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WorksBuddy

Think bigger · Run lighter.

Solutions · Sales Teams

One pipeline your whole team actually trusts.

Shared leads, live updates, and a complete history on every account, so no prospect gets touched twice and no context dies with the rep who owned it.

Shared team pipeline board with live deal stages, owners and a weighted quarter view

Trusted by Thousands of companies worldwide

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The Reality

More reps doesn’t mean more revenue.Not if they’re tripping over each other.

01

“Who owns this one?”

Asked in Slack four times a day. By the time anyone answers, the lead has gone two days cold and moved on.

02

“What did we promise them?”

It was on a call three months ago. The rep who took it is on leave. The prospect remembers perfectly.

03

“Where are we, actually?”

Every rep has a version and none of them match. Friday’s forecast is the average of three guesses.

The Shift

Same team. One version of the truth.

What changes when the pipeline stops being a personal document.

Before Lio

Your team’s Monday today

  • Who owns this?
  • Have we emailed them?
  • What did we promise?
  • Which list is current?
  • Where’s the deal at?
  • Whose forecast is right?
  • Are we going to hit it?
After Lio

Your team’s Monday with LIO

  • Already assigned
  • Already checked
  • Already recorded
  • Only one list
  • Visible on the board
  • One forecast
  • Yes, and here’s why
How It Works

How a whole team sellslike one company.

One board, live

One board, live

Move a deal and everyone sees it across users, across tabs, instantly. No refresh, no stale view, no "which version is current?"

One prospect, one owner

One prospect, one owner

Duplicates are caught the moment a lead arrives, whether from a form, an ad, an import, or the API. Bulk outreach checks who’s already in a conversation before it sends.

The account remembers

The account remembers

Calls, emails and meetings log themselves against the account. Ask what was promised and you get a cited answer, not a rep’s recollection.

A Day In The Life

How teams actually run LIO

Everyone works one list, not four.
01

Everyone works one list, not four.

Leads route to an owner the moment they land, duplicates are merged on arrival, and the board updates live as the team works it. Nobody rebuilds anything in a spreadsheet.

Shared PipelinesLead AssignmentReal-Time Sync
02

The account briefs whoever opens it.

Cover for a teammate on leave without a handover call. Open the account, ask what happened and what was promised, and get an answer cited back to the call, email or note it came from.

Cited AI MemoryAuto-Logged ActivityMeeting Summaries
The account briefs whoever opens it.
The forecast builds itself.
03

The forecast builds itself.

The team’s weighted commit comes straight out of the pipeline reps already work, with at-risk deals flagged nightly. No status-chasing, and no reconciling three spreadsheets before the call.

Team DashboardsDeal ForecastingAudit Log
What Changes

Your team doesn’t need to work harder.It needs to stop working twice.

Every lead scored

0–100

Signing probability and ICP fit calculated the moment a lead reaches the team.

Activity captured

0%

Calls, emails and meetings log themselves against the right account automatically.

Lists per team

0→1

Four private spreadsheets collapse into one shared board everyone reads from.

Forecast re-scores

0

Probability and risk recalculated nightly, so the number is ready before the call.

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Give your team one pipeline they can trust.

Shared leads, live updates and a complete history on every account, so no prospect gets worked twice and no context leaves with the rep who owned it.