The Platform Built to Empower
Compliance
Workd makes it easy to onboard new customers and track license and regulatory information. With Workd, you can always quickly and efficiently access the data that you need.
01.
Customer Onboarding
Workd gives you the tools to simply and systematically bring on new customers, including getting necessary license and regulatory information that you need to conduct your business.
02.
Managing Licenses
Workd helps you keep track of up-to-date or lapsed license information so you know exactly who you’re selling to.
03.
Taxation Information
Easily and quickly calculate federal and state taxes for regulated industries as part of Workd’s AI-powered platform.
Compliance
It’s Time to Make Compliance Easy
Workd has all the tools that your compliance team needs to bring customers on board and get them up to speed. And it takes the hassle and headaches out of tracking license and compliance information so you can see at a glance whether your customers are ready to do business.
Invoice and Order Payments
Quickly and efficiently get invoices to customers and payments into your system. Utilize a variety of acceptable payment methods.
Custom Workflows
Easily design and build your current workflows utilizing custom workflows. Quickly access and view all of your established workflows from anywhere on the platform.
Financial Reporting
Quickly and easily generate custom, in-depth financial reports based on user roles and preferences. Take advantage of real-time data to always know where your finances stand.
New User Registration
Enjoy a simple process for onboarding and registering new users to Workd’s e-commerce platform.
Features for Compliance
Get Work Done
Integrations. Workd integrates seamlessly with your phone, email, and inventory systems, cutting down on time and headaches.
- ERP integrations
- Phone and email integrations
Workflow Automation. Eliminate the repetitive and repeatable tasks your employees do each day. Save your team time, money, and headaches.
- Custom workflows
- Event triggers
Goal Tracking. Support your team with SMART goals—specific, measurable, achievable, realistic, and timely
- Real-time data updates
- Individual and team based
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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