A CRM for interior designers, from inquiry to install day.
Every inquiry on one board. A CRM for interior designers that keeps the consultation, the proposal, the budget, and the builder who referred them on one record.
One CRM for interior designers,
from the inquiry to install day.
Capture the inquiry
A full-home inquiry at midnight lands as a lead, tagged Website with an owner on it. By morning it's on your board with the rest of the season.
Contacts
1 new from your website
Elena Bianchi
Bianchi Residence, Lakeside Dr
Jon Alvarez
J. Whitfield
Dana Okonjo
Osei Residence
Ellis Bram
L. Ferreira
Nora Patel
Bianchi Residence
Price the proposal
Concept direction, design development by room, furnishings, procurement, install day. Pick the lines and send it. The sent version locks, with the fee good for 30 days.
Quote Q-2107
Bianchi Residence
Concept and mood direction
Whole-home palette, materials, lighting intent
Design development, 9 rooms
Plans, elevations, and finish schedules
Furnishings selection and specification
Sourced through our trade program
Procurement management
Orders, freight, deliveries, and returns
Install and styling day
2 days, crew of 3, styling included
Record the install
Log the rooms you delivered, at which home, and when. The scope and the finishes stay on the client record where the next conversation starts.
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 task lands on your list when it's due. Overdue turns red. The Georgian townhouse proposal is sitting there now.
Tasks
Today · 1 of 3 done
Follow up on the Georgian townhouse proposal
L. Ferreira · $38,000
Send the revised lighting spec
Bianchi Residence
Consultation at the Osei new build
10:30am · 44 Hillcrest Ln
Confirm the Castellanos install date
M. Castellanos
Homeowners, builders,
leads and clients.
Contacts
5 people · search by name
Elena Bianchi
Homeowner · Bianchi Residence, Lakeside Dr
Jon Alvarez
Owner · J. Whitfield
Dana Okonjo
Office manager · Osei Residence
Ellis Bram
Purchasing · L. Ferreira
Nora Patel
Site contact · Bianchi Residence
Homeowners, builders,
leads and clients.
Every homeowner, builder, and showroom rep you deal with, with their phone, email, and the notes from the last walkthrough. Search a name and you're there. See how contacts and businesses work.
Every homeowner, builder, and showroom rep you deal with, with their phone, email, and the notes from the last walkthrough. Search a name and you're there. See how contacts and businesses work.
The build firm behind the referral. Their projects, their people, and every open proposal, on one page.
The homeowner who asked for a consultation is a lead until the first project is signed. Then it is a client. Same record, no re-entry.
Projects and pipelines.
Sales pipeline
6 open · $329,100 · drag a deal to move it
Primary suite refresh
J. Whitfield
Hillcrest new build, full home
Osei Residence
Georgian townhouse, 5 rooms
L. Ferreira
Lakeside design and furnishings
Bianchi Residence
Penthouse furnishings only
D. Nakamura
Craftsman kitchen and den
M. Castellanos
Projects and pipelines.
Every prospective project with its fee, its stage, and the next follow-up. Drag it forward as the work moves. Mark it signed and the client record updates itself.
Every prospective project with its fee, its stage, and the next follow-up. Drag it forward as the work moves. Mark it signed and the client record updates itself.
Full-home design, furnishings only, kitchen work. One pipeline per kind of project, each with its own stages and its own board. See how deals and pipelines work.
Inquiry, consultation, proposal sent, negotiation, signed. Rename, reorder, add or remove stages until the board reads like your studio.
Pick the rooms from the catalog.
Send it as a proposal.
Concept direction, design development by room, furnishings selection, procurement, and install day are saved once. Add them while the consultation is fresh, and the totals and tax do themselves.
Products & services
7 items · with prices and units
Concept and mood direction
product · Whole-home palette, materials, lighting intent
Design development, 9 rooms
service · Plans, elevations, and finish schedules
Furnishings selection and specification
product · Sourced through our trade program
Procurement management
service · Orders, freight, deliveries, and returns
Install and styling day
service · 2 days, crew of 3, styling included
Carbon filter, 150 m²
consumable · Every 3 months
Service visit
service · Per visit
Unit 4 air upgrade
Bianchi Residence · 31 Lakeside Dr
Value
$110,000
Owner
MK
Follow-up
May 6
Line items · from the catalog
Concept and mood direction
1 × $9,500
Design development, 9 rooms
9 × $3,800
Furnishings selection and specification
1 × $27,500
Procurement management
1 × $32,000
Install and styling day
2 × $3,400
Northgate Interiors
hello@fieldservices.co
Quote
Q-2107
Prepared for
Bianchi Residence
31 Lakeside Dr
Date
Apr 22, 2026
Valid 30 days
| Item | Qty | Amount |
|---|---|---|
Concept and mood direction Whole-home palette, materials, lighting intent | 1 | $9,500 |
Design development, 9 rooms Plans, elevations, and finish schedules | 9 | $34,200 |
Furnishings selection and specification Sourced through our trade program | 1 | $27,500 |
Procurement management Orders, freight, deliveries, and returns | 1 | $32,000 |
Install and styling day 2 days, crew of 3, styling included | 2 | $6,800 |
Design fee billed 50% on signing, balance before install. Proposal holds for 30 days. · Thank you for your business.
Installs and next rooms.
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
Installs and next rooms.
Log the install you delivered, at which home, and when. Rooms, finishes, and the install date stay on the client record with the rest of the history. See how installations and service work.
Log the install you delivered, at which home, and when. Rooms, finishes, and the install date stay on the client record with the rest of the history. See how installations and service work.
Due dates raise a task on their own. Overdue, today, this week. The thank-you to the builder stops waiting for a free evening.
A walkthrough 6 months after install, a styling refresh every spring. 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 Elena Friday 9am about the lighting spec" becomes a reminder on Elena's record, with the date already set.
Type it the way you'd say it. "Call Elena Friday 9am about the lighting spec" becomes a reminder on Elena's record, with the date already set.
One list for the day, with a name on every line. Tick off the revised lighting spec and the client record keeps the trace. See how reminders, tasks and notes work.
What the client said about the brass, logged on the contact in the order it happened. Whoever runs the next walkthrough picks up where you left off.
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
Put this season on a CRM for interior designers.
Load your open inquiries, link the builder who sent each one, and see the whole season before dinner.
- 14 days free
- No card
- Cancel anytime