Reps ask Workd about any customer before they call or walk in, and say what happened after. Inside sales and managers ask the same record anything, any time. Clients, deals, quotes, orders and invoices live in one place, so nobody types it twice.
Most CRMs sit off to the side of the real work. Orders live in one system, relationships in another, and reps are asked to type up what already happened at the end of a long day.
So entries get skipped, history is scattered, and the people who know the customer best are the ones who use the system least.
Say how the meeting went on the walk out.
Before a call or visit, ask for the account. After it, say what happened. No forms.
Contacts, activity, deals and notes update in the same system that holds the orders.
Inside sales, the counter and managers ask Workd about the account and hear what the rep just logged, alongside orders and open quotes.
Pipeline, activity and customer health are live, because the CRM is where the work happens.
did thisFull profiles with every call, email, order and note, plus preferences and relationship mapping.
Parent and child accounts, multiple locations and buying groups in one view.
Stages, probability and forecasting, so you know where every deal stands.
Customer-specific pricing, approval workflows and one-click conversion to an order.
Calls, emails, visits and notes logged for your team. Any calls Workd handles for you come in with transcripts.
Workd flags customers who need attention, quotes that are aging and reorders that are due.
No. Clients, opportunities, quotes, orders and invoices are one connected system, so there is nothing to sync between them. If you keep your current ERP, Workd connects to it.
By talking. Reps tell Workd what happened after a call or visit, and Workd logs it. Anyone can ask about an account and hear the answer out loud. Calls Workd handles for you are logged with transcripts.
Yes. Views are configurable by role, so a rep, an inside salesperson and a manager each see what they need.
Yes. Parent and child companies, multiple locations and buying groups are built in.
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.
Salesforce
HubSpot
Microsoft Dynamics
Epicor Prophet 21
NetSuite
SAP
Sage
Acumatica
QuickBooks