INTELLIGENCE PLATFORM

Know Your Territory Better Than Anyone

Customer health scores, churn alerts, and prospect intelligence in one dashboard. See every opportunity you are missing and every customer you are about to lose.

See Pricing

Intelligence Areas

Customer Intelligence

Health scores, churn risk, upsell signals

Territory Intelligence

Prospect mapping, whitespace, competitor tracking

Revenue Intelligence

Pipeline health, deal risk, forecast accuracy

Operational Intelligence

Delivery performance, order patterns, seasonal trends

Flying Blind in Your Own Territory

Your reps do not know which customers are at risk or which prospects exist 2 miles away. Competitor moves go undetected until you lose the account.

Data Spread Across 5 Systems

Customer info in ERP, notes in CRM, calls in phone system, emails in Outlook. No single view of account health. Reps spend 30 minutes before every call just pulling context.

Reacting to Churn Instead of Preventing It

By the time a customer stops ordering, it is usually too late. No early warning system for declining orders, payment delays, or reduced basket sizes.

Real-time Updates

Account Health Scores

Churn Prediction

Next-Best-Action

From Raw Data to Actionable Intelligence

Recon connects to your systems and tells you what needs attention

1
Data In
2
Process
3
Insights
4
Actions
Preparing demo...

Four Types of Intelligence

Customer Intelligence

Health scores, churn prediction, upsell signals

Territory Intelligence

Prospect mapping, whitespace analysis, competitor tracking

Revenue Intelligence

Pipeline health, forecast accuracy, deal risk

Operational Intelligence

Delivery performance, order patterns, seasonal trends

Free Territory Report

See What You Are Missing

We map one territory for free
Every prospect, every decision-maker, every risk signal
Delivered in a 30-minute walkthrough
You keep the data whether you buy or not

From Reporting to Action

Traditional BI tells you what happened. Recon tells you what to do about it. Every insight connects to an action -- a call to make, an order to place, a customer to save.

Traditional Reporting

  • Shows you data, you figure out meaning
  • Static reports that age quickly
  • Requires analyst to interpret
  • Action is separate from insight

Recon Intelligence

  • Surfaces what needs attention
  • Updates continuously in real-time
  • Explains why and recommends what
  • One click to take action

Example Output

"Henderson Supply hasn't ordered in 21 days (usual frequency: 7 days). Last contact was about a pricing concern."

-- Schedule call with voice agent

Simple Pricing

Start small, scale as you grow. No long-term contracts.

Starter

$495 /mo

Includes 2 seats

Up to 1,000 tracked contacts
Health scores and churn alerts
Monthly territory report
Additional seats $149/seat/mo
Email support

Best for small sales teams

MOST POPULAR

Growth

$995 /mo

Includes 5 seats

Up to 10,000 tracked contacts
Pipeline analytics and forecasting
Competitor tracking
Weekly intelligence briefs
Priority support

Best for regional sales organizations

Enterprise

Custom
Unlimited contacts
Custom signals and API access
Real-time dashboard
Unlimited seats
Dedicated CSM

Best for national distributors

All plans include a free 14-day pilot with a territory report.

Frequently Asked Questions

What data do you need from us?
We connect to your ERP and CRM via API. Most integrations take 24 to 48 hours.
How quickly do we see results?
First territory report within 1 week. Ongoing intelligence starts immediately after integration.
Do we need to change our CRM?
No. Recon sits on top of your existing systems. Nothing changes for your team.
How accurate are the health scores?
Based on real transaction data, not surveys. Updated daily.
What is in the free territory report?
Every prospect in your territory, decision-maker contacts, ICP scoring, risk signals, and whitespace analysis.
Can we add more seats later?
Yes. Add seats anytime at your tier rate. No contract changes needed.

Your territory is full of opportunities you cannot see. Let us show you.

Call (877) 371-5530

See It in Action

Track reconciliation KPIs at a glance

Workd — Agent KPI Dashboard

Sarah's Dashboard — Tuesday, Feb 17

2:30 PM — 5.5 hours left

Daily targets

78% hit

78%

Outbound Calls

Ahead of pace
28/ 40
12 remaining70.0%

Sales Revenue

On track
$11,200/ $15,000
$3,800 to go74.7%

Orders Placed

Ahead of pace
16/ 20
4 remaining80.0%

Gross Profit

Slightly behind
$2,890/ $4,500
$1,610 to go64.2%

New Accounts Contacted

5/ 8
3 remaining62.5%

Customer Follow-ups

Almost there!
11/ 12
1 remaining91.7%

Ready to See How AI Transforms Distribution?

Join hundreds of distributors already using Workd to automate sales, collections, and customer engagement.

Not sure where to start? Try our AI: (877) 371-5530