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Lio features

An overview of Lio's lead management capabilities across AI intelligence, lead management, and pipeline and deals.

Lio combines AI lead intelligence with a full CRM. It captures and enriches leads from sources like LinkedIn, scores and ranks them against your ideal customer profile, and manages your entire pipeline so your team can focus on closing rather than admin. The features below are grouped into AI intelligence, lead management, and pipeline and deals.

AI intelligence

Enrich, score, and analyze leads, plus the import and notification tools that feed those signals.

LinkedIn lead enrichment

Fill in name, email, role, company, and 20+ firmographic fields from a LinkedIn URL, in bulk.

AI lead scoring

Score a lead from 0 to 100 against your ICP with a plain-English explanation.

ICP fit score

Compare each lead against your ideal customer profile and return a scored breakdown.

Bulk lead import

Ingest 500 to 1,000 records from CSV, LinkedIn URLs, or the API with auto field mapping.

Data import and export

Import from CSV, Excel, or CRM systems and export filtered datasets to multiple formats.

Notification center

Real-time alerts via browser, email, and in-app messages for key lead activity.

Lead management

A command center for every lead, with the filtering, organizing, and access controls to manage them at scale.

Advanced filtering

Multi-criteria filtering with saved filter sets, search operators, and instant results.

Custom views and filters

Saved views by score, stage, owner, or custom field, in list, kanban, or table layouts.

Tag management

Flexible tagging with color-coded labels and bulk tag operations for segmentation.

Bulk lead operations

Update owner, stage, score, or tags across thousands of leads in one click.

Lead activity feed

Every email, call, meeting, note, and stage move on a single chronological feed.

Company intelligence

Company profiles with contact structures, deal history, and relationship mapping.

Custom lookups

Custom dropdowns, picklist values, and reference data for standardized entry.

Inline editing

Edit any field in place with instant save and live sync across users.

Role based access control

Granular permissions for admins, managers, reps, and viewers.

Pipeline and deals

Build and track your sales process, keep records clean, and connect Lio to external systems.

Custom sales pipelines

Build any process with drag-and-drop stages, probability weights, and stage fields.

Pipeline visualization

Interactive pipeline boards with drag-and-drop stages and revenue forecasting.

Full lead CRUD

Create, read, update, and delete leads across a unified workspace.

Follow-up reminders

Reminders based on lead score, last touch, and deal stage via app, email, or Slack.

Audit logs

Timestamped, attributed records of every create, edit, delete, and bulk action.

Public API and CRM import

Public API for inbound lead creation plus one-way import from major CRMs.

Lio quickstart

Set up Lio, import your leads, and get your pipeline scored so reps know who to call first.

Advanced Filtering

Find specific leads and segments in Lio using multi-criteria filters, search operators, and reusable saved filter sets.

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AI intelligenceLead managementPipeline and deals