Fast Follow Ups , Closed Deals AI AgentBots

52% of IT leads go cold before reps open CRM. WorksBuddy fixes this: AI agents respond in 30 seconds, qualify prospects, schedule demos, and send proposals automatically.

What IT Businesses Recover Using WorksBuddy

Every number below reflects real time and real revenue your IT business reclaims by replacing fragmented tools and eliminating the manual workflows silently draining your pipeline.

Every Month Without Automation Costs Your Team This

Based on a 10 person IT sales team handling 250 or more monthly leads across all channels.

0%

Leads Killed By Slow Follow Up

0 hrs

Hours Lost Weekly to Manual Tasks

0 hrs

Average Delay on Proposals and SOWs

0 days

Monthly Revenue Lost to Slow Response

$0.0 k

Monthly Waste on Disconnected CRM Stacks

Your current stack vs. WorksBuddy

Why juggle five tools when WorksBuddy covers all of it? No per seat fees, no integration headaches, just one platform where your entire team shares data and wins together.

ChallengeWorksBuddy SolutionYou Save
CRM & Lead Management
LIO AI scores & routes every prospect instantly
$900/mo + 8 hrs saved
Email & Service Outreach
EVOX AI writes, segments & sends personalised alerts
$45/mo + 6 hrs saved
Contract & Proposal Signing
SIGI digital sign same day, legally valid
$75/contract + 6 days saved
Project & Team Task Coordination
TARO auto-assigns by skill set & current workload
55 hrs/month saved
Inbound Lead Response & Qualification
LIO responds to every inbound request in 30 sec · qualifies 24/7
38 hrs/week saved across team
Client Invoice Generation
INZO auto generates on project milestone confirmation
10 hrs/mo + 15 days saved
Total SavingsWorksBuddy Pro: $199/mo$1K+/mo · 40-160 hrs saved

Core Features of WorksBuddy PlatformSuit

Everything you need to capture patients, coordinate care delivery, and keep revenue flowing without juggling six different tools.

Multichannel Lead
Capture

Leads from website, ads, LinkedIn, or referrals captured instantly, scored, and routed to the right sales rep within 30 seconds.

Multichannel Lead   Capture

Automated Demo
Booking

Once prospects qualify, TARO assigns right sales expert, sends invites, WhatsApp confirmations, and tracks attendance so no shows followed automatically.

Automated Demo   Booking

Personalised Service Proposal
Alerts

With prospects segmented by size, industry, need, and stage, EVOX delivers case studies, brochures, via personalised email outreach that feels one to one

Personalised Service Proposal   Alerts

Digital Proposal and
Contract Signing

Turn every SOW, MSA, and service agreement into valid digital documents with SIGI. Decision makers sign instantly. No printing, scanning, or emailing PDFs.

Digital Proposal and   Contract Signing

Automated Invoice
and Retainer Billing

No more manual invoicing or chasing retainers. INZO auto makes invoices, sends payment links, and escalates collections so teams ever chase payments.

Automated Invoice   and Retainer Billing

Additional IT AI Tools Teams Use

These tools eliminate the repetitive tasks draining your sales team's time and energy.

Lead Source Attribution

See which channel drives the most qualified IT leads and closed deals, so your marketing budget goes where it actually converts.

Cold Lead ReEngagement

EVOX automatically re engages cold leads at 30, 60, and 90 days, reviving an average of 22% across WorksBuddy clients.

Sales Team Performance Dashboard

Get a live view of each rep's demos, proposals, conversions, and revenue on one dashboard that updates without any manual reporting.

Contract Renewal Alerts

EVOX flags expiring contracts 60 days ahead and auto sends personalised renewal outreach, giving your account managers time to upsell first.

Service Launch Lead Alerts

WorksBuddy matches every new service launch against your entire client database and sends targeted alerts before your sales team drafts anything.

Post Project Referral Campaigns

EVOX reaches out 14 days after project signoff with a satisfaction survey and referral request, converting happy clients into new leads.

Does Your IT Sales AI Actually Do All This?

More Features to Power Your IT Business

Additional capabilities designed to make your sales operations faster, smarter, and more connected across every department.

