A CRM pipeline you can read in one look.
Every open deal on a board, with its value, its stage, and the next follow-up. Add a pipeline for sales, one for installs, one for service plans.
One CRM pipeline for sales,
another for installs.
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
One CRM pipeline for sales,
another for installs.
Every open job with its value, its stage, and the next follow-up. Drag it forward as the work moves. A deal that sits still gets flagged at 7 days and marked overdue at 14.
Every open job with its value, its stage, and the next follow-up. Drag it forward as the work moves. A deal that sits still gets flagged at 7 days and marked overdue at 14.
Sales, installs, service plans, warranty claims. One pipeline per kind of work, as many as you need, each with its own stages and its own board.
Rename, reorder, add or remove stages until the board reads like your process. No consultant, no template you have to live with.
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.
Every deal sits on a contact.
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
Every deal sits on a contact.
The person behind the deal, with their phone, email, and the notes from the last call. Open the contact and every deal they have is right there. See how contacts and businesses work.
The person behind the deal, with their phone, email, and the notes from the last call. Open the contact and every deal they have is right there. See how contacts and businesses work.
The company behind the contact. Its sites, its open deals, and every person who works there, on one page.
A contact is a lead until the first deal is won. Then it's a customer. Same record, no re-entry, and the board keeps the history.
The follow-up moves with the deal.
Reminders
Type it like you'd say it. Liteo sets the date.
Call Mara about the service plan
Northlake Dental
Send Pinebrook the site photos
Pinebrook Property Group
Chase the Delta Sign quote
Delta Sign Co.
Warranty check, Unit 4
Delta Sign Co.
The follow-up moves with the deal.
Type "Call Mara Thursday 10am" and it lands on the deal's contact with the date already set.
Type "Call Mara Thursday 10am" and it lands on the deal's contact with the date already set.
One list for the day, one assignee per task. Tick it off and the deal keeps the trace. See how reminders, tasks and notes work.
Calls and what was said, logged on the record in the order it happened. The next person to open the deal picks up where you left off.
See the board set up
for your industry.
Every trade gets its own page with its own stages and its own deals. The board 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 open job in one CRM pipeline.
Name your stages, drag the first deal across, and see what's stuck without asking anyone. See it set up for your industry.
- 14 days free
- No card
- Cancel anytime