For a long time we ‘adopted’ a number of systems to try to get the right mix of CRM, compliance, revenue management and communication. Worksorted provides all we need for these issues in a single platform. We certainly feel more comfortable that our compliance and client review scheduling is current and correct and the revenue management capability has allowed us to significantly reduce our tech spend.
I just wanted to say thank you for looking into my suggestions on updating various options in Worksorted. I am really impressed that your team implemented them and did so in such a timely manner.
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!
During a recent trauma claim for open heart surgery, I was very pleased we have been using Worksorted for our process and job management in our Practice. At first contact with the insurance provider, we were advised the policy had been cancelled! We were able to quickly draw a clear history of activities and file notes for our client it was simple to record and retrieve in Worksorted. The notes from Worksorted were evidence of a requested restructure in the policy, the provider accidently actioned to cancel the policy. With this evidence, the provider along with their records subsequently paid out on the claim. Overall, a great outcome! We were delighted to be able to deliver for our client during an already difficult time.
Worksorted was a natural fit for Brava. As a client-centric business to have a tool which connects us to our clients (Internal and External) on a communication, relationship and revenue level at a glance helps us to manage the Brava business very effectively. The Worksorted Team have a very pro-active offer in terms of ongoing support and always readily take feedback to improve the software and therefore the outcomes for users. Their forward-looking focus as one of our major strategic relationships is just so important in our industry of constant change.
Worksorted provides with all the systems and tools you need to manage your financial 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. It’s great! Highly recommend.
Worksorted is refreshingly simple to use and provides everything we need to cover all the bases for our CRM and revenue tracking needs. Furthermore, the entire team actually enjoys using Worksorted and their training and support are fantastic.
Worksorted is brilliant for managing the workflow in the office. It is so simple to assign Jobs (tasks) and see where they are at so that everyone is accountable for their role. We use Worksorted as a CRM, as a workflow tool, to generate correspondence to clients and as a Revenue sorting and matching tool. It’s easy to use. The support provided by Worksorted has been great. The pricing is really good.
Worksorted has paid for itself already we were able to identify an underpayment of $5k. MLC has paid us the cash and not charged the client. A great result. Thanks Worksorted!
While working through the start-up phase of our new business it became evident that managing our commission statements, workflow and client file notes was something that would take significant amounts of time but also something that was extremely important to get right. After working through the practicalities of these issues we started to look for a product that would help make things easier. Through our MLC relationship, we were put in front of Dan from Worksorted who explained how Worksorted could solve these problems for us. Having understood how Worksorted could help us, through Dan’s easy to understand explanation and Anthea’s support, we engaged Worksorted as the provider of our client workflow and file note CRM and as our revenue management system. Since then we have seen the savings in time that Worksorted can provide us, have seen 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.
We use Worksorted in our financial planning practice. Once set up 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.
We outsource paraplanning, legal and mortgage advice services using Worksorted our team and our advice partners now have great visibility of work status and improved communication with clients. Everyone feels engaged and involved in getting the job done.
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.
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.
We are thrilled to be using the document and checklist features in some key job types. It’s allowed us to share some template and standard documents in the cloud for easy retrieval. This has been especially useful when we have advisers working in field without shared drive access to our server. The other benefit has been to use the checklists to indicate the usual high-level steps that a task would go through. It’s quicker and easier to update the notes in a job and forms the basis of our compliance checks. We are finding the quick responsive way that Worksorted approaches feedback is super valuable.
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.
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.
It has been an absolute pleasure and seamless migration to Worksorted. The excellent support from Adam, Anthea and the team has meant our company and client data is accurate and in real-time. The quality and level of support have most definitely been a refreshing experience! We have been able to significantly reduce ongoing company running costs due to Worksorted managing services we were running on multiple platforms. The ease and functionality of Worksorteds dashboard make for a practical and user-friendly experience. As a business tool, we are loving the focus points we can tailor to each of our roles, whether it is our Managers, CSO’s, Paraplanners or Advisers.
It has become apparent that after a few months of using Worksorted, our expectations have been exceeded! We now have a very effective work/job tracking system that is simple to use and easily accessible by all staff from any computer ( no longer confined to locally stored spreadsheets). The ability to create flexible checklists into the various job types gives peace of mind that necessary processes are actioned in a logical and timely order. Another stand out feature for us is the revenue tracking system which is very clever and simple to set up. It provides a wealth of useful reports which greatly enhances our ability to track client/product/company revenue. There is no other system that can do this and it is so easy to use! The level of support we receive from the Worksorted team is exceptional, with regular updates and information on enhancements as they occur.
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.
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.
As you are probably aware, Donna and the team have been working hard to get Worksorted implemented in our business. The commission system is fantastic and the workflow management piece is looking to be equally so. From the reports I have received from Donna, your team has been very supportive and flexible throughout the entire process. Job well done!!
Since implementing Worksorted, we have had a balanced pay run and great support from the team. We have a copy of the program in every advisers practice and it gives them all of the CRM functionality they need as well as giving us a great tool to monitor their regulatory compliance.