A CRM for coaches, built around the conversation.
Every prospective client on one board. A CRM for coaches that holds what you discussed, what you proposed, and when you said you'd check back in.
One CRM for coaches,
from the enquiry to the renewal.
Capture the enquiry
Someone fills in your discovery form at 10pm. It lands as a lead with their answers on the record, tagged and assigned before you're up.
Contacts
1 new from your website
Nadia Rahman
Kestrel Logistics
Jon Alvarez
R. Achebe
Dana Okonjo
M. Lindqvist
Ellis Bram
Tom Bergstrom
Nora Patel
Halberd Studio
Quote from the catalog
The 3-month package, 12 sessions, the team pilot. Pick the lines and send it. The sent version locks, with the price good for 30 days.
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 package
Log the package they signed, its cadence, and when it starts. Sessions used and focus area sit on the client record, not in your head.
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 check-in task lands on your list when it's due. Overdue turns red. The package running down is the one behind the renewal on your board.
Tasks
Today · 1 of 3 done
Follow up on Nadia's proposal
Kestrel Logistics · $4,800
Discovery call with Tom Bergstrom
2:00pm · 45 min
Send the Halberd scoping notes
Halberd Studio
Confirm session 8 with Elif
Elif Kaya
Clients, companies,
leads and customers.
Contacts
5 people · search by name
Nadia Rahman
VP Operations · Kestrel Logistics
Jon Alvarez
Owner · R. Achebe
Dana Okonjo
Office manager · M. Lindqvist
Ellis Bram
Purchasing · Tom Bergstrom
Nora Patel
Site contact · Halberd Studio
Clients, companies,
leads and customers.
Every prospective and current client, with their phone, email, and the notes from the last discovery call. Search by name and you are there. See how contacts and businesses work.
Every prospective and current client, with their phone, email, and the notes from the last discovery call. Search by name and you are there. See how contacts and businesses work.
The company behind a team pilot. Its people, its open proposals, and every session you have run there, on one page.
The manager who booked a discovery call is a lead until the first package is signed. Then they're a client. Same record, no re-entry.
Packages and pipelines.
Sales pipeline
6 open · $22,350 · drag a deal to move it
Life coaching, 3 months
R. Achebe
Founder coaching intro
M. Lindqvist
Career transition, 12 sessions
Tom Bergstrom
Team coaching pilot
Halberd Studio
6-month leadership package
Nadia Rahman
Executive package renewal
Elif Kaya
Packages and pipelines.
Every prospective client with the package value, the stage, and the next follow-up. Drag it forward as the conversation moves. Mark it signed and the client record updates itself.
Every prospective client with the package value, the stage, and the next follow-up. Drag it forward as the conversation moves. Mark it signed and the client record updates itself.
One-to-one coaching, corporate work, consulting. One pipeline per kind of work, each with its own stages and its own board. See how deals and pipelines work.
Enquiry, discovery booked, proposal sent, signed. Rename, reorder, add or remove stages until the board reads like your practice.
Pick the package from the catalog.
Send it as a proposal.
The 3-month package, 12 sessions, the biweekly retainer, the team pilot. Price them once, add them to a proposal the morning after the call, 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 Coaching
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.
Packages and renewals.
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
Packages and renewals.
Log the package they signed, for which client, and when it starts. Cadence, sessions used, and focus area stay on the record. Liteo files them as installations, so see how installations and service work.
Log the package they signed, for which client, and when it starts. Cadence, sessions used, and focus area stay on the record. Liteo files them as installations, so see how installations and service work.
Due dates raise a task on their own. Overdue, today, this week. The renewal conversation stops waiting for the final session.
A 6-month package, a quarterly review. Set the interval once and Liteo opens the next conversation 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 Rahman Friday 9am about the leadership package" becomes a reminder on the Rahman record, with the date already set.
Type it the way you'd say it. "Call Rahman Friday 9am about the leadership package" becomes a reminder on the Rahman record, with the date already set.
One list for the day, with an owner on every line. Tick off the scoping notes and the client record keeps the trace. See how reminders, tasks and notes work.
What she said about wanting biweekly and travelling most of Q2, logged on the contact in the order it happened. You read it back before the renewal call.
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 industry 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 your practice on one CRM for coaches.
Load the people waiting on you, set a follow-up on each, and see what's close to signing.
- 14 days free
- No card
- Cancel anytime