Sales, operations, finance, marketing, team chat and EOS tools in one AI-powered platform — then shape it to fit exactly how you work. Add your own fields, arrange your own layouts, use your own words, and put an AI assistant on every desk. Any industry. Live in days.
Most CRMs force your business into their boxes. Liftori Business starts as a complete platform, then bends to match how you actually run — no developers, no consultants, no per-change invoices.
Add your own fields to contacts, deals, estimates and tasks — text, dropdowns, dates, currency and more. They show up on forms, detail pages, table columns and CSV exports automatically.
Group your fields into titled sections and order them the way your team thinks. Your record pages read like your business, not a generic template.
Call them deals, projects, matters, jobs or engagements. Rename the core records once and the whole platform — menus, buttons, pages — follows your words.
A built-in assistant drafts follow-ups, explains features and suggests next steps — included on every plan, metered fairly, no add-on required.
Every hub is included on every plan during early access. No per-feature upsells, no module pricing games.
Your whole company at a glance — revenue, work, pipeline and team activity in real time.
Account-based CRM, pipelines, lead tracking and follow-ups you can shape to any sales motion.
Work, scheduling, assignments, maps and ready-to-go job prep — whatever "delivery" means for you.
Cost & margin builder with your own price book — quote with confidence, protect your profit.
Invoicing, receivables, a full general ledger and profitability tracking per project.
Campaigns, email and lead-source analytics — know what's actually filling your pipeline.
Unified inbox plus Slack-style channels — the whole team on the same page.
Company calendar, tasks and notes that connect to work and customers — nothing slips.
Rocks, scorecards, L10 meetings, V/TO and accountability — run on EOS, built in.
Sales, operations, manager and owner training tracks — onboard your team like a franchise.
Custom fields, layouts and your own terminology — reshape the platform without code.
Dedicated, isolated database per company. Your data is yours — never pooled, never shared.
Tell us about your business and check out securely — takes about 3 minutes.
Our team provisions your dedicated workspace within 24 hours, ready to shape to your workflow.
Add your fields, arrange your layouts, set your terminology, and import your customers.
Pipelines, delivery, invoicing, EOS — everything in one place, with new AI features landing monthly.
Everything the per-seat CRMs charge extra for — one flat price, unlimited logins, no setup fee. You meter what actually costs money (AI credits, call minutes), never people.
AI post generation, company knowledge base and image library. Includes 1M AI credits/mo; $10 per extra 1M.
AI voice agents answer and make calls. Includes 300 minutes/mo; $0.49/min after.
That's the point. Liftori Business is built generically — contacts, deals, work, invoices — and the Builder lets you add your own fields, arrange layouts and rename records so it reads like your business. If you're in the trades, our pre-configured Liftori CRM may be an even faster start.
No. Custom fields, layouts and terminology are all point-and-click in Settings > Builder. Add a field, drop it into a section, save — it appears everywhere instantly.
Yes — every plan, including Solo, ships with a company AI assistant that drafts messages, explains features and suggests next steps. Usage is metered by credits so you only pay for what actually costs money.
Within 24 hours of checkout. Early access workspaces are activated by our team so every company starts with a clean, correctly configured setup.
Never. Every company gets its own dedicated, isolated workspace and database. Your customers, pricing and financials are yours alone.
Yes. Plans are month-to-month with no contracts. Cancel anytime from your workspace or by emailing support.
Get your whole company — sales, ops, money and people — running on one AI-powered platform, shaped to how you work.