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.
Power up your sales
Power up your sales with intelligent automation, real-time insights, and tools designed to help your team convert faster.
AI lead scoring
Our AI analyzes behavior, engagement, and historical data to automatically.
Smart sales pipeline
Visualize your entire sales process with a smart pipeline that adapts real time.
Sales forecasting
Predict future revenue with confidence using AI-powered sales forecasting accurate.
Smarter sales tools
Power up your sales with intelligent automation, real-time insights and tools designed to help your team convert fast
Real time AI lead scoring
Get instant insights on lead quality with real-time AI scoring. Prioritize prospects.
Value leads instantly
Instantly identify your most promising leads with smart AI evaluation guesswork.
CRM integration
Seamlessly connect with your favorite CRM tools keep.
Smart pipeline
Visualize and manage every deal with a smart.
Invoice on close
A won deal triggers the invoice and payment link instantly.
Opportunity alerts
Our AI monitors your pipeline 24/7 and sends smart.
Elevate your revenue
Elevate your revenue with AI-powered insights that help your team prioritize the right leads.
Capture every lead
Score leads on arrival
Automated nurture
Live deal stages
Close-won handoff
Invoice on close
Get-paid status
Zero copy-pasteYour stack vs. WorksBuddy
| Capability | WorksBuddy | CRM + billing + Zapier |
|---|---|---|
| THE ESSENTIALS, every stack has these | ||
Collect leads straight from your website forms. | ||
Keep every contact and deal in one shared record. | ||
Bill customers and send out invoices. | ||
| WHERE WORKSBUDDY PULLS AHEAD | ||
Each lead gets a 0–100 score and lands with the right rep instantly. | ||
Follow-ups send themselves based on what each lead actually does. | ||
The invoice goes out the second a deal is won, no re-keying. | ||
See a lead's whole journey, captured, scored, nurtured, closed, billed. | ||
No copying between tools, it moves from stage to stage on its own. | ||
One tool instead of a CRM, a billing tool and a pile of Zapier flows. |
Real revenue wins from real teams.
See how teams turn WorksBuddy into pipeline, closed revenue, and time back
all from tools working as one engine.
From first touch to paid in half the time.
Automated the journey from lead capture to payment.
Bill new customers in days, not weeks.
Streamlined the complete lead-to-onboarding process.
Pipeline that flows straight to invoice.
Connected sales opportunities directly to invoicing.
Run the work, not the busywork
Taro and Revo handle the coordination and the handoffs, so your team can ship.