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Worksorted Pty Ltd 182 Fullarton Rd, Dulwich SA 5065

Worksorted Pty Ltd





32 Reviews
Software company
  • Tuesday9 AM–5 PM
  • Wednesday9 AM–5 PM
  • Thursday9 AM–5 PM
  • Friday9 AM–5 PM
  • SaturdayClosed
  • SundayClosed
  • Monday9 AM–5 PM




Worksorted Pty Ltd 182 Fullarton Rd, Dulwich SA 5065




About the Business

Worksorted | Financial Planning CRM - Financial Services CRM software for Financial Advisers | Worksorted is an intuitive, easy to use Financial Planning CRM, Workflow, compliance and Revenue system made for Financial Advisers.

Contacts

Website
https://worksorted.com/
Call Us
+61881650499
Get Directions
182 Fullarton Rd, Dulwich SA 5065
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Hours

  • Tuesday9 AM–5 PM
  • Wednesday9 AM–5 PM
  • Thursday9 AM–5 PM
  • Friday9 AM–5 PM
  • SaturdayClosed
  • SundayClosed
  • Monday9 AM–5 PM
Change or delete Share Save

Features

  • Wheelchair-accessible entrance
  • Online appointments




Recommended Reviews

Kari Lockman
23.10.2023
Worksorted Pty Ltd
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.
Ed Macartney
27.08.2023
Worksorted Pty Ltd
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.
Lauren Sawers
11.08.2023
Worksorted Pty Ltd
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.
The Team at Care Academy QLD
01.08.2023
Worksorted Pty Ltd
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.
MJeffery93
24.07.2023
Worksorted Pty Ltd
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.
Melina
23.07.2023
Worksorted Pty Ltd
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
Daniel Mclean
21.07.2023
Worksorted Pty Ltd
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.
Mark Jeffery
21.07.2023
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.
Clive
20.07.2023
Worksorted Pty Ltd
We find Worksorted a very useful tool for managing our client data. It is easy to use and has a range of functions that enhance our ability to service our clients.
Toni Pounds
20.07.2023
Worksorted Pty Ltd
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.

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182 Fullarton Rd, Dulwich SA 5065
Worksorted Pty Ltd