AI prospect intent scoring
Natural language task creation
Auto task prioritisation
Payment reminder escalation
Realtime pipeline visibility
Multiagent workflow triggers
Overdue invoice intelligence
Email A/B testing & optimisation
Behaviourtriggered campaigns
Send time optimisation
Contract & document signing
Nocode workflow automation
AI prospect intent scoring
Natural language task creation
Auto task prioritisation
Payment reminder escalation
Realtime pipeline visibility
Multiagent workflow triggers
Overdue invoice intelligence
Email A/B testing & optimisation
Behaviourtriggered campaigns
Send time optimisation
Contract & document signing
Nocode workflow automation

Workflow Automation by Use Case

Managed IT Services (MSPs)

Never Miss a Hot Prospect Again

LIO instantly qualifies MSP leads, so your team focuses only on real opportunities. TARO routes hot prospects to the right rep at the right time. EVOX nurtures your pipeline with precision, keeping deals warm and moving. SIGI and INZO work together to handle every contract and invoice automatically zero manual effort, maximum efficiency.

Website enquiry
LIO qualifies in 30 sec
TARO books discovery call
INZO raises monthly retainer invoice
SIGI closes contract digitally
EVOX sends 7 touch nurture
Outcome
3.9x demos booked
29% faster contract close
$2.1M additional annual recurring revenue
Managed IT Services (MSPs)
IT Staffing Solutions

Fill Roles Faster Without the BackandForth

LIO captures and qualifies every staffing enquiry in real time, ensuring no opportunity slips through. TARO handles scheduling seamlessly, keeping your team organised and clients happy. EVOX nurtures client relationships with tailored engagement, while SIGI and INZO work in perfect sync to close placements and process invoices automatically making your entire workflow effortless.

Requirement from LinkedIn/job board
LIO qualifies client brief
TARO schedules intro call
INZO invoices placement fee
SIGI closes placement contract
EVOX sends candidate shortlists
Outcome
3.1x client calls booked
36% shorter placement cycles
$1.7M additional placement revenue
IT Staffing Solutions
Software Product Studios

Turn Project Enquiries into Signed SOWs Faster

LIO captures and qualifies every staffing enquiry in real time, ensuring no opportunity slips through. TARO handles scheduling seamlessly, keeping your team organised and clients happy. EVOX nurtures client relationships with tailored engagement, while SIGI and INZO work in perfect sync to close placements and process invoices automatically making your entire workflow effortless.

Enquiry from website/Clutch
LIO qualifies project scope and budget
TARO books discovery workshop
INZO raises milestone invoices
SIGI closes SOW digitally
EVOX sends portfolio and case studies
Outcome
2.8x discovery calls booked
31% faster SOW signoff
$2.3M additional project revenue.
Software Product Studios
IT Consulting Firms

From Enquiry to Engagement Instantly.

LIO qualifies every consulting lead in 30 seconds, so your team never wastes time on weak prospects. TARO handles scheduling effortlessly, keeping projects on track. EVOX nurtures your pipeline with smart, timely engagement. SIGI and INZO then work in perfect sync to manage contracts and process milestone invoices automatically completely hands free.

Referral or conference lead
LIO qualifies engagement type and urgency
TARO schedules stakeholder call
INZO invoices consulting fees
SIGI closes engagement letter
EVOX sends thought leadership and proposals
Outcome
2.5x stakeholder calls booked
38% shorter engagement start time
$3.4M additional consulting revenue
IT Consulting Firms

Trusted by IT Service Businesses Like Yours

Real quotes from real businesses that switched, honest feedback from people facing the same problems you are.

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LIO changed everything overnight. Demo bookings doubled in 30 days and we closed $310K in new MSP contracts in the first quarter .

trusted user

Head of Sales

ClearPath IT Solutions

SIGI made SOW signing same day. We closed three engagements competitors lost simply because they were still waiting on a signed document.

trusted user

Founder

Vertex Software Studio

EVOX sends the right case study at the right time automatically. Email open rates jumped from 13% to 41% and discovery calls quadrupled.

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Marketing Director

NexGen IT Consulting

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INZO sends our retainer invoice the moment a contract is signed. We've had 100% on time collection for five consecutive months

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CFO

TrueNorth Managed Services

How long does setup take and do I need a developer?

Most IT businesses are live within one business day. Our onboarding team handles all integrations, data migration, and workflow setup. No code, no developers, no IT tickets needed which, given what you do for a living, we think you will appreciate.