For solar installers
6 weeks of waiting hang on every deal
A CRM for solar companies has one job: keep the deal alive through the weeks between site survey and PTO. Liteo shows every deal in its true stage, with the proposal, the homeowner, and the next call attached. When one goes quiet, you see it before they've signed with someone else.
The problem
3 ways a long sale leaks money
The homeowner who loved the proposal, then went quiet
You surveyed the roof, sized the system, and sent the proposal on a Tuesday. They said it looked great. 3 weeks later nobody has called anyone, and they've signed with the installer who did.
Waiting on the utility looks the same as being ignored
One deal is waiting on interconnection, one on financing, one on you to call back. The spreadsheet doesn't say which is which. The one that needed a push this week didn't get one.
After PTO, the customer stops existing
The system passes inspection and the utility grants PTO. Then the file closes and nobody opens it again. The annual check never happens, and the battery upsell goes to whoever knocks on their door in year 2.
01 · Pipeline
A CRM for solar companies starts with an honest board
Every deal sits in the stage it's actually in. Lead, site survey, proposal sent, contract, won. You see all of it at once, with the value on each card and totals per stage.
Solar deals stall quietly, so the board ages them out loud. A deal that hasn't moved turns amber at 7 days and red at 14. The stuck ones stop hiding among the healthy ones.
- Stage totals so you know what could still close this month
- Name the stages after how you actually sell
- One board for residential, another for commercial if you want it
$21,400
$68,500
$62,946
$36,900
$21,400
$68,500
$62,946
$36,900
J. Osei
7.4 kW system
$19,800
02 · Quotes
What you quoted, with the versions to prove it
Your design tool sizes the system. The quote gets built here, from your saved catalog. PV system, hybrid inverter, battery, the 200A panel upgrade, the permit filing. Pick the lines and the totals handle themselves.
Sent quotes lock as versions with a clean PDF for the homeowner. When the battery comes out and the EV charger goes in, the new version sits beside the old one. 6 weeks into a long sale, nobody argues about which number was quoted.
Quote Q-2047
Ferreira Residence
31 Alder Ct
Quote Q-2047
Ferreira Residence
31 Alder Ct
Quote Q-2047
Ferreira Residence
Total
$43,146
03 · Follow-ups
Follow-ups built for a 6-week sale
Set the follow-up when you send the quote, while the homeowner's questions are fresh. It comes back on the day, on the right deal, with the number attached. Overdue turns red and stays red.
The long waits get tasks too, like Thursday's call to the utility about the Whitfield PTO. Every morning one email lists what's due and overdue. The quiet middle of a solar deal stops being invisible.
04 · Installed base
Where the annual check and the battery upsell live
When the utility grants PTO, the deal doesn't just close. The system lands in your installed base: the array, the inverter, the address, and a service interval that starts counting.
The annual check on Beacon Hill Rd is overdue, so it's red. Record the visit and the next one chains on automatically. When the battery conversation starts in year 2, you're the installer who never disappeared.
Service due
18 Beacon Hill Rd
PV system, 7.6 kW
Next service
3wks late
05 · Lead capture
Quote requests become leads while you're on a roof
Someone asks for a quote on your website at 11:30 on a Tuesday and picks Solar plus battery from the list. Liteo creates the contact, tags it Website, and assigns an owner. By morning, Denise Okafor is a lead in Liteo instead of an unread email.
Add one rule and the chase starts itself. When a deal moves to Proposal sent, Liteo sets the follow-up date and creates a call task due in 3 days. You never have to remember to start the clock.
In Liteo
Waiting for the form…
01
Contact created · Denise Okafor
02
Tagged · Website
03
Type set · Lead
11:34pm · a lead by morning, not an unread email.
In Liteo
Waiting for the form…
01
Contact created · Denise Okafor
02
Tagged · Website
03
Type set · Lead
11:34pm · a lead by morning, not an unread email.
