A CRM for real estate agents you'll actually open.
Buyers and sellers on one board, each with the next call attached. A CRM for real estate agents that keeps past clients close without a list to keep.
One CRM for real estate agents,
from the first call to the yearly check-in.
Capture the lead
A 10pm valuation request lands as a lead, tagged Website and assigned before you're up. It's waiting in the morning instead of buried in email.
Contacts
1 new from your website
Wendy Chen
Chen buyers, Maple District
Jon Alvarez
D. & E. Okafor
Dana Okonjo
W. & S. Chen
Ellis Bram
T. Bishop
Nora Patel
M. Ferreira
Send the listing proposal
Listing commission, photography, staging, the pre-list clean. Pick the lines and send the PDF. The sent version locks, and the numbers hold for 30 days.
Quote Q-1042
Delta Sign Co.
Air purifier, 150 m²
One per bay, supplied and installed
HEPA filter, 150 m²
Spare set
Install and commissioning
2 people on site
Air quality monitor
One per floor
Record the closing
Log the home you closed, at which address, and when. The household stays on the record with every deal you have done for them.
Installed products
4 products at 4 sites
Home anniversary call
N. & J. Kowalski, 77 Bell Ct
Yearly check-in
The Riveras, 30 Ashwood Dr
Yearly check-in
G. Marsh, 5 Juniper Ln
Home anniversary call
The Adeyemis, 208 Corliss Ave
Call when it's due
The yearly check-in lands on your list on the day. Overdue turns red. The neighbor who just listed hears from you first.
Tasks
Today · 1 of 3 done
Call Marta about the price improvement
112 Alder listing · $13,500
Send Wendy the consult questionnaire
Chen buyers, Maple District
Listing appointment at 61 Fenwick Rd
3:00pm · T. Bishop
Confirm the inspection window with the Ibarras
45 Larkspur Ct
Buyers, sellers,
leads and customers.
Contacts
5 people · search by name
Wendy Chen
Buyer · Chen buyers, Maple District
Jon Alvarez
Owner · D. & E. Okafor
Dana Okonjo
Office manager · W. & S. Chen
Ellis Bram
Purchasing · T. Bishop
Nora Patel
Site contact · M. Ferreira
Buyers, sellers,
leads and customers.
Every buyer and seller you're working, with their price range, their area, and the notes from the last call. Search by name and you are there. See how contacts and businesses work.
Every buyer and seller you're working, with their price range, their area, and the notes from the last call. Search by name and you are there. See how contacts and businesses work.
The builder, the investor group, the property manager who sends you work. Their people, their open deals, and every listing you have handled, on one page.
The buyer who booked a consult is a lead until the first closing. Then it is a past client with a check-in on the calendar. Same record, no re-entry.
Deals and pipelines.
Sales pipeline
6 open · $65,300 · drag a deal to move it
Okafor buyers, first home
D. & E. Okafor
Chen buyers, Maple District
W. & S. Chen
Bishop listing, 61 Fenwick Rd
T. Bishop
112 Alder listing
M. Ferreira
Ibarra buyers, 45 Larkspur Ct
R. & C. Ibarra
Holt listing, 12 Waverly Pl
S. Holt
Deals and pipelines.
Every buyer and seller with the expected commission, the stage, and the next follow-up. Drag it forward as it moves. Mark it closed and the household updates itself.
Every buyer and seller with the expected commission, the stage, and the next follow-up. Drag it forward as it moves. Mark it closed and the household updates itself.
One board for buyers, another for listings, or a single board for everything. Each with its own stages. See how deals and pipelines work.
New lead, consult, active, under contract, closed. Rename, reorder, add or remove stages until the board reads like your week.
Pick the services from the catalog.
Send them as one proposal.
Listing commission, photography, staging, and the pre-list clean are saved once. Add them at the listing appointment, and the totals and tax do themselves.
Products & services
6 items · with prices and units
Air purifier, 150 m²
product · One per bay, supplied and installed
HEPA filter, 150 m²
consumable · Spare set
Install and commissioning
service · 2 people on site
Air quality monitor
product · One per floor
Carbon filter, 150 m²
consumable · Every 3 months
Service visit
service · Per visit
Unit 4 air upgrade
Delta Sign Co. · Unit 4, Showroom and offices
Value
$12,300
Owner
MK
Follow-up
May 6
Line items · from the catalog
Air purifier, 150 m²
10 × $890
HEPA filter, 150 m²
10 × $120
Install and commissioning
1 × $1,600
Air quality monitor
4 × $150
Northgate Realty
hello@fieldservices.co
Quote
Q-1042
Prepared for
Delta Sign Co.
Unit 4, Showroom and offices
Date
Apr 22, 2026
Valid 30 days
| Item | Qty | Amount |
|---|---|---|
Air purifier, 150 m² One per bay, supplied and installed | 10 | $8,900 |
HEPA filter, 150 m² Spare set | 10 | $1,200 |
Install and commissioning 2 people on site | 1 | $1,600 |
Air quality monitor One per floor | 4 | $600 |
Price good 30 days · Thank you for your business.
Closed homes and check-ins.
Installed products
4 products at 4 sites
Home anniversary call
N. & J. Kowalski, 77 Bell Ct
Yearly check-in
The Riveras, 30 Ashwood Dr
Yearly check-in
G. Marsh, 5 Juniper Ln
Home anniversary call
The Adeyemis, 208 Corliss Ave
Closed homes and check-ins.
Log the home you closed, at which address, and when. The closing date and every deal you have done for that household stay on the record. See how installations and service work.
Log the home you closed, at which address, and when. The closing date and every deal you have done for that household stay on the record. See how installations and service work.
Due dates raise a task on their own. Overdue, today, this week. The 112 Alder call stops sliding to next week.
A check-in every March, a home anniversary call every year. 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 Ferreira Friday 9am about the price improvement" becomes a reminder on the Ferreira record, with the date already set.
Type it the way you'd say it. "Call Ferreira Friday 9am about the price improvement" becomes a reminder on the Ferreira record, with the date already set.
One list for the day, with a name on every line. Tick off the lender intro and the contact keeps the trace. See how reminders, tasks and notes work.
What the buyer said about the yard and the schools, logged on the contact in the order it happened. The next call starts where the last one ended.
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 trades 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 buyers and sellers on one CRM for real estate agents.
Load your pipeline, set a follow-up on each deal, and start tomorrow with a list instead of a memory.
- 14 days free
- No card
- Cancel anytime