Sales & Lead Management
Visual pipeline, AI scoring, next action recommendation, close prediction.
Liona visualizes the sales pipeline with AI-driven scoring for each deal. AI recommends the most impactful next action, predicts close probability, and identifies deals at risk of stalling.
Built on LionaCX →
All use casesThe problem
Pipeline invisible, deals stuck, sales don't know next action.
- Pipeline not visible in real-time, sales managers struggle to monitor progress.
- Deals often stall because reps don't know the most impactful next action.
- No close prediction, forecasting is inaccurate.
- High-risk deals aren't identified quickly, many are lost.
How it works
- 1
Pipeline visualization
Sales Pipeline displays all deals per stage with clear visualization.
- 2
AI scoring & prediction
AI scores each deal, predicts close probability, identifies at-risk deals.
- 3
Next action recommendation
AI recommends the most impactful next action based on similar deal patterns.
- 4
Forecast & close
Sales managers forecast based on AI predictions, deals closed with full tracking.
Questions
How does the AI determine close probability for each deal?
AI analyzes successful and failed deal history in the CRM, interaction patterns (frequency, channel, response time), pipeline stage, stage duration, and deal characteristics (value, industry). The model is trained from historical data and updated periodically.
Can AI scoring be customized with company criteria?
Yes, scoring criteria can be configured per company. Sales managers can set the weight for each factor (interaction, stage, value, etc.) according to their sales strategy.
Can this system integrate with existing CRM?
Yes, Liona can integrate with popular CRMs like HubSpot, Salesforce, Zoho, or custom CRM via API. Pipeline and interactions sync in real-time.