A car sales CRM for the follow-up business.
Every up, every be-back, every "call me in March" on one board. A car sales CRM that keeps the unit they want and the next call together.
One car sales CRM,
from the up to the be-back.
Capture the up
A truck shopper fills in the form on your site on a Sunday night. It lands as a lead, tagged and assigned before the floor opens.
Contacts
1 new from your website
Elena Rivera
Rivera family
Jon Alvarez
M. Okafor
Dana Okonjo
S. Bautista
Ellis Bram
J. Whitfield
Nora Patel
T. Nakamura
Quote from the catalog
Paint protection, accessories, prep, doc fee. Pick the lines and send it as a PDF. The sent version locks, so the number they saw is the number on file.
Quote Q-1042
Delta Sign Co.
Air purifier, 150 m²
One per bay, supplied and installed
HEPA filter, 150 m²
Spare set
Install and commissioning
2 people on site
Air quality monitor
One per floor
Record the car sold
Log what they bought and the day it went out. It sits on the buyer's record with the trade you took in.
Installed products
4 products at 4 sites
Air purifier, 150 m², 10 units
Delta Sign Co.
Split AC indoor unit, 6 units
Northlake Dental
Room air purifier, 40 m², 1 unit
Ashworth Clinic
Ceiling cassette unit, 2 units
Bram & Sons
Follow up on the day
The follow-up task lands on your list when it's due. Overdue turns red. The be-back you'd have forgotten becomes Saturday's delivery.
Tasks
Today · 1 of 3 done
Call Nakamura about the Civic
T. Nakamura · $15,900
Call Elena Rivera with the counter
Camry SE · $23,400
Test drive, F-150 crew cab
J. Whitfield · 4:30pm
Send Bautista the Wrangler photos
S. Bautista
Buyers, businesses,
leads and customers.
Contacts
5 people · search by name
Elena Rivera
Buyer · Rivera family
Jon Alvarez
Owner · M. Okafor
Dana Okonjo
Office manager · S. Bautista
Ellis Bram
Purchasing · J. Whitfield
Nora Patel
Site contact · T. Nakamura
Buyers, businesses,
leads and customers.
Every buyer you're working, with their phone, the unit they want, and the notes from the test drive. Search by name and you are there. See how contacts and businesses work.
Every buyer you're working, with their phone, the unit they want, and the notes from the test drive. Search by name and you are there. See how contacts and businesses work.
The fleet buyer behind the call. Every driver, every unit you've sold them, and every open deal on one page.
The shopper who asked about a truck is a lead until the first car is sold. Then it is a customer. Same record, no re-entry.
Deals and pipelines.
Sales pipeline
6 open · $212,800 · drag a deal to move it
Tacoma, '21, TRD Off-Road
M. Okafor
Wrangler, '23, 4-door
S. Bautista
F-150, '22, crew cab
J. Whitfield
Civic, '18, LX
T. Nakamura
Camry SE for the Riveras
E. Rivera
Silverado, '23, LT
Reyes Landscaping
Deals and pipelines.
Every buyer you're working, with the unit, the value, the stage, and the next call. Drag it forward as it moves. Mark it sold and the customer record updates itself.
Every buyer you're working, with the unit, the value, the stage, and the next call. Drag it forward as it moves. Mark it sold and the customer record updates itself.
Retail on one board, fleet on another. One pipeline per kind of deal, each with its own stages and its own totals. See how deals and pipelines work.
New lead, contacted, test drive, negotiation, sold. Rename, reorder, add or remove stages until the board reads like your floor.
Pick the add-ons from the catalog.
Send it as a quote.
Paint protection, accessories, prep, and your doc fee are saved once. Add them while the buyer is still at the desk, and the totals and tax do themselves.
Products & services
6 items · with prices and units
Air purifier, 150 m²
product · One per bay, supplied and installed
HEPA filter, 150 m²
consumable · Spare set
Install and commissioning
service · 2 people on site
Air quality monitor
product · One per floor
Carbon filter, 150 m²
consumable · Every 3 months
Service visit
service · Per visit
Unit 4 air upgrade
Delta Sign Co. · Unit 4, Showroom and offices
Value
$12,300
Owner
MK
Follow-up
May 6
Line items · from the catalog
Air purifier, 150 m²
10 × $890
HEPA filter, 150 m²
10 × $120
Install and commissioning
1 × $1,600
Air quality monitor
4 × $150
Northgate Motors
hello@fieldservices.co
Quote
Q-1042
Prepared for
Delta Sign Co.
Unit 4, Showroom and offices
Date
Apr 22, 2026
Valid 30 days
| Item | Qty | Amount |
|---|---|---|
Air purifier, 150 m² One per bay, supplied and installed | 10 | $8,900 |
HEPA filter, 150 m² Spare set | 10 | $1,200 |
Install and commissioning 2 people on site | 1 | $1,600 |
Air quality monitor One per floor | 4 | $600 |
Price good 30 days · Thank you for your business.
Cars sold and next visits.
Installed products
4 products at 4 sites
Air purifier, 150 m², 10 units
Delta Sign Co.
Split AC indoor unit, 6 units
Northlake Dental
Room air purifier, 40 m², 1 unit
Ashworth Clinic
Ceiling cassette unit, 2 units
Bram & Sons
Cars sold and next visits.
Log what they bought and the day it went out. The trade you took in stays on the record, so the next call starts with what they drive. See how installations and service work.
Log what they bought and the day it went out. The trade you took in stays on the record, so the next call starts with what they drive. See how installations and service work.
Due dates raise a task on their own. Overdue, today, this week. The be-back stops waiting for the buyer to call you first.
A first service at 6 months, a call before the lease runs out. Set the interval once and Liteo opens the next task every time it comes round.
Reminders, tasks and notes.
Reminders
Type it like you'd say it. Liteo sets the date.
Call Mara about the maintenance 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.
Reminders, tasks and notes.
Type it the way you'd say it. "Call Elena Friday 9am about the truck" becomes a reminder on Elena's record, with the date already set.
Type it the way you'd say it. "Call Elena Friday 9am about the truck" becomes a reminder on Elena's record, with the date already set.
One list for the day, with a salesperson on every line. Tick off the test drive and the buyer's record keeps the trace. See how reminders, tasks and notes work.
The trade allowance and the out-the-door number you floated, logged on the buyer in the order it happened. Whoever answers on your day off knows the story.
Everything you needto run the business.
Six things a small team touches every day. Click through, everything below is live.
Your stages, your board. Drag a deal, the record follows.
Liteo also works
for the businesses next door.
Every trade gets its own page with its own examples. The customer record underneath is the same.
One plan.
Choose how you pay.
Every feature included. Unlimited records.
Annual
Billed $108 per user a year. Save $48 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 $9/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 buyer on one car sales CRM today.
Load the deals you're working, set a follow-up date on each, and tomorrow's list tells you who to call.
- 14 days free
- No card
- Cancel anytime