Five tools that don't talk, down to one that does.
See how a growing team swaps a CRM, an email tool, an e-sign app, a billing tool, and a pile of Zapier flows for one connected platform — one login, one bill.
This is for you if…
- You pay for 4–5 SaaS tools that don't connect.
- The same record gets typed into each one by hand.
- Your Zapier flows break silently and stop work.
- Renewals and logins are scattered everywhere.
The stack, before and after.
Here's what a typical revenue stack costs you in money and motion — versus one platform.
Before · the messy version
- CRMA separate subscription. Leads live here, exported by CSV.
- Email + e-signTwo more subscriptions, two more logins, no shared data.
- BillingA fourth tool. Deals get re-keyed in by hand after close.
- AutomationA Zapier plan bridging it all — until a flow breaks at 2am.
Result: ~$109K/yr, 5 logins, constant manual glue.
After · the automated version
- LioYour CRM, reinvented — capture, score, route, pipeline.
- Evox + SigiEmail and contracts on the same contacts. No sync.
- InzoBilling that raises invoices the moment a deal is signed.
- RevoAutomation built in — no separate Zapier plan to babysit.
Result: one platform, one bill, ~$37K saved / 500 users.
The walkthrough
Meet the team: a 40-person agency paying for five disconnected tools. Here's how the switch goes — one tool at a time, no big-bang migration.
- LioWeek 1
CRM, replaced
They start with the biggest pain: lead chaos. Lio imports their contacts, starts scoring and routing leads automatically, and shares that data with every other agent — no more CSV exports.
→ one tool down, data now flows
- EvoxWeek 2
Email tool, replaced
Mailchimp goes next. Evox runs the same campaigns and sequences on the contacts Lio already holds — no separate list to sync, no second login.
→ two tools down, one contact list
- SigiWeek 3
E-sign, replaced
DocuSign retires. Sigi sends and signs contracts with AI risk checks built in, and signing now triggers the next step automatically.
→ three down, signing wired to billing
- InzoWeek 4
Billing, replaced
The standalone billing tool is last. Inzo auto-invoices on signature and feeds a live cash forecast — no re-keying, no spreadsheet.
→ four down, fully connected
- RevoOngoing
Automation, included
The Zapier plan is cancelled. Revo handles the cross-tool steps natively, and because every agent is in one system, most of the old 'glue' simply isn't needed.
→ one platform, one bill
The payoff
4–5
Tools replaced
$37K
Saved / 500 users / yr
1
Login & bill
3,000+
Integrations for the rest
“We replaced our CRM, Mailchimp, a billing tool, and a chunk of Zapier with one platform. One login, one bill, and everything finally talks to everything. The savings paid for themselves in a quarter.”
Teams drowning in tool sprawl.
Agencies
Juggling a tool per function and a Zapier plan to connect them.
Growing SaaS
Outgrew the free tiers; not ready for an enterprise suite.
SMB sales teams
Want one system the whole team actually logs into.
Under the hood
FAQ
Questions, answered.
Do I have to switch everything at once?
No. Most teams replace one tool at a time — often starting with the CRM or billing — and add the rest as they see the connected handoffs work.
What about the tools I want to keep?
Worksbuddy connects to 3,000+ apps, so anything you don't replace can still integrate. Slack, Teams, Google Drive, Jira, and more all connect.
How much will I actually save?
It depends on your stack and headcount — a 500-person example saves around $37,500/year versus five separate tools. The savings calculator gives you your own number.
Is migrating my data hard?
Each agent supports bulk import and data migration, and the team helps you move records in. Most teams are running on day one.
See your stack become one platform.
Tell us what you're paying for today. We'll show you the consolidated version — and your savings — in one demo.
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