Worksbuddy Logo
Sales & Revenue

Turn every lead into paid revenue — on autopilot.

Lio, Evox, and Inzo run as one engine: capture and score every lead, nurture until ready, and invoice the second a deal closes. No handoffs. No leaks.

14-day free trialNo card requiredSOC 2 Type II

Sales & Revenue engine

Agents working as one

Priya — VP Ops, Acme

Demo request · enterprise

92

7-touch nurture active

Best send time · Tue 9:14am

Sending

INV-2041 · Acme Corp

Auto-raised on close

Paid
LEI

Trusted by revenue teams at

Urban NestGreenviewPropEdgeBella CoNSF Group

Why it works

Three agents, one revenue engine.

Capture & score

Every lead is captured, deduped, and scored 0–100 in real time — so reps work the deals worth their time first.

Nurture & convert

Behaviour-triggered sequences keep every lead warm and send at the best open time, automatically.

Bill & collect

The moment a deal closes, the invoice raises itself, sends a payment link, and tracks to paid.

How it works

One connected flow, start to finish.

Lio · Inbound

Live lead scoring

Priya — VP Ops, Acme

Enriched · enterprise fit

92

Marcus — Founder, Bella

Enriched · SMB fit

74

Duplicate caught

Merged with existing record

Deduped

Capabilities

What each agent does for you.

Lio

Score the leads worth your time

Stop guessing which leads to call. Lio scores every inbound on fit and intent, then briefs your reps so they close with context.

  • AI scoring & ICP fitEvery lead scored 0–100 on fit and behaviour the instant it lands.
  • AI prospect briefPain points, budget signals, and timing summarised before the call.
  • Signing probabilityA win-likelihood read drawn from thousands of similar deals.

Score the leads worth your time

Lio

Priya — VP Ops, Acme

Enterprise · high intent

92

Signing probability

81% · strong fit

81

Prospect brief ready

Auto-generated for rep

Evox

Keep every lead warm, automatically

No lead goes cold while a rep is busy. Evox nurtures on behaviour and sends at the moment each contact is most likely to open.

  • Behaviour-triggered dripsSequences fire on score changes, clicks, and page visits.
  • Send-time optimisationEach message lands at the contact's personal best open time.
  • ROI predictionForecasts campaign return before you hit send.

Keep every lead warm, automatically

Evox

7-touch nurture

Triggered on score ≥ 85

Active

Best send time

Tue 9:14am

Predicted ROI

4.1× this campaign

Inzo

Close the deal, collect the cash

The win is only half the job. Inzo raises the invoice on close, chases payment intelligently, and shows you the cash that's coming.

  • Auto-invoice on closeWon deals raise a branded invoice with a payment link instantly.
  • AI escalationOverdue accounts get the right nudge to the right payer.
  • Cash-flow forecastSee what's landing 30/60/90 days out, in real time.

Close the deal, collect the cash

Inzo

INV-2041 · Acme Corp

Auto-raised on close

Paid

Smart reminder sent

INV-2038 · 3 days overdue

Cash forecast

$214K landing in 30 days

The results

3.2×

faster lead response

40%

higher close rate

4.1×

campaign ROI

0

leads missed

We replaced our CRM, Mailchimp, and a billing tool with one connected loop. Leads get scored, nurtured, closed, and invoiced without a single manual handoff.
UNUrban Nest Realty+$280K in Q1 after switching

Compare

Your stack vs. Worksbuddy.

CapabilityCRM + ESP + billing stackWorksbuddy
Lead scoring & routingManual lists, rep guessworkAI-scored 0–100, auto-routed
Nurture triggered by scoreSeparate ESP, manual setupFires automatically on score & behaviour
Invoice on closeRe-key into a billing toolAuto-raised the second a deal is won
Cash-flow visibilitySpreadsheet exportsLive 30/60/90-day forecast
One login, one bill3 tools, 3 invoices, 3 loginsOne platform, one bill

FAQ

Questions, answered.

Do I have to use all three agents?

No. Start with Lio for capture and scoring, add Evox and Inzo when you're ready — the loop simply gets tighter as you add each one.

Can this replace my CRM and email tool?

Yes. Lio covers capture, scoring, and pipeline; Evox covers nurture and campaigns. Most teams retire their CRM and ESP within the first month.

How fast does a new lead get routed?

In real time. Leads are captured, deduped, enriched, and scored the instant they arrive, then routed to the right rep automatically.

Is my data secure?

Yes. Worksbuddy is SOC 2 Type II with bank-level encryption, and every agent shares one secured data layer — no syncing data between disconnected tools.

See the whole loop run in one demo.

Watch a lead come in, get scored, nurtured, closed, and invoiced — without a single manual handoff.

14-day free trial · No credit card required · Cancel anytime.