Lio | CRM, Project, Workflow - Manage business tasks

Introducing our robust and versatile app designed to revolutionize the way you manage your business. Packed with a comprehensive suite of features, our powerful application is your all-in-one solution for CRM, Project and Employee Management, Customer Service, Ticketing, Task Management, Accounts, Invoice and Quotation creation, and Custom Workflow. Elevate your team's productivity to unprecedented heights and seamlessly streamline your business operations with ease.

Key Features

- Centralize client data for efficient relationship management.

- Track interactions and enhance customer satisfaction effortlessly.

- Take control with intuitive project planning and collaboration tools.

- Monitor progress and ensure project success with ease.

- Streamline HR tasks and optimize employee management.

- Foster a collaborative workplace for enhanced team efficiency.

How It Works

Step 1/6 Project Kick-off

Platform expert assigned to your organization who understands your problem statement and business use case and recommends solutions that fit right in!

Step 2/6 AI Magic

Lio AI has built hundreds of apps,

Your requirements are structured by your assigned product expert in a way Lio AI can quickly generate the first draft of your App all on its own. Wait...Wait...Wait It’s not ready yet, There is some tweaking required.

Step 3/6 Calibrated by Humans

Our team Integrates the app with your existing tech stack and configures any given API endpoints, webhook requests or any scoped-out integrations like email, WhatsApp or third-party integrations as scoped out during the project kick-off.

Step 4/6 The Moment of Truth

This is where we test things out! This stage ensures everything is built according to the kick-off document. Change of requirements along the way? We address them here, Lio’s agile building blocks allow us to make changes as we build.

Step 5/6 Delivery

This day marks the 7th business day from your project kick-off. Your first app is ready! And now you know what you have to do to launch your 2nd or 3rd app with Lio. Did we mention there is no limit on the number of apps?

Step 6/6 Who will Train my colleagues?

We realize complex business processes require training, especially for the recruits. 

Lio hosts 2 dedicated training sessions per calendar month for your colleagues, send invites to existing, new or upcoming users to these sessions and we’ll train them for you.

P.S. This is included with all Lio plans out of the box.

Various Plans

Growth

For small teams, startups freelancers who need to organise their tasks

Plan Includes:

    2 App

    15 Users

    99.99% Uptime

    Customer Roles Management

    Standard Support

    5 Automations

    Recorded Training Sessions

Pro

For teams looking to create connected apps to scale their business

Everything in Plus, and:

    4 Apps

    50 Users

    API & Webhooks

    Priority Support

    Integrations

    Unlimited Automations

    Monthly Live Training Sessions X 1

Enterprise

For organizations that need unlimited power to drive efficiency

Everything in Pro, and:

    SLA Agreement

    Dedicated Support Manager

    Automations

    Monthly Live Training Session X 2

    White labeling Add-on

    Custom Integrations

7 Tips for Lio Users

1. Download Files

With all the data in the app, you might want it for some reason or the other. You might want to share some part of the data but not all of it with someone. In that case, you can simply download it and can use it at your convenience. 

2. Share With Others

With Lio’s ‘share’ feature you can share your reports and data with others. When the need to share occurs simply click on the share buttons and choose to share either via WhatsApp, Bluetooth, Gmail. Google drive.

3. Collaborate With Teammates

Do you have more than one person taking care of the cash inflow and other transactions? If yes, then Lio makes your task easier of making a not of all this cash-related information.

While working on the app and tracking your data, you can share the file with others and they too can edit and make changes simultaneously. 

Maximize Your Online Business Potential for just ₹79/month on Lio. Annual plans start at just ₹799.

4. Add Images

Have too many students or people working under you? Have difficulty in keeping a note of who’s who? Don’t worry as Lio gives you a great option to make your task a lot more hassle-free and smooth. On Lio, you can add/upload pictures on your data that is going to take away all your confusion. 

5. Create Your Own Template

Is there something that you want to create data of but can’t seem to find the correct template? There might be something, some key detail that you need the template to have.

Well, in that case, simply create a template of your own. This way you can manage all your data exactly how you want it without any compromises.

6. Work in Your Language

India is a hot plate of cultures and languages. We care for you and your business, hence we offer you the app in 10+ languages so that you can run a business with convenience. Whether you speak Telugu, Kannada, Gujarati, Hindi, or English, we have got you covered.

7. Lock Your Data

The lock feature allows you to make the old data non-editable. If you lock a file then you would not be able to make any further changes to the previously entered data but would be able to still enter or modify new data in the current session.

The primary goal is to make sure that the previously entered data does not change even by mistake. This also works in collaboration as well as only the admin/owner is able able to unlock/lock the file.

With these simple tips, you can make your work easier, a lot more efficient, and would not have to worry about anything being edited by anyone else. Lio makes your work of collating data simpler so that you make focus on other important things.

Customer Service & Ticketing

- Elevate your customer service with a centralized hub.

- Respond promptly to inquiries and build lasting client relationships.

Efficient Ticketing System

- Simplify issue tracking with our robust ticketing system.

- Resolve problems promptly and keep your customers satisfied.

Task Management Simplified

- Organize and prioritize tasks effortlessly.

- Boost team productivity with efficient task management tools.

Accounts at Your Fingertips

- Manage financial data seamlessly in one centralized platform.

- Track expenses, revenue, and financial health effortlessly.

Invoice and Quotation Creation

- Generate professional invoices and quotations with ease.

- Impress clients with polished and customized financial documents.

Custom Workflow Configuration

- Tailor workflows to fit your unique business processes.

- Enhance adaptability and efficiency with customizable workflows.

Introducing Lio Store, a comprehensive hub where businesses can find a multitude of applications addressing crucial day-to-day operations. From customer relationship management (CRM) tools that centralize client data to project and employee management platforms fostering collaboration, businesses can seamlessly integrate these applications into their workflows. The availability of applications supporting customer service, ticketing systems, and task management ensures efficient issue resolution and streamlined task coordination. Additionally, businesses can manage financial data through dedicated accounting applications, generate professional invoices and quotations, thus covering essential aspects of accounts and financial transactions. Lio Store provides a diverse range of tools, enabling businesses to optimize and automate various processes integral to their daily operations.

Why Choose Our App?

- ✅ All-in-One Integration: Consolidate your business functions within one powerful app for enhanced synergy and efficiency.

- ✅ Manage all aspects of your business: CRM, Project Management, Employee Management, Customer Service, Ticketing, Task Management, Accounts, Invoice, Quotation and Custom Workflow.

- ✅ User-Friendly Interface: Navigate effortlessly through a clean and intuitive interface designed for quick adoption.

- ✅ Real-Time Collaboration: Foster teamwork with real-time collaboration features, ensuring everyone is on the same page.

- ✅ Adaptability: Customize the app to fit your business needs and workflows seamlessly.

- ✅ Data Security: Prioritize the security of your valuable business data with our robust protection measures.

Download now & streamline your business operations!