A CRM for general contractors who'd rather be on site.
A CRM for general contractors holds every bid on one board. Client, site, estimate, and the next call all sit on the same job.
One CRM for general contractors,
from the site visit to the signed job.
Capture the lead
Someone asks for an estimate at 11pm. It lands as a lead, tagged and assigned, waiting for you at 6am.
Contacts
1 new from your website
Dana Harper
Harper Residence, Elm St
Jon Alvarez
T. Alvarez
Dana Okonjo
Brightline Storage
Ellis Bram
Harper Residence
Nora Patel
K. Mbeki
Quote from the price list
Demolition, cabinetry, the sub you always use, your day rate. Pick the lines and send it. The sent version locks, with the price good for 30 days.
Quote Q-1043
Harper Residence
Demolition and haul-away
Cabinets, counters, flooring
Cabinetry, shaker maple
Supplied and installed
Quartz countertop
Fabricated and fitted, per sq ft
Electrical rough-in
Licensed subcontractor
Finish carpentry
Day rate
Record the work
Log what you built, at which address, and when. Job type, area, and finish 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 call lands on your list when it's due. Overdue turns red. That one color separates a bid you lost from a bid you forgot.
Tasks
Today · 1 of 3 done
Follow up on the Elm St estimate
Harper Residence · $22,946
Send revised cabinet pricing
Harper Residence
Walk the Brightline warehouse
9:00am · 2200 Foundry Rd
Confirm the Cedar Lane start date
Cedar Lane HOA
Homeowners, sites,
leads and customers.
Contacts
5 people · search by name
Dana Harper
Homeowner · Harper Residence, Elm St
Jon Alvarez
Owner · T. Alvarez
Dana Okonjo
Office manager · Brightline Storage
Ellis Bram
Purchasing · Harper Residence
Nora Patel
Site contact · K. Mbeki
Homeowners, sites,
leads and customers.
Every homeowner, architect, and property manager you bid for, with their phone, email, and the notes from the walkthrough. Search by name and you're there. See how contacts and businesses work.
Every homeowner, architect, and property manager you bid for, with their phone, email, and the notes from the walkthrough. Search by name and you're there. See how contacts and businesses work.
A property manager with 4 buildings is one business with 4 sites. Addresses, open bids, and every contact who works there, on one page.
The homeowner who asked for a number is a lead until the remodel is won. Then it is a customer. Same record, no retyping.
Bids and pipelines.
Sales pipeline
5 open · $268,246 · drag a deal to move it
Deck rebuild
T. Alvarez
Warehouse fit-out
Brightline Storage
Elm St kitchen remodel
Harper Residence
Garage conversion
K. Mbeki
Office tenant improvement
Northgate Dental
Bids and pipelines.
Every open bid with its value, its stage, and the next follow-up. Drag it forward when the job moves. Mark it won and the client record updates itself.
Every open bid with its value, its stage, and the next follow-up. Drag it forward when the job moves. Mark it won and the client record updates itself.
Kitchen remodels, new builds, commercial fit-outs. One pipeline per kind of work, each with its own stages and its own board. See how deals and pipelines work.
Lead, site visit, estimate sent, negotiation, won. Rename, reorder, add or remove stages until the board reads the way your crew talks.
Pick the line from the price list.
Send it as an estimate.
Demolition and haul-away, shaker cabinetry, quartz by the square foot, and your finish carpentry day rate are saved once. Add them before you leave the driveway, and the totals and tax do themselves.
Products & services
7 items · with prices and units
Demolition and haul-away
service · Cabinets, counters, flooring
Cabinetry, shaker maple
product · Supplied and installed
Quartz countertop
product · Fabricated and fitted, per sq ft
Electrical rough-in
product · Licensed subcontractor
Finish carpentry
product · Day rate
Carbon filter, 150 m²
consumable · Every 3 months
Service visit
service · Per visit
Unit 4 air upgrade
Harper Residence · 418 Elm St
Value
$21,246
Owner
MK
Follow-up
May 6
Line items · from the catalog
Demolition and haul-away
1 × $3,200
Cabinetry, shaker maple
14 × $640
Quartz countertop
38 × $82
Electrical rough-in
1 × $2,850
Finish carpentry
6 × $520
Northgate Contracting
hello@fieldservices.co
Quote
Q-1043
Prepared for
Harper Residence
418 Elm St
Date
Apr 22, 2026
Valid 30 days
| Item | Qty | Amount |
|---|---|---|
Demolition and haul-away Cabinets, counters, flooring | 1 | $3,200 |
Cabinetry, shaker maple Supplied and installed | 14 | $8,960 |
Quartz countertop Fabricated and fitted, per sq ft | 38 | $3,116 |
Electrical rough-in Licensed subcontractor | 1 | $2,850 |
Finish carpentry Day rate | 6 | $3,120 |
Prices hold for 30 days. 30% deposit on acceptance. · Thank you for your business.
Finished work and callbacks.
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
Finished work and callbacks.
Log the kitchen you finished, at which address, and when. Job type, area, and finish date stay on the client record with the whole history. See how installations and service work.
Log the kitchen you finished, at which address, and when. Job type, area, and finish date stay on the client record with the whole history. See how installations and service work.
Due dates raise a task on their own. Overdue, today, this week. The callback stops depending on what you happen to remember.
A warranty walk a year after handover, a deck reseal every 2 years. Set the interval once and Liteo opens the next job 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 Harper Friday 9am about the cabinet run" becomes a reminder on the Harper record, with the date already set.
Type it the way you'd say it. "Call Harper Friday 9am about the cabinet run" becomes a reminder on the Harper record, with the date already set.
One list for the day, with a name on every line. Tick off the revised cabinet pricing and the client record keeps the trace. See how reminders, tasks and notes work.
What the client said about widening the island, logged on the contact in the order it happened. Whoever picks up the phone next sees it.
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 trades next door.
Every trade 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 the next bid out on one CRM for general contractors.
Load your open jobs, name your stages, and see the whole pipeline before lunch.
- 14 days free
- No card
- Cancel anytime