A lead came in at 9am. By lunch, it's a paid invoice.
Follow one real lead through the entire revenue cycle — captured, scored, nurtured, closed, and billed — without anyone copying data between tools.
This is for you if…
- Leads sit for hours before anyone follows up.
- Your CRM, email, and billing tools don't talk.
- Reps re-type the same deal into 3 systems.
- Invoices go out days after the deal closes.
The same Tuesday, two ways.
Here's what handling one lead looks like with a disconnected stack — versus one connected system.
Before · the messy version
- 9:00Lead fills a form. It lands in an inbox nobody's watching.
- 11:30A rep finally sees it, Googles the company, guesses if it's worth a call.
- 2:00Adds it to the CRM by hand. Forgets the follow-up email.
- Days laterDeal closes. Someone re-keys it into the billing tool. Invoice goes out late.
Result: hours lost, leads cooled, cash delayed.
After · the automated version
- 9:00Lead fills a form. Lio scores it 92/100 and routes it to a closer in 28 seconds.
- 9:01Evox starts a personalised nurture; the rep gets an AI prospect brief.
- 11:00Rep closes on the call. Sigi sends the contract; it's signed.
- 11:05Inzo auto-raises the invoice with a payment link. Cash forecast updates.
Result: zero manual handoffs, nothing missed, paid in days.
The walkthrough
Meet the lead: Priya, VP of Operations at Acme, fills out your "Request a demo" form at 9:00am. Here's what happens next — automatically.
- Lio9:00:00
Captured & scored 92/100
Lio catches the form instantly, enriches Priya's company data, and scores her 92 — enterprise fit, high intent. No one touched anything.
→ hands off to a rep + Evox
- Lio9:00:28
Routed to a closer in 28 seconds
Because she scored high, Lio assigns Priya to a senior rep and drops an AI prospect brief in their inbox: who she is, what she needs, how to open the call.
→ rep is prepped before they even reply
- Evox9:01
Nurture starts automatically
While the rep preps, Evox sends Priya a personalised first touch — timed for her best open window — so she stays warm and the brand stays top of mind.
→ keeps the lead warm until the call
- Sigi11:00
Deal closes, contract signed
The rep wins the call. Sigi sends the contract — clause-checked and risk-scanned — Priya signs, and a full audit trail is recorded.
→ signature triggers billing
- Inzo11:05
Invoice raises itself
The moment the contract is signed, Inzo generates the invoice, attaches a payment link, and updates your cash forecast. Priya pays within days.
→ lead → cash, same morning
The payoff
3.2×
Faster lead response
40%
Higher close rate
4 days
Typical time to paid
0
Manual handoffs
“We watched a lead come in, get scored, nurtured, closed, and invoiced without anyone re-entering a thing. Our close rate is up and cash arrives in days, not weeks.”
Teams that live or die by speed-to-lead.
Real estate & brokerages
Portal leads that go cold in minutes if no one calls.
Agencies & services
Inbound enquiries that need fast qualifying and clean billing.
SaaS & B2B sales
Demo requests where the first responder usually wins.
Under the hood
FAQ
Questions, answered.
Do I need all four agents to run this?
No — you can start with the part that hurts most, usually lead capture or billing, and switch on the others later. The cycle just gets more automatic with each agent you add.
How long does it take to set up?
Each agent is usable the same day. Wiring the automatic handoffs between them is configuration, not code, and typically takes a few hours.
What if I already have a CRM?
You can connect it via 3,000+ integrations, but most teams find Lio replaces the CRM once they see the scoring and routing in action.
Is the whole cycle secure?
Yes — bank-level encryption, SOC 2 Type II, role-based access, and full audit logging across every agent in the cycle.
See it run with your leads.
Bring one real lead. We'll show you the whole cycle — scored, nurtured, closed, invoiced — in one demo.
14-day free trial · No credit card required · Cancel anytime.