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2020 CEO Update #17, 14 May - Interview with Simon Betchley from Worksorted
CEO Update # 17 is an interview with Simon Betchley from Worksorted (Advice Evolution's CRM).
The interview covers about Worksorted's Recent Integrations (Dropbox & other online storage, Financial Mappers and Docusign), Full license capabilities, what they're doing for Advice Evolution at the moment (label consolidation) and some more.
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By David HarrisCEO Update # 17 is an interview with Simon Betchley from Worksorted (Advice Evolution's CRM).
The interview covers about Worksorted's Recent Integrations (Dropbox & other online storage, Financial Mappers and Docusign), Full license capabilities, what they're doing for Advice Evolution at the moment (label consolidation) and some more.