A CRM your AI can work in.
Connect Claude, ChatGPT, Codex, or Cursor to Liteo through its MCP server. Ask for the customer, the open quote, or where a unit sits, and let it file the follow-up. You sign in to Liteo, and it works with your permissions.
Ask in plain words.
It runs the right tool.
Liteo gives your AI 76 tools, and it picks the one that fits. Anything hard to undo, like archiving a site, needs an explicit confirmation on the call.
“Which Ashworth Clinic units are due for service before June?”
Finds the customer, then lists every installed product across their sites, soonest service first.
search_crm · find_product_locations
“Draft a quote for the Delta Sign replacement.”
Finds the deal and starts its draft quote from the deal's lines. Sending it stays with you.
search_crm · create_quote
“Log that we serviced the Bram & Sons compressor bank today.”
Records the visit at the location. Service dates roll forward and the next reminder is scheduled.
record_service_visit
“Note on Northlake Dental: prefers morning visits, park behind the building.”
Adds the note to the Northlake Dental business record, where your team will see it.
create_note
“Which deals in Quote sent have no follow-up date?”
Finds the stage, lists its deals, and reads each one's follow-up date. Then you decide what happens next.
list_pipelines · list_deals
“Remind me to call Ashworth about the overdue filters on Thursday.”
Creates the task on the Ashworth record with the date set and you as the owner.
create_task
From a question
to a filed follow-up.
Ask about a customer
It searches contacts, businesses, and deals, then reads the customer's sites and installed products.
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
Draft the quote
It adds products from your catalog to the deal and starts the draft quote. You review it and send it.
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
Record the visit
It records the service visit at the location. The reminder for the next one is scheduled.
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
File the follow-up
It creates the task or the note on the customer or the deal, so it shows on their page.
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
Your AI knows what you installed
and where.
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
Your AI knows what you installed
and where.
Ask where a product is installed and it answers with the customer, the site, the quantity, and the service dates. See how installations and service work.
Ask where a product is installed and it answers with the customer, the site, the quantity, and the service dates. See how installations and service work.
Ask what's due this month and it lists the equipment by next service date, soonest first. It can add a task for each one.
Tell it a unit moved to a 4-month interval and it updates the installed product. The next due date follows.
Every change lands on the record.
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 change lands on the record.
A contact your AI creates looks like one you typed, with an owner set. Your new-contact automations run as usual. See how contacts and businesses work.
A contact your AI creates looks like one you typed, with an owner set. Your new-contact automations run as usual. See how contacts and businesses work.
It reads the business with its contacts and custom fields, then its sites, deals, and invoices. The answer has the whole picture.
It can tag a contact or change a lead to a customer. It can't delete a contact, business, or deal, and it can't send an invoice.
See it set up
for your industry.
Every trade gets its own page with its own records and its own questions. The MCP server 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
Give your AI the records your team already keeps.
One address, one sign-in, and every tool it needs to do the filing. Read the setup guide.
- 14 days free
- No card
- Cancel anytime