For teams of 15, 20 or more reps · With your CRM or without one

Sales team management for teams of 15, 20 or more reps, with an AI Sales Manager

I have 20 reps and asking each one is no longer enough. I don't know who is handling each enquiry, which one went unanswered or how each rep is doing: I find out late, from a spreadsheet.

LIA is an AI CRM that works as an AI Sales Manager for companies with teams of 15, 20 or more sales reps selling over WhatsApp, Instagram, Facebook, web and calls. It works on its own or alongside the CRM the company already has: it brings the channels into one inbox, distributes leads according to the company's rules, alerts when one is left without follow-up and reports on each rep in real time, without reading every chat or asking for spreadsheets.

A sales team member working in LIA, an AI CRM, on a laptop on the sales floor

Sales team management: what changes with 15, 20 or more reps

Managing a large sales team depends on seeing what happens across the whole team without every rep having to log data. With 15, 20 or more reps, what used to be solved by asking stops working in four places.

Three members of a sales team review the day's activity in front of a laptop

20 reps means 20 WhatsApp numbers, plus the other channels

Each rep answers from their own number, and Instagram, Facebook and the website come on top. Enquiries end up spread across channels the manager never sees together.

Leads are distributed by hand or by spreadsheet

Someone decides on the spot who takes each enquiry, or it gets noted in a spreadsheet. With many reps, distribution is slow and it is hard to know who has what.

The report depends on someone putting it together

To know how each rep is doing you have to ask for spreadsheets or collect screenshots. The data arrives late and only with what each rep logged.

Unanswered enquiries are spotted late

A lead left waiting shows up when the customer complains or after they have already bought elsewhere.

If you already have a CRM

LIA works alongside what your team already uses

LIA does not force you to switch systems: it works alongside the CRM the company already uses, connected via API or webhooks, or it works as your CRM if there is none yet. The team keeps its tools and LIA adds what happens in the chat channels.

LIA integrations screen, an AI CRM connected to the company's CRM via API: lead data, interest and tags, scoring and last activity synchronised

API or webhook integration with your CRM

LIA connects to the company's CRM via API or webhooks, and the information from the connected channels is synchronised with the system the team already uses, to the extent that system's capabilities and permissions allow.

What LIA adds to your CRM

Omnichannel inbox, lead scoring by purchase intent, follow-up supervision, alerts and per-rep reports, across the channels the company connects.

The scope depends on your CRM

What gets synchronised depends on that system's capabilities and permissions. It is reviewed during implementation, with a LIA engineer.

If you have no CRM, LIA works as your CRM

The company uses LIA as its AI CRM, with every module included from day one and no other system to add.

How an existing CRM gets more out of LIA, in add AI to your CRM.

If you want to start with the concept: what an AI CRM is.

Visibility across the whole sales team in the sales manager dashboard

Sales team visibility means knowing, without asking, which enquiries came in, who is handling them and which went unanswered. LIA builds it on its own from the connected channels.

LIA dashboard, an AI CRM, with total leads, conversion, response time and volume per rep

Sales manager dashboard

The panel brings the whole team's activity into one place, updated in real time, without opening conversations one by one.

Each rep's pipeline

The leads each rep is handling, the stage of each one and the channel it came from.

Unanswered leads across the whole team

The leads waiting for a reply or past the inactivity time the company set, in a team-wide view rather than one rep at a time.

What is not visible

WhatsApp and phone calls that go through LIA are logged. Anything outside the connected channels, such as an in-person visit, stays out unless it is logged in the system.

How to supervise each rep without reading their chats, what LIA automates and what a person decides, in sales rep follow-up with AI.

An omnichannel inbox for the whole team

An omnichannel inbox brings WhatsApp, Instagram, Facebook and web enquiries into one place and records each one as a lead with its conversation and its owner. Nobody has to create the lead or copy the conversation, and WhatsApp calls and phone calls that go through LIA stay on the same lead record.

A lead's conversation in the LIA inbox, an AI CRM, with the summary alongside: score, purchase intent, detected interest and tags

Several WhatsApp numbers in one place

LIA connects the shared company number and each rep's own number. The company picks one way or combines both, and every conversation lands in the same inbox.

Lead scoring by purchase intent

LIA scores each lead as hot, warm or cold with machine learning from the conversation, so the team handles the leads with the most purchase intent first.

24/7 conversational agent

It replies, qualifies and routes enquiries outside business hours or during peaks, when more come in than the team can handle.

LIA is a Meta Business Partner. The two ways to connect WhatsApp, a shared number or each rep's own number, are covered in multi-agent WhatsApp for sales teams.

WhatsApp and phone calls, inside LIA

LIA brings calls into sales team management: WhatsApp calls, through Meta's official WhatsApp Cloud API integration, and phone calls. Every call is logged in the lead's history, LIA transcribes and summarises it with AI, and it counts in the per-rep reports.

WhatsApp calls through Meta's official API

WhatsApp calls come in through the official WhatsApp Cloud API integration, on the same numbers the company connected to LIA for chats.

Phone calls from LIA or through your phone system

Reps can make and take calls from LIA, or LIA connects to the phone system or telephony provider the company already uses, depending on the case.

Every call in the lead's history

The call is logged on the lead's record next to its chat conversations, with the rep who made or took it.

AI call transcription and summaries

LIA transcribes the call and summarises it, so the manager and the rest of the team know what was discussed without listening to it or asking.

Calls in the per-rep reports

Each rep's calls show up in the sales manager dashboard and in the reports, together with chat activity.

