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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.

Lead and cash automation dashboard

Power up your sales

Power up your sales with intelligent automation, real-time insights, and tools designed to help your team convert faste.

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AI lead scoring

Our AI analyzes behavior, engagement, and historical data to automatically.

AI lead scoring
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Smart sales pipeline

Visualize your entire sales process with a smart pipeline that adapts real time.

Smart sales pipeline
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Sales forecasting

Predict future revenue with confidence using AI-powered sales forecasting accurate.

Sales forecasting

Smarter sales tools

Power up your sales with intelligent automation, real-time insights and tools designed to help your team convert fast

AI lead scoring

Real time AI lead scoring

Get instant insights on lead quality with real-time AI scoring. Prioritize prospects.

Real time AI lead scoring
Value leads

Value leads instantly

Instantly identify your most promising leads with smart AI evaluation guesswork.

Value leads instantly
CRM integration

CRM integration

Seamlessly connect with your favorite CRM tools keep.

Smart pipeline

Smart pipeline

Visualize and manage every deal with a smart.

Invoice on close

Invoice on close

A won deal triggers the invoice and payment link instantly.

Opportunity alerts

Opportunity alerts

Our AI monitors your pipeline 24/7 and sends smart.

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Your stack vs. WorksBuddy

CapabilityWorksBuddyCRM + billing + Zapier
THE ESSENTIALS, every stack has these
Capture leads from web forms

Collect leads straight from your website forms.

Store contacts and deals

Keep every contact and deal in one shared record.

Send invoices to customers

Bill customers and send out invoices.

WHERE WORKSBUDDY PULLS AHEAD
Every lead scored and routed automatically

Each lead gets a 0–100 score and lands with the right rep instantly.

Nurture fires on behaviour, not manual sends

Follow-ups send themselves based on what each lead actually does.

Invoice raised the moment a deal closes

The invoice goes out the second a deal is won, no re-keying.

One live view from first touch to paid

See a lead's whole journey, captured, scored, nurtured, closed, billed.

Data flows between stages automatically

No copying between tools, it moves from stage to stage on its own.

One platform, one login, one bill

One tool instead of a CRM, a billing tool and a pile of Zapier flows.

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Run the work, not the busywork

Taro and Revo handle the coordination and the handoffs, so your team can ship.