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Listen "2020 CEO Update #17, 14 May - Interview with Simon Betchley from Worksorted "
Episode Synopsis
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.
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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