Built for the trades
$31,000 rides on who bids first
A CRM for general contractors only earns its place if it gets the bid out sooner and the follow-up done. Liteo holds every job you're chasing on one board, with the client, the site, the quote, and the next call attached to it. You open it, you see what's live, and you get back to work.
The problem
3 ways a bid pile leaks money
The estimate you meant to send Thursday
You walked the site, took the measurements, and priced it in your head on the drive back. Then four more calls came in. By the time you wrote it up, they'd hired someone else.
Live jobs and maybe-jobs in the same pile
The kitchen you start Monday and the deck someone mentioned in June sit in the same text thread. You can't tell what's real without scrolling.
Nobody knows what the client already agreed to
The detail lives with whoever took the call. When they're on a roof, the answer waits. So does the client.
01 · Pipeline
What a CRM for general contractors has to get right
Every open bid sits on one board, in the stage it's actually in. Lead, site visit, estimate sent, negotiation, won. You see the whole thing without opening anything.
Drag a job forward when it moves. There's no status field to update afterwards and no report to run to find out where you stand.
- Stage totals so you know what's genuinely close
- Name the stages after how you actually work
- One board per crew, or one for everything
$9,800
$128,000
$53,946
$76,500
$9,800
$128,000
$53,946
$76,500
K. Mbeki
Garage conversion
$31,000
02 · Quotes
The estimate goes out before you leave the driveway
Build the quote from your saved price list. Demolition, cabinetry, the sub you always use, your day rate. Pick the lines, set the quantities, and the totals do themselves.
Send it and that version locks, so the number they're holding is the number you priced. When they say yes, the acceptance lands on the job instead of in a text thread.
Quote Q-1043
Harper Residence
418 Elm St
Quote Q-1043
Harper Residence
418 Elm St
Quote Q-1043
Harper Residence
Total
$22,946
03 · Follow-ups
The quote you sent stops going quiet
Set the follow-up when you send the estimate, while the number is still in your head. It comes back on the day, on the right job, with the price attached.
Overdue turns red. That one color is the difference between a bid you lost and a bid you forgot, and they are not the same problem.
04 · Clients and sites
One client, three addresses, no confusion
A property manager with four buildings isn't four contacts. It's one business with four sites, and every job, quote, and note hangs off the right one.
Custom fields hold the things that decide the price. Job type, square footage, permit status, access. An electrical contractor tracks panel capacity where a painting contractor tracks coats and surface prep. Same app, your fields.
05 · Lead capture
The form on your website becomes a lead in Liteo
Someone asks for an estimate at 11pm. Liteo creates the contact as a lead, tags it, and assigns it an owner. It's waiting for you at 6am instead of sitting in an inbox.
You can set a rule to go with it. When a deal lands in Estimate sent, Liteo makes the call task for 3 days out. Every estimate leaves with its follow-up attached.
In Liteo
Waiting for the form…
01
Contact created · Tomas Alvarez
02
Tagged · Website
03
Type set · Lead
11:02pm · filed while you slept.
In Liteo
Waiting for the form…
01
Contact created · Tomas Alvarez
02
Tagged · Website
03
Type set · Lead
11:02pm · filed while you slept.
06 · On site
It works on the phone in the truck
Check the board between jobs. Log the call before you forget the number. Move a deal to won standing in someone's driveway.
It's the same app, not a stripped-back mobile version with half the features missing.
Same app in the phone's browser.
Nothing cut down.
Same app in the phone's browser.
Nothing cut down.
Warehouse fit-out
Brightline Storage
$128,000
Elm St kitchen remodel
Harper Residence
$22,946
Garage conversion
K. Mbeki
$31,000
Office tenant improvement
Northgate Dental
$76,500
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
The bid pile, before and after
None of this asks you to work differently. It's the same jobs you're already chasing, somewhere you can see them.
Today
- ✕Estimates live in a notes app, a folder in the truck, and one long text thread
- ✕You remember the follow-up when the client calls you first
- ✕A job gets quoted twice because nobody wrote down the first price
- ✕Whoever took the call is the only one who knows the details
- ✕Every quote starts from a blank page
With Liteo
- Every open bid on one board, sorted by what's closest to signing
- The follow-up shows up as a task on the day you set it
- Client, site, quote, and notes all sit on the same job
- Anyone on the crew can open it and see where things stand
- Line items come from the price list you already built
Where Liteo fits
A day, end to end
4 moments every contractor lives. This is what Liteo writes down while they happen, so nothing rides on memory after the last walkthrough.
Daily email
1 overdue · 3 due today
First on site
6:52am
Deal note
Warehouse fit-out · $128,000
The walkthrough
9:00am
Quote Q-1043
Sent · follow-up in 3 days
The estimate
2:05pm
Pipeline
Siding replacement · Won
The yes
4:40pmEverything 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
Crews like yours run their bids on Liteo
We used to lose remodels to being slow. Now the estimate goes out the day we walk the site, and the follow-up comes back before they've called anyone else.
Walt Jensen
Owner · Jensen Builders
Every job used to live in one text thread. Now the client, the site, and the quote sit on the same card, and I can answer the phone without calling the crew first.
Renata Silva
Office manager · Silva & Sons Construction
The board matches reality. A bid moves when it moves, and the open total sits right at the top. I haven't built a Monday spreadsheet in 3 months.
Cole Brennan
Estimator · Brennan Contracting
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 project management software?
- No. Liteo tracks the sale, not the build. Lead, estimate, follow-up, won. Once the job is sold, your scheduling and job costing tools take it from there.
- Does it work for electrical or painting work specifically?
- Yes. You name your own pipeline stages and custom fields, so an electrical contractor can track panel upgrades and permit status while a painting contractor tracks surface area and coat count. Nothing else about the app changes.
- Is there a free CRM for contractors?
- Liteo isn't free. It's $9 per user per month with everything included, and free for 14 days so you can load real bids before deciding. Free tools usually cap your contacts or hold a feature back, and you tend to find out which one mid-job.
- How long does setup take?
- You can add your first bid within a few minutes. There's no onboarding wizard and no configuration you have to finish first. Rename the stages whenever you feel like it.
- Can my foreman see the same board?
- Yes. Add them for $9 a month and they see the same pipeline. You decide what each person can change.
- I already track quotes in a spreadsheet. Can I bring them over?
- Import them. Liteo takes a CSV for contacts and businesses, so your existing list comes across without retyping it.
Built for the trade
For the crews that price it on the drive back
Industries
The other trades on site
Get the next bid out today
Load your open jobs, name your stages, and see the whole pipeline before lunch.
$9 per user · 14 days free · no credit card
Liteo
The deliberately simple CRM. $9 per user, everything included.
© 2026 Liteo