For roofing companies
One storm drops 40 leads in 5 days
A roofing CRM has to survive storm season, the gap between the inspection and the estimate, and the silence after you send it. Liteo keeps every bid on one board, with the photos, the quote, and the next call attached to the job. The follow-up comes back on the day you set it, without anyone remembering.
The problem
3 ways a storm year leaks money
The estimate that went out 3 days late
You climbed the roof Tuesday, took the photos, and priced it on the drive back. Then 4 more calls came in. By Friday, when the estimate finally went out, another crew already had the deposit.
The storm that buried your open bids
Hail drops 40 leads on you in 5 days. The 12 bids you already had out go quiet while you scramble to answer the phone. The jobs you lose that month are ones you'd already priced.
Last year's customers nobody called this spring
Every roof you've put on is worth an inspection call a year later. That list lives in a spreadsheet nobody opens. Someone else's yard sign goes up on a street you shingled.
01 · Pipeline
What a roofing CRM has to show you at 6am
Every bid sits on one board, in the stage it's actually in. New lead, inspection, estimate sent, negotiation, won. You see what's live before the first crew leaves the yard.
Drag a job forward when it moves. There's no status field to update afterwards and no report to run to find out where the season stands.
- Stage totals, so you know what's really close
- Name the stages after the way you sell
- A bid that goes quiet flags itself at 7 days, overdue at 14
$15,500
$38,500
$73,872
$21,400
$15,500
$38,500
$73,872
$21,400
Calder Logistics
Warehouse TPO re-roof
$54,000
02 · Quotes
The estimate goes out the day you climb the roof
Build the quote from your saved price list. Tear-off by the square, architectural shingles supplied and installed, underlayment, drip edge, ridge vent. Set the squares and the totals do themselves.
After you hit send, that version locks. The number on their kitchen table is the number on the deal, to the cent. When the Vasquezes say yes, the acceptance lands on the quote the moment they do.
Quote Q-2087
Vasquez Residence
1427 Birch Rd
Quote Q-2087
Vasquez Residence
1427 Birch Rd
Quote Q-2087
Vasquez Residence
Total
$19,872
03 · Follow-ups
The quiet after the estimate is where jobs die
Set the follow-up when the estimate goes out, while the roof is still in your head. It comes back on the day you picked, on the right deal, with the price attached.
Overdue turns red. In a storm week, that list is what keeps 40 new leads from smothering the 12 bids you already sent.
04 · Inspections
Last year's customer becomes this year's inspection
Sell an annual inspection agreement and Liteo tracks it as an installed item with a next-due date. When the date comes around, the task shows up on its own. Nobody has to remember the spreadsheet.
Record the visit and next year's reminder sets itself. Overdue ones sit at the top in red, so the Hollis Ave call happens this week, not next spring.
Service due
612 Hollis Ave
Annual roof inspection
Next service
3wks late
05 · Lead capture
Hail at midnight becomes leads in Liteo by morning
Put the Get a roof estimate form on your site. A homeowner fills it in at 9:45pm and Liteo creates the contact, tags it Web lead, and assigns an owner.
Add one rule on top. Every contact that arrives from the form gets a call task due tomorrow. The morning after a storm, the call list is already made.
In Liteo
Waiting for the form…
01
Contact created · Aisha Clarke
02
Tagged · Web lead
03
Type set · Lead
9:45pm · filed before the phones start.
In Liteo
Waiting for the form…
01
Contact created · Aisha Clarke
02
Tagged · Web lead
03
Type set · Lead
9:45pm · filed before the phones start.
06 · On the roof
It works from the phone on the tailgate
Check the board between inspections. Log the call while the address is still fresh. Move a bid to won standing in the driveway.
It's the same app in your phone's browser, with nothing missing. The photos you take on the roof attach straight to the deal.
Same app in the phone's browser.
Nothing cut down.
Same app in the phone's browser.
Nothing cut down.
Standing seam metal roof
R. Delgado
$38,500
Full replacement
Vasquez Residence
$19,872
Warehouse TPO re-roof
Calder Logistics
$54,000
Wind damage restoration
P. Nguyen
$21,400
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
The whiteboard, before and after
Same bids, same storms, same crew, just somewhere you can all see them.
Today
- ✕Inspection photos on your phone, the price in your head, the estimate in a notes app
- ✕Storm leads scribbled on the whiteboard while last month's bids go cold
- ✕The follow-up happens when the homeowner calls you, if they call
- ✕Claim numbers and adjuster names ride around in one estimator's truck
- ✕Annual inspections happen in years someone remembers the spreadsheet
With Liteo
- Photos, price, and estimate sit on the deal, dated and in order
- Storm leads land in Liteo, tagged, while open bids keep their follow-up dates
- The follow-up comes back as a task on the day you set it
- Claim number, adjuster, and storm date sit on the deal for the whole crew
- Inspection reminders come due on their own, a year after the job
Where Liteo fits
A day, end to end
4 moments every roofing company lives. Liteo writes them down as they happen, so nothing rides on memory at 6pm.
Daily email
1 overdue · 3 due today
The loadout
7:02am
Quote Q-2087
Sent · follow-up set Mar 3
The estimate
9:15am
Deal moved
Ridgeline townhomes · Won
The tear-off
1:20pm
Service reminder
612 Hollis Ave · task made
The inspection call
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
Crews like yours run storm season on Liteo
We used to climb Tuesday and send the estimate Friday. Now it goes out the same day, and the follow-up comes back before another yard sign does.
Curt Ellison
Owner · Ellison Roofing
Hail week used to bury us. The form filed 40 leads overnight, each with a call task, and the 12 bids we'd already sent kept their follow-up dates.
Renee Vaughn
Office manager · Summit Roof Co.
Every roof we've put on sits on the board with a next inspection date. The spring calls happen without anyone opening the spreadsheet.
Teresa Aldana
Estimator · Aldana Exteriors
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 Liteo do measurements or material takeoffs?
- No. There are no aerial measurements, no takeoffs, and no supplements math. Liteo is a CRM for roofing contractors that tracks the sale: the lead, the inspection, the estimate, and the follow-up. Your measurement tool keeps its job.
- How does it handle storm season, when 40 leads land in a week?
- The form catches them, tags them, and files each one as a lead. One rule gives every new lead a call task due tomorrow. The bids you already sent keep their follow-up dates. Nothing depends on your memory in the week you have the least of it.
- Is there a free CRM for roofing companies?
- Liteo isn't free. It's $9 per user per month with everything included, and the first 14 days are free so you can load real bids before deciding. Free tools usually cap contacts or hold features back, and you find out which one mid-storm.
- How long does setup take?
- Your first bid can be on the board in a few minutes. There's no onboarding call and nothing to configure before you start. Rename the stages whenever you like.
- Can my estimator and office manager see the same board?
- Yes. Add them for $9 a month each and everyone works from the same pipeline. Admin and member roles decide who can change what.
- We track everything in spreadsheets. Can we move it over?
- Yes, import the CSV. Contacts, businesses, and your installed roofs all come across without retyping. Past jobs can carry service intervals, so the inspection reminders start working on day 1.
Built for the trade
For the crews that climb after the hail
Industries
The trades next door
Put your open bids on one board today
Load them from a CSV or type them in, set a follow-up on each, and see where every roof stands by lunch.
$9 per user · 14 days free · no credit card
Liteo
The deliberately simple CRM. $9 per user, everything included.
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