Chat and call, one follow-up

A lead who wrote on WhatsApp and then called is still the same lead, with one owner and one history.

Lead distribution and lead routing with machine learning, without spreadsheets

LIA's machine-learning lead assignment analyses each new enquiry and recommends the most suitable rep; automated lead assignment follows the rules the company defines. Nobody has to hand out leads manually or note them in a spreadsheet.

LIA lead pool, an AI CRM: available leads with channel and score, the conversation context and the Pass and Take lead buttons

Lead distribution by the company's rules

Each new lead goes to the owner the configured rule points to, without anyone handing it out manually. The company defines the criteria during implementation.

Recommendation of the most suitable rep

LIA analyses the enquiry and recommends who can best handle it. When the recommendation relies on the reps' historical performance, a person makes the assignment decision.

Lead pool

Depending on the setup, leads can go to a lead pool, from which authorised reps pick up opportunities.

Reassignment with the full history

When the rule says so, the lead moves to another rep or to the lead pool with the full conversation and history, and whoever receives it carries on with context.

Alerts for leads without follow-up

An alert for a lead without follow-up fires when a lead goes past the inactivity time the company set. What happens next are configured alternatives, not a mandatory sequence.

LIA notifications, an AI CRM, for a lead without follow-up: re-contact reminder and inactive lead alert

Notice to the rep

LIA can let the owner know a lead is waiting, with the conversation's context, so they pick it up again.

Escalation to the manager

If the lead is not picked up within the configured period, LIA can escalate the case to the supervisor or manager to decide how to proceed.

Reassignment

When the rule says so, LIA can reassign the lead to another rep or to the lead pool, with the full conversation and history.

Automatic re-contact

LIA can write to the customer to revive the opportunity, according to what the company configured for that case.

The company decides which actions are enabled and with what deadlines.

The detail of each action, what LIA automates and what a person decides, is in sales rep follow-up with AI.

To re-contact a group of leads at once, LIA uses segmented WhatsApp campaigns.

Per-rep sales reports in real time

The per-rep sales report shows conversion, response time and volume for each rep and each channel, updated automatically from the connected channels. Nobody has to build it or ask for spreadsheets.

LIA sales insights, an AI CRM: total leads, conversion, response time, active reps, volume and response time per rep

Conversion, response time and volume per rep

The three figures for every team member in the same panel, based on the activity recorded in the connected channels.

Report by channel

Which channel leads come from and how they are handled on each one: WhatsApp, Instagram, Facebook and web.

The report LIA sends the manager on its own

LIA sends the report to the manager without anyone asking for it, with the team's activity.

The manager decides, with the data in view

The report shows the activity recorded in the connected channels; what to do with each lead and each case is the manager's call.

Scales with no per-rep fee

LIA costs from USD 150 per month, as a recurring monthly subscription with every module included, with no charge per user, rep or channel.

Adding reps does not change the price

The price depends on the volume of managed conversations, not on how many people answer or how many numbers or channels are connected.

Every module included

Omnichannel inbox, lead management, prioritisation and assignment, sales follow-up, assistant for reps and AI sales manager.

Implementation in 1 to 2 weeks

A dedicated engineer from the LIA team guides it, and it has no fee.

The same price whether you use LIA as your CRM or alongside your current CRM.

Module details and pricing are in LIA modules and pricing.

Frequently asked questions about sales team management

The LIA team working at the office

Do we have to change the system the team already uses?

No. LIA works alongside the CRM the company already uses, connected via API or webhooks, with a scope that depends on that system's capabilities and permissions. If the company has no CRM, LIA works as an AI CRM with every module included. Implementation takes 1 to 2 weeks, with a dedicated engineer.

How are leads distributed among 15 or 20 reps?

Every enquiry arriving through a connected channel is recorded as a lead in LIA's AI CRM and goes to the rep the company's rule points to, or to the lead pool, from which authorised reps pick up opportunities. LIA recommends the most suitable rep with machine learning; when the recommendation is based on the reps' historical performance, a person decides.

How do I see how each rep is doing without asking for spreadsheets?

With the real-time per-rep report in LIA's AI CRM: conversion, response time, volume and unanswered leads for each rep, built from the activity in the connected channels. LIA also sends the report to the manager without being asked.

How much does LIA cost for a team of 20 reps?

From USD 150 per month, as a recurring monthly subscription with every module included, whether LIA is used as the CRM or alongside the current CRM. There is no charge per user, rep or channel: the price depends on the volume of managed conversations. Implementation has no fee.

Does LIA decide which rep handles each lead?

LIA applies the distribution rules the company configured and recommends the most suitable rep. When the recommendation relies on the reps' historical performance, a person makes the decision. It works the same whether LIA is the company's CRM or runs alongside another CRM.

Does LIA log the reps' calls?

Yes. LIA logs WhatsApp calls, through Meta's official WhatsApp Cloud API integration, and phone calls, made from LIA or through the company's phone system. Every call is logged in the lead's history in the AI CRM, LIA transcribes and summarises it, and it counts in the per-rep reports.

What happens to the leads of a rep who does not reply?

When a lead goes past the inactivity time the company set, LIA can notify the rep, escalate the case to the manager, reassign that lead to another rep or to the lead pool with the full history, or re-contact the customer, according to the rules configured in the AI CRM.

We show you how it would work with your sales team

In a demo with your company we review how many reps and channels you have, how you distribute leads today, whether you already use a CRM and which report you need to receive. No implementation fee.

LIA team meeting with a customer to review how LIA, an AI CRM, would work with their sales team
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