For pest control companies
The money is in the plan that never lapses
A pest control CRM has one job: the plan that never lapses. Liteo runs your new-account work on one board and turns every active plan into a reminder with a next service date. You see who's proposed, who's active, and whose visit is due, without opening a binder.
The problem
3 ways an account slips away
The quarterly that quietly lapsed
The initial service went fine, and so did the first 2 quarterlies. The third never got scheduled. The customer found out before you did, with ants in the kitchen and a cancellation.
The restaurant proposal you never chased
You walked the restaurant, found the gaps, and sent a monthly plan that week. Then spring re-treats buried you. By the time you called back, a bigger company had the account.
The termite checks that live in a binder
The stations you installed 2 springs ago are due for their annual check around now. The exact date lives in a binder, or with the tech who set them. Around now becomes last year faster than you'd think.
01 · Pipeline
A pest control CRM starts with the new-account board
Every prospective account sits in the stage it's actually in. New inquiry, inspection, plan proposed, negotiation, won. One glance tells you what's moving and what's stalled.
Drag an account forward when it moves. No status field to update afterwards, no report to run. The stage totals tell you what the month looks like.
- Stage totals, so you know what's really in play
- Stages named the way you actually sell
- A quiet deal warns at 7 days and flags overdue at 14
$560
$5,400
$10,468
$12,500
$560
$5,400
$10,468
$12,500
Casa Verde Restaurants
Monthly service, 3 kitchens
$8,268
02 · Service reminders
The quarterly puts itself back on your list
A quarterly plan is 4 visits a year for as long as you keep the account. That's the layer worth protecting. In Liteo, every plan and station set is an installed item with a next service date.
When the date arrives, the visit lands as a task for whoever owns the account. Record it, and the next one queues itself. A termite set gets its annual check, a diner gets its monthly, and no plan lapses because July got busy.
Service due
D. Whitfield
Quarterly plan
Next service
3wks late
03 · Proposals
The plan proposal goes out the day you inspect
Build the proposal from your saved services. Initial flush-out, monthly general pest, rodent stations, termite monitoring, exclusion work. Set the quantities and the totals do themselves.
Once it's sent, that version is locked: the plan they're weighing is the plan you priced. Set the follow-up as it goes out, before spring re-treats can bury it.
Quote Q-2087
Casa Verde Restaurants
3 kitchen locations
Quote Q-2087
Casa Verde Restaurants
3 kitchen locations
Quote Q-2087
Casa Verde Restaurants
Total
$8,268
04 · Accounts
One restaurant group, 3 kitchens, no guessing
A restaurant group with 3 kitchens is one business with 3 sites, not 3 separate customers. Each site keeps its own address, contact, and access notes. The back-door code lives on the site, not in a text thread.
Custom fields carry what the account turns on. Plan type, target pests, stations installed, and whether a health inspector walks the place. When the manager calls, whoever answers sees the whole picture.
05 · Lead capture
The 11pm ant search lands in Liteo
Someone finds ants in the kitchen at 11pm and fills out the form on your site. Liteo creates the contact as a lead, tags the source, and assigns it an owner. The inspection request is waiting for you, not sitting in an inbox.
A rule can pick it up at the other end. When a deal moves to Won, Liteo adds the Active plan tag. It also creates a task to schedule the initial service, due in 2 days. The first treatment gets set up while the customer still remembers saying yes.
In Liteo
Waiting for the form…
01
Contact created · Omar Haddad
02
Tagged · Website
03
Type set · Lead
11:12pm · on the board before anyone opens an inbox.
In Liteo
Waiting for the form…
01
Contact created · Omar Haddad
02
Tagged · Website
03
Type set · Lead
11:12pm · on the board before anyone opens an inbox.
06 · Mobile
It works on your phone between stops
Check the board after an inspection. Log the call while the details are fresh. Move a deal to Won from the customer's parking lot.
It's the same app in your phone's browser, with nothing stripped out. What you see at the desk is what your tech sees at the account.
Same app in the phone's browser.
Nothing cut down.
Same app in the phone's browser.
Nothing cut down.
Warehouse rodent program
Harbor Mills Storage
$5,400
Monthly service
Casa Verde Restaurants
$8,268
Termite bait system
R. Beaumont
$2,200
Office park annual plan
Kestrel Property Group
$12,500
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 account book, before and after
Same customers, same visits, and nothing left to memory.
Today
- ✕Quarterly due dates live on a whiteboard and in 2 techs' heads
- ✕A lapsed plan surfaces when the customer calls to cancel
- ✕Proposals go quiet the moment re-treats pile up
- ✕The gate code is with whoever did the last visit
- ✕Renewal month means digging through last year's folder
With Liteo
- Every plan and station set carries its next service date
- The visit becomes a task before the plan can lapse
- Every proposal has a follow-up date, and overdue turns red
- Access notes sit on the site, where anyone can find them
- Plan renewal is a field you can sort and filter by
Where Liteo fits
A day, end to end
4 moments every pest company lives. This is what Liteo writes down while they happen, so no quarterly rides on a whiteboard at 6pm.
Daily email
2 overdue · 2 due today
The loadout
7:05am
Deal note
Casa Verde · 3 kitchens walked
The kitchen walk-through
10:15am
Installed base
Rodent stations, 12 · logged
The initial service
1:30pm
Quote Q-2087
Sent · follow-up due today
The follow-up
4:40pmEverything 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
Companies like yours run their plans on Liteo
We had 212 active plans and no 2 lists agreed. Now every plan carries its next date, and the visit turns into a task before anything can lapse.
Terrence Boyd
Owner · Boyd Pest Solutions
The termite checks lived in a binder for 6 years. Now the annual comes up on its own, with the task already on a tech's list.
Alma Reyes
Office manager · Reyes Termite & Pest
The board finally matches the month. A proposal moves when it moves, and the follow-up turns red before the account goes quiet.
Curtis Hale
Service manager · Hale Exterminating
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 route software or a field app with chemical logs?
- No. Liteo has no route planning, no chemical usage logs, and no state reporting. It tracks the account side: who has a proposal out, who's active, whose service is due, and the follow-up on each. Your compliance records stay in your field system.
- Is there a free CRM for pest control companies?
- Liteo isn't free. It's $9 per user per month with everything included, and free for 14 days so you can load real accounts before deciding. Free tools usually cap your contacts or hold a feature back, and you find out which one mid-season.
- How long does setup take?
- Minutes. Add an account, name your stages, and put a next service date on each active plan. There's nothing to configure before you can work.
- Can my techs use it too?
- Yes. Every teammate is $9 a month, with nothing held back. A tech sees the same board, gets their own task list, and has due visits in their daily email.
- Our active accounts live in a spreadsheet. How do they get in?
- Import the CSV. Contacts, businesses, and your installed plans and stations all load that way, so nothing gets retyped. Export works the same in reverse, any time, even if you stop paying.
- What happens when a customer's quarterly comes due?
- The reminder becomes a task for whoever owns the account, on their list and in their daily email. When they record the visit, the next one queues itself. Recording the visit is what advances the cycle, so the list stays true.
Built for the trade
For the companies that answer the 11pm ant call
Industries
The trades next door
Put every plan on a date today
Import your account list, set the next date on each plan, and see who's due this week.
$9 per user · 14 days free · no credit card
Liteo
The deliberately simple CRM. $9 per user, everything included.
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