One CRM for the quote, the job, and what follows.

  • Your price list becomes the quote
  • Sent quotes are locked, accepted is one click
  • Installed work turns into service reminders
  • Leads land from your website form

$9 per user · 14 days free · no credit card

A 2-person service crew loading their van at the start of the day

Pipeline [May]

$79,900 open

Lead → Won

Per user

$9

One plan. Everything included.

Setup

2min

No onboarding call, no training videos.

Trial

14days

Free. No credit card.

  • 01

    The quote you priced in the truck is still in your head at 9pm.

  • 02

    The follow-up lives on a sticky note that went through the wash.

  • 03

    The spreadsheet stopped being true 3 weeks ago.

01 · Pipeline

Know what's coming in before it's in

Every deal on one board, in the stage it's really in. Drag it forward when it moves. Stage totals show what the month actually looks like, not what you hope it does.

  • See what's close and what's gone quiet
  • Name the stages after how you work
  • One board per crew, or one for everything
Quote sent

Delta Sign Co.

Unit 4 replacement

$12,300

MKFollow up
May 6

02 · Quotes

Send the quote before the client cools off

Build it from your price list in a minute, not an evening. It goes out as a clean PDF, the sent version is locked, and changes become revisions. When they say yes, one click marks it accepted and the job moves on.

Quote Q-1042

Delta Sign Co.

Subtotal$12,300
Tax 0%$0

Total

$12,300

Sent · good 30 days

03 · Service reminders

One job becomes a customer for years

Log what you installed and Liteo remembers the service schedule for you. When a visit comes due, the task shows up on the right person's list. Repeat revenue without a spreadsheet, a wall calendar, or your memory.

  • Every installed product, every site, one list
  • Due dates turn into tasks on their own
  • The next service quote starts from what's installed

Service due

Delta Sign Co.

Rooftop unit RT-8

Next service

3wks late

Last serviceNov 2025
Create the service task

04 · Automations

Follow-ups happen whether you remember or not

Set a rule once and it reads like a sentence. When a deal moves to Quote sent, make me a call task 3 days out. The follow-up you'd have forgotten, created while you were on a roof.

Quote follow-up

On
WhenWhen a deal moves to Quote sent
ThenCreate a call task, due in 3 days

05 · Lead capture

New work lands in Liteo while you sleep

A form on your website becomes a contact in Liteo. Tagged, assigned, and waiting at 6am. No inbox archaeology, no lead that got answered a week late.

In Liteo, 9:12pm
01
Contact created · Dana Whitfield
02
Tagged · Website
03
Type set · Lead

06 · Your day

Open Liteo, see your day, get to work

Today's calls, overdue follow-ups, and what's due this week, on one screen. Overdue turns red. That one color is the difference between a deal you lost and a deal you forgot.

Today
Follow up on the Delta Sign quote
OverdueDelta Sign Co.
Walk the Pinebrook sites
9:30am3 buildings
Send the revised service plan
TodayNorthlake Dental

Industries

Set up for how your trade works

Same app underneath. What changes is the pipeline you run, the fields you track, and the quote you send. Pick your industry and see Liteo with your kind of work in it.

All 27 industries →

Coming

Built next, told straight

Email from Liteo.

Send Gmail and Outlook mail from the record, logged automatically. The ledger underneath is already live.

Deal attention.

One view of every deal that's gone quiet, built on the follow-ups you already set.

Your AI, connected.

Claude or ChatGPT reads and updates your workspace through Liteo's MCP server. You ask, it does.

Lifetime deal · 200 seats total

Pay once. Use Liteo forever.

Two hundred seats total. Every remaining seat is $99, once.

Flat price

$99

per seat, one time

Availability

46 sold · 154 remain

  • Everything in monthly, forever
  • Seats are transferable when your team changes
  • All future updates included
  • 14 day money back guarantee

Pricing

One price. Everything.

No tiers to compare, no feature held back to sell you the plan above. Pick how you want to pay and get the whole product either way.

Save 22%

Annual

Every feature included

$7per user / month

Billed $84 per user, once a year.

  • Everything in monthly
  • $24 saved per user, per year
  • 2 months, effectively free

Lifetime · 200 seats

Pay once

$99one time, per seat

No renewal, ever. All future updates.

46 sold · 154 remain

  • Everything, forever
  • Seats transfer when your team changes
  • 14 day money back
Get lifetime seats

14 day money back guarantee.

In every plan

All of it, every plan

Monthly, annual, or lifetime, the product is identical. Nothing held back to sell you an upgrade.

Contacts and businesses
Deals and pipelines
Product and service catalog
Quotes, sent and tracked
Service reminders
Lead forms
Automations
CSV export, any time

Prices exclude VAT. 14 day trial on every plan, no card to start.

Questions

Questions worth asking

Simple usually means something's missing. What's the catch?
The catch is what we leave out on purpose: campaigns, dispatch, invoicing, add-on stores. What's in is what runs your sales: pipelines, quotes, service reminders, automations, forms, custom fields, imports.
We're switching from a spreadsheet or another CRM. How bad is it?
A CSV import and a few minutes. Name your stages, load your contacts, and the board is yours. 14 days free to prove it on real work, no card.
What happens to our data if we stop paying?
Writing locks, reading stays open, and CSV export always works. Your data is never held hostage.
Per-seat pricing adds up. Does it here?
It's $9 with everything included and unlimited records. Attio starts at $29 and climbs. Remove a teammate and the seat comes off.
Is the lifetime deal serious?
200 seats at $99 per seat, one time, with a 14-day money-back guarantee. When they're gone, they're gone.

Get started

2 minutes to set up. We're serious.

No training videos. No onboarding call. Your pipeline, ready.

Setup

2min

From sign-up to your first deal.

Liteo

The deliberately simple CRM. $9 per user, everything included.

© 2026 Liteo