Built for solo practices
6 months of revenue hang on the follow-up
A CRM for coaches has to hold three things: who you spoke to, what you promised them, and when you said you'd come back. Liteo keeps every prospective client on one board, from the first discovery call through the proposal to the renewal conversation. Everything else is somebody else's software.
The problem
3 ways a practice leaks clients
The discovery call that never became anything
Great conversation. Obvious fit. You said you'd send something over. Two weeks later it's a nice memory and they've started with someone who followed up on Tuesday.
Your practice lives in three different places
Sessions in a calendar, notes in a doc, payments in an invoicing tool. None of them knows what the others say, and you're the integration.
Renewals arrive as a surprise
A package quietly runs down. You notice at the final session, which is the worst possible moment to start talking about the next six months.
01 · Your clients
What a CRM for coaches actually needs to do
Every prospective client is on one board, at whatever stage they've actually reached. Enquiry, discovery booked, proposal sent, signed. You can read your whole practice in a glance.
Package pricing comes from a list you set up once, so a proposal takes a minute instead of an afternoon of copying an old document and hoping you changed all the numbers.
- See what's worth chasing this week, not just what exists
- Tag corporate work separately from one-to-one
- One board, or one for coaching and one for consulting
$2,250
$9,900
$4,800
$2,250
$9,900
$4,800
Halberd Studio
Team coaching pilot
$7,500
02 · Enquiries
The discovery call form fills in the first half for you
Put a short form on your site. Someone fills it in late that evening, and you wake up to a new lead with their answers already on the record.
Ask what they want to work on and where they are now. You walk into the call already knowing whether it's a fit, instead of spending the first 10 minutes finding out.
In Liteo
Waiting for the form…
01
Contact created · Rina Achebe
02
Tagged · Website
03
Type set · Lead
9:12pm · on your board before the morning.
In Liteo
Waiting for the form…
01
Contact created · Rina Achebe
02
Tagged · Website
03
Type set · Lead
9:12pm · on your board before the morning.
03 · The record
One client, one page, everything you agreed
Package, cadence, sessions used, focus area, renewal date. Add the fields you actually track and they show up on every client.
The activity log holds the rest. What you discussed on the call, what you sent, what they said. Six months later you can read back the first conversation before the renewal one.
04 · Follow-ups
The check-in you meant to do lands on the right day
Set the follow-up while the call is still fresh, before you've moved on to the next one. It comes back on the day, on the right person, with your notes from last time sitting underneath it.
A warm conversation goes cold in about two weeks. A reminder that arrives on day four is the difference between a client and a nice chat you had once.
05 · Automations
The nudge that happens whether you remember or not
Set a rule once. The moment a proposal goes out, Liteo creates the follow-up task for 4 days later.
It reads like a sentence, so you can set it up without a manual and change it without asking anyone.
Pricing that fitson a sticky note
Per user
$7
Billed $84 per user, once a year. Everything included.
Lifetime, from
$99
Per seat, one payment, forever. 200 seats total.
Trial
14days
Free. No credit card to start.
Before and after
Your practice, before and after
You already do all of this. The difference is whether it depends on you remembering.
Today
- ✕Prospects sit in your inbox, your DMs, and a note on your phone
- ✕You follow up when you happen to think of them
- ✕Package details and session counts live in different tools
- ✕Renewals come up at the last session
- ✕You couldn't say how many people are actually close to signing
With Liteo
- Every prospective client on one board, by stage
- Follow-ups arrive as tasks on the day you set them
- Package, cadence, sessions used, and renewal date on one record
- The renewal conversation gets booked before the final session
- You can see what's close and what's gone quiet
Where Liteo fits
A day, end to end
4 moments every practice lives. This is what Liteo writes down while they happen, so nothing depends on memory after the last call.
New lead
Rina Achebe · from the site form
The overnight enquiry
7:40am
Proposal sent
$4,800 · follow-up set Mar 1
The proposal
11:15am
Deal note
Tom Bergstrom · 45 min logged
The discovery call
2:00pm
Task set
Kaya renewal call · Thu
The renewal check
4:45pmEverything else
Everything else in the box
One plan, $9 per user, unlimited records. All of this comes with it.
