Built for consultants
$54,000 rides on one warm intro
A CRM for consultants has one job above the rest: carry the pipeline through the quarter you're too busy to sell. Liteo keeps every conversation in its real stage, with the proposal, the notes, and the person who introduced you attached to the engagement. The follow-up comes back on the day you set it, so the relationship survives the busy stretch.
The problem
3 ways a busy quarter leaks money
The intro from March that went quiet
A former client introduced you to their new COO in March. One good call, then a delivery crunch ate 6 weeks. The firm that stayed in touch is writing the SOW you should have written.
A pipeline review built from memory
Your partner asks what's really landing this quarter. You rebuild the answer from an inbox, a notebook, and 2 spreadsheets. Half the deals you call live went quiet a month ago.
The warm path you can't quite remember
You need a way into a company, and you're sure you know someone who knows someone. 2 years ago you did. A network that lives in your head shrinks every busy quarter.
01 · Pipeline
What a CRM for consultants has to keep honest
Every engagement sits in the stage it's actually in. Conversation, discovery, proposal sent, negotiation, won. You see the quarter in one look, with totals under each stage.
Deals that stall show their age. Quiet for 7 days earns a warning, 14 turns it overdue. The board tells you what went cold before a pipeline review has to.
- Stage totals so you know what the quarter really holds
- Aging flags on deals that have sat still too long
- Name the stages after the way you actually sell
$32,000
$45,000
$66,000
$68,000
$32,000
$45,000
$66,000
$68,000
Bright Path Health
Operating model redesign
$54,000
02 · Proposals
The proposal goes out while the conversation is warm
Build the proposal from your saved services. Discovery interviews, the 2-day workshop, the 3-month advisory retainer. Pick the lines, set the fees, and send a clean PDF the same afternoon.
Then the proposal stops living in your sent folder. The version out the door is locked, and the status sits right on the deal. The moment Bright Path accepts, you'll see it there.
Quote P-2087
Bright Path Health
Quote P-2087
Bright Path Health
Quote P-2087
Bright Path Health
Total
$54,000
03 · Relationships
The referral network, on the record
Every contact keeps its labeled relationships. Farah was referred by Daniel Okafor. Who introduced whom, who used to work where, all of it on the record instead of in your memory.
The rest of the story hangs off the same profile. The first call in March, the scope notes, the proposal that went out this morning. When an engagement ends, the relationship doesn't.
04 · Follow-ups
Follow-through you don't have to remember
Set the follow-up when the proposal goes out, while the scope is still in your head. It comes back on the day, on the right engagement, with the number attached. Overdue turns red.
Every morning Liteo emails you the day's due and overdue tasks, in your timezone. The Northvale call you owe sits at the top until it's done.
05 · Lead capture
An inquiry becomes a lead before you land
Someone fills out Start a conversation on your site while you're between flights. Liteo creates the contact as a lead, tags it Inbound, and assigns an owner. A honeypot and rate limiting keep the junk out.
Add a rule behind it. When a deal moves to Proposal sent, Liteo sets the follow-up date and creates a call task due in 4 days. Rules nudge you and your team, never your clients.
In Liteo
Waiting for the form…
01
Contact created · Marisol Vega
02
Tagged · Inbound
03
Type set · Lead
9:12pm · filed before you land.
In Liteo
Waiting for the form…
01
Contact created · Marisol Vega
02
Tagged · Inbound
03
Type set · Lead
9:12pm · filed before you land.
06 · Between meetings
The whole practice, on your phone
Log the call on the train while the details are fresh. Check the board in a client's lobby. Move a deal to won walking out of the final meeting.
It's the same app in your phone's browser, with nothing removed. Whatever you capture on the road is on the record before you're back at your desk.
Same app in the phone's browser.
Nothing cut down.
Same app in the phone's browser.
Nothing cut down.
Pricing strategy sprint
Veyra Software
$45,000
Leadership offsite
Northvale Logistics
$12,000
Operating model redesign
Bright Path Health
$54,000
Market entry study
Ashford Group
$68,000
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 pipeline review, before and after
Same clients, same referrals, same proposals, just somewhere you can see them.
Today
- ✕Follow-ups live in your head, an inbox, and a notes app
- ✕The pipeline review starts with rebuilding the pipeline
- ✕Every proposal starts from a blank document
- ✕Who introduced you to whom is a memory exercise
- ✕A deal that went quiet looks the same as a live one
With Liteo
- Every follow-up is a dated task on the right engagement
- The board is the review: stages, totals, and what's aging
- Proposals build from the services you've already priced
- Referral paths are labeled on the contact and stay there
- A deal quiet for 7 days wears a warning on the card
Where Liteo fits
A selling day, end to end
4 moments every practice lives. This is what Liteo writes down while they happen, so the pipeline survives the delivery crunch.
Daily email
1 overdue · 3 due today
Before the first call
7:40am
Proposal P-2087
Sent · follow-up Jun 16
The proposal
8:58am
Engagement
Leadership offsite · $12,000
The workshop
1:15pm
Call logged
Market entry study · $68,000
The ride home
5:20pmEverything 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
Practices like yours run their quarter on Liteo
The intro from March used to go quiet for 6 weeks. Now the follow-up comes back dated, on the right engagement, before the other firm calls.
Martin Hale
Principal · Hale Advisory
Pipeline reviews took an evening and 2 spreadsheets. Now the board is the review. Stages, totals, and what's aging.
Priyanka Shah
Partner · Shah & Marek
Proposals build from the 5 services we've already priced. The one I scoped on Monday was out the same afternoon.
Jonas Keller
Founder · Keller Strategy
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 project delivery or time-tracking tool?
- No. There are no timesheets, no deliverable tracking, and no invoicing. Liteo tracks the winning of the work: the conversations, the proposal, the follow-up, and the referral network that feeds you. Once the SOW is signed, your delivery tools take over.
- My pipeline is referrals, not funnels. Does a CRM even fit?
- Referrals are exactly what it fits. Every contact keeps labeled relationships: who introduced you, who they used to work with. When you need a warm path into a company, it's already written down. Follow-up dates keep the introductions from going cold.
- Is there a free CRM for consultants?
- Liteo isn't free. It's $9 per user per month, everything included, and free for 14 days so you can run a real pipeline before paying. Free CRMs tend to cap contacts or hold features back, and you find out mid-quarter.
- How long does setup take?
- Your first engagements can be on the board in a few minutes. There's no implementation phase and nothing to configure first. Rename the stages later if your process changes.
- We're a 3-person consulting firm. What does it cost?
- It's $9 per user per month, so 3 seats is $27. Pay annually and it drops to $7 per user. Everything is included, and deals can have co-owners so 2 of you can share an engagement.
- My network lives in a spreadsheet. Can I bring it in?
- Import it. Liteo takes a CSV for contacts and businesses, so years of relationships come across without retyping them. Export is CSV too, so nothing you build here is locked in.
Built for the practice
For the consultants who sell between deliveries
Industries
The practices next door
Put the quarter on one board today
Load your open conversations, name your stages, and send the follow-up you owe from March.
$9 per user · 14 days free · no credit card
Liteo
The deliberately simple CRM. $9 per user, everything included.
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