One login. One bill. One place your work lives.
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.
Built as one connected system
Every agent shares the same data, the same login, and the same bill, so work flows between them instead of being copied between apps.
One data layer
A contact entered once in Lio is known by every other agent, with nothing to export.
Native automation
Revo runs cross-tool steps inside the platform, so the Zapier glue retires.
One login, one bill
A single subscription and sign-on replaces five renewals and five seats.
AI in every step
Agents score, draft, risk-check, and forecast as the work happens, not after.
Nothing to sync
No CSV exports, no list syncing, no re-keying between separate tools.
Built as one connected system
Every agent shares the same data, the same login, and the same bill, so work flows between them instead of being copied between apps.
One data layer
A contact entered once in Lio is known by every other agent, with nothing to export.
Native automation
Revo runs cross-tool steps inside the platform, so the Zapier glue retires.
One login, one bill
A single subscription and sign-on replaces five renewals and five seats.
AI in every step
Agents score, draft, risk-check, and forecast as the work happens, not after.
Nothing to sync
No CSV exports, no list syncing, no re-keying between separate tools.
One workspace, a seamless experience across every agent.
One contact list, shared everywhere
Lio holds every contact and score. Evox, Sigi, and Inzo read the same record, so a lead entered once is known across the whole platform.
Invoiced the moment it is signed
Sigi’s signature triggers Inzo to raise the matching invoice and update a live cash forecast, with no re-keying between tools.
Automations that run themselves
Revo handles the cross-tool steps you used to wire in Zapier, natively, because every agent already lives in one system.
Five tools out, one platform in
Meet a growing team drowning in five disconnected apps and a pile of Zapier glue. Here is how they consolidate, one agent at a time.
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, so there are no more CSV exports.
Five separate tools vs. one platform
| Capability | WorksBuddy | Five separate tools |
|---|---|---|
| THE ESSENTIALS, every stack has these | ||
Manage contacts Keep a list of your contacts and companies. | ||
Send emails Email your contacts and lists. | ||
Track tasks Assign and track work to do. | ||
| WHERE WORKSBUDDY PULLS AHEAD | ||
One shared contact list Everyone works from the same list, no syncing CSVs between apps. | ||
One login for the whole team A single login for the team, not five logins across five seats. | ||
Signing triggers billing Closing a deal kicks off billing automatically, no copying details by hand. | ||
Cross-tool steps built in Steps that span your workflow run natively, not a pile of Zapier flows. | ||
AI in every step AI runs through the whole workflow, not bolted onto one tool. | ||
One monthly bill One invoice at month-end instead of five separate renewals. |
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.
Cancel three subscriptions. Keep one.
Unified multiple finance tools into one intelligent platform.
Ditch the scattered stack, save 120 hours.
Replaced manual operations with AI-powered automation.
Trade a messy stack for three agents.
Simplified scattered tools into one connected workflow.
Trade five logins for one
Start with your biggest pain and consolidate one agent at a time. One platform, one login, one bill.