Website rebuild1 × $6,000.00$6,000.00
Track every sale and what comes after it in one CRM.
app.liteo.io/businesses/delta-sign-co
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Unit 4 air upgrade
$12,300 · Quote sent · Delta Sign Co.
Waiting for Delta Sign Co.Mark as acceptedDocuments
Bill to Delta Sign Co. · Valid until Jun 2 · Due in 14 days
ItemQtyUnit priceDiscountTotal
Air purifier, 150 m²
One per bay, supplied and installed
10
890.00
None
0
HEPA filter, 150 m²
Spare set
10
120.00
None
0
Install and commissioning
2 people on site
1
1,600.00
None
0
Air quality monitor
One per floor
4
150.00
None
0
Add item
Subtotal$12,300.00
Total$12,300.00
Deal
Deal name
Unit 4 air upgrade
Stage
Quote sent
In this stage for 4 days
Follow-up date
May 6
Value
12,300USD
Value and currency set by line items
Probability
60%Owner
MCMaya Chen
Co-owners
Add
Billing
Everything bills once, on one invoice. To bill an item monthly, use its ⋯ menu.
Documents
Q-1042
Sent May 3 · $12,300.00
- Quote sentMay 3
- WonWaiting
- Invoiced
- Paid
Stage History
Created
Apr 28
2d
Visit booked
Apr 30
by Maya Chen
3d
Quote sent
May 3
by Maya Chen
4d
ContactsTasksNotesEmailFiles
Who Liteo is for.
Pick the one that sounds like you. The record underneath is the same.
You install and service equipment.
Solar panels, air conditioning, purifiers, pumps. Record each unit at the site and room it went to. Liteo opens the next service job when it's due.
You sell products from a catalog.
Cleaning chemicals, parts, materials, supplies. Pick lines from your catalog and the quote adds itself up. Once it's accepted, the invoice carries the same lines.
Catalog
Add item
| Name | Price | |
|---|---|---|
| Floor cleaner, 5 L | $24.00 | |
| Multi-surface spray, 750 ml | $4.50 | |
| Degreaser, 20 L | $62.00 | |
| Hand soap, 500 ml | $3.20 | |
| Glass cleaner, 750 ml | $4.20 | |
| Coil cleaner, 500 ml | $14.00 | |
| Air purifier, 150 m² | $890.00 |
You sell retainers and projects.
SEO, marketing, consulting, support plans. Put the fee and the term on the quote. Start billing and Liteo issues the first invoice, then a draft every month for you to check.
Website and SEOAccepted
Q-1088 · Version 1 · Valid until 11/14/2026
SEO retainerMonthly · 12 months1 × $1,800.00$1,800.00 / month× 12 = $21,600.00
Hosting and careMonthly · 12 months1 × $120.00$120.00 / month× 12 = $1,440.00
Terms and notes
Half the rebuild is due on signing. Monthly lines bill on the 1st.
Subtotal$7,920.00
Total, first invoice$7,920.00
Contract total$29,040.00
For businesses that sell to the same customer again.
Liteo remembers what each customer bought. The next visit, refill, or invoice gets a date.
Start free for 14 daysFrom the first lead
to the next sale.
Capture the lead
Website forms and imports bring each lead in as a contact.
Issue the quote
Price it from your catalog, send the PDF, and mark it won.
Unit 4 air upgradeDraft v1
Q-1042 · Version 1 · Valid until 05/22/2026
Send quote
Air purifier, 150 m²10 × $890.00One per bay, supplied and installed$8,900.00
HEPA filter, 150 m²10 × $120.00Spare set$1,200.00
Install and commissioning1 × $1,600.002 people on site$1,600.00
Air quality monitor4 × $150.00One per floor$600.00
Add item
Bill the work
Invoice the job from the accepted quote, or start a monthly retainer.
Bring them back
When a service or refill is due, the task is waiting on your list.
Pick it from the catalog.
Send it as a quote.
Your products and services are saved once. Add them to a deal, and the quote and the invoice write themselves.
Catalog
Add item
Search products...
