Worksorted Pty Ltd

The Worksorted system has been a reliable CRM for our practice for a number of years. The checklist system is a great way to keep on top of daily workflow and we have found the revenue tracking ability to be better than others we have used. The team is particularly helpful when requiring bulk uploading/downloading of data. Emailing to our clients is also quite efficient, particularly when establishing commonly used templates.

We use Worksorted in our financial planning practice. Once setup the break down of revenue is invaluable. We are able to easily sort different revenue streams and adviser commissions in a date range of our choice. It is also easy to keep track of individual clients new and ongoing business. There are many other features but revenue sorting is our most used.

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.

Worksorted is an excellent CRM for any Financial Planning business. It does everything a business needs all in the one place.. Revenue, client data, FP obligations, SMS ability & more. Its tracking capabilities are so helpful and allows a business peace of mind to ensure compliance is being met and gives a great insight at how well your practice is going. The business reporting is a handy tool also. It really is a one stop shop! And the worksorted team are extremely knowledgeable and helpful with running your business using Worksorted.

We made the switch to this from our old CRM 12 months ago and would never go back. The system is intuitive and makes day-to-day grind tasks much more efficient. We've found the support team to be very responsive to any change suggestions as well - really sets them apart from larger, more bureaucratic software providers. Great system.

I find Worksorted extremely useful for managing our client data and emails. It is super easy to use and has a range of functions that are better then the competition, improving our ability to service our clients.

Worksorted provides with all the systems and tools you need to manage your fianncial planning firm. We have been using this system since 2014 and it is much more streamlined than other systems out there. It manages your FDS, client communication, internal workflow jobs and tasks. Its great!!! Highly recommend

We have used Worksorteds, Weworkbook software in our RTO for over 3 years. The software works well and if there are any problems, for example changes in the requirements, or we are just not understanding how to do something, the service is unfailingly excellent.

Always found the software very user friendly and goof from a day to day business point of view. It allows structure and processes to be followed by all in the business. It is great for client revenue tracking.

It is a very user friendly system where most of the tasks can be automated. We run a very process driven business and worksorted does all we require! Highly recommended system!!

We have been using WS for about 4 years and they just keep evolving and getting better with their practical, efficient and value for money solution. Can highly recommend WS.

Love knowing that if I follow all the steps I dont need to worry about my compliance. Easy to use system and easy to teach to new staff also.

Great CRN with uncapped potential. I keep discovering more and more I can do to make my workflow better.

An easy to use CRM, Workflow and Revenue system.

Really enjoy the revenue tracking system and text messgaing functionality.

We have been using Worksorted for 12 months now and have found the process driven tasks so useful especially covering compliance and implementation jobs. It takes a few months to used to but it is well worth taking the time to do the learning modules to help you through. The support staff are just amazing, always helpful in sorting out queries on use. They are constantly making improvements to make our job easier. Would definitely recommend.