Built for manufacturers
10 years of orders ship with every machine
A CRM for manufacturers has 2 jobs: win this week's RFQs, and stay in the account long after the machine ships. Liteo runs both, with every open RFQ on one board and every installed machine tracked at the customer's plant. Quotes come from your catalog, PM dates turn into tasks, and nothing lives on the whiteboard anymore.
The problem
3 ways a quarter leaks money
The RFQ that aged out in the inbox
It came in on a Tuesday, drawings attached. Pricing waited on one supplier number and the thread slid down the inbox. By the time the quote went out, the buyer had already placed the order.
The $86,000 quote nobody chased
It went out 3 weeks ago and nobody's called since. You don't know if they're comparing bids or waiting on budget. Neither does anyone else in the office, because the follow-up lives in your head.
The line you commissioned in 2023
Its PM interval is written in the manual and nowhere else. The spares orders go to whoever calls first. When the line finally needs replacing, that RFQ will go out to 3 of your competitors too.
01 · Pipeline
A CRM for manufacturers starts with the RFQ board
Every open RFQ sits on one board, in the stage it's actually in. RFQ received, reviewing, quote sent, negotiation, PO received. You see the week's quoting load in one look.
Drag a deal forward when it moves. A deal that sits still gets flagged at 7 days and marked overdue at 14. The RFQ you forgot shows itself before the buyer moves on.
- Stage totals under every column, so you know what's close
- Separate pipelines for part runs and equipment builds
- Rename the stages to match how you actually sell
$16,400
$238,000
$135,346
$342,000
$16,400
$238,000
$135,346
$342,000
Deshpande Instruments
Machined housings, quarterly run
$28,750
02 · Quotes
The quote goes out while the spec is still fresh
Build it from your catalog. The conveyor run, the control panel and PLC, commissioning, the training days. Set quantities and negotiated prices, and the totals do themselves.
Sent quotes are locked versions with a clean PDF for the buyer. The price you quoted is the price on file when the PO lands. Acceptance is recorded on the deal the day they commit.
Quote Q-2214
Calloway Beverage Co.
Richmond plant
Quote Q-2214
Calloway Beverage Co.
Richmond plant
Quote Q-2214
Calloway Beverage Co.
Total
$106,596
03 · Installed base
A manufacturing CRM that knows every machine you've shipped
Every machine you've commissioned sits in Liteo at the plant where it runs. Packaging line 2 at one customer, the compressor bank at another. Each with its last PM and the next one due.
When a PM comes due, Liteo turns it into a task, and recording the service chains the next reminder on its own. The machine you shipped in 2023 becomes the spares order this spring and the rebuild quote in 2028.
Service due
Osei Packaging, Trenton
Packaging line 2
Next service
3wks late
04 · Accounts
One customer folder for the buyer, the plants, and the POs
A customer with 2 plants is one business with named sites, not 2 copies of the same company. Every machine, quote, and note hangs off the right plant.
The buyer, the plant engineer, and the maintenance lead sit on the same account, with every call and PO number under them. When the buyer changes jobs, the history stays.
05 · Follow-ups
Follow-ups and PM visits land in the same list
Set the follow-up the moment the quote goes out. It comes back on the day, on the right deal, with the amount attached. Overdue turns red.
Sales calls and PM visits share one list, grouped by overdue, today, and this week. Every morning an email lists what's due and what slipped, in your timezone.
06 · On the road
It works on the phone at the customer's plant
Check the board before you walk into the meeting. Log the call in the parking lot while the numbers are fresh. Move the deal to PO received the day the PO lands.
It's the same app in the phone's browser, nothing stripped out. What you see at your desk is what you see standing next to the machine.
Same app in the phone's browser.
Nothing cut down.
Same app in the phone's browser.
Nothing cut down.
Palletizer cell
Osei Packaging Group
$238,000
Conveyor system
Calloway Beverage Co.
$106,596
Machined housings
Deshpande Instruments
$28,750
Filling line upgrade
Brightwater Dairy
$342,000
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
The RFQ pile, before and after
It's the same RFQs and the same machines, finally with one address instead of 4.
Today
- ✕RFQs land in a shared inbox and get priced in whatever order someone notices them
- ✕A $200,000 quote goes quiet because nobody owns the follow-up
- ✕Installed machines and PM dates sit in a spreadsheet nobody updates
- ✕The buyer's history is spread across 2 inboxes and a rep's notebook
- ✕Every quote starts from a blank spreadsheet and last year's prices
With Liteo
- Every RFQ is on the board the day it arrives, with an owner and a stage
- The follow-up is a dated task that turns red when it slips
- Every machine sits under its plant with the next PM date attached
- Calls, quotes, PO numbers, and notes all land on the account
- Line items come from your catalog at the prices you actually charge
Where Liteo fits
A day, end to end
4 moments every shop lives. This is what Liteo writes down while they happen, so nothing rides on the whiteboard at 5pm.
New deal
Guard brackets · $16,400
The RFQ lands
7:05am
Quote Q-2214
Sent · follow-up set Mar 3
The quote goes out
10:05am
Deal note
Osei palletizer spec reviewed
The floor walk
1:15pm
Installed base
Bottling conveyor · next PM chained
The PM visit
4:30pmEverything 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
Shops like yours run their quarter on Liteo
We used to lose RFQs to the inbox. Now every one lands on the board the day it arrives, and the follow-up call shows up 5 days after the quote.
Walt Jensen
Owner · Jensen Machine Works
The installed base lived in a spreadsheet nobody updated. Now all 43 machines sit under their plants, and the PM tasks make themselves.
Renata Cole
Office manager · Cole Conveyor Systems
The board finally matches the shop. An RFQ moves when it moves, and the quarter total sits right at the top.
Sam Ito
Sales engineer · Ito Fabrication
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 an ERP or MRP system?
- No. There are no BOMs, no inventory, and no production scheduling in Liteo. It covers the 2 ends your ERP ignores: RFQs, quotes, and follow-ups before the PO, then installed machines and PM dates after shipping. The ERP keeps the middle.
- We sell through reps and distributors. Does that fit?
- Yes. A distributor is a business in Liteo, with its own contacts and its own deals. A rep can co-own the deals they touch, so the Mine filter shows them theirs and the whole board stays visible to you.
- Is there a free CRM for manufacturers?
- Liteo isn't free. It's $9 per user per month, everything included, and free for 14 days so you can load real RFQs before deciding. Free CRMs usually cap your contacts or hold features back, and you tend to find out mid-quote.
- How long does setup take?
- A few minutes. There's no onboarding project and nothing you have to configure before adding the first RFQ. Rename the stages whenever it suits you.
- What does it cost for a team of 4?
- $36 a month, $9 for each user. Every plan has every feature, so nobody's deciding who gets quotes and who doesn't. Annual billing drops it to $7 per user.
- Our customers and installed machines live in spreadsheets. Can we import them?
- Yes. Contacts, businesses, your catalog, and your installed base all import from CSV. Load the fleet once and the PM dates start working from day 1. And if you ever leave, CSV export always works, so your data is never held hostage.
Built for the trade
For the shops that sell after the ship date
Industries
The businesses next door
Put this week's RFQs on the board
Load the open ones, send the first quote from your catalog, and set the follow-up before it can go quiet.
$9 per user · 14 days free · no credit card
Liteo
The deliberately simple CRM. $9 per user, everything included.
© 2026 Liteo