A CRM with task management you can type in one line.
Type "Call Sarah tomorrow" and it lands on Sarah's record with the date set. Tasks, reminders, and notes live on the contact, business, or deal they belong to.
A CRM with task management
that reads plain language.
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.
A CRM with task management
that reads plain language.
Type it the way you'd say it. "Call Mara Friday 9am" becomes a reminder on Mara's record, with the date and the type already set.
Type it the way you'd say it. "Call Mara Friday 9am" becomes a reminder on Mara's record, with the date and the type already set.
One list for the day, one assignee per task. Overdue, today, this week. Set a task to recur and it comes back on its own.
Calls and what was said, logged on the record in the order it happened. Anyone on the team can pick up where you left off.
Everything you needto run the business.
Six things a small team touches every day. Click through, everything below is live.
Overdue, today, this week. Nothing slips.
Tasks
Overdue, today, this week. Tick one off.
Service dates raise their own tasks.
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
Service dates raise their own tasks.
Log what you installed and where it sits. The unit carries its own next date, so the task has something to point at.
Log what you installed and where it sits. The unit carries its own next date, so the task has something to point at.
Due dates raise a task on their own, so nothing waits on someone remembering. See how installations and service work.
Filters every 4 months, cartridges every 6. Set the interval once and the next task opens every time it comes round.
Every task belongs to something.
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
Every task belongs to something.
Open a deal and the next follow-up is right there, next to its value and its stage. See how deals and pipelines work.
Open a deal and the next follow-up is right there, next to its value and its stage. See how deals and pipelines work.
One pipeline per kind of work, each with its own stages. A task can sit on a deal in any of them.
Rename or reorder stages until the board reads like your process. A deal that sits still gets flagged at 7 days and marked overdue at 14.
See it set up
for your industry.
Every trade gets its own page with its own follow-ups. The task list 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 follow-up in one CRM with task management.
Type the reminder, pick who owns it, and let the list tell you what's due today. See it set up for your industry.
- 14 days free
- No card
- Cancel anytime