SALES ASSISTED
One CPQ for sales-led and self-service. No gap in between.
Limio connects your sales-assisted quoting in Salesforce with your online checkout and self-service portal - so buyers can start anywhere and finish anywhere. One catalogue. One set of rules. One experience.
Your buyers don’t pick a channel. Why should your CPQ?
Customers start a purchase online and want a rep to finish it. Reps send quotes that customers want to complete on their own time. Limio is the only CPQ where both motions run on the same flow, the same catalogue, and the same checkout.
Online → Sales
A customer builds a quote on your website. Your rep opens it in Salesforce - with full context: cart, subscription history, payment methods. They adjust terms, apply a discount, and close. No re-entering data. No “can you start again from our side.”
Sales → Online
A rep builds a quote in Salesforce and sends a checkout link. The customer reviews, pays, accepts terms, and activates - at 2am if they want to. The order syncs back to Salesforce automatically. The deal closes itself.
Full subscription lifecycle management — and every action works across channels
Quotes, orders, renewals, upgrades, retention — your team handles the full lifecycle inside Salesforce. And because Limio connects sales-assisted and self-service, every action your team takes is also available to customers online.
Quotes & Orders
Build quotes for subscriptions, add-ons, and bundles — with built-in approvals and instant order processing. Send any quote as a checkout link so customers can complete on their own time.
Upgrade / Downgrade
Handle mid-term plan changes and renewals with automatic proration, synced to billing in real time. Works the same whether a rep initiates it or a customer self-serves.
Renewals
Surface personalised renewal offers your team can close in Salesforce — or that customers can accept online. No manual chasing. No missed renewals.
Add-Ons
Expand every deal. Reps add products mid-conversation, or customers discover upsells during self-service - co-termed automatically with existing subscriptions.
Cancel & Save
When a customer moves to cancel - online or through your team - Limio surfaces tailored save offers based on segment, reason, and value. Win them back before they leave.
Payment Updates
Update payment methods or pause subscriptions — no separate billing login, no support tickets.
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Credits & Refunds
Generate goodwill credits and refunds when needed—no separate billing system login.
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Address Changes
Update billing or delivery addresses on the fly. Changes sync to Zuora and fulfilment systems instantly.
Turn quotes into live checkouts
Traditional CPQ stops at the quote. Limio keeps going.
From Salesforce quotes to online orders
Generate a checkout link from any quote. Customers pay, accept terms, and self-activate - on their own time. Deals close at 2am without your team lifting a finger.
Activate self-service on sales orders
Sales-initiated orders get full self-service automatically. Customers can buy add-ons, upgrade, and renew - without coming back to your team.
Eliminate manual steps
When an order completes — whether through a rep or self-service — Quotes and Opportunities close automatically. Accounts update. Contacts sync. No re-keying. No cleanup. No revenue stuck in pipeline limbo.
Native to Salesforce. Connected to everything.
Every order — whether from a sales rep, a customer online, or a partner — flows through the same infrastructure and syncsin real time with your billing, payment, and fulfilment systems. Same rules. Same data. One source of truth.
“Agents can efficiently handle new orders, modify existing ones, and process cancellations—all within the Salesforce platform. Its native integration with Limio Commerce platform ensures smooth ecommerce operations, delivering a connected and reliable experience for both our team and customers.”
Julian Kalbermatten, Head of Marketing Technologies & Analytics
Omnichannel by design
Pricing, discounts, and approvals - configured once, enforced everywhere.
Set discount limits, approval workflows, and eligibility rules in one place. They apply automatically to every quote a rep creates and every checkout a customer completes online. Built on Lightning Flows and LWC, your team configures and extends Limio using the Salesforce tools they already know — no external platforms, no black boxes.
