AI Intelligence
Lead Management
Pipeline & Deals
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.
LinkedIn Lead Enrichment Tool
Paste a LinkedIn profile URL, and Lio auto fills name, email, job title, company, skills, education, location, and 20+ firmographic fields in seconds. Bulk process 500 to 1000 URLs asynchronously.
Bulk Lead Import
Drop a CSV, paste a batch of LinkedIn URLs, or push leads through the API. Lio ingests 500 to 1000 records asynchronously, auto maps fields, enriches every row, and flags duplicates before they hit your pipeline.
Bulk Lead Operations
Select thousands of leads and update owner, stage, score, or tags in one click. Reassign pipelines, trigger enrichment, delete stale records, or push to sequences without ever touching a lead one at a time.
Custom Views and Filters
Build saved views filtered by score, stage, owner, industry, intent, or any custom field. Share views across the team, pin your top queries, and switch between list, kanban, or table layouts in one click.
Lead Activity Feed
Every email, call, meeting, note, score change, and stage move logged on a single chronological feed. Reps see full context in seconds and managers audit deal history without pinging anyone for a status update.
Data Import & Export
LIO seamlessly imports leads from CSV, Excel, or CRM systems while exporting filtered datasets to multiple formats, ensuring smooth data migration and backup workflows.
Notification Center
LIO delivers real time alerts through browser notifications, email updates, and in app messages, ensuring critical lead activities and deadlines never go unnoticed by your team.
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
Advanced Filtering
LIO provides multi criteria filtering with saved filter sets, dynamic search operators, and instant results to help users quickly locate specific leads or segments.
Tag Organization
LIO categorizes leads with flexible tagging system, color-coded labels, and bulk tag operations, enabling sophisticated lead segmentation and campaign targeting strategies.
Pipeline Visualization
LIO displays deal progression through interactive pipeline boards with drag and drop stage management, probability weighting, and revenue forecasting for strategic pipeline planning.
Company Intelligence
LIO maintains comprehensive company profiles with hierarchical contact structures, deal history, and relationship mapping to provide complete account visibility for strategic selling.
Custom Lookups
LIO enables custom dropdown lists, picklist values, and reference data management, allowing teams to standardize data entry while maintaining flexibility for industry specific requirements.
Role Based Access Control
Define roles for admins, managers, reps, and viewers with granular permissions on leads, pipelines, exports, and settings. Reps see only their book, managers see their teams, and sensitive fields stay locked down.
Inline Editing
Click any field in the lead list, pipeline, or detail view and edit in place with no modals, no reload. Changes save instantly, sync live across every user, and log to the audit trail automatically.
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.
Audit Logs
Every create, edit, delete, assignment, and bulk action is timestamped and attributed to a user. Filter by record, user, or action type to investigate issues, prove compliance, or reverse accidental changes in seconds.
Public API and CRM Sync
REST API, webhooks, and native syncs with HubSpot, Salesforce, Pipedrive, and Zoho. Push leads in, pull enrichment out, or mirror your pipeline both ways with no middleware, no Zaps, no data drift.
Follow up Reminders
Lio schedules reminders based on lead score, last touch, and deal stage so nothing goes cold. Reps get nudged in app, by email, or via Slack the moment a high value lead needs attention.
Custom Sales Pipelines
Build any sales process with drag and drop stages, probability weights, and stage specific fields. Run multiple pipelines for inbound, outbound, expansion, or partner deals all from a single unified view.
Full Lead CRUD
Create, read, update, and delete leads across a unified workspace with custom fields, tags, and statuses. Bulk edit thousands of records, filter by any attribute, and keep your pipeline permanently clean.
AI Lead Scoring
LIO's AI lead scoring engine gives every lead a 0 to 100 composite score from firmographic fit, engagement signals, intent data, and timing updated automatically as the lead evolves through your pipeline.
ICP Fit Score
Lio compares each lead against your Ideal Customer Profile industry, company size, role, tech stack and returns a scored breakdown so reps know who's worth their time.
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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