Is every feature really on the one plan?

Yes. $13 per user per month, or $9 billed annually, and the plan is the whole product. There's no tier where quotes or reports live. Records are unlimited; seats are the only thing you pay per.

What does Liteo deliberately not do?

Scheduling and dispatch, inventory, email campaigns, and time-based automation triggers. Those are other tools' jobs. Liteo tracks the sale, the quote, the invoice, and the service that follows, and stays out of the rest.

How long does it take to set up?

A few minutes. Import contacts from a CSV, name your stages, and the board is working. The catalog and service intervals can grow in whenever you're ready.

What happens to our data if we cancel?

Writing locks, reading stays open, and CSV export keeps working. You can leave with everything, anytime.

Can I try it on real work first?

That's the intended way. 14 days free, no credit card, everything included. Load real deals and real installed equipment and see if your mornings get calmer.

Everything Liteo does, on one page.

7 things a small team touches every day, each with its own page. The record underneath is the same.

Start free for 14 days

Contacts and businessesEvery person and company you deal with, and whether they're a lead or a customer.See contacts and businesses
Deals and pipelinesEvery open job on a board, with a pipeline for each kind of work you do.See deals and pipelines
Catalog and quotesProducts and services saved once. Add them to a deal and send the quote as a PDF.See catalog and quotes
Installations and serviceWhat you installed, where it sits, and when it's due next.See installations and service
Reminders, tasks and notesType the follow-up the way you'd say it. It lands on the right record with the date set.See reminders, tasks and notes
Lead forms and automationsA website form that files the lead, rules that act when a deal moves, and CSV import.See lead forms and automations
MCP serverClaude, ChatGPT, and Cursor can read and update your workspace through Liteo's MCP server, with your permissions.See mcp server

Also in the box.

The parts that don't need a page of their own. All on the one plan.

Invoicing
Raise an invoice from a quote, a deal, or a service visit and the lines come with it. Send it as a PDF. Invoice numbers run in their own sequence, and a sent invoice locks the way a sent quote does.
Record what you were paid and how, and the receipt is issued for you. Credit notes and voids are there for when something has to be undone. Liteo records payments; it doesn't process them.
Reporting
Reports cover outcomes, activity, completed work, sent quotes, service events, and the current pipeline. Everyone sees their own work and the company totals. Admins see the team table.
A weekly summary email is there if you want it: your weekday, your hour, your own numbers, and it skips empty weeks. It's off by default, which is how optional things should ship.
The small things
Global search on Cmd+K. CSV import in 5,000-row batches, export anytime. Files on any record. Advanced filters, column sorting, show and hide, drag to reorder. A Mine filter that means mine.
Contacts, businesses, and deals are unlimited on every plan. The only thing you ever pay per is people.
Team and your data
Invite someone and a seat is added, prorated. Remove someone and it comes off. When a person leaves, you pick a successor and Liteo moves every live responsibility across, without rewriting who did what.
If you ever stop paying, writing locks and reading stays open. Export works on your way in and on your way out. Your data is never held hostage.

Coming

2 things are on the bench. None of them has a date, and nothing below is sold as shipped.

Send email from Liteo
Coming
Gmail and Outlook sending, logged on the record automatically.
Deal attention
Coming
One view of every deal that's gone quiet, built on the follow-ups and stage aging you already use.