For trainers and studios
A $1,200 client drifts away one skipped week at a time
A CRM for personal trainers has 2 jobs: catch the new lead and catch the package that's about to end. Liteo holds both on one board, with the consult, the proposal, and the next follow-up attached to the client. You glance at it between clients, answer what needs answering, and get back to the floor.
The problem
3 ways a full roster leaks clients
The DM about rates you meant to answer
Someone asks about your pricing while you're mid-session. You draft the reply between clients and never send it. By Friday they've booked a consult with someone else.
The package that ended 3 weeks ago
Her 12-pack quietly ran out and neither of you said anything. Now the renewal chat feels awkward, so it keeps not happening. That's a $1,200 client drifting away one skipped week at a time.
The injury note that lives in one trainer's head
Another trainer covers the Tuesday session and loads jump squats onto the knee you've been training around. The client notices. It was never written down anywhere a teammate could see.
01 · Pipeline
A CRM for personal trainers has to pay for itself in renewals
Every lead and every renewal sits on one board, in the stage it's actually in. New lead, consult, trial session, package proposed, signed. You see everything you're chasing without opening a single record.
Drag a card forward when it moves. A deal that sits still starts to age on the board, so the proposal nobody chased shows itself before the client is gone.
- Stage totals so you know what's close to signing
- Rename the stages to match how you actually sell
- One board for 1-on-1, another for small group
$1,140
$1,800
$990
$6,192
$1,140
$1,800
$990
$6,192
M. Reyes
Trial to 12-pack
$990
02 · Lead capture
The link in your bio becomes a lead with a goal attached
Someone watches your transformation post after your last session and taps the link. They pick a goal, fat loss or strength or mobility or performance, and hit send. Liteo creates the contact, tags it Lead, and assigns it to you.
A rule can pick it up from there. The same submission gets a reply task due the same day, so the rate question gets answered while they're still deciding.
In Liteo
Waiting for the form…
01
Contact created · Amara Diallo
02
Tagged · Lead
03
Type set · Lead
9:12pm · answered before the 6am alarm.
In Liteo
Waiting for the form…
01
Contact created · Amara Diallo
02
Tagged · Lead
03
Type set · Lead
9:12pm · answered before the 6am alarm.
03 · Follow-ups
The pricing question gets answered the same day
Tasks group into overdue, today, and this week, each tied to a client on your board. Overdue sits on top, in red. Today holds the reply to Delia's pricing question and the 4:30 consult.
A no-show doesn't have to mean a lost client. Marco missed his trial on Monday, so a rebook call sits on today's list, already ticked off. Every morning Liteo emails you what's due, so nothing rides on your memory.
04 · Proposals
The package proposal goes out while they're still warm
Build it from your own menu. 24 sessions, the movement assessment, monthly nutrition check-ins, program updates. Pick the lines, set the quantities, and the totals do themselves.
The sent proposal is locked, price and sessions in writing. Jonas hasn't replied since Monday, but the follow-up task is already on your list, in red.
Quote Q-2041
Jonas Bakker
Quote Q-2041
Jonas Bakker
Quote Q-2041
Jonas Bakker
Total
$2,592
05 · Client records
The whole client on one page, including when the package ends
Goals, injury notes, consult history, every call and every proposal, on one record. The left knee that can't take jump work is written down, not remembered. Anyone covering a session can read it before saying hello.
Custom fields carry what decides the sale in a personal training business. Goal, sessions per week, source, and the one that pays for itself: package end. Jonas's 12-pack ends May 14, so you set the renewal task for the week before. The conversation happens while he's still coming in.
06 · On the floor
It works on your phone between sessions
Check the board from the gym floor. Log the call while it's fresh. Move a deal to signed before your 6am client walks in.
It's the same app in your phone's browser, not a cut-down version with half the features missing. Nothing to install, nothing to sync.
Same app in the phone's browser.
Nothing cut down.
Same app in the phone's browser.
Nothing cut down.
3-month online coaching
S. Novak
$1,800
Trial to 12-pack
M. Reyes
$990
3-month transformation
J. Bakker
$2,592
Lunchtime small group
Harbor Roasters
$3,600
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
Leads and renewals, before and after
None of this changes how you train: the same clients and the same conversations, somewhere you can see them.
Today
- ✕Leads sit in Instagram DMs, texts, and a notebook at the front desk
- ✕Pricing questions get answered whenever you next sit down
- ✕You find out a package ended when the client stops showing up
- ✕Injury notes and goals live with whoever did the consult
- ✕Every package proposal gets typed out from scratch
With Liteo
- Every inquiry lands in Liteo with a goal and a source attached
- A reply task lands the same day the form comes in
- Package end dates sit on the record with a task ahead of them
- Any trainer can open the client and see the whole story
- Proposals build from your saved packages with totals done
Where Liteo fits
A training day, end to end
4 moments every trainer lives. This is what Liteo writes down between sessions, so nothing rides on memory at 9pm.
Daily email
1 overdue · 3 due today
Doors open
5:55am
Reply task
Delia answered · $1,140 pack
The rate question
11:20am
Proposal Q-2041
Sent · $2,592 · follow-up set
The proposal
1:10pm
Client record
Package end May 14 · noted
The last session
6:15pmEverything 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
Studios like yours run their roster on Liteo
Rate questions used to sit in my DMs for 3 days. Now the reply task lands the same morning, and the consult books while they're still deciding.
Kira Torres
Owner · Ironline Studio
12-packs used to just end. The end date sits on every client now, and the renewal chat happens 2 weeks before the last session.
Ana Ruiz
Head coach · Southpaw Performance
The board matches my week. A proposal that sits still goes red, so nobody drifts off between Tuesdays.
Marcus Hale
Trainer · Hale Strength
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
- Does it schedule sessions or build workout programs?
- No. There's no booking calendar, no workout builder, and no payments. Liteo runs the business side: leads waiting on a reply, consults, proposals out, renewals coming due. Your booking and programming apps keep their job.
- Is there a free CRM for fitness trainers?
- Liteo isn't free. It's $9 per user per month with everything included, and free for 14 days so you can load real clients before deciding. Free tools usually cap your contacts or hold a feature back until you upgrade.
- How long does setup take?
- You can add your first lead in a few minutes. There's no onboarding wizard to finish first. Rename the stages between sessions if you feel like it.
- Can the other trainers at my studio use it?
- Yes. Each trainer is $9 a month and sees the same board. You decide who can change what, so nobody reprices a package by accident.
- My clients are in a spreadsheet and a notes app. Can I bring them over?
- Import them. Liteo takes a CSV of contacts, so your client list comes across without retyping it. Package end dates and injury notes are custom fields you add once and fill in as you go.
- Clients just disappear when packages end. Can this fix that?
- Mostly, yes. The package end date lives on the client, you set the renewal task before the last session, and the daily email won't let it slide. You still have to have the conversation. It just stops being a memory test.
Built for the floor
For the trainers who sell between sessions
Industries
The businesses next door
Find out whose package ends this month
Import your client list, add the package end dates, and see the renewal conversations coming before they slip past.
$9 per user · 14 days free · no credit card
Liteo
The deliberately simple CRM. $9 per user, everything included.
© 2026 Liteo