A CRM for consultants who sell on relationships.
Every open conversation on one board. The proposal, the intro that started it, and the next follow-up all sit on the same engagement.
One CRM for consultants,
from the intro to the renewal.
Capture the intro
A former client introduces you to their new COO. The intro lands as a lead, tagged and assigned before you're off the call.
Contacts
1 new from your website
Farah Osman
Bright Path Health
Jon Alvarez
Calder Foods
Dana Okonjo
Veyra Software
Ellis Bram
Northvale Logistics
Nora Patel
Ashford Group
Propose from the catalog
Stakeholder interviews, the 2-day workshop, the 3-month advisory retainer. Pick the lines and send it. The sent version locks, with fees good for 30 days.
Quote P-2087
Bright Path Health
Discovery and stakeholder interviews
6 interviews and a findings memo
Current-state assessment
2 weeks across ops and finance
Strategy workshop, 2 days
On site with the leadership team
Roadmap and final readout
90-day plan, board-ready
Advisory retainer, 3 months
Billed monthly
Record the engagement
Log the engagement against the client, with its scope, its fee, and its start date. Your partner reads the state of it without asking you.
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 an owner's list when it's due. Overdue turns red. The engagement ending in June is the one behind the renewal on your board.
Tasks
Today · 1 of 3 done
Follow up on the Northvale offsite proposal
Northvale Logistics · $12,000
Send the revised retainer scope
Bright Path Health
Debrief the Veyra discovery interviews
2:00pm · Veyra Software
Confirm the Hartwell start date
Hartwell Insurance
Clients, companies,
leads and customers.
Contacts
5 people · search by name
Farah Osman
CEO · Bright Path Health
Jon Alvarez
Owner · Calder Foods
Dana Okonjo
Office manager · Veyra Software
Ellis Bram
Purchasing · Northvale Logistics
Nora Patel
Site contact · Ashford Group
Clients, companies,
leads and customers.
Every client, sponsor, and person who has referred you, with their phone, email, and the notes from the last scope call. Search by name and you are there. See how contacts and businesses work.
Every client, sponsor, and person who has referred you, with their phone, email, and the notes from the last scope call. Search by name and you are there. See how contacts and businesses work.
The company behind the conversation. Its stakeholders, its open proposals, and the work you have already done there, on one page.
The COO who asked for a proposal is a lead until the first engagement is won. Then it is a client. Same record, no re-entry.
Proposals and pipelines.
Sales pipeline
5 open · $211,000 · drag a deal to move it
Ops diagnostic
Calder Foods
Pricing strategy sprint
Veyra Software
Leadership offsite, 2 days
Northvale Logistics
Operating model redesign
Bright Path Health
Market entry study
Ashford Group
Proposals and pipelines.
Every open engagement with its value, its stage, and the next follow-up. Drag it forward as the conversation moves. Mark it won and the client record updates itself.
Every open engagement with its value, its stage, and the next follow-up. Drag it forward as the conversation moves. Mark it won and the client record updates itself.
Project work, advisory retainers, fractional roles. One pipeline per kind of engagement, each with its own stages and its own board. See how deals and pipelines work.
Conversation, discovery, proposal sent, negotiation, won. Rename, reorder, add or remove stages until the board reads like your practice.
Pick the service from the catalog.
Send it as a proposal.
Stakeholder interviews, the current-state assessment, the 2-day strategy workshop, the advisory retainer. Price them once, add them to a proposal while the scope is fresh, and the totals and tax do themselves.
Products & services
7 items · with prices and units
Discovery and stakeholder interviews
product · 6 interviews and a findings memo
Current-state assessment
product · 2 weeks across ops and finance
Strategy workshop, 2 days
product · On site with the leadership team
Roadmap and final readout
product · 90-day plan, board-ready
Advisory retainer, 3 months
service · Billed monthly
Carbon filter, 150 m²
consumable · Every 3 months
Service visit
service · Per visit
Unit 4 air upgrade
Bright Path Health ·
Value
$50,000
Owner
MK
Follow-up
May 6
Line items · from the catalog
Discovery and stakeholder interviews
1 × $5,400
Current-state assessment
1 × $7,800
Strategy workshop, 2 days
1 × $6,800
Roadmap and final readout
1 × $6,000
Advisory retainer, 3 months
3 × $8,000
Northgate Advisory
hello@fieldservices.co
Quote
P-2087
Prepared for
Bright Path Health
Date
Apr 22, 2026
Valid 30 days
| Item | Qty | Amount |
|---|---|---|
Discovery and stakeholder interviews 6 interviews and a findings memo | 1 | $5,400 |
Current-state assessment 2 weeks across ops and finance | 1 | $7,800 |
Strategy workshop, 2 days On site with the leadership team | 1 | $6,800 |
Roadmap and final readout 90-day plan, board-ready | 1 | $6,000 |
Advisory retainer, 3 months Billed monthly | 3 | $24,000 |
Fees hold for 30 days, billed monthly from kickoff. · Thank you for your business.
Engagements and reviews.
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
Engagements and reviews.
Log what you sold, for which client, and when it starts. Scope, fee, and start date stay on the record with the history. Liteo files them as installations, so see how installations and service work.
Log what you sold, for which client, and when it starts. Scope, fee, and start date stay on the record with the history. 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 check-in stops waiting for the client to write first.
A quarterly readout, an annual strategy 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 Osman Friday 9am about the retainer" becomes a reminder on the Osman record, with the date already set.
Type it the way you'd say it. "Call Osman Friday 9am about the retainer" becomes a reminder on the Osman record, with the date already set.
One list for the day, with an owner on every line. Tick off the stakeholder interviews and the client record keeps the trace. See how reminders, tasks and notes work.
What the CEO said about holding June pricing, logged on the contact in the order it happened. Your partner 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 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 this quarter on one CRM for consultants.
Load your open conversations, name your stages, and send the follow-up you have owed since March.
- 14 days free
- No card
- Cancel anytime