Built for plumbing companies
$61,000 in bids hangs on a follow-up call
A plumbing CRM should feel like the shop whiteboard, minus the eraser. Liteo puts every quoted job on one board, with the walkthrough notes, the quote, and the next call attached. You see what's live, you make the call, and you get back to the job.
The problem
3 ways the quoted work leaks money
The $12,000 repipe you walked on Tuesday
You measured the whole house, talked through tank versus tankless, and promised a number by Friday. Then 30 service calls happened. The quote went out the next Wednesday, right behind the other guy's.
6 open bids, 3 different places they're written down
The service calls run through the phone and get handled. The quoted jobs live on a clipboard, in a photo roll, and across 2 text threads. Nobody in the shop can say which of them are still alive.
The water heaters you'll never hear about again
Every tank you've put in has a flush coming due. Every backflow assembly needs its annual test. That work is yours by rights, and right now it goes to whoever the customer thinks to call.
01 · Pipeline
A plumbing CRM that separates the bids from the calls
Lead, walkthrough, quote sent, negotiation, won. The whole-house repipe, the sewer replacement, and the restaurant rough-in each show the stage they're really at. Service calls stay off the board, so everything on it is worth chasing.
Drag a job forward when it moves. A bid that goes quiet shows its age, amber at 7 days, red at 14. The repipe you walked on Tuesday can't disappear behind 30 service calls.
- Stage totals, so you know what's close to signing
- Name the stages after how you actually sell
- A second board for commercial work if you want one
$2,400
$18,500
$18,442
$21,800
$2,400
$18,500
$18,442
$21,800
Nguyen Residence
Whole-house repipe, Alder St
$14,342
02 · Quotes
The repipe quote goes out the day you walk it
Build it from your saved price list. PEX by the run, the 50 gal heater, the drywall access cuts, the permit. Set the quantities and the total takes care of itself.
Sent quotes lock as a clean PDF the customer sees and you can't accidentally edit. The number you quoted is the number on record when they call back. When the yes comes, mark it accepted and the deposit line is already in writing.
Quote Q-2381
Nguyen Residence
212 Alder St
Quote Q-2381
Nguyen Residence
212 Alder St
Quote Q-2381
Nguyen Residence
Total
$14,342
03 · Follow-ups
The follow-up comes back on the day you set it
Set it when the quote goes out, while the number's still in your head. It comes back that day as a task on the right job. Overdue turns red.
Every morning Liteo emails you what's due and what's overdue, in your timezone. 2 plumbers and a phone can run this list. It's short because the service noise never made it onto the board.
04 · Installed base
Every water heater you install is next year's job
Liteo tracks what you've installed at each customer: the 50 gal in the Beacon units, the backflow assembly at Marisol's on Fifth St. Each one carries its service interval and a next-due date.
When the annual test or the flush comes due, it shows up as a task. Record the service and the next reminder queues itself. The 8-year-old tank turns into next year's quote instead of somebody else's emergency call.
Service due
Marisol's Kitchen, Fifth St
Backflow assembly
Next service
3wks late
05 · Lead capture
Website leads arrive in Liteo, already tagged
Someone fills out 'Request a plumber' mid-dinner. By 6am it's a lead in Liteo, tagged Website, with an owner on it. No retyping from voicemail, and spam gets filtered before you see it.
Add a rule if you want one. When a deal moves to Quote sent, Liteo creates a call task due in 2 days. The follow-up exists the moment the quote does.
In Liteo
Waiting for the form…
01
Contact created · Greta Kohl
02
Tagged · Website
03
Type set · Lead
8:47pm · on the board before the trucks roll.
In Liteo
Waiting for the form…
01
Contact created · Greta Kohl
02
Tagged · Website
03
Type set · Lead
8:47pm · on the board before the trucks roll.
06 · In the truck
The whole thing works from the phone
Check the board between calls. Log the walkthrough notes while the measurements are fresh. Move the sewer job to won from the customer's driveway.
It's the same app in the phone's browser, not a cut-down version. Nothing to install, and nothing you can't do from the truck.
Same app in the phone's browser.
Nothing cut down.
Same app in the phone's browser.
Nothing cut down.
Sewer line replacement
M. Castellanos
$18,500
Whole-house repipe
Nguyen Residence
$14,342
Tankless conversion
J. Whitfield
$4,100
Restaurant rough-in
Marisol's Kitchen
$21,800
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 quoted work, before and after
The same bids and the same customers, minus the leaks.
Today
- ✕Open bids live in a notebook, a photo roll, and 2 text threads
- ✕You find out a quote died when the customer stops picking up
- ✕Every big quote starts from scratch at the kitchen table at 9pm
- ✕Water heaters you installed 8 years ago get replaced by whoever picks up first
- ✕The job details live with whoever took the call
With Liteo
- Every quoted job on one board with a value and a stage
- The follow-up comes back as a task on the day you set it
- Quotes build from your saved price list in a few minutes
- Installed equipment carries a next-service date that becomes a task
- Anyone in the shop opens the customer and sees the whole story
Where Liteo fits
A day, end to end
4 moments from a plumbing day. Liteo writes each one down as it happens, so nothing rides on memory at 6pm.
Daily email
1 overdue · 3 due today
The loadout
6:58am
Quote Q-2381
Sent · follow-up set in 2 days
The quote
9:12am
Installed base
Water heater, 50 gal · logged
The install
1:30pm
Service reminder
Backflow test done · next queued
The annual test
4:35pmEverything 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 bids on Liteo
We walked a $12,000 repipe on a Tuesday and the quote was out by dinner. The follow-up came back on its own 2 days later.
Tom Herrera
Owner · Herrera Plumbing
I tracked backflow tests in a spreadsheet for 6 years. Now every assembly shows up when its test is due, with the task already made.
Elena Carver
Office manager · Carver & Sons Plumbing
Anyone here can open a customer and see the whole story. The quote, the walkthrough notes, and whose turn it is to call.
Sam Bluestone
Lead plumber · Bluestone Plumbing
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 dispatch software for service calls?
- No. There's no dispatch board, no routing, and no GPS. Liteo tracks the quoted work instead: the bid, the follow-up, and the equipment you've installed. If your whole day is dispatch you need a dispatch tool, but if the quoted jobs pay your margin, this is built for them.
- We're 2 plumbers and the office is a phone. Is this overkill?
- It's built for exactly that size. One board, your quotes, your follow-ups, and a morning email of what's due. Nothing to configure before it's useful, and it's $9 a person.
- Is there a free CRM for plumbers?
- Liteo isn't free. It's $9 per user per month, everything included, and free for 14 days so you can load real bids before you decide. Free CRMs usually cap your contacts or hold features back, and you tend to find out mid-quote.
- How long does it take to set up?
- Your first bid can be on the board in a few minutes. There's no onboarding wizard and nothing you have to configure first. Rename the stages whenever you like.
- What does it cost for a 3-person shop?
- $27 a month. That's $9 each, or $7 each if you pay for the year. Everyone gets everything, and adding a 4th person later is another $9.
- Can we bring over the customers and equipment we track in a spreadsheet?
- Yes, by CSV. Contacts, businesses, and installed equipment all import, so the fleet you've built over the years comes with you. Export works any time too, so your data is never stuck.
Built for the trade
For the shops that answer the burst-pipe calls
Industries
The trades next door
Get your open bids on one board today
Load the repipes and water heaters you're chasing, set the follow-ups, and see what's live by this afternoon.
$9 per user · 14 days free · no credit card
Liteo
The deliberately simple CRM. $9 per user, everything included.
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