SALES ASSISTED
Quote and close deals in Salesforce
Limio for Salesforce gives your sales and service teams native quoting, ordering, and subscription management - right where they already work. Deals close at 2pm or 2am.
Everything agents need, inside Salesforce
Native Salesforce Flows let agents create quotes, process orders, and manage subscriptions in seconds. No switching between systems, no manual data entry, no waiting on customers.
Quotes & Orders
Create quotes for subscriptions, one-offs, add-ons, and bundles. Process approved orders instantly.
Upgrade / Downgrade
Handle plan changes mid-term or at renewal. Proration calculated automatically, synced to billing in real-time.
Renewals
Surface personalised renewal offers. Agents close renewals without leaving Salesforce.
Add-Ons
Sell additional products during any conversation. New purchases co-term with existing subscriptions automatically.
Cancel & Save
Present tailored retention offers based on segment, reason, and subscription value. Win back customers on the spot.
Payment Updates
Update payment methods, reuse saved wallets, or hand off to IVR for secure card capture.
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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 buy add-ons, upgrade, and renew - without coming back to your team.
Eliminate manual steps
Quotes and Opportunities auto-close when orders complete. Accounts and contacts are updated instantly. No data entry, no cleanup.
PLG and sales-assisted, together
Your online and offline channels don't have to live apart.
Online → Sales
- Self-service customers who need help get routed to agents
- Full context: cart, subscription history, payment methods
- Agent picks up where the customer left off
Sales → Online
- Agents send quotes as checkout links
- Customers pay and self-activate when ready
- Orders sync back to Salesforce and billing
Native to Salesforce. Connected to everything.
Limio for Salesforce syncs in real-time with your billing, payment, and fulfilment systems. Orders placed by agents flow through the same infrastructure as your online channel and partner portal - one source of truth.
Your Salesforce admin stays in control
Native Flows. No iFrames. No bloated Apex.
Limio for Salesforce is built on Lightning Flows and Lightning Web Components. Your admin customises workflows, embeds components on any object, and extends behaviour with your own business logic - no external widgets, no black boxes.
