing customers. Good businesses know that this will not only help a fir
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