Stop guessing
which leads to call.
LIO already knows.
Lio is your AI powered lead management CRM. It works as lead capture software that enriches leads from LinkedIn in seconds, scores and ranks them against your ICP, predicts who's ready to sign, and manages your entire pipeline so your team focuses on closing, not admin
0+
AI analysis features
0+
Core CRM modules
500 to 1k
LinkedIn URLs per batch
Real time
SSE + Ably live sync
0+
AI analysis features
0+
Core CRM modules
500 to 1k
LinkedIn URLs per batch
Real time
SSE + Ably live sync
AI Intelligence
LIO distributes leads the instant they're qualified no manual assignment, no wait times. Every rep gets the right volume matched to their live capacity.
AI Lead Scoring
LIO scores every lead from zero to one hundred and tells you why, so you spend your day on the ones most likely to buy.
AI Email Personalization
LIO drafts a personal email for each lead using real details about them, so you sound relevant from the very first line.
Intent Alerts & Buying Signals
LIO watches for the little moves that mean a lead is warming up and alerts you right away, so you reach out while they are paying attention.
Conversation Intelligence
LIO records, transcribes, and summarizes every call and meeting, then turns the key points into follow-ups, so you can focus on the conversation.
Deal Forecasting
LIO scores every open deal on how likely it is to close and flags the ones at risk, so you know your forecast and where to step in.
Ask LIO
Ask a plain question about any lead or deal and LIO answers from your own calls, emails, and notes, with a link to the exact source.
Dashboards & AI Analytics
Drag the cards you care about onto one board, pick a chart or a table, and watch it update in real time as your team works.
Lead Management
A complete command center for every lead in your pipeline from lead capture to closed deal. The lead tracking software your team needs with every field, filter, and bulk action, without the bloat
Lead Management
See, sort, and act on every lead from one screen, so nothing slips away and your team knows the next move.
Lead Workspace
Save your favorite views, arrange your columns, and pin the tabs you use most, so your day opens the way you like it.
Contacts & Companies
Keep every contact, company, and client linked in one place, so you always see who you are talking to and the whole story behind them.
Inbox & Email Sync
Connect Gmail or Outlook and read, reply, and send from LIO. Each message links itself to the right lead, so the whole thread lives where you work.
Meetings Calendar
See your whole calendar, pick a time that is free, and send the lead an invite with the video link, all without leaving LIO.
Calling & AI Voice Agent
Call leads straight from LIO, get every call recorded and written up for you, and let an AI voice agent take the ones you cannot get to.
CRM Migration & Sync
Connect HubSpot or Pipedrive, map your fields, and bring your leads, contacts, and companies into LIO clean, de-duplicated, and enriched.
Pipeline & Deals
Full sales pipeline management built into your CRM. Use LIO as your pipeline management software to build any sales process, track deal value through every stage, and predict which deals will close before your forecast is due.
Pipeline & Deals
Your deals live on one board that scores what is likely to close and flags the ones slipping, so you always know which one to work next.
Workflow Automation
Build simple if-this-then-that rules that assign, tag, email, and follow up on leads for you, so the routine work happens without you touching it.
Connected Apps
Link your email, calendar, calling, meetings, and lead sources to LIO in a few clicks, so everything works together in one place.
Data Import & Export
Import your leads, contacts, and companies from a spreadsheet in a few clicks, and export any list to a clean Excel file whenever you need it.
User Roles & Permissions
Build roles that fit your team, decide who can see and change what, right down to their own records or everyone's, and keep the whole thing auditable.
Workspace Administration
Run a guided setup, start from an industry template, and switch on only the modules you need, so LIO fits how your team sells from day one.
Reports & Custom Analytics
Pick the fields and filters you need, see them as a chart or a table, and export a clean report to PDF, Excel, or CSV in seconds.
Lio talks to every
other WorksBuddy agent
Single product lead management tools stop at the deal. Lio is wired into the entire WorksBuddy OS so a won deal triggers an onboarding project in Taro, an invoice in Inzo, and a revenue update in Moni. Automatically, with zero manual handoffs.
Deal won fires a new onboarding project in Taro tasks auto-assigned to the CS team
High score leads are pushed to Evox email sequences automatically no list export.
Closed deal creates a draft invoice in Inzo with deal value, client, and terms pre filled.
Support tickets from Zeni surface on the lead record reps see health before every call.
Lead scores and deal states feed Moni's revenue forecast in real time no manual sync.
Booked demos from Kalo create follow-up tasks in Lio automatically lead pre linked.
Ready to hire Lio?
Start free and see why teams switch to LIO as their sales lead management software. Enrich your first 50 leads, score your pipeline, and find out who's actually ready to buy.
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