Financial Mappers have integrated with the Worksorted CRM and believe that this is very advantageous to both companies as they look forward to a long relationship. For those, who are thinking of changing CRMs, 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.
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.
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.
Source: Financial Mappers is now integrated with Worksorted – Financial Mappers
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