Introduction to Annature's integration with Worksorted.
Worksorted is a comprehensive Customer Relationship Management (CRM) system specifically designed to meet the unique needs of financial planners. It helps streamline client management, track interactions, and optimise workflow processes, ensuring financial planners can focus on delivering top-notch service to their clients.
With the Worksorted x Annature integration, managing your client interactions becomes even more seamless. A new dashboard within Annature provides a full list of your Worksorted contacts, making it easier to keep track of all your client relationships in one place. You can effortlessly view any envelopes that have been sent to a contact historically, providing a clear and concise history of document exchanges.
Creating a new envelope is a breeze with the integration, as it automatically pre-fills your contact’s name, email, and mobile number, saving you time and reducing the risk of errors. This ensures that your documents are sent quickly and accurately, enhancing your efficiency and client satisfaction.
Upon the completion of an envelope, the integration ensures that your documents are automatically sent as a note in Worksorted. This seamless document management feature helps keep your records organised and up-to-date, allowing you to easily reference past documents and maintain a clear audit trail.