All types| Name | Price | |
|---|---|---|
| Floor cleaner, 5 L | $24.00 | |
| Multi-surface spray, 750 ml | $4.50 | |
| Degreaser, 20 L | $62.00 | |
| Hand soap, 500 ml | $3.20 | |
| Glass cleaner, 750 ml | $4.20 | |
| Coil cleaner, 500 ml | $14.00 | |
| Air purifier, 150 m² | $890.00 | |
| Split AC indoor unit | $520.00 |
Housekeeping restockDraft v1
Q-1051 · Version 1 · Valid until 05/30/2026
Send quote
Bill to
Refresh customer details
Harbourview Hotel
Billing address
88 Quay Road
Millbrook, OR 97207
Deliver to
Same as billing address
Customer’s reference
Their PO or reference number
Attention of
Customer tax ID
Valid until
05/30/2026
Payment terms
30
daysPrepared by
MCMaya Chen
Floor cleaner, 5 L24 × $24.00Corridors, lobby and lifts$576.00
Multi-surface spray, 750 ml120 × $4.50One per guest room$540.00
Degreaser, 20 L6 × $62.00Kitchen and laundry$372.00
Hand soap, 500 ml200 × $3.20Guest rooms and restrooms$640.00
Scheduled delivery1 × $120.00Monthly route, to the loading bay$120.00
Add item
Subtotal$2,248.00
Sales tax 8%$179.84
Total$2,427.84
Invoice once, or every month.
One deal can carry both. Start billing and Liteo issues the first invoice, then drafts one every month after.
How quotes and invoices work- Once
- Invoice the whole job from the accepted quote.
- Monthly
- Give a line a term in months, or no end date.
- Both
- One-time lines go on the first invoice. Monthly lines carry on after it.
- Checked
- Each monthly draft waits for you before it goes out.
Know what you installed, and where.
Log each unit at its site and the room it sits in. Its service history stays on the customer record. Each due date raises a task.
How installations workService comes round on its own.
A 150 m² purifier needs service every 6 months. A 40 m² one needs it every 3. Set the interval on the product once, and Liteo opens a job for each unit when it's due.
How service intervals workLink what follows each product.
Add the services, parts, and consumables you sell after it. When the next visit comes up, they're already on the plan.
How the catalog worksA CRM your AI can work in.
Connect Claude, ChatGPT, Codex, or Cursor to Liteo through its MCP server. Ask for the customer, the open quote, or where a unit sits, and let it file the follow-up.
https://app.liteo.io/api/mcpIt signs in as you and works with your permissions. Anything hard to undo needs your yes, and quotes and invoices stay drafts until you send them.
Works with the apps you already use.
Liteo is in Zapier's app directory and on Pabbly Connect. Bring leads in from your other tools, and send won deals out to them.
How to connect Zapier or Pabbly- Leads in
- A form on another site lands in Liteo as a lead, with an owner.
- Wins out
- A deal is won, and a message goes to Slack.
- Records out
- Every new business becomes a row in your spreadsheet.
Coming: Gmail and Outlook, Google and Microsoft calendars.
Everything you needto run the business.
Six things a small team touches every day. Click through, everything below is live.
Your stages, your board. Drag a deal, the record follows.
Try it: drag a deal
Liteo also works
for your industry.
Every trade gets its own page with its own examples. The customer record underneath is the same.
The same Liteo, after dark.
Switch to dark mode from your account menu or in Settings › Appearance. It's set per device.
One plan.
Choose how you pay.
Every feature included. Unlimited records.
Annual
$9per user / month
Billed $108 per user a year. Save $48 per user each year.
- Unlimited contacts, businesses, and deals
- Catalog, quotes, and installed products
- Tasks, reminders, and automations
- Lead forms, CSV import and export
- Every new feature, at no extra cost
No card required. Then $9/user/mo, billed annually.
Common questions
Who it fits, how quotes work, and what you get with the trial.
Still stuck? hello@liteo.io
Your next follow-up should already be waiting.
Leads, quotes, service dates, and the next sale. Keep them in one CRM.
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