For real estate agents
3 weeks of silence loses the buyer
A CRM for real estate agents has 2 jobs: keep every buyer and seller moving, and keep you in front of past clients. Liteo does both with one board, a follow-up date on every deal, and a yearly check-in on every household you've closed. Nothing in it needs a training course.
The problem
3 ways a sphere goes cold
The login you haven't used since the conference
You signed up for the big platform because the brokerage webinar made it look easy. It has a dialer, drip campaigns, and a dashboard you've logged into twice. Your actual pipeline lives in your phone's favorites and a notepad in the car.
The consult that went great, then went quiet
The buyer consult ran long because it went well. They said they'd talk after the weekend, and you meant to call Tuesday. 3 weeks and 2 closings later, they're under contract with another agent.
The past client whose neighbor just listed
You closed the Riveras' place 2 years ago and they loved working with you. Their neighbor listed last month with someone else. Staying in touch was always the plan, and the plan lived nowhere.
01 · Pipeline
A CRM for real estate agents starts with one honest board
Buyers and sellers on the same board, each deal in the stage it's really in. New lead, consult, active, under contract, closed. Cards carry the expected commission, so every stage shows what it's worth.
Deals age in the open. A card that hasn't moved in 7 days shows a warning, and at 14 it flags overdue. The Chen buyers can't drift into week 3 unnoticed.
- Stage totals in commission, so you know what the quarter holds
- Rename stages whenever your process changes
- One pipeline for buyers, another for listings, or a single board for everything
$6,800
$21,000
$13,500
$8,400
$6,800
$21,000
$13,500
$8,400
M. Ferreira
112 Alder listing
$13,500
02 · Follow-ups
Nothing waits on your memory
Set the follow-up as you leave the buyer consult, while it's fresh. It comes back on the day, on the right deal, with the last conversation attached. Overdue turns red, like the 112 Alder call that slipped past Mar 3.
Tasks sort themselves into overdue, today, and this week. A daily email lists what's due each morning, in your timezone. You start calling from a list instead of a feeling.
03 · Your sphere
Who referred whom, on the record
Open Wendy Chen and the story is right there. Referred by Sonia Holt, spouse Sam on the same card, pre-approved, looking in Maple District. The last call sits on top, so the next one starts where it ended.
The fields are yours: side, price range, area, target date. Every call, note, and deal lands on the same profile. Nothing about a client lives only in your head.
04 · Past clients
The check-in that comes back every year
Close a deal and the follow-through starts on its own. Liteo can tag the household Past client and set a check-in call for a month out. After that, the yearly touch comes back when it's due.
Log the call and next year's reminder sets itself. The Riveras hear from you every March, whether the market is loud or quiet. That call is where the next listing comes from.
Service due
N. & J. Kowalski, 77 Bell Ct
Home anniversary call
Next service
3wks late
05 · Lead capture
The 10pm valuation request becomes a lead overnight
Someone types their address into your site at 10pm on a Sunday and asks what it's worth. Liteo creates the contact, tags it Website, and assigns an owner. It's waiting for you in the morning instead of buried in email.
You pick the questions, like whether they're selling, buying, or just curious. A honeypot and rate limiting keep the junk out. What gets through is a real person with a real address.
In Liteo
Waiting for the form…
01
Contact created · Miles Overton
02
Tagged · Website
03
Type set · Lead
10:12pm on a Sunday · filed before Monday's coffee.
In Liteo
Waiting for the form…
01
Contact created · Miles Overton
02
Tagged · Website
03
Type set · Lead
10:12pm on a Sunday · filed before Monday's coffee.
06 · Between showings
It works from the car between showings
Check the board from the car between showings. Log the call while the conversation is fresh. Move the Ibarras to Under contract from the title company parking lot.
It's the same app in your phone's browser, with every feature in it. Nothing to install, nothing missing.
Same app in the phone's browser.
Nothing cut down.
Same app in the phone's browser.
Nothing cut down.
Chen buyers
W. & S. Chen
$9,800
Bishop listing
T. Bishop
$11,200
112 Alder listing
M. Ferreira
$13,500
Ibarra buyers
R. & C. Ibarra
$8,400
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
Your sphere, before and after
Same buyers, same sellers, same sphere, finally somewhere you can see them.
Today
- ✕Your pipeline lives in your phone's favorites and a legal pad
- ✕Follow-ups happen when the client texts you first
- ✕Past clients hear from you when you happen to think of them
- ✕Who referred whom lives in your head, until it doesn't
- ✕The big CRM gets a visit twice a year, mostly out of guilt
With Liteo
- Every buyer and seller on one board, totaled by stage
- The follow-up comes back as a task on the day you picked
- Every household you've closed gets a yearly check-in, on schedule
- Referred by sits on the contact, next to the last conversation
- A board simple enough to be open every morning
Where Liteo fits
A day, end to end
4 moments every agent lives. This is what Liteo writes down while they happen, so nothing rides on memory when the phone rings at 9pm.
Daily email
1 overdue · 3 due today
The list
7:10am
Chen buyers
Consult · follow-up today
The showing
11:30am
61 Fenwick Rd
Meeting done · deal at $11,200
The listing appointment
3:00pm
Yearly check-in
The Riveras · logged, next set
The check-in call
6:20pmEverything 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
Agents like you run their sphere on Liteo
Every consult gets a follow-up date before I leave the driveway. Nobody sits in week 3 anymore, and the board says what the quarter holds.
Alma Reyes
Agent · Reyes Home Group
When a deal closes, Liteo tags the household and sets the check-in on its own. 2 of my last 4 listings came from those calls.
Derek Osei
Broker-owner · Osei Properties
The valuation form on my site files the lead overnight. I called a seller at 8am who typed in their address at 10pm.
June Calloway
Agent · Calloway & Co
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
- Where's the MLS sync, the dialer, the drip campaigns?
- They're not here, on purpose. Liteo doesn't pull listings, auto-dial your leads, or email your database on a schedule. If you use that machinery and love it, keep it. If you pay for it and never open it, this is the fix: buyers, sellers, and follow-ups on one board you'll actually work.
- How does it get me more referrals?
- Referrals come from staying in touch after closing, which is exactly the part that slips. When a deal moves to Closed, Liteo can tag the household Past client and create the first check-in task on its own. Every touch after that comes back as a yearly reminder, and logging the call sets the next one. You stay in front of people who already trust you, without running a campaign.
- Is there a free CRM for real estate?
- Liteo isn't free. It's $9 per user per month with everything included, and free for 14 days so you can load your real pipeline before deciding. Free CRMs usually cap your contacts or hold a feature back, and you find out which one mid-transaction.
- How long does setup take?
- Minutes. Add a deal, name your 5 stages, and the board is live. There's no onboarding call and nothing to configure before it's useful.
- Does it work for a single agent, or is it built for teams?
- It works alone. You pay $9 a month, or $7 billed annually, and that's the whole bill, with every feature included. Add an assistant or a partner later for $9 each, and they see the same board. The best real estate CRM for a single agent is the one you'll still be opening in March.
- My database is in another CRM. Can I bring it over?
- Export it to a CSV and import it into Liteo. Contacts and businesses come across without retyping. If you stop paying later, reads stay open and CSV export still works. Your database is never held hostage.
Built for agents
For the agents who answer the Sunday calls
Industries
The businesses next door
Put your pipeline on one board today
Load your buyers and sellers, set a follow-up on each, and start tomorrow with a list instead of a memory.
$9 per user · 14 days free · no credit card
Liteo
The deliberately simple CRM. $9 per user, everything included.
© 2026 Liteo