Customer Management – Workd

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.



    Workd empowers sales teams by providing the tools for effective and efficient sales calls with sales dashboards, customer purchase history, and inventory insights.


    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.


    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

    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.



    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.


    Workflow Creation

    Our talented U.S.-based engineering team will custom tailor Workd to accommadate your current daily workflow.


    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

    Log in

    Log into existing account


      Log in with…


      Request a Demo

      We’re thrilled you’re interested in learning more about Workd. Please complete the form below and a team member will assist with your request.


        Contact Us

        We're thrilled your're interested in learning more about Workd. Please complete the form below and a team member with assist with your request.