PLATFORM

Complete CRM

Clients, opportunities, quotes, orders, invoices — all connected. Not a separate CRM that needs syncing, but a unified system where everything flows together.

When your voice AI calls a customer, it has full context. When your rep opens an account, they see the complete picture. No data silos, no duplicate entry.

See CRM in Action

Everything Connected

Contacts & Companies

Full relationship hierarchy

Opportunities

Pipeline with probability & forecasting

Quotes & Orders

One click from quote to order

Invoices & AR

Revenue through collection

CRM That Actually Gets Used

Most CRMs become data graveyards because they're disconnected from real work. Workd CRM is part of your daily operations — not a place to log what already happened.

Team collaborating on sales strategy

The Problem with Bolt-On CRM

  • • Data lives in one place, orders in another
  • • Reps enter info twice (or not at all)
  • • AI tools need separate integrations
  • • Customer history is fragmented

Workd's Integrated Approach

  • ✓ One system for relationships and transactions
  • ✓ Activity captured automatically
  • ✓ AI agents have complete context
  • ✓ Full history in one place

The Result

  • • Field notes automatically captured to CRM
  • • No after-hours data entry
  • • Reps actually use the system
  • • Better customer conversations

Core CRM Capabilities

Contact Management

Full profiles with interaction history, preferences, and relationship mapping. See every call, email, order, and note.

Company Hierarchies

Parent-child relationships, multiple locations, buying groups. See the full picture of complex B2B relationships.

Opportunity Pipeline

Visual pipeline management with stages, probability, and forecasting. Know where every deal stands.

Quote Generation

Build quotes with customer-specific pricing, approval workflows, and one-click conversion to orders.

Activity Tracking

Calls, emails, visits, and notes — logged automatically or manually. Voice AI interactions included.

Reporting & Dashboards

Real-time visibility into pipeline, activity, and customer health. Built-in, not bolted-on.

AI-Native from Day One

Workd CRM wasn't built and then had AI added on. It was designed for a world where AI agents are part of your team.

  • ✓Voice agents see everything — When AI calls a customer, it knows their order history, open quotes, and recent interactions.
  • ✓Actions flow back automatically — Calls made by AI are logged with transcripts. Orders taken by voice appear in the system.
  • ✓Suggestions surface proactively — AI identifies customers who need attention, quotes that are aging, reorders that are due.

Customer 360 View

Last Order3 days ago
YTD Revenue$127,450
Open Quotes2 ($8,200)
AR Balance$4,850
Last ContactYesterday (AI call)
Health ScoreNeeds Attention

CRM That Works With Your Business

Not another system to maintain. A unified platform where customer relationships and business operations come together.

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