Customer Management
Understand Your Customers
Cover all the touchpoints of your customer’s journey, from leads to happy relationships. Understand the minds of your clients through behavior insights and order history.
01.
Increase
Sales
Workd empowers sales teams by providing the tools for effective and efficient sales calls with sales dashboards, customer purchase history, and inventory insights.
02.
Nurture Client Relationships
Workd provides all of the information you need to know about a customer, including in-depth order histories, product recommendations, and suggestions for when to follow up.
03.
Suggested Selling
Workd makes product recommendations for individual clients based on past order history, item popularity, and what is currently on sale.
Customer Management
All in One Platform
Workd combines information on your customers, your inventory, and more all in one platform with reams of useful data available at your fingertips. By tracking all of the information with a given customer, including contacts, invoices, and more, Workd makes sure that you never miss a call and never miss a sale.
In-Depth Customer Data
Get all of the information you need on a given customer, including invoices, order history, contact information, purchasing habits, and contact history.
Customer Onboarding
Streamline your onboarding process and get notified immediately when a new customer fills out an application.
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.
Quotes/Order Building
Deliver custom pricing for customers and help them build orders through Workd’s online e-commerce platform.
Related Features
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
Sales Automation. Workd makes it easy to track sales goals, customers, contacts, sales history, and more.
- Automatically assign leads
- Performance indicators
Workflow Automation. Eliminate the repetitive and repeatable tasks your employees do each day. Save your team time, money, and headaches.
- Custom workflows
- Event triggers
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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