A contact management CRM that knows who's a lead and who's a customer.
Every person and company you deal with, on one record. Phone, email, notes, open deals, and what you've installed for them.
A contact management CRM
for people and their companies.
Contacts
5 people · search by name
Mara Ellison
Office manager · Northlake Dental
Jon Alvarez
Owner · Ashworth Clinic
Dana Okonjo
Office manager · Pinebrook Property Group
Ellis Bram
Purchasing · Delta Sign Co.
Nora Patel
Site contact · Bram & Sons
A contact management CRM
for people and their companies.
Every person you deal with, with their phone, email, role, and the notes from the last call. Search by name and you're there. Tags and custom fields hold whatever else you track.
Every person you deal with, with their phone, email, role, and the notes from the last call. Search by name and you're there. Tags and custom fields hold whatever else you track.
The company behind the contact. Its sites, its open deals, what you've installed there, and every person who works there, on one page.
A new contact is a lead. Win the first deal and they're a customer. Same record, no re-entry, and the whole history stays where it was.
Everything you needto run the business.
Six things a small team touches every day. Click through, everything below is live.
Every person and company, with the full history.
Contacts
People tied to your jobs and sites
Deals live on the record.
Sales pipeline
5 open · $79,900 · drag a deal to move it
Filter fleet refresh
Ashworth Clinic
3-site install
Pinebrook Property Group
Unit 4 replacement
Delta Sign Co.
Service plan, 2 years
Northlake Dental
Workshop retrofit
Bram & Sons
Deals live on the record.
Open a contact and the open deals are right there, with value, stage, and the next follow-up. See how deals and pipelines work.
Open a contact and the open deals are right there, with value, stage, and the next follow-up. See how deals and pipelines work.
One pipeline per kind of work, each with its own stages. A contact can have a deal in every one of them.
Rename, reorder, add or remove stages until the board reads like your business. The record underneath doesn't change.
The history stays on the contact.
Mara Ellison
Facilities manager · Northlake Dental
Sent the revised service plan
Email sent
Call, 12 min. Wants the 2-year term
Call logged
Service plan, 2 years moved to Quote sent
Note
Prefers morning visits. Parking behind the building
Note
Follow up on the service plan quote
Note
The history stays on the contact.
What was said, logged on the contact in the order it happened. The next person to open the record picks up where you left off.
What was said, logged on the contact in the order it happened. The next person to open the record picks up where you left off.
Every task belongs to a contact, business, or deal, with one assignee. Tick it off and the record keeps the trace. See how reminders, tasks and notes work.
Type "Call Mara Thursday 10am" and it lands on Mara's record with the date already set.
See it set up
for your industry.
Every trade gets its own page with its own examples. The contact record underneath is the same.
One plan.
Choose how you pay.
Every feature included. Unlimited records.
Annual
Billed $84 per user a year. Save $24 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 $7/user/mo, billed annually.
Lifetime
Pay once. Use Liteo for good. Every feature and future update included.
47seats remain
953 sold · 1000 total
- Everything on the plan above
- All future updates, free
- Seats are transferable
- 14-day money-back guarantee
Gone after 1,000 seats. No subscription after you claim.
Common questions
Who it fits, how quotes work, and what you get with the trial.
Still stuck? hello@liteo.io
Put every contact in one contact management CRM.
Import the list, mark who's a lead, and see the deals and service dates on the same record. See it set up for your industry.
- 14 days free
- No card
- Cancel anytime