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WorksBuddy

Think bigger · Run lighter.

Solutions · Founders & SMBs

Run sales properly, without a sales team.

Your leads, emails, calls and notes in one place. Free to start, set up in an afternoon, and it remembers the follow-ups you are too busy to remember.

One customer record holding every email, call and note, beside a pipeline of stages you named yourself

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The Reality

You are the sales team.You are also everything else.

01

Where did I write that down?

Some of it is in a spreadsheet, some in your inbox, some in a WhatsApp thread. The rest is in your head, which is full.

02

Did I ever follow up?

You meant to. Then a customer called, a supplier emailed and payroll was due. Two weeks later they bought from somebody else.

03

Do I even need a CRM?

Most of them want a week of setup, a paid seat for everyone and somebody to look after it. You have none of those three.

The Shift

One place, instead of five.

What changes when your leads, emails and follow-ups stop living in separate apps.

Before Lio

Doing it yourself today

  • A spreadsheet and your inbox
  • Follow-ups you must remember
  • Notes in three different apps
  • A week of setup
  • A paid seat per person
  • No idea what is close
  • Hoping you did not forget
After Lio

Doing it with LIO

  • One place for everything
  • Reminders that come to you
  • Notes kept on the record
  • An afternoon of setup
  • Free to start
  • A pipeline you can see
  • Nothing slips
How It Works

Everything in one place,set up in an afternoon.

Everything in one place

Everything in one place

Leads, emails, calls and notes all sit on the same customer record. You stop opening four apps to work out what you said to somebody in March.

It remembers for you

It remembers for you

LIO tells you who is waiting on a reply and which promise is now overdue. You do not have to keep a list of it all in your head.

Set up in an afternoon

Set up in an afternoon

Bring your contacts in from a spreadsheet or your old CRM, name your stages, connect your email. No consultant, no admin, no month of configuring.

A Day In The Life

How founders actually use LIO

You open one screen, not five.
01

You open one screen, not five.

Every email, call and note sits on the customer’s own page. What you promised somebody in March is still right there in August.

One RecordEmail SyncCall Notes
02

Nothing waits on you remembering.

LIO tells you who is due a reply and who has gone quiet. You turn up on time without keeping a list of it in your head.

RemindersGone-Quiet AlertsToday List
Nothing waits on you remembering.
You can see what is actually close.
03

You can see what is actually close.

Your deals sit in stages you named yourself, so you know what should land this month, what has gone cold, and where a nudge is worth it.

Simple PipelineYour Own StagesDeal Value
What Changes

Sales is your third job.It shouldn’t feel like it.

Cost to start

Free

A working CRM on the free plan. Pay for a seat only when you hire somebody.

Time to set up

An afternoon

Import your contacts, name your stages, connect your email. Send something the same day.

Tabs you can close

0

The spreadsheet, the notes app, the reminders list and the folder of old quotes.

People needed to run it

Just you

Nothing to configure or maintain. No consultant, no administrator, no IT ticket.

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Run sales properly, without a sales team.

Your leads, emails, calls and notes in one place. Free to start, set up in an afternoon, and it remembers the follow-ups you are too busy to remember.