Integrations
Seamless Integrations
Workd integrates seamlessly with your phone, email, and inventory systems, cutting down on time and headaches by centralizing all your data and information in a single platform.
01.
All in One Solution
Workd offers a single software solution to integrating phone, email, ERP, customer data, and more into one powerful, easy-to-use platform. Teams can rely on a single source of truth for all their data and platform needs.
02.
Plays Well with Others
Workd integrates seamlessly with multiple software solutions, including most major ERP and phone systems. Always know exactly where you stand with regard to customer, inventory, and analytics data.
03.
Real-Time Data
Know what’s happening now and make informed decisions with live data updates. Have the best, most up-to-date information possible at your fingertips at all times.
Email Integrations
Workd automatically logs email conversations between sales reps and customers into their updated customer profile.
ERP Integrations
Pull in all relevant customer, sales, and inventory data at any given moment with our robust ERP integrations.
Phone System Integrations
Workd’s seamless phone integration automatically logs call destination, call duration, and more information into the client file, so you always know what’s being said and what’s being sold.
Merchant Systems
Allow users to process payments electronically, including e-checks and credit cards.
Related Features
Get Work Done
Sales Automation. Workd makes it a breeze to assign leads to teams, onboard new customers, and more.
- Popular items
- Cross-selling opportunities
E-commerce. Revolutionize your purchasing process with a user-friendly e-commerce portal allowing online ordering.
- Short dates and sales
- Custom and saved pricing
Modern Cloud Ecosystem. Workd is built on a scalable and secure cloud-based system, and it’s ready to grow with you.
- Increased performance
- Product recommendations
Getting Started
Our Process
It’s the dawning of a new digital age, and the Workd onboarding experts will help you welcome it in. From onboarding and beyond, Workd will be with you every step of the way.
01.
Pinpoint
Needs
You’ll meet with our customer success team who will perform a discovery on your unique business needs and how Workd should be customized to meet them.
02.
Workflow Creation
Our talented U.S.-based engineering team will custom tailor Workd to accommadate your current daily workflow.
03.
Onboarding and Support
Onboarding training is critical to ensure you get the most out of Workd. Personal site visits can be performed for onboarding support, or training by request.
Empower your company
with Workd today.
1000s of users are already using Workd
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