What is an Industry Pack?

A template for your vertical, like SaaS or real estate, that pre-configures your pipeline stages, fields, and templates, so you do not start from scratch.

Can I turn features on and off?

Yes. Switch modules on or off for your workspace, so your team only sees the features they actually use.

Can I add my own fields?

Yes. Add custom fields, lookups, and saved views across your records, so LIO matches your process, not the other way around.

Yes. Set the model, tone, ICP, and scoring, and submit prompts for approval, so the AI works the way your team wants.

How does billing work?

Manage your plan, seats, and AI credits from the billing area, with usage history and invoices all in one place.

Set up in minutes

Set up your workspace in minutes, not weeks

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.

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Set it up once, make it yours.

LIO walks you through setup, drops in a template for your industry, and lets you turn modules on or off, so the CRM fits your team.

Guided setup

A 7-step wizard.

Industry Packs

A head-start template.

Module toggles

Turn on what you need.

Custom fields

Match your process.

About LIO

Never spend weeks on setup

LIO configures your pipeline and fields from an industry template, so your workspace is ready to use out of the box.

Template to start

Built for your industry.

Yours to tweak

Fields and stages.

Your control center

Your whole workspace, set up your way

Get set up fast, tailor every module, and manage your plan, all from one place.

Setup

Guided from day one

A wizard sets the basics.

Industry Packs

Start from a template

Tuned to your vertical.

Billing

Manage plan and credits

Seats, credits, invoices.

AI setup

Tune the AI to you

Model, tone, and ICP.

Live

Changes apply instantly

Tweak a setting, it takes hold.

Modules

Only what you need

Switch features on or off.

Set up, tailor, run

Turn a blank workspace into a CRM that fits

Run the wizard, pick a template, and switch on the modules your team needs.

You are ready to sell on day one

LIO walks you through setup and applies an industry template, so your pipeline, fields, and modules are ready before you start.

Follow a guided seven-step setup.
Start from an industry template.
Turn on only the modules you use.

Run your workspace from one place

Custom fields, templates, modules, AI, and billing all live in one admin area, so tailoring LIO never means leaving it.

Add custom fields and saved views.
Turn modules on or off for your team.
Manage your plan and AI credits.

Questions and answers

Everything you need to know

Get answers to the common questions about setting up LIO.

A guided seven-step wizard walks you through the basics, from your workspace details to your pipeline, so you are ready to work by the end.

Set up your workspace in minutes.

Pick a plan that fits your team today and tailor LIO as you grow.

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