Integrations

Keep your ERP and CRM. Run them by voice.

Workd connects to the ERP, CRM, phones and payments you already run. Workd answers from your live data and writes the work back, so nothing gets ripped out.

Connected to Workd

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Orders to your ERPInventory from your ERPPricing both ways
Keep your systems

Workd connects to the systems you already run

A rep finishing a meeting and recapping it by voice
How it works

We learn your systems, not the other way around

  1. 1

    Connect once

    A secure connection to the systems you already run. Read-only or read-write: you decide.

  2. 2

    Stay in sync

    Orders, inventory, pricing and customers stay current both ways, with no overnight batches.

  3. 3

    Run it by voice

    Workd and your team work from that live data: answering calls, taking orders and logging visits.

ERP systems

Your ERP stays the system of record

Workd reads your catalog, pricing, inventory and customers, and writes orders back when they are placed. Direct connections, no middleware.

Distribution ERPs

Branches, will-call and matrix pricing, understood

Built for how distributors work: branch structures, will-call tickets, matrix and customer-specific pricing, unit conversions and branch transfers.

CRM systems

The CRM finally gets filled in

Keep the CRM you already pay for. Your team talks to Workd, and every visit, call, note, task and opportunity is written into it for them.

Telephony

Workd answers on the phone system you have

Workd answers and places calls through the phone provider you choose: inbound calls, outbound follow-up and SMS, all tied to your business data.

✓Bring your own numbers and keep your carrier.

Payments and commerce

Get paid while the customer is on the line

Take payments in your customer portal and on calls with Workd, through the processor you already use.

✓PCI DSS compliant. Card data goes straight to your processor; Workd never stores it.

Don’t see your system? →

Tell us what you run. We may already have it in development.

ERP consultants and integrators →

Build your practice around Workd: qualified projects, technical docs and partner certification.

Is your ERP ready for AI? →

A free assessment: replace, augment or layer AI on top of what you run today.

Try it right now: call our AI

Give everyone on your team their own AI agent.

Distributors from $5M to $1.5B run their sales, orders and deliveries on Workd. Live on the ERP you already run in two to four weeks.