Solutions · Field sales

Your reps manage every account from the truck.

Before the meeting, a rep asks for a briefing. After it, they say what happened. Workd logs the visit, updates the deal and sets the follow-ups, so the CRM finally stays current, because talking is easier than typing.

Talk to our AI
1Just talk 2From your own systems
The problem

Your best sellers know their accounts. Your system doesn’t

Outside reps carry the most valuable knowledge in the company, and getting it into the system means typing: updating the CRM, writing call reports, researching accounts before a visit. Most of it never gets entered.

So the CRM stays out of date, managers can't see the field, and the forecast is a guess built on stale notes.

Call reports written at night, if at all
A CRM nobody trusts because nobody updates it
Managers who learn about a lost deal last
Visits prepped from memory, not from the account
<37%
of sales reps actively use their CRM
CSO Insights
A sales rep in her parked car outside a warehouse, talking to her phone in a dash mount
Field sales

Say how the visit went. Workd logs it.

  • A briefing before every visit
  • The visit logged on the walk out
  • Follow-ups set without typing
How it works

You say it. Workd does it.

  1. 1

    Rep talks

    After a visit, the rep opens Workd or calls in and says what happened. No forms.

  2. 2

    Workd understands

    It picks out people, problems, opportunities, next steps and competitor mentions.

  3. 3

    Records update

    Contacts, the visit log, deal stages and notes update in the CRM you already run.

  4. 4

    Follow-ups set

    Tasks and reminders land on the calendar, so the next visit starts prepared.

Rep, leaving Miller Construction
“Just left Miller Construction. Tom's their new purchasing manager. They're frustrated with their supplier's delivery times and have a hospital project starting in March. I said I'd send our hospital references and quote it next week.”
Workddid this
  • ✓Contact updated Tom is the new purchasing manager
  • ✓Pain logged competitor delivery problems
  • ✓Opportunity added hospital project, March
  • ✓Task set send hospital references
  • ✓Follow-up quote, next week
Try it

See what a rep sees

Workd AI Assistant
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Behind the Scenes

Order Builder

ItemQtyPriceTotal
Waiting for order details...
What it does

Everything your team stops doing by hand

Call reports

A spoken recap after each visit becomes a structured call report.

Pre-call briefings

Ask before you walk in: recent orders, open issues, last conversation, open deals.

Pipeline updates

"Move Miller to proposal, about 85K." The deal moves without opening the CRM.

Follow-ups

Every promise made in the meeting becomes a task with a date.

Quote requests

Say what they need, and inside sales gets the request with full context.

Competitor tracking

Mention a competitor and it is tagged, so you see the pattern across the territory.

People and AI

Workd takes the busywork. Your people keep the relationships.

Workd handles
  • ✓Turning voice recaps into notes
  • ✓Pulling out tasks and next steps
  • ✓Updating CRM records and contacts
  • ✓Scheduling follow-ups
  • ✓Briefing reps before a visit
  • ✓Routing quote requests to inside sales
Your people handle
  • ✓Face-to-face relationships
  • ✓Understanding what the customer needs
  • ✓Solving problems on site
  • ✓Negotiating and closing
  • ✓Planning the territory
  • ✓Building long-term partnerships

Works with the ERP and CRM you already run

SalesforceHubSpotMicrosoft DynamicsEpicor Prophet 21NetSuiteSAPSageAcumaticaQuickBooks and more

Pairs well with

Customer reactivation →Workd finds quiet accounts for reps to work into their routes.Reorder automation →Customers keep ordering between field visits.

Questions we hear

How do reps talk to Workd?

In the Workd mobile app or by calling a Workd number. Most reps call from the truck because it is hands-free between appointments.

How accurate is it?

It handles product, customer and industry names well and learns your vocabulary. Reps can review a recap before it saves.

Does it work with poor signal?

The app can record offline and process the recap once the phone is back online.

Will my reps actually use it?

Yes, because it takes work away from them. A recap takes about 30 seconds from the truck instead of an evening at the kitchen table.

Can managers see the visits?

Yes. Every visit, task and deal change is visible to managers, so coaching starts from what happened, not from chasing updates.

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.

Get a Demo Talk to our AI: (248) 522-9680