Workflow Automation
Powering More Productive Teams
Workd includes a suite of tools to power productivity by automating simple tasks and upgrading data usability in a major way. The Workd team works with you to create workflows built around expediting your current workflow.
01.
Workflow Automations
We work with you to design workflow automations to fit your needs, eliminate opportunities for human error, and streamline the sales process. Workd helps you get more work done.
02.
Increase Productivity
By automating simple tasks, Workd helps teams work faster, shrinking sales cycles and growing your business.
03.
Many Reasons to Say Yes
Workd supercharges your sales team, helping them save time, avoid repetitive tasks, and accelerate their daily business efforts.
Workflow Automation
Concentrate on What Matters Most
With a suite of workflow automations to choose from, Workd works with you to make sure that simple tasks are taken care of so you can focus on closing sales and growing your business. Make sure your team is as productive as possible by automating a range of tasks.
Event Triggers
Avoid hassles by working with the Workd team to create event triggers that automate mundane tasks to execute work more efficiently.
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.
Lead Prioritization
Prioritize customers and leads based on relevant criteria, including order patterns, order volume, size of account, and more. Workd helps you maintain follow-up patterns to keep regular contact with your customers.
Role-Based Functionality
Adjust permissions on a per user basis. Control how users interact with screens, data, and permissions. Set goals and KPIs to maintain accountability.
Related Features
Get Work Done
Order Entry. Quickly and easily get suggested selling items based on Workd’s AI-powered platform.
- Popular items
- Cross-selling opportunities
E-commerce. Revolutionize your purchasing process with a user-friendly e-commerce portal allowing online ordering.
- Short dates and sales
- Custom and saved pricing
Customer Management. Cover all the touchpoints of your customer’s journey, from a lead to a happy relationship.
- In-depth customer data
- Smart scheduler
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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