LIO

The AI Lead Management Agent for High Performance Sales Teams

Lio is the AI powered lead management software built to capture, qualify, and route leads instantly so no opportunity ever slips through the cracks.

Lio AI Assistant

Just Leads. Managed Automatically.

Most CRM lead management tools make teams chase leads. 

Lead Management Dashboard
Lio Mobile App

Manual qualification. Slow routing. Missed opportunities.  

LioIt focuses on one thing lead flow and does it better than any lead management software on the market. 

AI Lead Automation
Lio Mobile App

Manual qualification. Slow routing. Missed opportunities. 

Most CRM lead management tools make teams chase leads. 

Lead Management Dashboard
Lio Mobile App

Manual qualification. Slow routing. Missed opportunities.

LioIt focuses on one thing lead flow and does it better than any lead management software on the market. 

AI Lead Automation

What Makes Lio Different? 

Lio isn’t just a lead inbox

It’s an AI agent that takes ownership of every lead from the moment it appears. 

Captures leads instantly from websites, ads, forms, and chat 

Preview

Qualifies leads automatically using AI based scoring 


Tracks deadlines, priorities, and dependencies 

Ensures zero leads are missed, delayed, or forgotten 

Routes leads to the right sales rep or team instantly 

Built For Every Team 

No matter what kind of work you do LIO fits. 

Agencies

Agencies

 inquiries, handoffs, fast follow ups 

SaaS

SaaS

trials, demos, MQL routing, scoring 

Real Estate

Real Estate

callbacks, visits, agent assignment 

Education

Education

 admissions routing, reminders 

Built to Solve Real Lead Problems 

Lio eliminates the biggest pain points of any lead management system: 
  • Automatic lead capture from forms, emails, and calls
  • Manual lead qualification 
  • Poor visibility into lead quality 
  • Inefficient routing and handoffs 
  • Lost or ignored leads 

Lio 2025

Discover Call

Focused Lead Management. Nothing Else. 

Lio stays lean and powerful by focusing only on what matters. 

Automatic lead capture 

Automatic lead capture 
AI powered qualification & scoring 

AI powered qualification & scoring 

Smart lead routing rules 

Smart lead routing rules 
No cluttered CRM views. No complex configurations. 
No cluttered CRM views. No complex configurations. 
No cluttered CRM views. No complex configurations. 
No cluttered CRM views. No complex configurations. 
No cluttered CRM views. No complex configurations. 
No cluttered CRM views. No complex configurations. 
No cluttered CRM views. No complex configurations. 
No cluttered CRM views. No complex configurations. 
No cluttered CRM views. No complex configurations. 
No cluttered CRM views. No complex configurations. 

Real Time Lead Distribution 

Speed wins deals.  

  • Instant routing no queues 
  • Round robin, priority, or skill based assignment 
  • SLA based alerts for uncontacted leads 
  • Complete audit trail for every lead 
App integrations

Lio ensures your fastest rep always gets the right lead. 

Connects With Your Entire Stack 

Lio works seamlessly with your existing tools. 

Native integrations

with CRM lead management platforms 

Syncs with Salesforce

HubSpot, and other CRM lead management software 

Connects to

Slack, email, ad platforms, and websites 

Leads flow

automatically no manual entry

Smart. Fast. RevenueDriven. 

Lio lives in the sweet spot:

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Not a CRM. Not a Form Tool. 

Lio lives where CRMs fall short: 

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Lio
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Lio
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No delays. No leaks. Just lead management done right.

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One platform. Seven agents.
Infinite possibilities.

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