Sales Automation – Workd

Sales Automation

Modernize your Sales team

Workd makes it easy to track sales goals, customers, contacts, sales history, and more. With Workd, you can automate many tasks and expedite the sales process, resulting in more sales and happier customers.


    Automatically Assign Leads

    Workd sorts and assigns leads automatically, saving time and headaches. Includes bulk edit and bulk assign capabilities.


    Customer Onboarding

    Workd gives you the tools to make bringing new customers onboard a breeze. A streamlined onboarding process means happier customers and faster sales.


    Performance Indicators

    Understanding the performance of the team is crucial to a company’s success. Workd makes it easy to quickly view, segment, and filter data based on individuals and departments.

    Sales Automation

    Eliminate the Guesswork in Sales

    Company profit and growth is directly impacted by the performance of the sales team. Equip your team with the tools they need to make effective calls and organize their customer and inventory information. Supercharge your sales team so they can bring on customers more quickly, get and execute lead calls, and find the information they need at any given moment.

    Daily Activity Dashboard

    Understand how you and your team is doing with real-time updates on Workd’s daily activity dashboard.

    Monthly Performance Reporting

    Get a sense of your and your team’s overall achievements and performance with in-depth monthly reporting.

    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.

    Event Triggers

    Avoid hassles and human errors by working with the Workd team to automate often-used processes.

    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

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