Features for Management, Sales, and Operations Software


How Workd helps you get work done

Management, sales, and operations software features that helps your business grow without compromise. Because “good for business” should also mean “good for customers.”

Workd Product Features Image
Goal tracking

Workd makes it easier than ever to track goals using KPI reporting, customer insights, and activity monitoring. A productive team leads to company success.

Inventory management

Make highly informed purchasing decisions based on dates, trends, and sales history. Plus, easily create profitability reports to see how your products are performing.

Client Management

Cover all the touchpoints of your customer’s journey, from leads to happy customers. Get right into the minds of your customers through behavior insights and order history.


Modernize your site by giving your customers a mobile friendly landscape to securely shop. Our e-commerce platform even links to your ERP, directly placing their order.


You can easily create just about any report and save them as templates. Deep-dive reporting gives insight into the company and strengthens decision making.

Workflow Automation

This unique software feature eliminates the repetitive and repeatable tasks your employees do each day. Save your team time, money, and headaches.

Email Marketing

Streamline your marketing with automated and customizable email campaigns. Utilize Workd’s customer data to segment and target your clients with exclusive offers.

ERP Integrations

Workd fully integrates with all ERPs, circumventing the need for unnecessary reports and spreadsheets. This not only saves you money, it increases ERP data usability.


Hosted on the AWS server, your information is securely stored and always private. Everything you need will be instantly viewable on your screen or mobile device.

Execute your business the way it was meant to be

Beyond the role-related customization, every employee can control the functions of their personalized dashboard.

  • Status tracking
  • Visual reports
  • Reminders and task management

Every role within your organization needs a different dashboard to meet personal, role-related KPIs. Every dashboard view is fully customizable based on the employee’s role within the company.

  • Customized dashboard
  • Easily configurable
  • Create and add groups
Never miss a single notification or reminder. Workd is mobile-friendly, and can be downloaded onto any device. Pick up where you left off on your desktop and always stay connected, even when you shouldn’t.

  • Push notifications
  • Phone and tablet responsive
  • Mobile e-commerce
Some tasks you’re just able to ‘set and forget’. This unique software feature allows you to fully automate some of those repetitive functions so you can concentrate on more pressing matters.

  • Predictive data
  • Task automation
  • Easily configurable


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.

Pinpointing needs

Our automation experts will do a discovery on your unique business process and determine how Workd should be customized to meet your needs.

Custom dashboard

Our talented engineering team will take those discovery notes and customize Workd to your exact specifications.

Team onboarding

Our onboarding experts will come to you and train your team on how to use the system. We are with you every step of the way, and whenever you need us going forward.

Start increasing productivity today

Contact us to schedule a demo of Workd.

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