Voice AI to log your visits

Say how the visit went. Workd logs it.

On the way out, talk it through. Workd logs the visit, sets the follow-ups and saves the notes to the account, so your next visit starts with them.

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Today

Notes wait for the kitchen table at 9:00 at night, if they get written at all.

With Workd

You say it on the walk to the truck, and it’s done before the next stop.

Things people say

Say it the way you’d say it to a colleague.

“Just left Henderson. Mike wants a quote by Thursday.”
Got it. I logged the visit and set your follow-up.
✓Visit logged, task due Thursday
“Remind me to call Mike on Friday.”
Okay, your follow-up is set.
✓Task due Friday
“They’re moving more business to us next month.”
Noted. I added an opportunity.
✓Opportunity added
“Their new buyer is Pat Lee.”
Got it. I added Pat to Henderson.
✓Contact added
“Lakeview is getting quotes from another supplier.”
I noted that on the account.
✓Competitor noted
“Log my last three stops. Nothing new at any of them.”
Done. All three are logged.
✓3 visits logged
See everything your team can say

One sentence becomes the whole record

Your manager sees the visit, and your next conversation starts with what you said in this one.

Visit loggedFollow-ups setNotes saved
1Say it on the way out 2Visit, task and deal logged

This works because it sits on the whole platform

CRM and salesEvery customer and conversation, linked to orders, calls and routes.Mobile appsOne app for reps, one for drivers, one for your customers.ReportingEvery number you care about, on one dashboard.Your ERP and CRMAnswers come from the systems you already run, and the work goes back into them.

Questions we hear

How long does it take?

As long as it takes to say it.

Where do the notes go?

To the account in Workd, and into the systems you already run.

Can my manager see it?

Yes. Every visit, task and deal change is visible to managers.

Next: Voice AI to stay on top of orders

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