A CRM for personal trainers who'd rather be training.
Every lead and every renewal on one board. A CRM for personal trainers that keeps the consult, the package, and the end date on the same client.
One CRM for personal trainers,
from the first message to the renewal.
Capture the lead
Someone taps the link in your bio and picks a goal. Liteo creates the contact, tags it Lead, and hands it to you before your next client walks in.
Contacts
1 new from your website
Jonas Bakker
Northside Strength
Jon Alvarez
D. Okafor
Dana Okonjo
S. Novak
Ellis Bram
M. Reyes
Nora Patel
J. Bakker
Quote the package
24 sessions, the movement assessment, monthly nutrition check-ins, program updates. Pick the lines and send it. The sent version locks, so the price can't drift.
Quote Q-2041
Jonas Bakker
1-on-1 training, 24 sessions
60 minutes, 2 per week
Movement assessment
Baseline now, retest at week 12
Nutrition check-ins, monthly
30 minutes on video
Program updates
Rewritten every 4 weeks
Small-group add-on, 4 weeks
Saturday conditioning
Record the block
Log the package they bought, how many sessions, and when it ends. The end date sits on the client record next to the injury notes.
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 renewal task lands on your list the week before the last session. Overdue turns red. The 3-month proposal for Jonas is sitting there now.
Tasks
Today · 1 of 3 done
Follow up on the 3-month proposal
J. Bakker · $2,592
Reply to Delia's pricing question
D. Okafor · $1,140
Consult with Sofia Novak
4:30pm · video call
Rebook Marco's trial session
M. Reyes · missed Mon
Clients and companies,
leads and customers.
Contacts
5 people · search by name
Jonas Bakker
1-on-1 client · Northside Strength
Jon Alvarez
Owner · D. Okafor
Dana Okonjo
Office manager · S. Novak
Ellis Bram
Purchasing · M. Reyes
Nora Patel
Site contact · J. Bakker
Clients and companies,
leads and customers.
Every client and every prospect you're talking to, with their goal, their phone, and the notes from the last consult. Search a name and you're there. See how contacts and businesses work.
Every client and every prospect you're talking to, with their goal, their phone, and the notes from the last consult. Search a name and you're there. See how contacts and businesses work.
The company behind the lunchtime small group. Their people, their sites, and every open proposal, on one page.
The person who asked about your rates is a lead until the first package is signed. Then it is a client. Same record, no re-entry.
Packages and pipelines.
Sales pipeline
6 open · $14,522 · drag a deal to move it
12-session pack
D. Okafor
3-month online coaching
S. Novak
Trial to 12-pack
M. Reyes
3-month transformation
J. Bakker
Lunchtime small group, 8 weeks
Harbor Roasters
Annual coaching renewal
P. Lindgren
Packages and pipelines.
Every open package with its value, its stage, and the next follow-up. Drag it forward as it moves. Mark it signed and the client record updates itself.
Every open package with its value, its stage, and the next follow-up. Drag it forward as it moves. Mark it signed and the client record updates itself.
1-on-1 training, small group, online coaching. One pipeline per kind of work, each with its own stages and its own board. See how deals and pipelines work.
New lead, consult, trial session, package proposed, signed. Rename, reorder, add or remove stages until the board reads like your gym.
Pick the sessions from the catalog.
Send it as a proposal.
24-session blocks, the movement assessment, monthly nutrition check-ins, and program updates are saved once. Add them while the trial is still fresh, and the totals and tax do themselves.
Products & services
7 items · with prices and units
1-on-1 training, 24 sessions
service · 60 minutes, 2 per week
Movement assessment
product · Baseline now, retest at week 12
Nutrition check-ins, monthly
product · 30 minutes on video
Program updates
product · Rewritten every 4 weeks
Small-group add-on, 4 weeks
product · Saturday conditioning
Carbon filter, 150 m²
consumable · Every 3 months
Service visit
service · Per visit
Unit 4 air upgrade
Jonas Bakker ·
Value
$2,400
Owner
MK
Follow-up
May 6
Line items · from the catalog
1-on-1 training, 24 sessions
24 × $80
Movement assessment
1 × $100
Nutrition check-ins, monthly
3 × $60
Program updates
3 × $30
Small-group add-on, 4 weeks
1 × $110
Northgate Training
hello@fieldservices.co
Quote
Q-2041
Prepared for
Jonas Bakker
Date
Apr 22, 2026
Valid 30 days
| Item | Qty | Amount |
|---|---|---|
1-on-1 training, 24 sessions 60 minutes, 2 per week | 24 | $1,920 |
Movement assessment Baseline now, retest at week 12 | 1 | $100 |
Nutrition check-ins, monthly 30 minutes on video | 3 | $180 |
Program updates Rewritten every 4 weeks | 3 | $90 |
Small-group add-on, 4 weeks Saturday conditioning | 1 | $110 |
Price holds for 14 days. Sessions valid for 16 weeks from the first one. · Thank you for your business.
Training blocks and renewals.
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
Training blocks and renewals.
Log the package they bought, at which studio, and when it ends. Sessions, start date, and end date stay on the client record with the history. See how installations and service work.
Log the package they bought, at which studio, and when it ends. Sessions, start date, and end date stay on the client record with the history. See how installations and service work.
Due dates raise a task on their own. Overdue, today, this week. The renewal chat stops waiting for the client to bring it up.
A 12-pack that ends May 14, a check-in every 4 weeks. Set the interval once and Liteo opens the next one 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 Jonas Friday 9am about the renewal" becomes a reminder on Jonas's record, with the date already set.
Type it the way you'd say it. "Call Jonas Friday 9am about the renewal" becomes a reminder on Jonas's record, with the date already set.
One list for the day, with a trainer on every line. Tick off the rebooked trial and the client record keeps the trace. See how reminders, tasks and notes work.
The left knee that can't take jump work, written on the contact in the order it happened. Whoever covers Tuesday reads it before saying hello.
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 your renewals on a CRM for personal trainers.
Import your client list, add the package end dates, and see the renewal conversations coming before they slip past.
- 14 days free
- No card
- Cancel anytime