A CRM that tracks installations and tells you when they're due.
What you installed, where it sits, how many units, and when it needs service next. Every unit stays on the customer record with its history.
A CRM that tracks installations
from the day they go in.
Installed products
4 units at 4 sites
Purifier P-40, 3 units
Ashworth Clinic, ground floor
Compressor bank
Bram & Sons, workshop
Roof units, 2
Pinebrook, Building B
Water treatment kit
Northlake Dental
A CRM that tracks installations
from the day they go in.
Log the unit, the site, and how many went in. It sits on the customer record from then on, with everything done to it since.
Log the unit, the site, and how many went in. It sits on the customer record from then on, with everything done to it since.
Due dates raise a task on their own. Everything that's due lands on one Needs service list: overdue first, then today, then the week.
Filters every 4 months, cartridges every 6. Set the interval once and Liteo opens the next job every time it comes round.
From the first lead
to the next service date.
Capture the lead
Website forms, CSV imports, and a quick add land the contact with an open deal.
Contacts
1 new from your website
Mara Ellison
Northlake Dental
Jon Alvarez
Ashworth Clinic
Dana Okonjo
Pinebrook Property Group
Ellis Bram
Delta Sign Co.
Nora Patel
Bram & Sons
Issue the quote
Price the job from your catalog and send the quote as a PDF.
Quote Q-2107
Ashworth Clinic
Purifier unit, model P-40
Supplied and installed
Wall mounting kit
Per unit
Install and commissioning
Half day, 2 people
Filter set, first year
Per unit
Service plan, year 1
2 visits, parts excluded
Log the install
Record the unit, the site, and the quantity. It sits on the customer from then on.
Installed products
4 units at 4 sites
Purifier P-40, 3 units
Ashworth Clinic, ground floor
Compressor bank
Bram & Sons, workshop
Roof units, 2
Pinebrook, Building B
Water treatment kit
Northlake Dental
Set the interval
Pick how often it needs service. The task opens itself when the date comes round.
Tasks
Today · 1 of 3 done
Follow up on the Delta Sign quote
Delta Sign Co. · $12,300
Walk the Pinebrook sites
9:30am · 3 buildings
Send Mara the revised service plan
Northlake Dental
Record the Bram & Sons visit
Compressor bank
Every visit stays on the record.
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.
Every visit stays on the record.
Type "Call Ashworth about the filters Thursday" and it lands on their record with the date already set.
Type "Call Ashworth about the filters Thursday" and it lands on their record with the date already set.
One list for the day, one assignee per task. Tick it off and the unit keeps the trace. See how reminders, tasks and notes work.
What was found and what was done, logged in the order it happened. The next visit starts with the last one.
Every unit belongs to someone.
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 unit belongs to someone.
The person you call about the site, with their phone, email, and the notes from the last visit.
The person you call about the site, with their phone, email, and the notes from the last visit.
The company behind the site. Its locations, its open deals, and what's installed at each one. See how contacts and businesses work.
A contact is a lead until the first deal is won. Then it's a customer with a service record that keeps growing.
See it set up
for your industry.
Every trade gets its own page with its own units and intervals. The 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
Run a CRM that tracks installations and what they need next.
Log the unit, set the interval, and let the follow-up open itself when the date comes round. See it set up for your industry.
- 14 days free
- No card
- Cancel anytime