Lio
Lio is the AI lead management agent that captures, enriches, scores, and routes leads across your sales pipeline.
Lio is the AI lead management agent for sales teams. It captures leads from every source, enriches and deduplicates them, scores them against your ideal customer profile, routes each lead to the right rep, and manages the full pipeline from first touch to closed deal. It is built for sales and revenue teams that need fast lead response and clear pipeline visibility.
New to Lio? See the Lio product page and plans & pricing on worksbuddy.ai.
What you can do
- Capture leads from websites, forms, paid ads, and live chat, with automatic deduplication and enrichment before they enter the pipeline.
- Enrich a lead from a LinkedIn URL or CSV, filling in name, email, job title, company, and 20+ firmographic fields, with bulk processing of 500 to 1,000 records.
- Score each lead from 0 to 100 against your ideal customer profile, with a plain-English explanation of the result.
- Route leads to reps using configurable rules based on score, region, industry, and rep availability, including round-robin, priority assignment, and VIP escalation.
- Build custom sales pipelines with drag-and-drop stages, probability weighting, and stage-specific fields.
- Track every lead in a chronological activity feed and manage records with bulk operations, custom views, and inline editing.
Explore Lio
Quickstart
Features
How it connects
Integrations
FAQ
On worksbuddy.ai
Lio on WorksBuddy
AI lead management & CRM — see the full product page.
Lio features
Explore everything Lio can do.
Lio pricing
Plans and pricing for Lio.
WorksBuddy blog
Guides, product updates, and tips from the team.
How it connects
Lio shares one data layer with the other WorksBuddy agents and can trigger them automatically. A won deal can start an onboarding project in Taro, draft an invoice in Inzo, or push high-score leads into Evox sequences with no manual handoffs. See How Lio connects.