For construction companies
7 figures of pipeline ride on one spreadsheet
A construction CRM has one job: hold the bid list the whole company runs on. Liteo puts every pursuit on one board, with the bid amount, the client's history, and the next call attached. You see what's out, what's shortlisted, and what the quarter actually looks like.
The problem
3 ways a bid list leaks money
The bid you submitted and never chased
The number went in 3 weeks ago and nobody has called the developer since. Somewhere between estimating and the next deadline, the follow-up died. You find out it was awarded when the fence goes up.
The bid list only one estimator can read
15 to 40 open pursuits live in one spreadsheet, in a shorthand only your senior estimator understands. When they're out, nobody knows what's due Friday. That's 7 figures of pipeline riding on one person's tabs.
The developer who stopped calling
They sent you 3 TIs in 2 years, then went quiet. Nobody noticed until the year-end numbers, and by then another GC had the relationship. Repeat clients don't announce they're leaving.
01 · Pipeline
A construction CRM starts with the bid list
Every pursuit sits in its true stage: invitation, estimating, bid submitted, shortlisted, awarded. Each card carries the bid amount, the client, and the next follow-up. The column totals are your pipeline, without the Friday spreadsheet update.
Bids that sit still start to show it. Amber at 7 days, red at 14. On an $890,000 pursuit, quiet is expensive.
- Stage totals show what's out and what's close to award
- Rename the stages to match how you bid
- Run separate boards for TI work and ground-up
$120,000
$1,150,000
$1,154,924
$640,000
$120,000
$1,150,000
$1,154,924
$640,000
Meridian Development Group
Suite 400 tenant improvement
$264,924
02 · Dashboard
The whole bid list before the phone starts
One screen: what's out, what's won this quarter, and what's overdue. $8.2M across 17 pursuits, 3 awards this quarter, 1 follow-up gone red. The morning meeting, already written.
The pipeline bars show where the money sits by stage. If estimating is heavy and bid submitted is thin, you'll know before the quarter does.
03 · Bids
The bid summary lives on the deal
The takeoff and the pricing stay in your estimating tools. Liteo holds the commercial summary: the packages, the total, and a clean PDF for the client. Demolition and prep, framing and drywall, the sub packages, finishes and millwork. One page, one number.
A sent bid is locked as a version, so the number on record is the number they saw. Revisions get their own version when the scope moves. Nobody argues about which PDF went out.
Quote B-2214
Meridian Development Group
Suite 400, 88 Commerce Way
Quote B-2214
Meridian Development Group
Suite 400, 88 Commerce Way
Quote B-2214
Meridian Development Group
Total
$264,924
04 · Repeat clients
Repeat clients are the margin
A developer like Meridian isn't one deal. It's 12 bids over 4 years, 7 won, every one on the business record with what happened and why. The next invitation to bid lands with the whole history already open.
Lost bids carry a reason, so the dead ones still teach you something. Custom fields hold what sets the price: project type, square footage, delivery method, bond required.
05 · Follow-ups
What happens 5 days after the bid goes in
When a bid moves to submitted, Liteo can set the follow-up date and create a call task 5 days out. The call happens because it's on the list, on the right pursuit, with the bid amount attached.
Tasks group into overdue, today, and this week, and a daily email brings you the due list each morning. The Suite 400 call has been red since Mar 3. Everyone can see it, which is the point.
06 · On site
The bid list comes along to the job walk
Open the board from the pre-bid meeting. Log the call with the architect before it fades in the parking lot. Move a deal to awarded standing in the space you just won.
It's the same app in the phone's browser, not a cut-down version. Nothing to install, and nothing missing when you're away from the desk.
Same app in the phone's browser.
Nothing cut down.
Same app in the phone's browser.
Nothing cut down.
Riverside self-storage
Bradford Development
$1,150,000
Suite 400 tenant improvement
Meridian Development Group
$264,924
Maple & 3rd retail shell
Arcosa Properties
$890,000
County annex renovation
Dorset County
$640,000
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
The pursuit list, before and after
It's the same bid list you have today, somewhere the whole office can see it.
Today
- ✕The bid list is a spreadsheet only one estimator can read
- ✕The follow-up after bid day happens if someone remembers
- ✕Nobody can say what's out right now or what it adds up to
- ✕A developer goes quiet and nobody notices for a quarter
- ✕Win rate is a guess and lost bids leave no lesson
With Liteo
- Every pursuit on one board, in its true stage, with its value
- Moving a bid to submitted sets the follow-up and creates the call task
- Stage totals show what's out, what's shortlisted, and what it's worth
- Every client's bids, awards, and next follow-up sit on their record
- The won and lost summary counts it, and every dead bid records why
Where Liteo fits
A bid, end to end
4 moments every pursuit lives. This is what Liteo writes down while they happen, so nothing rides on one estimator's memory.
Daily email
1 overdue · 3 due today
The due list
7:10am
Task done
Cortland Ave walk · logged
The job walk
9:30am
Deal note
Riverside sub pricing confirmed
The site check
1:15pm
Bid B-2214
Sent · call set 5 days out
The bid goes out
4:15pmEverything 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
Builders like yours run their bid list on Liteo
We used to lose bids to silence. Now the call task shows up 5 days after the number goes in, on the right pursuit, with the amount attached.
Tomas Reyes
Owner · Reyes Builders
The bid list lived in one estimator's spreadsheet for 6 years. Now all 17 pursuits sit on one board and anyone can say what's due Friday.
Elena Marsh
Office manager · Marsh & Sons Construction
A developer's record shows every bid and award before I pick up the phone. Lost bids carry a reason now, so we stopped pricing the wrong invitations.
Devin Kaur
Estimator · Kaur Commercial Builders
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 project management or estimating software?
- No. There are no schedules, no RFIs, no takeoffs, and no job costing in Liteo. It tracks the pursuit: the bid list, the client, the follow-up, and what you won or lost and why. Preconstruction and operations keep their tools.
- Is there a free CRM for construction companies?
- Liteo isn't free. It's $9 per user per month, everything included, and free for 14 days so you can load your real bid list before deciding. Free CRMs usually cap contacts or hold features back, and a bid list is a bad place to find the ceiling.
- How long does setup take?
- You can add your first pursuit within a few minutes. Import clients from a CSV, rename the stages to match how you bid, and load the open bid list. There's no implementation project and nothing to configure first.
- Can my estimators and I work the same bid list?
- Yes. Everyone sees the same board, and a pursuit can have co-owners, so an estimator and the owner can share it. Each seat is $9 a month, everything included.
- We track everything in spreadsheets. Can we bring it over?
- Yes. Import contacts and businesses from a CSV and the client list comes across without retyping. Export works the same way whenever you want it, even if you stop paying.
- Can it show us our win rate by client or type?
- The won and lost summary shows your outcomes and win rate, and every lost bid records a reason. Open a developer's record and you see what you've won and lost with them, and why. Over a year, that tells you which invitations deserve the estimating hours.
Built for the trade
For the builders who call after bid day
Industries
The trades on the next lot
Put the bid list on a board today
Import your clients, name the 5 stages, and see what every open pursuit adds up to before the next invitation lands.
$9 per user · 14 days free · no credit card
Liteo
The deliberately simple CRM. $9 per user, everything included.
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