A CRM for freelancers who'd rather be doing the work.
Every inquiry and proposal on one board, with the next follow-up attached. The pipeline keeps moving while you're deep in the build.
One CRM for freelancers,
from the inquiry to the next project.
Capture the inquiry
Someone fills in Start a project at midnight. It lands as a lead, tagged Inbound, with a reply task waiting for you in the morning.
Contacts
1 new from your website
Noor Haddad
Halden Coffee Roasters
Jon Alvarez
L. Okafor
Dana Okonjo
Fernwood Counseling
Ellis Bram
Bramble & Birch
Nora Patel
Nordwind Outfitters
Quote from the catalog
Discovery, page templates, build and CMS, revisions, launch. Pick the lines and send it. The sent version locks, with prices good for 30 days.
Quote P-1088
Halden Coffee Roasters
Discovery and content plan
Sitemap, page copy outline, 2 calls
Design, page templates
Home, menu, shop, story, contact
Build and CMS setup
All templates, editable by your team
Revisions, 2 rounds
Pooled across design and build
Launch and handover
DNS, redirects, 1 hour of training
Record the project
Log the project you booked, for which client, and when it went live. Scope, fee, and launch date stay on the client record.
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 follow-up lands on your list when it's due, even mid-build. Overdue turns red. The proposal that went quiet is the one behind next month's empty week.
Tasks
Today · 1 of 3 done
Follow up on the Halden proposal
Halden Coffee Roasters · $13,770
Call Fernwood about the brand scope
Fernwood Counseling · 11:30am
Send Halden the revised build pricing
Halden Coffee Roasters
Reply to the portfolio inquiry
L. Okafor
Clients, companies,
leads and customers.
Contacts
5 people · search by name
Noor Haddad
Owner · Halden Coffee Roasters
Jon Alvarez
Owner · L. Okafor
Dana Okonjo
Office manager · Fernwood Counseling
Ellis Bram
Purchasing · Bramble & Birch
Nora Patel
Site contact · Nordwind Outfitters
Clients, companies,
leads and customers.
Every client 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 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 project. Its people, its open proposals, and the work you have already shipped there, on one page.
The owner who asked about a site refresh is a lead until the first project is booked. Then it is a client. Same record, no re-entry.
Projects and pipelines.
Sales pipeline
6 open · $77,570 · drag a deal to move it
Portfolio site refresh
L. Okafor
Brand refresh and site
Fernwood Counseling
Marketing site rebuild
Halden Coffee Roasters
Content retainer, 6 months
Bramble & Birch
Ecommerce build
Nordwind Outfitters
Product launch campaign
Aster Apothecary
Projects and pipelines.
Every open inquiry with its value, its stage, and the next follow-up. Drag it forward as it moves. Mark it booked and the client record updates itself.
Every open inquiry with its value, its stage, and the next follow-up. Drag it forward as it moves. Mark it booked and the client record updates itself.
One-off builds, content retainers, ongoing help. One pipeline per kind of work, each with its own stages and its own board. See how deals and pipelines work.
Inquiry, call, proposal sent, negotiation, booked. Rename, reorder, add or remove stages until the board reads like your studio.
Pick the service from the catalog.
Send it as a proposal.
Discovery and content plan, page templates, build and CMS setup, launch and handover. Price them once, add them to a proposal the night the call ends, and the totals and tax do themselves.
Products & services
7 items · with prices and units
Discovery and content plan
product · Sitemap, page copy outline, 2 calls
Design, page templates
service · Home, menu, shop, story, contact
Build and CMS setup
service · All templates, editable by your team
Revisions, 2 rounds
product · Pooled across design and build
Launch and handover
service · DNS, redirects, 1 hour of training
Carbon filter, 150 m²
consumable · Every 3 months
Service visit
service · Per visit
Unit 4 air upgrade
Halden Coffee Roasters ·
Value
$12,750
Owner
MK
Follow-up
May 6
Line items · from the catalog
Discovery and content plan
1 × $1,800
Design, page templates
5 × $720
Build and CMS setup
1 × $4,950
Revisions, 2 rounds
1 × $1,400
Launch and handover
1 × $1,000
Northgate Studio
hello@fieldservices.co
Quote
P-1088
Prepared for
Halden Coffee Roasters
Date
Apr 22, 2026
Valid 30 days
| Item | Qty | Amount |
|---|---|---|
Discovery and content plan Sitemap, page copy outline, 2 calls | 1 | $1,800 |
Design, page templates Home, menu, shop, story, contact | 5 | $3,600 |
Build and CMS setup All templates, editable by your team | 1 | $4,950 |
Revisions, 2 rounds Pooled across design and build | 1 | $1,400 |
Launch and handover DNS, redirects, 1 hour of training | 1 | $1,000 |
50% up front books the slot. Prices hold for 30 days. · Thank you for your business.
Projects and next dates.
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
Projects and next dates.
Log the project you shipped, for which client, and when it went live. Scope, fee, and launch date stay on the record with the history. Liteo files them as installations, so see how installations and service work.
Log the project you shipped, for which client, and when it went live. Scope, fee, and launch 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 follow-up stops waiting for a gap in the calendar.
A retainer that renews every 6 months, a site refresh every spring. 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 Haddad Friday 9am about the shop build" becomes a reminder on the Haddad record, with the date already set.
Type it the way you'd say it. "Call Haddad Friday 9am about the shop build" becomes a reminder on the Haddad record, with the date already set.
One list for the day, with an owner on every line. Tick off the revised build pricing and the client record keeps the trace. See how reminders, tasks and notes work.
What the owner said about wanting the shop in phase 1, logged on the contact in the order it happened. You read it back before you reprice the build.
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
Get next month on one CRM for freelancers.
Load your open conversations, set a follow-up on each, and see what next month actually holds.
- 14 days free
- No card
- Cancel anytime