A CRM for manufacturers who keep selling after the machine ships.
Every open RFQ on one board with the quote attached. Every machine you've commissioned, at the plant it runs in, with the next PM date on it.
One CRM for manufacturers,
from the RFQ to the PM.
Capture the RFQ
Drawings land on a Tuesday. The RFQ becomes a deal with an owner and a stage before anyone prices it.
Contacts
1 new from your website
Marta Silva
Calloway Beverage Co.
Jon Alvarez
Halvorsen Marine
Dana Okonjo
Osei Packaging Group
Ellis Bram
Deshpande Instruments
Nora Patel
Brightwater Dairy
Quote from the catalog
Conveyor run, control panel, commissioning, training days. Pick the lines and send it. The sent version locks, so the price you quoted is the price on file when the PO lands.
Quote Q-2214
Calloway Beverage Co.
Conveyor system, 12 m, stainless
Modular belt, washdown rated
Control panel and PLC
Wired, programmed, tested
Installation and commissioning
On site, includes trial run
Operator training
Day rate, up to 6 operators
Spare parts starter kit
Belts, bearings, sensors
Record the machine
Log the machine at the plant it runs in, with its last PM and the next one due. Nobody digs through a manual to answer a sales question.
Installed products
4 products at 4 sites
Packaging line 2
Osei Packaging, Trenton
Bottling conveyor
Calloway Beverage, Richmond
CNC cell
Halvorsen Marine, Duluth
Compressor bank
Meridian Bottling, Tulsa
Follow up on the day
The PM turns into a task when it's due. Overdue turns red. The machine that's due for service is the one behind next year's rebuild quote.
Tasks
Today · 1 of 3 done
Call Calloway about quote Q-2214
Calloway Beverage · $106,596
PM visit, bottling conveyor
10:30am · Calloway Beverage, Richmond
Review the Osei palletizer spec
Osei Packaging · $238,000
Send bracket drawings to Halvorsen
Halvorsen Marine · 5,000 pc run
Buyers, plants,
leads and customers.
Contacts
5 people · search by name
Marta Silva
Purchasing manager · Calloway Beverage Co.
Jon Alvarez
Owner · Halvorsen Marine
Dana Okonjo
Office manager · Osei Packaging Group
Ellis Bram
Purchasing · Deshpande Instruments
Nora Patel
Site contact · Brightwater Dairy
Buyers, plants,
leads and customers.
The buyer, the plant engineer, and the maintenance lead you deal with, with their phone, email, and the PO numbers under them. Search by name and you are there. See how contacts and businesses work.
The buyer, the plant engineer, and the maintenance lead you deal with, with their phone, email, and the PO numbers under them. Search by name and you are there. See how contacts and businesses work.
The customer behind the RFQ. A buyer with 2 plants is one business with named sites, so every machine, quote, and note hangs off the right one.
The plant that asked for a quote is a lead until the first PO lands. Then it is a customer. Same record, no re-entry.
RFQs and pipelines.
Sales pipeline
6 open · $795,746 · drag a deal to move it
Guard brackets, 5,000 pc run
Halvorsen Marine
Palletizer cell, line 3
Osei Packaging Group
Conveyor system, packaging hall
Calloway Beverage Co.
Machined housings, quarterly run
Deshpande Instruments
Filling line upgrade, phase 2
Brightwater Dairy
Case packer refurb
Meridian Bottling
RFQs and pipelines.
Every open RFQ with its value, its stage, and the next follow-up. Drag it forward as the job moves. Mark it won and the customer record updates itself.
Every open RFQ with its value, its stage, and the next follow-up. Drag it forward as the job moves. Mark it won and the customer record updates itself.
Part runs on one board, equipment builds on another, distributor deals on a third. One pipeline per kind of job, each with its own stages. See how deals and pipelines work.
RFQ received, reviewing, quote sent, negotiation, PO received. Rename, reorder, add or remove stages until the board reads like your shop.
Pick the line from the catalog.
Send it as a quote.
Conveyor runs, control panels, commissioning, and operator training days are saved once. Add them to an RFQ while the spec is fresh, and the totals and tax do themselves.
Products & services
7 items · with prices and units
Conveyor system, 12 m, stainless
product · Modular belt, washdown rated
Control panel and PLC
product · Wired, programmed, tested
Installation and commissioning
service · On site, includes trial run
Operator training
service · Day rate, up to 6 operators
Spare parts starter kit
product · Belts, bearings, sensors
Carbon filter, 150 m²
consumable · Every 3 months
Service visit
service · Per visit
Unit 4 air upgrade
Calloway Beverage Co. · Richmond plant
Value
$98,700
Owner
MK
Follow-up
May 6
Line items · from the catalog
Conveyor system, 12 m, stainless
1 × $64,000
Control panel and PLC
1 × $18,500
Installation and commissioning
1 × $9,800
Operator training
2 × $1,400
Spare parts starter kit
1 × $3,600
Northgate Manufacturing
hello@fieldservices.co
Quote
Q-2214
Prepared for
Calloway Beverage Co.
Richmond plant
Date
Apr 22, 2026
Valid 30 days
| Item | Qty | Amount |
|---|---|---|
Conveyor system, 12 m, stainless Modular belt, washdown rated | 1 | $64,000 |
Control panel and PLC Wired, programmed, tested | 1 | $18,500 |
Installation and commissioning On site, includes trial run | 1 | $9,800 |
Operator training Day rate, up to 6 operators | 2 | $2,800 |
Spare parts starter kit Belts, bearings, sensors | 1 | $3,600 |
Lead time 10 weeks from PO. Prices hold for 45 days. · Thank you for your business.
Installed machines and PMs.
Installed products
4 products at 4 sites
Packaging line 2
Osei Packaging, Trenton
Bottling conveyor
Calloway Beverage, Richmond
CNC cell
Halvorsen Marine, Duluth
Compressor bank
Meridian Bottling, Tulsa
Installed machines and PMs.
Log the machine you commissioned, at which plant, and when. Model, line, and install year stay on the customer record with the service history. See how installations and service work.
Log the machine you commissioned, at which plant, and when. Model, line, and install year stay on the customer record with the service history. See how installations and service work.
Due dates raise a task on their own. Overdue, today, this week. The PM visit stops waiting for the plant to call.
A PM every 6 months, a belt change 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 Marta Friday 9am about quote Q-2214" becomes a reminder on Marta's record, with the date already set.
Type it the way you'd say it. "Call Marta Friday 9am about quote Q-2214" becomes a reminder on Marta's record, with the date already set.
One list for the day, with a name on every line. Tick off the site walkthrough and the account keeps the trace. See how reminders, tasks and notes work.
What the plant engineer said about the infeed length, logged on the contact in the order it happened. The next rep 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 businesses 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 week's RFQs on one CRM for manufacturers.
Load the open ones, send the first quote from your catalog, and set the follow-up before it can go quiet.
- 14 days free
- No card
- Cancel anytime