06 · Mobile
It works on the phone at the kitchen table
Check the board between site surveys. Log the call from the driveway while the details are fresh. Move the deal to Contract right at the kitchen table.
It's the same app in the phone's browser. Everything's there, nothing was stripped out to make it fit.
Same app in the phone's browser.
Nothing cut down.
Same app in the phone's browser.
Nothing cut down.
Roastery rooftop
Kestrel Coffee Roasters
$68,500
10.4 kW system plus battery
Ferreira Residence
$43,146
7.4 kW system
J. Osei
$19,800
11.7 kW plus EV charger
M. Delgado
$36,900
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 long sale, before and after
It's the same deals you're already working, with the waiting made visible.
Today
- ✕Deals live in the proposal tool, a spreadsheet, and 3 text threads
- ✕A quiet week 3 looks exactly like a normal week 3
- ✕Nobody can say if the holdup is financing, the permit, or the homeowner
- ✕Follow-ups happen when you happen to think of the deal
- ✕After PTO the customer never hears from you again
With Liteo
- Every deal on one board with the quote, notes, and next call attached
- A deal that stops moving turns amber at 7 days, red at 14
- The stage says where it's stuck and the notes say why
- Follow-ups come back on the day you set them, on the right deal
- Installed systems carry service dates, so year 2 starts with a call from you
Where Liteo fits
A day, end to end
4 moments every installer lives. This is what Liteo writes down while they happen, so nothing rides on memory at 6pm.
Daily email
1 overdue · 3 due today
The daily email
7:04am
Task done
Kestrel roastery · surveyed
The site survey
10:30am
Quote Q-2047
Sent · $43,146 tracked
The proposal
2:20pm
Service reminder
7.6 kW checked · next chained
The annual check
5:40pmEverything 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
Installers like yours run the long sale on Liteo
We were losing proposals to silence, not to price. Now the follow-up comes back on day 3 and the quiet deal gets the call before someone else's yard sign goes up.
Aaron Voss
Owner · Voss Solar
18 open deals used to live in my head. Now the board says who's waiting on the utility and who's waiting on us, and the daily email says who I call first.
Camille Ortiz
Office manager · Brightline Energy
Every system we've turned on since 2019 is in the installed base with a service date. The year 2 battery calls come off that list, not off a memory.
Sam Kowal
Install lead · Kowal Solar 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
- Does Liteo design systems or generate proposals with production estimates?
- No. There are no panel layouts, no sun-hour modeling, and no financing math. Liteo runs the pipeline around your design tool: who's at which stage, what you quoted, and who to call today.
- Is there a free solar CRM?
- Liteo isn't free. It's $9 per user per month with everything included, and free for 14 days so you can run live deals through it before paying. Free solar CRM software tends to cap contacts or hold features back, and you find out which one mid-deal.
- How long does setup take?
- Your first deal can be on the board in a few minutes. There's no onboarding project and nothing to configure first. Rename the stages whenever your process changes.
- Can my sales rep and my install lead share the pipeline?
- Yes. Each seat is $9 a month with everything included, so a 4-person shop pays $36. Everyone sees the same board, and you decide who can change what.
- We run everything from a spreadsheet. Can we bring it over?
- Import it. Liteo takes CSV for contacts, businesses, and installed systems, so your customer list and your fleet come across without retyping.
- Our sales cycle runs 6 weeks. How does Liteo keep deals from dying in it?
- Stage aging turns a quiet deal amber at 7 days and red at 14, so a stall shows while there's still time. Follow-ups come back on the day you set them, and the daily email lists what's due. Slow is fine. Silent is what kills solar deals.
Built for the trade
For the installers who wait out the utility
Industries
The trades next door
Put every open deal on one board today
Load your open deals, name your stages, and know by lunch which ones have gone quiet.
$9 per user · 14 days free · no credit card
Liteo
The deliberately simple CRM. $9 per user, everything included.
© 2026 Liteo