For solo freelancers
Next month gets sold during this one
A CRM for freelancers earns its place in the first week or never. Liteo holds every inquiry, proposal, and follow-up on one board, in the stage it's actually in. Open it, clear what's due, get back to client work.
The problem
3 ways next month empties out
The reply you owed someone in March
Someone asked about a project while you were booked out. You said you'd circle back in 2 weeks, and meant it. They hired whoever answered first.
The quiet month after the busy one
For 6 weeks you were heads-down delivering, and nobody was selling. The day you hand over the files, the calendar behind them is empty. Feast, then famine, then the scramble.
A pipeline made of starred emails
One lead sits starred in your inbox, another in your notes app, 2 more in a chat thread from April. You can't tell which are live without rereading everything. So you don't, and they go cold.
01 · Pipeline
What a CRM for freelancers has to make obvious
Every conversation sits on one board, in the stage it's really in. Inquiry, call, proposal sent, negotiation, booked. You see the whole thing in 10 seconds.
Drag a deal forward when it moves. A proposal that sits still for 7 days flags itself, so nothing ages politely in the background.
- Stage totals show whether next month is covered
- Name the stages after how you really sell
- Separate pipelines for projects and retainers if you want
$3,800
$12,500
$28,770
$24,000
$3,800
$12,500
$28,770
$24,000
Bramble & Birch
Content retainer, 6 months
$15,000
02 · Proposals
The proposal goes out before the momentum does
Build it from your saved services. Discovery, page templates, build and CMS, revisions, launch and handover. Pick the lines, set the quantities, and the totals work themselves out.
Then it's out the door with a clock on it. Prices hold for 30 days, and the version they got is locked. When the yes lands, the deal records it, and 50% up front books the slot.
Quote P-1088
Halden Coffee Roasters
Quote P-1088
Halden Coffee Roasters
Quote P-1088
Halden Coffee Roasters
Total
$13,770
03 · Follow-ups
Follow-ups that survive a delivery week
Set the follow-up when you send the proposal, while the scope is still in your head. It comes back on the day, on the right deal, even if that day lands mid-build. Overdue turns red.
The famine starts weeks before the empty calendar, on the day the follow-ups stop. Liteo won't let that day pass quietly. A daily email lists what's due, and clearing it takes about 10 minutes.
04 · Clients
Your best leads already know you
Repeat clients and referrals carry most freelancers. Liteo remembers who introduced you, what they paid last time, and that this is round 2. All of it sits on the contact.
Custom fields hold what shapes the deal. Project type, budget, timeline, referred by, repeat client. When last year's client emails again, the history is already sitting there.
05 · Lead capture
An inquiry at midnight has a reply task by 12:01
Someone fills in Start a project on your site at night. Liteo creates the contact as a lead while you sleep. Spam never makes it in.
A rule finishes the job: it tags the inquiry Inbound and sets a reply task for tomorrow. The lead that used to sit in your inbox for a week gets answered while it's warm.
In Liteo
Waiting for the form…
01
Contact created · Jonah Reyes
02
Tagged · Inbound
03
Type set · Lead
11:38pm · the reply task is already set.
In Liteo
Waiting for the form…
01
Contact created · Jonah Reyes
02
Tagged · Inbound
03
Type set · Lead
11:38pm · the reply task is already set.
06 · In between
It works on the phone between meetings
Check the board from the cafe. Log the call while it's fresh. Move a deal to booked from the client's lobby.
It's the same app in your phone's browser. Nothing is stripped down, nothing needs installing.
Same app in the phone's browser.
Nothing cut down.
Same app in the phone's browser.
Nothing cut down.
Brand refresh and site
Fernwood Counseling
$12,500
Marketing site rebuild
Halden Coffee Roasters
$13,770
Content retainer
Bramble & Birch
$15,000
Ecommerce build
Nordwind Outfitters
$24,000
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
Feast or famine, before and after
It's the same conversations you're already having. A freelancer CRM just keeps them warm while you're heads-down.
Today
- ✕Leads scattered across starred emails, chat threads, and a notes app
- ✕Follow-ups happen when you suddenly remember, usually too late
- ✕Every proposal starts from a blank doc the night before
- ✕Selling stops the moment a project starts, so the pipeline empties on delivery day
- ✕You forget who referred whom until the thank-you is overdue
With Liteo
- Every inquiry on one board, staged from first email to booked
- Follow-ups come back as tasks on the day you set them
- Proposals build from your saved services in minutes
- 10 minutes a week keeps the pipeline moving while you deliver
- Referrals sit on the contact, so credit lands and repeat work follows
Where Liteo fits
A day, end to end
4 moments every freelance week holds. This is what Liteo writes down while they happen, so selling doesn't stop the day the building starts.
Daily email
1 overdue · 2 due today
The desk
8:10am
Proposal P-1088
Sent · follow-up set May 6
The proposal
11:05am
Deal update
Nordwind · Negotiation · $24,000
The build
1:30pm
Task cleared
Halden proposal · call logged
The follow-up
4:20pmEverything 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
Freelancers run their pipeline on Liteo
I sent 3 proposals the same week I handed over a build. The board kept selling while I delivered, and June was covered before May ended.
Tomas Lindqvist
Web designer · Lindqvist Studio
Every follow-up used to live in my head. Now it comes back as a task on the day, and the nudge that used to take a week goes out the same morning.
Renata Silva
Brand designer · Studio Silva
I imported 6 years of clients from one spreadsheet. When a 2022 client emailed again, the whole history was already on the contact.
Owen McCarthy
Copywriter · McCarthy Writes
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
- Does it do invoicing or time tracking?
- No. There are no invoices, no timers, and no contracts in Liteo. It handles the part before the work: the inquiry, the proposal, the follow-up, and the repeat-client memory. Your invoicing tool keeps its job.
- Is there a free CRM for freelancers?
- Liteo isn't free. It's $9 a month, everything included, and free for 14 days so you can run real inquiries through it first. Free CRMs usually cap your contacts or hold features back, and you find out which one mid-project.
- How long does setup take?
- A few minutes. Add your open conversations, rename the stages to match how you sell, and you're working. There's nothing to configure first and no onboarding call to sit through.
- I sometimes bring in a collaborator. Can they see the board?
- Yes. A second seat is $9 a month and they see the same pipeline, deals, and notes. You decide what they can change, and you can drop the seat when the project wraps.
- My client list is in a spreadsheet. Can I bring it over?
- Import it. Liteo takes a CSV for contacts and businesses, so years of clients come across without retyping. Your service list can come in the same way.
- Is $9 a month worth it for one person?
- That's the whole bill, and it buys the part of freelancing that pays worst when skipped. One project saved from a forgotten follow-up covers years of it. If it doesn't earn that, the trial is 14 days and the export is one click.
Built for one
For the freelancers who sell between deliveries
Industries
The desks next door
Get next month on the board today
Load your open conversations, set a follow-up on each, and see what next month actually holds.
$9 per user · 14 days free · no credit card
Liteo
The deliberately simple CRM. $9 per user, everything included.
© 2026 Liteo