about.worksorted.com

Worksorted

Q & A. Worksorted is an extremely intuitive, easy to use CRM, Workflow and Revenue system. It incorporates document management and Fee Disclosure Statements (FDS). CRM, FDS and Documents. Practice and Client Analysis. Don’t just take it from us, hear what our successful clients are saying about Worksorted…. Chris Brown, Administration Manager - Planning for Life Pty Ltd. Adam van de Water - Principal, Brava Financial Solutions. Brett Wright - Business Funding and Planning Pty Ltd. We had no way of really...

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Q & A. Worksorted is an extremely intuitive, easy to use CRM, Workflow and Revenue system. It incorporates document management and Fee Disclosure Statements (FDS). CRM, FDS and Documents. Practice and Client Analysis. Don’t just take it from us, hear what our successful clients are saying about Worksorted…. Chris Brown, Administration Manager - Planning for Life Pty Ltd. Adam van de Water - Principal, Brava Financial Solutions. Brett Wright - Business Funding and Planning Pty Ltd. We had no way of really...

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Worksorted | about.worksorted.com Reviews

https://about.worksorted.com

Q & A. Worksorted is an extremely intuitive, easy to use CRM, Workflow and Revenue system. It incorporates document management and Fee Disclosure Statements (FDS). CRM, FDS and Documents. Practice and Client Analysis. Don’t just take it from us, hear what our successful clients are saying about Worksorted…. Chris Brown, Administration Manager - Planning for Life Pty Ltd. Adam van de Water - Principal, Brava Financial Solutions. Brett Wright - Business Funding and Planning Pty Ltd. We had no way of really...

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about.worksorted.com

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Q & A – Worksorted

http://about.worksorted.com/q-a

Q & A. Q & A. Do you charge implementation fees? We will get you started with an initial revenue load and upload of one client list and conduct training with your staff complimentary with your first year license fee. There are some additional services that we offer that do incur fees. We would like to track revenue for our clients and in particular group clients that are corporate clients under the same Business – can we do this in Worksorted? R Reports and Job Creation. This will show the number of actu...

2

Testimonials – Worksorted

http://about.worksorted.com/testimonials

What our Clients Say. 8220;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 delighted to be able to deliver for our client during an already difficult time. ”. 8211; Graeme Wandel, Clare Financial Services. 8211; Chris Brown, Administration Manager, Planning for Life Pty Ltd. 8220;We had no way of reall...

3

Request Demo – Worksorted

http://about.worksorted.com/request-demo

Just fill out the form below and we’ll show you how easy it is to get your company setup using Worksorted and how quickly you can reduce operating costs, improve your team’s communication and collaboration and boost the value of your financial practice. Gr-columns][gr-column type=”1/2″]. Your Phone Number (required). What is your preferred demo date? What is your preferred time? What is your role? Gr-column type=”1/2″] [/gr-column][/gr-columns].

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Solutions – Worksorted

http://about.worksorted.com/solutions

Gr-column type=”1/3″]. Worksorted helps you create more efficient and productive advice practices. …………………………………………………………. Gr-button url=”http:/ about.worksorted.com/workflow-2″ size=”large” color=”lightgrey”]Read More[/gr-button]. Gr-column type=”1/3″]. From source documents through to payments, reporting and analysis, Worksorted has revenue management covered. Gr-column type=”1/3″]. CRM, FDS and Documents. Gr-gap h=”20″]. Gr-gap h=”50″]. Gr-column type=”1/3″]. Practice and Client Analysis. Gr-button ur...

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Echo "Hi, there! Welcome to Jay's personal website. */. Worksorted is an extremely intuitive, easy to use CRM, Workflow and Revenue system. It incorporates document management and Fee Disclosure Statements (FDS). CRM, Workflow, Revenue System, Email, SMS, Document Template, MS Office Add-on, Document Editor, User Management, Reports. Course Management System, Email, Document Template, Document Editor, User Management, Reports. The Bridge Village is just a static real estate website. I AM JAY GAO.

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about.worksorted.com

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Q & A. Worksorted is an extremely intuitive, easy to use CRM, Workflow and Revenue system. It incorporates document management and Fee Disclosure Statements (FDS). CRM, FDS and Documents. Practice and Client Analysis. Don’t just take it from us, hear what our successful clients are saying about Worksorted…. Chris Brown, Administration Manager - Planning for Life Pty Ltd. Adam van de Water - Principal, Brava Financial Solutions. Brett Wright - Business Funding and Planning Pty Ltd. We had no way of really...

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