Financial Mappers is now integrated with Worksorted

Financial Mappers is now integrated with Worksorted

Financial Mappers and Worksorted

are now integrated

 

Financial Mappers is pleased to announce that we have integrated with the Worksorted CRM.

 

We believe that this is very advantageous to both companies and look forward to a long relationship.  For those, who are thinking of changing CRMs, I would recommend you have a detailed look at what Worksorted can offer you.

 

 

The integration from Worksorted

 

For those businesses using Worksorted alongside Financial Mappers, the integration will provide an efficient process for ensuring all client files are updated in Worksorted when client communication is sent from your Financial Mappers profile.

Worksorted has a custom export embedded in the CRM which allows client details to be exported individually or in bulk in a Financial Mappers specific format. Once you have exported client details from Worksorted you can then upload the client export file into Financial Mappers.

 

Worksorted and Financial Mappers integration

 

Upon sending a client review or report from your Financial Mappers profile you will have the option to also send the details to Worksorted as a client note. If this option is selected, a client note will be automatically saved in the client’s Worksorted profile to reflect the communication and attachment(s) sent.

 

Worksorted and Financial Mappers integration

 

This new integration provides users of both Worksorted and Financial Mappers with a more streamlined and efficient method of ensuring client files are up-to-date and accurate.

Want support exporting your Financial Mappers client file?

Type ‘Financial Mappers Export’ in the Worksorted in-system ‘Support & Learning’ tab for a guided support walkthrough

 

The integration from Financial Mappers

 

From the Financial Mappers side, when a Report (or the Client Review link) is generated, the file can automatically be uploaded to Worksorted and placed in the client’s file.

 

 

Worksorted adn Financial Mappers Integration

 

 

Like a Demonstration of either Worksorted or Financial Mappers?

 

Worksorted CRM

Financial Mappers SoA

 

Glenis Phillips SF Fin

Designer of Financial Mappers

 

 

Disclaimer: Financial Mappers does not have an Australian Financial Services License, does not offer financial planning advice and does not recommend financial products.

I am a founding board member of Plencore Wealth Ltd and Plencore Online Pty Ltd. I am the designer of the product Financial Mappers and Financial Mappers PRO, cloud based modelling software for Personal Finance. This software is sold on the web site www.financialmappers.com.au.I am an educator, investor and expert in both personal finance and mathematical modelling and the author of 'Map Your Finances'.I have both a Graduate Diploma in Applied Finance and Investments and a Diploma in Financial Advising from the Securities Institute of Australia. I also have a Financial Analysis Certificate, by Distance Learning from University of Technology, Sydney. I am a Senior Fellow and Senior Mentor of FINSIA.

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