Lio AI Assistant
LIO for Field Sales & Account Executives

Walk into every meeting five steps ahead.

You sell with your shoes on. LIO lives on your phone full prospect brief in 30 seconds, every account's history in your pocket, follow ups that fire the moment you leave the parking lot.

Today's route

Acme HQ · 10am
1
Nimbus · 1pm
2
Volt Office · 3pm
3
Beacon · 5pm
4
Total miles
62
SM

Sarah Mitchell · Acme

VP Ops · Brief ready · 9:30am

94
DK

David Kim · Nimbus

CTO · 3rd meeting · 12:30pm

88
PR

Priya Rao · Volt

Procurement · New · 2:30pm

71
JT

James Torres · Beacon

Agent · Renewal · 4:30pm

38

Field reps closing more with the same number of meetings across SaaS, real estate, automotive, and more.

0sPre meeting prep
0%Higher close rate
0.0×Meetings per week
The reality

Field reps live between meetings.
Your CRM was built for desks.

01

Your CRM hates your phone

You're sitting in the parking lot trying to update a deal. The mobile app crashes. The web view doesn't fit. By the time it loads, you're already late to the next meeting.

02

You walk in blind

You met Sarah six months ago. What did you discuss? Who else was in the room? What's her org's structure today? You'd kill for a brief but there's no time to dig.

03

Notes never make it to the CRM

Great meeting. 47 details to log. By the time you're back at the office, you remember 12. The other 35 vanish. The next rep on the account walks in blind too.

lioLIO fixes all three. Mobile first, brief in seconds, voice notes auto logged.
How it works

Built for sellers who don't sit still.

Mobile first, actually

Mobile first, actually

Designed for one hand, between meetings. Brief, log, update, schedule all in under 30 seconds per touch. Offline mode for tunnels and elevators.

  • Native iOS + Android apps
  • Offline mode + auto sync
  • One hand operation
Brief in 30 seconds

Brief in 30 seconds

Tap the account. AI Prospect Brief assembles who you're meeting, last conversation, org chart, current deals, suggested opening. Read it in the elevator.

  • AI Prospect Brief on demand
  • Full account activity history
  • LinkedIn enrichment included
Voice notes auto logged

Voice notes auto logged

Walk to your car. Hit record. Talk for 30 seconds. LIO transcribes, summarizes, attaches to the right lead, suggests next actions. Your notes write themselves.

  • Voice to note transcription
  • Auto suggested next actions
  • Follow up reminders set automatically
A day in the field

How field reps actually move through their day

01

30 seconds before walking in.

Open LIO on your phone in the parking lot. The full brief is there: who, what they care about, last conversation, current deals, opening line. Walk in ready.

AI Prospect Brief →Activity History →LinkedIn Enrichment →
Before the meeting
The numbers

Field reps with LIO show up sharper.

I used to drive between meetings, hoping I'd remember to log everything. Now I talk to my phone for 30 seconds and it's done. My pipeline data is actually accurate for the first time in 8 years.

— Senior AE, enterprise software

0s

Pre meeting prep

0%

Higher close rate

0.0×

More meetings / week

0

Notes lost to memory

Field motions

However your road runs.

Territory reps

Territory reps

Route + meetings + briefs in one tap. Cover 30% more accounts per week.

Enterprise AEs

Enterprise AEs

Multi stakeholder accounts, deep org charts, six month sales cycles tracked.

Real estate agents

Real estate agents

Property briefs + buyer history + neighborhood comps. All in your pocket.

Wholesale / distribution

Wholesale / distribution

Store visits, order history, restocking patterns. Walk in knowing what they need.

Integrations

Connected to your road tools.

Questions & Answers

Questions road warriors ask.

Yes. Full offline mode view leads, briefs, take notes, log calls. Everything syncs when you're back online. No no connection walls of doom.

Your phone just became your edge.

Start your 14-day Pro trial. Download the app today.