FinStak vs Worksorted

FinStak is a CRM for financial advisory practices, built on Zoho’s CRM platform. It tracks leads through sales funnels and supports multiple pipelines and deal stages. Workflows can send email notifications, create tasks and update fields. Built-in email marketing provides templates, drip campaigns and one-off messages, with campaign delivery and read tracking. Users can embed forms to collect leads and send surveys whose responses appear in CRM contact records. Security controls listed include audit logs, two-factor authentication, regular backups, and role and profile permissions. Two free data backups per month are included, with options to choose their frequency and day. FinStak Projects adds Gantt charts, tasks, issues and milestones. Calendar and task syncing is listed for Microsoft365 and Google, and mobile apps are available for iOS and Android. A free plan and a 14-day trial are listed. Paid plans start at $60 a month, billed per user; Basic, Pro and Premier also list setup fees of $500, $1,000 and $2,000, respectively.

Worksorted brings client management, workflow, compliance, revenue and practice operations into one platform for Australian financial advice businesses. It is designed for licensees, licensed practices and self-licensed practices. Client profiles can hold contact details, relationships, activity, revenue, documents and service information. Teams can manage repeatable work with jobs, tasks, checklists, templates and automated reminders. Revenue tools cover once-off and recurring billing records, adviser remuneration, referral payments, splits, reporting and forecasting. Compliance functions include audit trails, service obligations, renewal dates, consent records and electronic signing. Reusable document templates can use stored client data. Listed integrations include Xplan, Midwinter, Microsoft 365, Gmail, Xero, Worldpay, Westpac, Annature, DocuSign, OpenAI and Yabbit; an API can connect custom applications and internal systems. The Worksorted App provides access to jobs, clients and practice activity away from a desk. It runs on Android, iOS and the web. Pricing is on request, and a 14-day trial includes full platform access, Australian support and training resources.