For electrical contractors
A $5,778 quote hangs on a panel you saw once
A CRM for electricians should read like your job list, not like software. Liteo puts every job you're chasing on one board, with the specifics, the quote, and the follow-up attached. You look at it between service calls, then get back to the work.
The problem
3 ways a busy week leaks money
The panel size that stayed in your head
You checked it on the walkthrough. 100A, no spare slots, meter on the far wall. A week later you're pricing the job at the kitchen table and none of it made it onto paper.
The charger quote that went quiet
You quoted a Level 2 install and they said they'd talk it over. 3 weeks of silence later, you remember them at a red light. By then another outfit had pulled the permit.
What the inspector said is in one text thread
The inspector failed the rough-in over a missing nail plate. Only your lead knows, and they're in an attic with the phone on silent. The homeowner calls the office, and the office guesses.
01 · Pipeline
What a CRM for electricians has to keep straight
Every open job is on one board, in the stage it's really in. Lead, site walk, quote sent, negotiation, won. Charger installs next to fit-outs, all of it visible without opening anything.
Drag a job forward when it moves. A deal that sits still starts to show its age, flagged at 7 days, overdue at 14. The stale ones can't hide behind the fresh ones.
- Stage totals show what's actually close to signing
- Rename stages to match how your jobs really move
- Run one board for the shop, or one per crew
$2,400
$42,000
$18,178
$38,500
$2,400
$42,000
$18,178
$38,500
K. Novak
Basement remodel wiring
$12,400
02 · Quotes
Quote the panel and charger the same night
Build it from your saved price list. The 200A panel, the 60A charger circuit, the Level 2 unit, the permit line. Set the quantities and the totals sort themselves out.
Then it's out of your head. The Delgado quote went out Monday night, locked exactly as she got it. The moment she accepts, the deal records it, deposit terms and all.
Quote Q-2087
Delgado Residence
36 Alder Ct
Quote Q-2087
Delgado Residence
36 Alder Ct
Quote Q-2087
Delgado Residence
Total
$5,778
03 · The specifics
The details that price the job stay on the job
Add the fields your pricing actually turns on. Panel size, permit status, job type, inspection date. They live on the deal, not in a notebook behind the seat.
Set panel size once with the sizes you quote, 100A to 400A. Permit status runs from not filed to inspected. Whoever answers the phone reads it straight off the job.
04 · Follow-ups
Follow-ups come back when you told them to
Set the follow-up when the quote goes out, while the price is still in your head. It comes back on the day, on the right deal, with the number attached.
Overdue turns red and goes to the top. The Delgado follow-up from Apr 2 is the first thing you see at 7am until you make the call.
05 · Lead capture
A 9:15pm charger inquiry files itself
Someone wants a Level 2 charger and fills in Request an electrician at 9:15pm. Liteo creates the contact as a lead and tags it Web lead. It's waiting for you before your first coffee.
A rule takes it from there. The new lead gets an owner and a call task due tomorrow. Nobody has to remember what happens to web leads, because it happens on its own.
In Liteo
Waiting for the form…
01
Contact created · Nora Levin
02
Tagged · Web lead
03
Type set · Lead
9:15pm · on the board before your first coffee.
In Liteo
Waiting for the form…
01
Contact created · Nora Levin
02
Tagged · Web lead
03
Type set · Lead
9:15pm · on the board before your first coffee.
06 · Mobile
Everything works from the van
Check the board between service calls. Log the call while the panel numbers are fresh. Mark the Brennan rewire won from the curb.
It's the same electrician CRM in the phone's browser. Nothing is stripped out or hidden on mobile.
Same app in the phone's browser.
Nothing cut down.
Same app in the phone's browser.
Nothing cut down.
Cafe build-out wiring
Juniper Coffee Co.
$42,000
Alder Ct panel and charger
Delgado Residence
$5,778
Basement remodel wiring
K. Novak
$12,400
Gym fit-out
Ironline Fitness
$38,500
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
Your open jobs, before and after
It's the same work you're already chasing, kept where the whole shop can see it.
Today
- ✕Panel sizes and permit status live in your head and one long text thread
- ✕Every quote starts from scratch at the kitchen table after dinner
- ✕You remember the charger quote after they've hired someone else
- ✕The details go home at night with whoever took the call
- ✕Booked work and might-happen leads share one pile
With Liteo
- Panel size and permit status sit on the deal, next to the quote
- Line items come off your saved price list with the totals done
- The follow-up comes back on the day you set, on the right job
- Anyone in the shop opens the job and sees what was said
- Every job holds a stage, and the stage totals tell you what's real
Where Liteo fits
A working day, end to end
4 moments every electrical shop lives. Liteo writes them down as they happen, so the specifics survive past dinner.
Daily email
1 overdue · 3 due today
The loadout
6:55am
Site walk
Juniper Coffee · logged
The site walk
8:30am
Custom fields
Panel 100A, going to 200A
The panel
1:15pm
Quote Q-2087
Sent · follow-up set Apr 2
The quote
6:22pmEverything 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
Shops like yours run their jobs on Liteo
The panel size is on the deal before I leave the driveway. Quoting takes 20 minutes at the kitchen table, not 2 hours.
Tom Ferreira
Owner · Ferreira Electric
A homeowner calls about their inspection and I read the permit status straight off the job. Nobody waits for a text from an attic.
Alma Reyes
Office manager · Bright Line Electric
Follow-ups come back on the day we set them. We closed 2 charger installs last month that would have gone quiet.
Dev Chandra
Service manager · Chandra Electrical
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 job scheduling or dispatch software?
- No. There's no crew calendar and no dispatch board. Liteo tracks the sale: who asked, what you quoted, what they said, and the next call. Once the job's sold, your calendar takes over.
- Can it keep the permit and inspection details with the job?
- Yes, that's what custom fields are for. Panel size, permit status, and inspection date live on the deal itself. Whoever picks up the phone has the answer in front of them.
- Is there a free CRM for electricians?
- Liteo isn't free. It's $9 per user per month with everything included, and free for 14 days so you can load real jobs before deciding. Free CRMs usually cap your contacts or hold a feature back, and you find out which one mid-quote.
- How long does setup take?
- A few minutes to your first job on the board. There's no onboarding project and nothing you have to configure first. Add the price list when you get a quiet evening.
- What does it cost to add my office manager or apprentice?
- $9 a month per person, same as you. They see the same board and the same jobs. Admin and member roles decide who can change what.
- Our jobs live in a spreadsheet. Can we bring them over?
- Import them. Liteo takes a CSV for contacts and businesses, so your list comes across without retyping. If you ever cancel, you can still open your data and export it as CSV.
Built for the trade
For the shops that answer the no-power calls
Industries
The trades next door
Get the charger quote out tonight
Load your open jobs, add your prices once, and send the quote you've been meaning to write.
$9 per user · 14 days free · no credit card
Liteo
The deliberately simple CRM. $9 per user, everything included.
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