Stop Paying Morefor Less Intelligence

Unified Lead Records with Power Filtering

Build, edit and search every lead using any combination of owner, tag, source and custom field

AI Powered Lead Score (0-100)

Machine scored number per lead based on intent signals, profile depth and real time behaviour

Deal Stage & Urgency Flagging

Track where every lead sits in the lifecycle with configurable priority levels attached to each record

One Action Bulk Operations

Reassign, retag, update status or delete hundreds of leads simultaneously in a single step

High Volume Spreadsheet Import

Bring in thousands of contacts via CSV with background processing, deduplication and error reports

Downloadable Styled Reports

Export filtered lead lists as formatted Excel files hosted with a shareable public download link

Native LinkedIn Profile Import

Drop a LinkedIn URL and watch the lead build itself person, company, score, all populated instantly

Scheduled Follow Up Engine

Automated time based reminders that push reps to act before leads go cold

Collaborative Threaded Notes

Internal team comments with nested replies, privacy settings and file attachments per lead

Dormant Lead Detection

Automatic flagging when a lead crosses an inactivity threshold so nothing slips through

Multi Stage Sales Pipeline Builder

Create custom deal pipelines with configurable stages, values and close date tracking

Complete Deal History & Attribution

Every stage transition logged with the user who made the change and a timestamp

Company & Contact Intelligence Hub

Centralised profiles for every organisation and person with AI enriched firmographic data

Post Sale Client Relationship Module

Dedicated workspace to manage accounts after a deal closes, separate from the active pipeline

Close Probability Prediction

AI calculated likelihood of a deal converting based on patterns from historical wins and losses

Drag and Drop Kanban Board

Visual card based pipeline view where deals can be moved between stages by dragging

Forward Revenue Forecasting

Weighted pipeline projections that estimate future earnings based on stage and close probability

Mobile App (iOS & Android)

Access pipeline, update deals and manage leads on the go from a native mobile application

Drag and Drop Web Form Builder

Design branded public forms with custom fields that create leads automatically on submission

Conditional Workflow Automation

Build if/then logic trees triggered by lead events, field updates or time based conditions

Real Time Duplicate Prevention

Automatic detection and blocking of duplicate leads at the point of import or form submission

SMTP Email with Template Editor

Send outbound emails directly from the platform using your own mail server with a visual HTML builder

Secure API Access with IP Controls

Generate organisation level API keys with domain whitelisting, expiry dates and permission scoping

Custom Field Architecture

Extend every lead, contact, company and deal record with organisation defined fields stored in flexible format

AI Buying Signal Detection

Surfaces behavioural indicators across all touchpoints that suggest a lead is ready to move forward

Third Party Integration Marketplace

Connect the platform with external tools via a native app marketplace or pre built connectors

Granular Role & Permission Control

Define exactly what each team role can view, edit or delete at the module level with user level overrides

Live Lead Distribution via Pub/Sub

New leads appear instantly across every open session the moment they land, no page refresh needed

Full Platform Activity Audit Log

Every action taken by every user recorded with timestamp and attribution for complete accountability

Real Time Notification Centre

In app alerts for lead assignments, follow up reminders and pipeline updates with read/unread tracking

Executive Performance Dashboard

High level view of lead volume, conversion trends, funnel health and team activity with date range controls

Hindi & English Language Support

Full interface translation with automatic browser language detection built for India first sales teams

Part of an 8 Agent Business Suite

LIO sits inside WorksBuddy alongside invoicing, e-sign, task management, automation and more