WorksBuddy is the AI Business Operating System that replaces your fragmented tool stack with one connected platform of intelligent agents.
Instead of paying for ten disconnected tools (CRM, project management, billing, e-signatures, marketing, and automation) that never talk to each other, WorksBuddy gives you six native AI agents that share data, trigger each other, and run your operations end to end.
A lead lands in Lio, gets enriched and scored, hands off to Taro for follow-up tasks, fires a contract through Sigi, generates an invoice in Inzo the moment it's signed, kicks off a nurture sequence in Evox, and orchestrates everything through Revo. Zero manual handoffs. Zero forgotten steps.
Built for B2B SaaS founders, agencies, and operations-heavy teams who are tired of stitching together Salesforce + Asana + QuickBooks + DocuSign + Mailchimp + Zapier and watching deals fall through the cracks.
One platform. One unified data model. One subscription. Hire an AI team. Fire your tool stack.
LIO (Lead Management Agent)
Tagline: Never miss a lead again.
Lio is the CRM and lead intelligence agent that captures, enriches, scores, and routes leads automatically. It pulls in leads from web forms, ads, LinkedIn, and CSV imports, runs AI enrichment on profile and company data, and assigns 0 to 100 lead scores based on fit and intent signals.
Core capabilities: lead and pipeline management, deal tracking, company and contact records, custom fields and views, drag-and-drop web forms, follow-up scheduling, and bulk LinkedIn enrichment up to 1,000 profiles at once.
AI features: lead scoring, ICP fit scoring, prospect briefs, buying signal detection, intent scoring, signing probability prediction, and AI company intelligence.
30 core features. 12 AI features.
Taro (Project & Task Management Agent)
Tagline: Keep your team moving.
Taro is the full-stack work management agent covering tasks, sprints, Kanban, Gantt, time tracking, wiki, forms, and meetings. Built for teams that have outgrown spreadsheets but find Jira and Asana bloated.
Core capabilities: rich task creation with subtasks and dependencies, four dependency types with cascade rescheduling, Kanban / List / Calendar / Gantt views, recurring tasks, task approvals, custom fields, time tracking, sprint planning, and a 17-widget dashboard with risk alerts and gamification.
AI features: smart task creation from natural language, workload distribution, project completion analysis, and risk prediction with bottleneck identification.
34 core features. 4 AI features.
Evox (Email Marketing & Cold Outreach Agent)
Tagline: Scale your growth effortlessly.
Evox is the AI-first email marketing and cold outreach agent. It combines multi-inbox infrastructure and warm-up engines (think Smartlead, Instantly) with a drag-and-drop campaign builder and a dual-AI engine that writes, personalizes, and optimizes every send.
Core capabilities: multi-step drip campaigns, A/B testing, lead segments, multi-provider SMTP, timezone-aware scheduling, deliverability monitoring, peer-to-peer warm-up network, and a unified inbox for replies.
AI features: AI personalization engine, pre-send spam check, "Ask with AI" HTML email generator, content enhancement, auto A/B variant generator, behavior-triggered campaigns, send time optimization, and campaign ROI prediction.
26 core features. 9 AI features.
Sigi (E-Signature & Contract Intelligence Agent)
Tagline: Close deals faster.
Sigi is the enterprise e-signature platform with sequential and parallel signing workflows, immutable audit trails, and AI that reads every contract before you sign it. A full DocuSign and PandaDoc replacement built natively into the WorksBuddy stack.
Core capabilities: PDF / DOCX / image upload, document templates, sequential and parallel signing, self-sign, approval workflows, public sign forms, signature fields with precise positioning, SHA-256 document hashing, geolocation tracking, certificate of completion, and Lio CRM sync.
AI features: clause intelligence, missing clause detection, risk analysis with severity scoring, and signing behavior analysis to predict at-risk agreements.
22 core features. 4 AI features.
Inzo (Billing & Finance Agent)
Tagline: Get paid on time, every time.
Inzo handles invoicing, payments, accounts receivable, and financial reporting. It auto-generates invoices from Taro time logs, Sigi contract completions, or Lio deal wins, then chases payment through escalating reminder sequences without anyone lifting a finger.
Core capabilities: invoice creation and management, multi-currency support, recurring billing, payment tracking, expense tracking, accounts receivable with aging buckets, financial reports, client payment profiles, and native integrations with Taro, Sigi, and Lio.
AI features: OCR invoice scanning, cash flow forecasting, customer payment behavior analysis, payment reliability scoring, AI escalation advice, and AR aging analysis.
12 core features. 6 AI features.
Revo (Workflow Automation Agent)
Tagline: Stop doing the same thing twice.
Revo is the workflow automation agent and connective tissue of WorksBuddy. Describe a workflow in plain English and Revo builds it. Connect 1,000+ apps via Pipedream, integrate all five sibling agents, and run automations on any trigger without writing a line of code. A native Zapier and Make replacement with enterprise-grade execution.
Core capabilities: AI workflow generation, drag-and-drop visual canvas, 7 node types (Trigger, Action, Condition, Loop, Delay, Transform, End), 5 workflow architectures, JSON import/export, variables and encrypted secrets, webhook and schedule triggers, and 70+ pre-built actions across all internal agents.
Cross-agent superpowers: fires events between Lio, Taro, Sigi, Inzo, and Evox automatically. Lead won in Lio? Revo creates Taro tasks, sends a Sigi contract, generates an Inzo invoice, and triggers an Evox welcome sequence in one workflow.
Powered by Temporal (the same engine running Stripe, Netflix, and Uber) for fault-tolerant execution that survives crashes and network failures.
Ranko (CRM & Customer Relationship Management)
Ranko helps you build stronger customer relationships without the complexity of traditional CRM systems. It centralizes customer data, tracks every interaction, and provides a complete view of your sales and support pipelines in one place. From managing contacts and monitoring deal progress to automating follow-ups and customer engagement, Ranko ensures every opportunity is organized and actionable. With real-time insights and streamlined workflows, Ranko helps teams improve customer retention, close deals faster, and deliver a more personalized experience at scale.
Average Rating: 4.8/5.0
Total Reviews: 12
How Do G2 Users Rate WorksBuddy?
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Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.1/10)
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Activities: 10.0/10 (Category avg: 8.9/10)
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Flows: 10.0/10 (Category avg: 8.9/10)
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Integration: 9.2/10 (Category avg: 8.4/10)
Who Is the Company Behind WorksBuddy?
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Seller: WorksBuddy
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Year Founded: 2026
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HQ Location: United States
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Twitter: @WorksBuddy_inc
8 Twitter followers
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LinkedIn® Page: www.linkedin.com
27 employees on LinkedIn®
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Ownership: WorksBuddy
Who Uses This Product?
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Company Size: 58% Small, 42% Medium
