Workd Plans — “Meet You Where You Are”

 AI doesn’t have to be confusing — and you don’t have to go it alone. Workd gives you a clear, guided path to success. Whether you’re learning the basics, building real workflows, or ready for a done-for-you solution, we’ll help you move from curiosity to capability with confidence.

Products — What’s Inside Workd

 Workd brings together everything a B2B company needs to operate efficiently — from sales and customer management to logistics, fulfillment, and automation. Our unified platform connects your entire organization under one intelligent system powered by AI.

Smarter relationships, stronger results.

Workd CRM connects your sales, service, and client teams in one place. Track leads, manage opportunities, and use AI insights to follow up at exactly the right time — while voice agents handle the routine outreach and data updates automatically.

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The operational core of your business.

Bring purchasing, inventory, projects, and financials together in one integrated platform. Workd ERP automates workflows across every department — giving you real-time visibility and control from quote to cash.

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Launch your B2B store or client portal — your way.

Workd makes it easy to set up a branded, white-labeled portal for your customers. Manage orders, pricing, and fulfillment with all the flexibility B2B requires — from custom rules and freight options to multi-location shipping and compliance support.

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Voice-powered, agentic AI — ready to work.

Deploy intelligent AI agents that can talk, listen, and transact in real time. From sales follow-ups to order confirmations and service updates, your AI workforce handles routine communication across phone, chat, and voice — freeing your team to focus on higher-value work.

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Build workflows that run themselves.

Automate your daily operations without writing a line of code. Workd lets you create smart triggers that connect your systems, streamline approvals, and keep processes running 24/7 — so your business never skips a beat.

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Seamlessly connects with what you already use.

Workd integrates with your favorite tools — from Salesforce and QuickBooks to NetSuite, HubSpot, Shopify, and more. No need to rip and replace your tech stack; Workd enhances what’s already working and multiplies its value.

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Real Solutions for Real B2B Challenges.

We know how frustrating it is when your systems don’t talk to each other and your teams waste time on repetitive work. Workd was built to solve those everyday challenges — empowering you with automation, voice AI, and visibility that make every department more effective.

Sales Enablement

Give your team the tools to sell smarter. From lead management to goal tracking and pipeline forecasting, Workd provides visibility, automation, and AI-powered insight that keeps deals moving forward.

Operations Management

Coordinate people, products, and processes in one connected system. Whether you’re tracking deliveries, managing projects, or scheduling services, Workd keeps every department aligned and every task on track.

Workflow Automation

Let your business run on autopilot. Create intelligent rules and triggers that handle repetitive tasks automatically — so your teams can focus on strategy, not busywork.

Goal Tracking

Set targets, monitor progress, and celebrate wins. Workd’s live dashboards show performance by day, week, or year — giving every team clear visibility into what matters most.

Lead & Opportunity Management

Never miss a follow-up. Workd surfaces the right leads at the right times, automates outreach, and keeps your pipeline healthy from first contact to closed deal.

Customer Engagement & Retention

Workd keeps your customers connected through personalized automation and voice Al - helping you stay proactive in service, support, and satisfaction.

Analytics & Reporting

Make every decision a smart one. Workd translates real-time business data into actionable insights that drive better forecasting and faster growth.

When You Can Measure It, You Can Improve It.

Workd brings your key performance indicators to life.

 Track calls, orders, margins, and milestones — all in one place. With live dashboards and AI-driven insights, you can see exactly what’s working and where to focus next. Businesses that wait to adopt AI often get left behind; Workd helps you stay ahead.

32%

faster quote-to-cash cycle

by auto-handling follow-ups, reminders, and payment prompts across your AR aging buckets.

4.1x

lift in outbound meetings booked per rep

with AI voice agents auto-dialing, qualifying, and scheduling on top of your existing cadences.

91%

of field call notes & quotes auto-captured into CRM/ERP

eliminating lost sticky-notes, email trails, and after-hours data entry.

Built for the Industries That Power B2B.

We know how frustrating it is when your systems don’t talk to each other and your teams waste time on repetitive work. Workd was built to solve those everyday challenges — empowering you with automation, voice AI, and visibility that make every department more effective.

HVAC & Industrial

Manage quotes, scheduling, and field operations with automation that keeps your team coordinated in the field and in the office.

Manufacturing & Distribution

Streamline your supply chain, automate order management, and gain real-time visibility from warehouse to customer.

Pharmaceutical, Medical & Dental

Meet compliance requirements while improving service. Workd helps automate logistics, communication, and record-keeping for highly regulated industries.

Health, Beauty & Wellness

Whether you run a salon network, gym, or product supply chain, Workd keeps orders, appointments, and communication running seamlessly — with voice AI support in multiple languages.

Construction &
Building Supply

Quote, source, and deliver with speed and accuracy. Workd connects the job site, the back office, and your vendors in one unified system.

Food &
Beverage

Automate orders, delivery coordination, and customer communication — keeping your kitchens, venues, and customers satisfied and supplied.

Integrate. Accelerate. Dominate.

 Workd was built to play well with others. Our integrations layer easily onto your existing systems — amplifying their power and multiplying their value. No disruption, just acceleration.

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Built for Every Role That Keeps Business Moving.

From executives to front-line staff, Workd helps every role work more efficiently. Each department gets purpose-built tools that automate the repetitive and elevate the impactful.

Sales Teams

Spend less time logging and more time selling. Workd’s AI agents handle follow-ups, outreach, and pipeline tracking automatically.

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Purchasing & Inventory

Manage vendor relationships, automate replenishment, and ensure product availability with smart forecasting and workflow triggers.

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Administrators

Centralize management, control permissions, and maintain visibility across users, data, and processes — all from a single dashboard.

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Compliance

Stay audit-ready with AI-driven documentation and tracking tools that simplify regulatory management across industries.

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Executives & Finance

See your business in real time — from sales and profitability to operational performance. Make decisions backed by live data and intelligent forecasting.

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Service & Operations Teams

Streamline field work, scheduling, and delivery coordination. Workd connects every moving part of your operation so nothing falls through the cracks.

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Ready to See What AI Can Do for Your Business?

Join a live demo, register for a webinar, or connect with our team — and discover how Workd helps companies across every B2B industry get more done, faster. Don’t wait — the sooner you start, the faster your business grows.

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Got questions? We’ve got answers.

Get the answers to the most commonly asked questions. If you need more information, don't hesitate to reach out!

What makes Workd different from other AI platforms?
Do I need technical expertise to use Workd?
What’s the difference between Workd Guide, Assist, and Done?
Does Workd integrate with our existing software?
Can Workd support voice interactions and multiple languages?
Is Workd only for manufacturers and distributors?
How long does it take to get started?
Do you offer on-site support?
How secure is Workd?
How can I see Workd in action?