A CRM with automation for the work you'd rather not repeat.
A form on your website creates the contact, tags it, and opens the deal. Rules act when a deal moves, a record is created, or an owner changes.
Everything you needto run the business.
Six things a small team touches every day. Click through, everything below is live.
Website forms become leads. CSV brings your data over.
Website form
Every submission lands as a lead with an open deal
Sam Ortiz
Harbor Clinics · sam@harbor.clinics
From the website form
to the next follow-up.
Capture the lead
A web form files the contact and opens the deal. A honeypot and rate limiting keep the junk out.
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 it 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 what you sold
Record the unit and the site. It stays on the customer record with its history.
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
Let the rule act
A stage move raises the follow-up task and sets the owner. History shows every run.
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
A CRM with automation
that files the lead for you.
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 CRM with automation
that files the lead for you.
A form submission becomes a contact, with the tag and the owner already set. See how contacts and businesses work.
A form submission becomes a contact, with the tag and the owner already set. See how contacts and businesses work.
The company behind the contact, with its sites, its open deals, and every person who works there on one page.
A new contact is a lead. Win the first deal and it's a customer, on the same record. A rule can change the tags to match.
Rules act when a deal moves.
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
Rules act when a deal moves.
Move a deal to Quote sent and the rule creates the follow-up task for you. See how deals and pipelines work.
Move a deal to Quote sent and the rule creates the follow-up task for you. See how deals and pipelines work.
One pipeline per kind of work, each with its own stages. Rules are set per event, so every board can behave its own way.
Rename, reorder, add or remove stages until the board reads like your process. The rules follow the stage you named.
See it set up
for your industry.
Every trade gets its own page with its own form fields and its own rules. What runs 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
Let a CRM with automation do the filing.
Put the form on your site, set the rule once, and watch the leads land where they belong. See it set up for your industry.
- 14 days free
- No card
- Cancel anytime