A CRM for solar installers whose deals take weeks to close.
Every deal you're chasing on one board, from first call to PTO. A CRM for solar that keeps the survey, the proposal, and the next call on the same job.
One CRM for solar,
from the survey to PTO.
Capture the lead
A quote request at 11:30 on a Tuesday lands as a lead, tagged Website with an owner on it. By morning it's a name on the board instead of an unread email.
Contacts
1 new from your website
Marta Ferreira
Ferreira Residence, Alder Ct
Jon Alvarez
L. Novak
Dana Okonjo
Kestrel Coffee Roasters
Ellis Bram
Ferreira Residence
Nora Patel
J. Osei
Quote from the catalog
PV system, hybrid inverter, battery, the 200A panel upgrade, the permit filing. Pick the lines and send it. The sent version locks, with the price good for 30 days.
Quote Q-2047
Ferreira Residence
PV system, 10.4 kW, 26 panels
Supplied and installed
Hybrid inverter, 10 kW
Wall-mounted beside the main panel
Battery, 13.5 kWh
Backup for essential circuits
Main panel upgrade, 200A
Licensed electrician
Permits and interconnection filing
City permit and utility application
Record the system
When PTO lands, the array, the inverter, and the address go on the customer record. The battery conversation in year 2 starts from what's already up there.
Installed products
4 products at 4 sites
PV system, 7.6 kW
18 Beacon Hill Rd
Battery, 13.5 kWh
4 Sandpiper Way
PV system, 11.2 kW
77 Mill Pond Rd
Inverter, hybrid 8 kW
23 Corliss Ave
Follow up on the day
The follow-up you set with the proposal comes back on the day, with the number attached. Overdue turns red. The quiet middle of a 6-week sale stops being invisible.
Tasks
Today · 1 of 3 done
Call the Ferreiras about the 10.4 kW quote
Ferreira Residence · $43,146
Survey the Kestrel roastery roof
10:30am · 14 Depot St
Send the Delgado contract
M. Delgado · $36,900
Confirm the Whitfield inspection passed
R. Whitfield
Homeowners, sites,
leads and customers.
Contacts
5 people · search by name
Marta Ferreira
Homeowner · Ferreira Residence, Alder Ct
Jon Alvarez
Owner · L. Novak
Dana Okonjo
Office manager · Kestrel Coffee Roasters
Ellis Bram
Purchasing · Ferreira Residence
Nora Patel
Site contact · J. Osei
Homeowners, sites,
leads and customers.
Every homeowner and site contact you deal with, with their phone, email, and the notes from the site survey. Search by name and you're there. See how contacts and businesses work.
Every homeowner and site contact you deal with, with their phone, email, and the notes from the site survey. Search by name and you're there. See how contacts and businesses work.
The roastery, the warehouse, the property group. Sites, arrays, open deals, and every contact who works there, on one page.
The homeowner who asked for a quote is a lead until the contract is signed. Then it's a customer. Same record, no re-entry.
Deals and pipelines.
Sales pipeline
5 open · $189,746 · drag a deal to move it
8.2 kW rooftop system
L. Novak
Roastery rooftop, 38 kW
Kestrel Coffee Roasters
10.4 kW system plus battery
Ferreira Residence
7.4 kW system
J. Osei
11.7 kW plus EV charger
M. Delgado
Deals and pipelines.
Every open deal with its value, its stage, and the next follow-up. Drag it forward as it moves. Mark it won and the customer record updates itself.
Every open deal with its value, its stage, and the next follow-up. Drag it forward as it moves. Mark it won and the customer record updates itself.
Residential rooftops on one board, commercial arrays on another. One pipeline per kind of work, each with its own stages. See how deals and pipelines work.
Lead, site survey, proposal sent, contract, won. Rename, reorder, add or remove stages until the board reads like your sale.
Pick the system from the catalog.
Send it as a proposal.
PV systems, hybrid inverters, batteries, and the 200A panel upgrade are saved once. Add them to a deal while the survey is fresh, and the totals and tax do themselves.
Products & services
7 items · with prices and units
PV system, 10.4 kW, 26 panels
product · Supplied and installed
Hybrid inverter, 10 kW
product · Wall-mounted beside the main panel
Battery, 13.5 kWh
product · Backup for essential circuits
Main panel upgrade, 200A
product · Licensed electrician
Permits and interconnection filing
service · City permit and utility application
Carbon filter, 150 m²
consumable · Every 3 months
Service visit
service · Per visit
Unit 4 air upgrade
Ferreira Residence · 31 Alder Ct
Value
$39,950
Owner
MK
Follow-up
May 6
Line items · from the catalog
PV system, 10.4 kW, 26 panels
1 × $23,400
Hybrid inverter, 10 kW
1 × $4,200
Battery, 13.5 kWh
1 × $8,900
Main panel upgrade, 200A
1 × $2,600
Permits and interconnection filing
1 × $850
Northgate Solar
hello@fieldservices.co
Quote
Q-2047
Prepared for
Ferreira Residence
31 Alder Ct
Date
Apr 22, 2026
Valid 30 days
| Item | Qty | Amount |
|---|---|---|
PV system, 10.4 kW, 26 panels Supplied and installed | 1 | $23,400 |
Hybrid inverter, 10 kW Wall-mounted beside the main panel | 1 | $4,200 |
Battery, 13.5 kWh Backup for essential circuits | 1 | $8,900 |
Main panel upgrade, 200A Licensed electrician | 1 | $2,600 |
Permits and interconnection filing City permit and utility application | 1 | $850 |
Price holds for 30 days. Totals are shown before incentives. · Thank you for your business.
Installed systems and annual checks.
Installed products
4 products at 4 sites
PV system, 7.6 kW
18 Beacon Hill Rd
Battery, 13.5 kWh
4 Sandpiper Way
PV system, 11.2 kW
77 Mill Pond Rd
Inverter, hybrid 8 kW
23 Corliss Ave
Installed systems and annual checks.
Log the array, the inverter, and the battery you installed, at which address. Size, model, and install year stay on the customer record with the visit history. See how installations and service work.
Log the array, the inverter, and the battery you installed, at which address. Size, model, and install year stay on the customer record with the visit history. See how installations and service work.
Due dates raise a task on their own. Overdue, today, this week. The annual check stops waiting for the homeowner to call.
A system check every year, an inverter look every other. Set the interval once and Liteo opens the next visit 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 5pm about the 10.4 kW quote" becomes a reminder on the Ferreira record, with the date already set.
Type it the way you'd say it. "Call Ferreira Friday 5pm about the 10.4 kW quote" becomes a reminder on the Ferreira record, with the date already set.
One list for the day, with a rep on every line. Tick off the utility call about the Whitfield PTO and the deal keeps the trace. See how reminders, tasks and notes work.
What the homeowner said about the battery, logged on the contact in the order it happened. 6 weeks later nobody has to remember it.
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 every open deal on a CRM for solar.
Load the deals you're chasing, name your stages, and know by lunch which ones have gone quiet.
- 14 days free
- No card
- Cancel anytime