A construction CRM that knows the bid list is the business.
A construction CRM holds the pursuit list the whole company runs on. Every bid carries its amount, the client's history, and the follow-up after bid day.
One construction CRM,
from the invitation to the award.
Capture the invitation
A bid invite from your site form lands as a lead, tagged and assigned to an estimator the day it arrives.
Contacts
1 new from your website
Dana Cole
Meridian Development Group
Jon Alvarez
Slate Peak Properties
Dana Okonjo
Bradford Development
Ellis Bram
Arcosa Properties
Nora Patel
Dorset County
Send the bid summary
Demolition and prep, framing and drywall, the sub packages, finishes and millwork. Pick the lines and send one clean PDF. The sent version locks, with the number good for 30 days.
Quote B-2214
Meridian Development Group
Demolition and prep
Selective demo, floor protection, dust walls
Framing and drywall, 8,400 sq ft
Metal stud, level 4 finish
Electrical package (sub)
Lighting, power, low voltage
Mechanical package (sub)
HVAC distribution and controls
Finishes and millwork
Flooring, paint, reception millwork
Record the award
Log the project you delivered, at which address, and when. Delivery method, square footage, and completion stay on the client record.
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
Call after bid day
The follow-up call lands on the estimator's list when it's due. Overdue turns red. On an $890,000 pursuit, quiet is expensive.
Tasks
Today · 1 of 3 done
Call Dana about the Suite 400 bid
Meridian Development Group · $264,924
Walk the Cortland Ave suite
9:30am · 1200 Cortland Ave
Confirm sub pricing for Riverside mechanical
Bradford Development · bid due Fri
Send bond confirmation to Dorset County
County annex renovation
Developers, architects,
leads and customers.
Contacts
5 people · search by name
Dana Cole
Director of Development · Meridian Development Group
Jon Alvarez
Owner · Slate Peak Properties
Dana Okonjo
Office manager · Bradford Development
Ellis Bram
Purchasing · Arcosa Properties
Nora Patel
Site contact · Dorset County
Developers, architects,
leads and customers.
Every developer, architect, and owner's rep you bid for, with their phone, email, and the notes from the pre-bid walk. Search by name and you're there. See how contacts and businesses work.
Every developer, architect, and owner's rep you bid for, with their phone, email, and the notes from the pre-bid walk. Search by name and you're there. See how contacts and businesses work.
The development group behind the invitation. Buildings, open pursuits, past awards, and every contact who works there, on one page.
A developer who invited you once is a lead until the first award. Then it is a client. Same record, 12 bids later.
Pursuits and pipelines.
Sales pipeline
6 open · $3,274,924 · drag a deal to move it
Cortland Ave office TI
Slate Peak Properties
Riverside self-storage, ground-up
Bradford Development
Suite 400 tenant improvement
Meridian Development Group
Maple & 3rd retail shell
Arcosa Properties
County annex renovation
Dorset County
Foundry District taproom TI
Copperline Brewing
Pursuits and pipelines.
Every open pursuit with its bid amount, its stage, and the next follow-up. Drag it forward as it moves. Mark it awarded and the client record updates itself.
Every open pursuit with its bid amount, its stage, and the next follow-up. Drag it forward as it moves. Mark it awarded and the client record updates itself.
Tenant improvements on one board, ground-up on another, public bids on a third. Each with its own stages and its own totals. See how deals and pipelines work.
Invitation, estimating, bid submitted, shortlisted, awarded. Rename, reorder, add or remove stages until the board reads like your bid room.
Pick the packages from the catalog.
Send one bid summary.
Demolition and prep, framing and drywall, the electrical and mechanical sub packages, and finishes and millwork are saved once. Add them to the summary, and the totals and tax do themselves.
Products & services
7 items · with prices and units
Demolition and prep
service · Selective demo, floor protection, dust walls
Framing and drywall, 8,400 sq ft
product · Metal stud, level 4 finish
Electrical package (sub)
product · Lighting, power, low voltage
Mechanical package (sub)
product · HVAC distribution and controls
Finishes and millwork
product · Flooring, paint, reception millwork
Carbon filter, 150 m²
consumable · Every 3 months
Service visit
service · Per visit
Unit 4 air upgrade
Meridian Development Group · Suite 400, 88 Commerce Way
Value
$245,300
Owner
MK
Follow-up
May 6
Line items · from the catalog
Demolition and prep
1 × $18,400
Framing and drywall, 8,400 sq ft
1 × $63,000
Electrical package (sub)
1 × $58,500
Mechanical package (sub)
1 × $47,200
Finishes and millwork
1 × $58,200
Northgate Construction
hello@fieldservices.co
Quote
B-2214
Prepared for
Meridian Development Group
Suite 400, 88 Commerce Way
Date
Apr 22, 2026
Valid 30 days
| Item | Qty | Amount |
|---|---|---|
Demolition and prep Selective demo, floor protection, dust walls | 1 | $18,400 |
Framing and drywall, 8,400 sq ft Metal stud, level 4 finish | 1 | $63,000 |
Electrical package (sub) Lighting, power, low voltage | 1 | $58,500 |
Mechanical package (sub) HVAC distribution and controls | 1 | $47,200 |
Finishes and millwork Flooring, paint, reception millwork | 1 | $58,200 |
Bid holds for 45 days. Permit fees and furniture excluded. · Thank you for your business.
Delivered projects and warranty dates.
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
Delivered projects and warranty dates.
Log the project you completed, at which address, and when. Delivery method, square footage, and completion date stay on the client record with the whole history. See how installations and service work.
Log the project you completed, at which address, and when. Delivery method, square footage, and completion date stay on the client record with the whole history. See how installations and service work.
Due dates raise a task on their own. Overdue, today, this week. The warranty walk stops living in one project manager's calendar.
An 11-month walk after handover, a roof check every 2 years. Set the interval once and Liteo opens the next visit 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 Dana Friday 9am about the lobby millwork" becomes a reminder on Dana's record, with the date already set.
Type it the way you'd say it. "Call Dana Friday 9am about the lobby millwork" becomes a reminder on Dana's record, with the date already set.
One list for the day, with an estimator on every line. Tick off the sub pricing call and the pursuit keeps the trace. See how reminders, tasks and notes work.
What the architect said about the scope gaps, logged on the contact in the order it happened. The next estimator picks 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.
Your stages, your board. Drag a deal, the record follows.
Liteo also works
for the trades 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 the whole bid list on one construction CRM.
Import your clients, name the 5 stages, and see what every open pursuit adds up to before the next invitation lands.
- 14 days free
- No card
- Cancel anytime