Liteo
Set up for how your trade works
Same CRM underneath. Pipelines, fields, and reminders that match the job.
Service trades
- General contractorsEvery bid on one board. Estimate, client, site, and next call — all on the same job.See it for general contractors
- Construction companiesEvery open bid on one board, with the amount, the client, and the follow-up after bid day. From invitation to award, nothing lives in one estimator's head.See it for construction companies
- HVAC companiesThe bids you're chasing on one board. The units you've already installed, each with its next tune-up on somebody's list.See it for HVAC companies
- LandscapersDesign-build quotes and seasonal contracts on the same board. The client, the property, the price, and the next visit in one place.See it for landscapers
- Cleaning businessesEvery janitorial bid on one board, from first walkthrough to signed contract. The scope, the proposal, and the follow-up stay attached to the building they belong to.See it for cleaning businesses
- RoofersEvery open bid on one board. The inspection photos, the estimate, and the next call attached to the same job.See it for roofers
- Solar installersEvery deal you're chasing on one board, from first call to PTO. The survey, the proposal, the financing, and the next call all on the same job.See it for solar installers
- ElectriciansEvery charger install, panel swap, and fit-out you're chasing on one board. The panel size, the permit status, and the next call attached to each one.See it for electricians
- Pest controlEvery new account on one board, from first call to signed plan. Every quarterly and station check on a date someone owns.See it for pest control
- PlumbersEvery repipe, water heater, and sewer bid on one board. The walkthrough notes, the quote, and the next call attached to the job.See it for plumbers
Professional services
- Insurance agentsEvery prospect from first call to bound on one board. Every policy in the book with its renewal date attached, and the X-dates worth a call.See it for insurance agents
- Law firmsEvery open inquiry on one board. The consultation notes, the referral source, the fee proposal, and the next call, all on the same record.See it for law firms
- Travel agenciesHoneymoons, family trips, and group blocks on one board. The traveler, the proposal, and the next call all on the same trip.See it for travel agencies
- Real estate agentsEvery buyer and seller on one board, with the next call attached. Past clients hear from you once a year without you keeping a list.See it for real estate agents
- ConsultantsEvery open conversation on one board. The proposal, the intro that started it, and the next follow-up all on the same engagement.See it for consultants
- CoachesEvery prospective client on one board. What you discussed, what you proposed, and when you said you'd check back in.See it for coaches
- AccountantsEvery proposal you're chasing on one board. Every annual return and quarterly review on a list that comes back when it's due.See it for accountants
- FreelancersEvery inquiry and proposal on one board, with the next follow-up attached. The pipeline keeps moving while you're deep in the work.See it for freelancers
Business & industry
- ManufacturersEvery open RFQ on one board with the quote attached. Every machine you've commissioned, at the plant it runs in, with the next PM date on it.See it for manufacturers
- StartupsEvery deal you're chasing on one board. The demo notes, the trial end, the champion, and the next step all on the same card.See it for startups
- Car salesEvery up, every be-back, every 'call me in March' on one board. The unit they want, the trade they're driving, and the next call attached.See it for car sales
Creative
- PhotographersEvery enquiry and booking on one board. Shoot date, venue, package, and the next thing you owe them, all on the same job.See it for photographers
- VideographersEvery booking you're chasing on one board. The date, the client, the package, and the next follow-up, all on the same card.See it for videographers
- Interior designersEvery prospective project on one board. The consultation, the proposal, the budget, and the builder who sent the client, all on the same record.See it for interior designers
Events & wellness
- Personal trainersEvery lead and every renewal on one board. The consult, the trial, the package, and the next check-in on the same client.See it for personal trainers
- Venues & event spacesEvery couple you're talking to on one board. The date, the guest count, the tour notes, and the proposal all stay on the same event.See it for venues & event spaces
- Wedding plannersEvery couple you're courting on one board. The wedding date, the consult, the proposal, and the venue that sent them, all attached to the same couple.See it for wedding planners
Don’t see your trade?
Stages, fields, and tags are yours to name. Most service businesses are set up in a few minutes.
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