The customer record
Calls, notes, files, and relationships on one profile, with the history intact.
Products & services
One catalog with categories, SKUs, and prices that fills your quotes.
Installed base & sites
What you sold, where it runs, and which location it belongs to.
Email history
Logged conversations live on the contact, private until you share them.
Tasks
Linked to the deal or the customer, grouped into overdue, today, upcoming.
Daily reminder email
Your due and overdue work, in your inbox every morning, your timezone.
Reports
Outcomes, activity, and pipeline for admins. Weekly summaries are opt-in.
Quotes
Built from your price list, delivered as a clean PDF, tracked from sent to accepted.
Service reminders
Installed work comes back as the next visit's task, on time.
Automations
Event rules that read like sentences and never email your customers.
Lead capture forms
Your website form creates the contact, tagged and assigned.
Custom fields and tags
Track the details that price the job, then filter by any of them.
Global search
Cmd+K, type 3 letters, land on the right record.
CSV import and export
Your data comes in from a spreadsheet and can leave the same way.
Team
Admin and member roles, a Mine filter, safe handoffs when someone leaves.
Coming
Send email from Liteo
Gmail and Outlook sending, logged automatically.
Deal attention
One view of everything that's gone quiet.
Connect your AI
Claude or ChatGPT works your CRM through Liteo's MCP server.
Lifetime deal · 200 seats total
Pay once. Use Liteo forever.
Two hundred seats total. Every remaining seat is $99, once.
Flat price
$99
per seat, one time
Availability
46 sold · 154 remain
- Everything in monthly, forever
- Seats are transferable when your team changes
- All future updates included
- 14 day money back guarantee
Proof
Coaches like you run their practice on Liteo
I used to lose people between the discovery call and the proposal. Now the follow-up is on my list before the call ends, and 3 of my last 4 proposals signed.
Elena Marsh
Leadership coach · Marsh Coaching
Renewals used to sneak up on me at the last session. Now the renewal date sits on every record, and the conversation gets booked 3 sessions before the end.
Sofia Reyes
Executive coach · Reyes Coaching
The board tells me who's gone quiet. I check it Monday morning and the week's follow-ups are already waiting as tasks.
James Whitfield
Business coach · Whitfield Advisory
Pricing
One price. Everything.
No tiers to compare, no feature held back to sell you the plan above. Pick how you want to pay and get the whole product either way.
Annual
Every feature included
Billed $84 per user, once a year.
- Everything in monthly
- $24 saved per user, per year
- 2 months, effectively free
Lifetime · 200 seats
Pay once
No renewal, ever. All future updates.
46 sold · 154 remain
- Everything, forever
- Seats transfer when your team changes
- 14 day money back
14 day money back guarantee.
In every plan
All of it, every plan
Monthly, annual, or lifetime, the product is identical. Nothing held back to sell you an upgrade.
Prices exclude VAT. 14 day trial on every plan, no card to start.
Questions
Fair questions, short answers
- Is this a scheduling tool?
- No. Liteo doesn't replace your calendar or your booking link. It tracks the relationship around them. Who enquired, what you discussed, what you proposed, and when to follow up.
- Does it suit life coaches and business coaches?
- Both. You name your own stages and fields, so a life coach can track focus area and session cadence while a business coach tracks company size and who else is involved in the decision.
- What if I coach and consult?
- It handles both. Retainer work and one-off engagements can share a board and stay tagged apart, or you can run a separate pipeline for each.
- Do I have to import anything to start?
- No. Add your first client by hand in under a minute. If you'd rather bring a list across, Liteo takes a CSV.
- Is there a free plan?
- No. It's $9 per user a month, everything included. The first 14 days are free, which is long enough to put a few real conversations through it before you decide.
- Will it feel like sales software?
- It's a pipeline, so it borrows the shape. There's nothing in it about quotas or forecasting. It's a list of people, where each one is up to, and what you said you'd do next.
Built for the practice
For the coaches who said they'd check back in
Industries
Work that runs the same way
See who's waiting on you
Put your open conversations on one board and stop losing good fits to a slow reply.
$9 per user · 14 days free · no credit card
Liteo
The deliberately simple CRM. $9 per user, everything included.
© 2026 Liteo