Our take: WorksBuddy suits small business, sales and operations teams that want CRM, projects, e-signature, invoicing and automation agents under one login at $19 per seat with a shared credit wallet and a free trial without a card.
Main limitation: AI output consumes shared credits that need top-ups, and the Evox and Ranko agents are separate paid add-ons.
By the AI Tool Atlas editors.
Based on the vendor's official documentation; we have not tested this product hands-on. What “documented overview” means
Is WorksBuddy right for you?
WorksBuddy suits small business, sales and operations teams that want CRM, projects, e-signature, invoicing and automation agents under one login at $19 per seat with a shared credit wallet and a free trial without a card. Based on the vendor's documentation, not on a hands-on test.
Best for: Small business teams consolidating tools
Also a good fit for
Sales and ops teams
Consider another tool if credits are consumed by AI output and need top-ups
Or if
Evox ($26/mo) and Ranko ($49/mo) are separate add-ons
Billing period for the $19 seat not clearly stated
WorksBuddy pricing and usage limits
Prices checked Sep 29, 2026 on the official US pricing page. Official pricing ↗ Prices and limits change often.
The official WorksBuddy pricing page as we saw it. worksbuddy.ai, captured Oct 1, 2026
Free access and trial conditions
None beyond the trial.
Free trial with no card; the site mentions both 7-day and 14-day trials.
Share of AI Voice tracking across ChatGPT, Claude and more
Usage caps, credits and extra costs
Credit top-ups at $0.01 per credit pack rates; Evox and Ranko add-ons; Ciao voice agent priced separately.
Not stated.
What is WorksBuddy, and how does it work?
WorksBuddy offers a suite of AI agents for business teams, including Lio for leads, Taro for projects, Sigi for e-signatures, Inzo for invoicing, Revo for automation and others. The pitch is one login and one shared credit wallet.
The pricing page shows WorksBuddy One at $19 per seat with pooled credits, plus separate add-ons for Evox and Ranko. A 7-day free trial is advertised.
WorksBuddy's official site: how the product presents itself. worksbuddy.ai, captured Oct 1, 2026
What you provide and what you get back
What you give WorksBuddy and what comes back, from its documentation
You provide
Leads, emails and meetings
Documents for signature
Invoices and billing data
Workflow triggers from 1,000+ apps
You get back
Scored and routed leads
Tasks and projects
Signed documents
Invoices and cash-flow forecasts
Automated workflows
Where you can use it
Platforms
Web, API
Account
Required
Seat price
$19 per seat
Credits
1,999 per seat, pooled
Top-ups
$25 / $100 / $400
Agents
Lio, Taro, Sigi, Inzo, Revo, plus Evox, Ranko, Ciao
Security
SSO/SAML, RBAC, audit logs listed
What people use WorksBuddy for
Scenarios are worked out by our editors from the documentation; the actual result depends on your input and plan.
Managing leads and sales follow-ups
Who
Sales teams
You provide
Incoming leads and contacts
Expected result
Leads scored 0 to 100, routed to reps with follow-up sequences
SSO, audit logs and API/MCP access listed on every seat Security features are not paywalled.documentedsource (opens in a new tab)
Check before paying for WorksBuddy
Credits are consumed by AI output and need top-ups Heavy AI use adds cost beyond the seat price.documentedsource (opens in a new tab)
Evox ($26/mo) and Ranko ($49/mo) are separate add-ons Full suite costs more than $19 per seat.documentedsource (opens in a new tab)
Billing period for the $19 seat not clearly stated Confirm monthly versus yearly billing at checkout.documentedsource (opens in a new tab)
Integrations and security pages marked Soon Some trust details are not yet public.documentedsource (opens in a new tab)
Privacy page returns 404 and trial length is inconsistent (7 versus 14 days) Data handling and trial terms need confirmation.documentedsource (opens in a new tab)
How to use WorksBuddy for consolidating CRM, projects and invoicing in one workspace
WorksBuddy documentation: where the steps below come from. worksbuddy.ai, captured Oct 1, 2026
Set up WorksBuddy
Open worksbuddy.ai and start the free trial; no card is required.
Create your workspace and invite your team (each seat adds 1,999 credits).
Connect your first integration from the Get Started docs.
Open the Lio, Taro and Inzo apps from the single login.
Example: consolidating CRM, projects and invoicing in one workspace
Import contacts into Lio and let it score leads.
Create a project in Taro from an email thread.
Send a contract through Sigi with AI clause review.
Generate an invoice in Inzo for the signed deal.
Review and export the result
Check your credit balance after the AI actions.
Verify lead scores and invoice totals before sending.
WorksBuddy API
WorksBuddy documentation (continued). worksbuddy.ai, captured Oct 1, 2026
API access and separate billing
WorksBuddy has no public API in its official documentation. API docs and MCP access listed API documentation ↗
Privacy, data use and commercial rights
Summarized from the vendor's current policies; this is not legal advice and a vendor's badge is not an independent audit.
How your inputs and outputs are handled
Processes CRM, document and billing data to run agents; privacy page unavailable.
Controls for business users
SSO / SAML
RBAC
Audit logs
Data residency
Best WorksBuddy alternatives for different needs
"Better suited" is based on documented features and pricing, not on a head-to-head test.
One person on the team, with all four apps (Lio, Taro, Sigi, Inzo plus Revo) at full tier and 1,999 credits added to the shared wallet. source (opens in a new tab)
How do WorksBuddy credits work?
Credits are pooled across seats and spent only on delivered AI outcomes such as a voice call, clause review or cash-flow forecast; routine work does not cost credits. source (opens in a new tab)
What happens when WorksBuddy credits run out?
You are not blocked mid-task; top up from $25, and unused included credits roll over for one month. source (opens in a new tab)
Why are Evox and Ranko priced separately?
Their value scales with usage (emails sent and prompts tracked) rather than headcount, so they are $26 and $49 per month add-ons sharing the same login and wallet. source (opens in a new tab)
Does WorksBuddy offer a free trial?
Yes, a free trial without a card; the site mentions both 7-day and 14-day lengths. source (opens in a new tab)
Not verified: Billing period for $19 seat; Trial length (7 vs 14 days); Privacy policy; Ciao voice agent pricing; US availability.
How we documented and maintain this page
Every fact about WorksBuddy above comes from the 3 official pages listed here, last compared on Sep 29, 2026; we have not run WorksBuddy ourselves, so it has no editorial score. How we check and re-check pages.
Article updated Oct 10, 2026; prices checked Sep 29, 2026. Outbound links to vendors are plain links; we do not earn commissions. How we review · Report an error
