2020 CEO Update #17, 14 May - Interview with Simon Betchley from Worksorted

from Advice Evolution - Non Weekly Update · host David Harris

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. 

Episode metadata supplied by the publisher feed · Published May 14, 2020

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2020 CEO Update #17, 14 May - Interview with Simon Betchley from Worksorted

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This episode was published on May 14, 2020.

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