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.
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.
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 whole workspace, set up your way
Get set up fast, tailor every module, and manage your plan, all from one place.
Guided from day one
A wizard sets the basics.
Start from a template
Tuned to your vertical.
Manage plan and credits
Seats, credits, invoices.
Tune the AI to you
Model, tone, and ICP.
Changes apply instantly
Tweak a setting, it takes hold.
Only what you need
Switch features on or off.
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.
Everything you need to know
Get answers to the common questions about setting up LIO.
How do I set up my workspace?
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.
What is an Industry Pack?
Can I turn features on and off?
Can I add my own fields?
Can I tune the AI?
How does billing work?
Set up your workspace in minutes.
Pick a plan that fits your team today and tailor LIO as you grow.