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Sales & Revenue

Turn every lead into paid revenue on autopilot.

Lio, Evox, and Inzo run as one engine: capture and score every lead, nurture until ready, and invoice the second a deal closes. No handoffs. No leaks.

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14-day free trialNo card requiredSOC 2 Type II

Sales & Revenue preview

Why it works

Three agents, one revenue engine.

Capture & score

Every lead is captured, deduped, and scored 0–100 in real time — so reps work the deals worth their time first.

Nurture & convert

Behaviour-triggered sequences keep every lead warm and send at the best open time, automatically.

Bill & collect

The moment a deal closes, the invoice raises itself, sends a payment link, and tracks to paid.

How it works

One connected flow, start to finish.

Lead lands & gets scored

Capabilities

What each agent does for you.

Lio

Score the leads worth your time

Stop guessing which leads to call. Lio scores every inbound on fit and intent, then briefs your reps so they close with context.

  • AI scoring & ICP fit — Every lead scored 0–100 on fit and behaviour the instant it lands.
  • AI prospect brief — Pain points, budget signals, and timing summarised before the call.
  • Signing probability — A win-likelihood read drawn from thousands of similar deals.
Score the leads worth your time
Evox

Keep every lead warm, automatically

No lead goes cold while a rep is busy. Evox nurtures on behaviour and sends at the moment each contact is most likely to open.

  • Behaviour-triggered drips — Sequences fire on score changes, clicks, and page visits.
  • Send-time optimisation — Each message lands at the contact's personal best open time.
  • ROI prediction — Forecasts campaign return before you hit send.
Keep every lead warm, automatically
Inzo

Close the deal, collect the cash

The win is only half the job. Inzo raises the invoice on close, chases payment intelligently, and shows you the cash that's coming.

  • Auto-invoice on close — Won deals raise a branded invoice with a payment link instantly.
  • AI escalation — Overdue accounts get the right nudge to the right payer.
  • Cash-flow forecast — See what's landing 30/60/90 days out, in real time.
Close the deal, collect the cash

The results

3.2×

faster lead response

40%

higher close rate

4.1×

campaign ROI

0

leads missed

“We replaced our CRM, Mailchimp, and a billing tool with one connected loop. Leads get scored, nurtured, closed, and invoiced without a single manual handoff.”
UNUrban Nest Realty+$280K in Q1 after switching

Compare

Your stack vs. WorksBuddy.

CapabilityCRM + ESP + billing stackWorksBuddy
Lead scoring & routingManual lists, rep guessworkAI-scored 0–100, auto-routed
Nurture triggered by scoreSeparate ESP, manual setupFires automatically on score & behaviour
Invoice on closeRe-key into a billing toolAuto-raised the second a deal is won
Cash-flow visibilitySpreadsheet exportsLive 30/60/90-day forecast
One login, one bill3 tools, 3 invoices, 3 loginsOne platform, one bill
FAQ

Questions, answered.

No. Start with Lio for capture and scoring, add Evox and Inzo when you're ready — the loop simply gets tighter as you add each one.
Yes. Lio covers capture, scoring, and pipeline; Evox covers nurture and campaigns. Most teams retire their CRM and ESP within the first month.
In real time. Leads are captured, deduped, enriched, and scored the instant they arrive, then routed to the right rep automatically.
Yes. WorksBuddy is SOC 2 Type II with bank-level encryption, and every agent shares one secured data layer — no syncing data between disconnected tools.

See the whole loop run in one demo.

Watch a lead come in, get scored, nurtured, closed, and invoiced — without a single manual handoff.

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