Trusted by advice practices that want to work smarter.

"Our previous CRM provider shut down in late 2022, but luckily Worksorted came to the rescue with a more viable and beneficial alternative. They provided exceptional service throughout the onboarding process, transfer of client data, and personalised attention from their senior team. Worksorted's dedication to training was evident with informative videos and dedicated resources that helped our staff transition seamlessly.

Thanks to Worksorted, our client interactions have improved, and recording important information and conversations is now effortless."

“Last year, we made a seamless transition to Worksorted, and their exceptional onboarding process and integration have greatly benefited our organization. We've received outstanding training from Adam and the team, who are always available to provide information in an easy-to-understand format. Although we've only just begun exploring the reporting functions, we're eagerly anticipating the efficiencies that will undoubtedly be uncovered.

Worksorted's continuous evolution and incorporation of customer feedback is also truly commendable.”

"Worksorted ticks all our boxes for client data management, compliance, team workflow and automation. Our team enjoy using the platform and find managing their daily jobs a breeze. As the Operations Manager, I no longer worry about anything falling through the cracks - Worksorted makes it easy to track and manage all key areas of running our business.

Furthermore, I would have never imagined the Ongoing Fee Arrangement process to be painless, but this functionality alone is worth moving to Worksorted. No more hours are spent triple checking fee amounts and account numbers, we send all documents via the system. The DocuSign functionality enabled us to achieve a response rate of over 40% in the first seven days as well as being able to send all reminders in the time it takes to write one email. I can’t believe how streamlined this process now is for us.

Finally, the support team went above and beyond to ensure our transition was smooth and we were up and running pronto. We are big fans!"