A CRM for startups where the founder is still the sales team.
Every deal you're chasing on one board. The demo notes, the trial end, the champion, and the next step all on the same card.
One CRM for startups,
from the demo to the renewal.
Capture the lead
A Book a demo form at 1am lands as a lead, tagged and assigned before you're awake.
Contacts
1 new from your website
Alana Reyes
Meridian Health
Jon Alvarez
Juniper Analytics
Dana Okonjo
Coastline Logistics
Ellis Bram
Bright & Weaver
Nora Patel
Northwind Manufacturing
Quote from the catalog
Seats, onboarding, the annual plan. Pick the lines and send the proposal. The sent version locks, so the number they saw is the number on file.
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 what went live
Log the rollout on the customer: seats, plan, and the date it started. Nobody has to ask you what Coastline actually bought.
Installed products
4 products at 4 sites
Air purifier, 150 m², 10 units
Delta Sign Co.
Split AC indoor unit, 6 units
Northlake Dental
Room air purifier, 40 m², 1 unit
Ashworth Clinic
Ceiling cassette unit, 2 units
Bram & Sons
Follow up on the day
The renewal task lands on a list when it's due. Overdue turns red. You can lose a Tuesday to a production fire and still see what Tuesday owed.
Tasks
Today · 1 of 3 done
Follow up on the Coastline trial
Coastline Logistics · $24,000
Demo for Meridian Health
10:00am · $84,000
Reply to the Juniper demo request
Juniper Analytics · 6 seats
Confirm the Kestrel kickoff
Kestrel Freight
Champions, companies,
leads and customers.
Contacts
5 people · search by name
Alana Reyes
VP Operations · Meridian Health
Jon Alvarez
Owner · Juniper Analytics
Dana Okonjo
Office manager · Coastline Logistics
Ellis Bram
Purchasing · Bright & Weaver
Nora Patel
Site contact · Northwind Manufacturing
Champions, companies,
leads and customers.
Every champion, buyer, and security reviewer you're talking to, with their email and the notes from the discovery call. Search by name and you are there. See how contacts and businesses work.
Every champion, buyer, and security reviewer you're talking to, with their email and the notes from the discovery call. Search by name and you are there. See how contacts and businesses work.
The company behind the pilot. Seats, sites, open deals, and every contact who works there, on one page. When your champion changes jobs, the history stays.
The company that booked a demo is a lead until the first plan is won. Then it is a customer. Same record, no re-entry.
Deals and pipelines.
Sales pipeline
5 open · $190,000 · drag a deal to move it
Team plan, 6 seats
Juniper Analytics
Pilot, 3 clinics
Meridian Health
20-seat rollout
Coastline Logistics
12 seats, annual
Bright & Weaver
Plant ops rollout
Northwind Manufacturing
Deals and pipelines.
Every open deal with its value, its stage, and the next step. Drag it forward when it moves. Stage totals update as you go, so standup needs no report.
Every open deal with its value, its stage, and the next step. Drag it forward when it moves. Stage totals update as you go, so standup needs no report.
New business on one board, expansions and renewals on another. One pipeline per motion, each with its own stages. See how deals and pipelines work.
New lead, demo, trial, proposal sent, won. Rename, reorder, add or remove stages until the board reads like the way you actually sell.
Pick the plan from the catalog.
Send it as a proposal.
Seats, the annual plan, onboarding, and training days are saved once. Add them to a deal while the demo is still fresh, 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 Labs
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.
Live accounts and renewals.
Installed products
4 products at 4 sites
Air purifier, 150 m², 10 units
Delta Sign Co.
Split AC indoor unit, 6 units
Northlake Dental
Room air purifier, 40 m², 1 unit
Ashworth Clinic
Ceiling cassette unit, 2 units
Bram & Sons
Live accounts and renewals.
Log what went live at each company, and when. Seats, plan, and start date sit on the customer record, so the rollout stops living in your head. See how installations and service work.
Log what went live at each company, and when. Seats, plan, and start date sit on the customer record, so the rollout stops living in your head. See how installations and service work.
Due dates raise a task on their own. Overdue, today, this week. The trial that ends Thursday stops depending on you remembering it.
An annual renewal, a quarterly check-in with the customer's ops lead. Set the interval once and Liteo opens the next task 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 Alana Friday 9am about the pilot terms" becomes a reminder on Alana's record, with the date already set.
Type it the way you'd say it. "Call Alana Friday 9am about the pilot terms" becomes a reminder on Alana's record, with the date already set.
One list for the day, with a name on every line. Tick off the demo and the account keeps the trace. See how reminders, tasks and notes work.
What the VP said about the June rollout, logged on the contact in the order it happened. Your first sales hire reads the whole story and starts selling.
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 businesses 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
Set up your board on a CRM for startups today.
Import the spreadsheet, name your 5 stages, and reply to the demo request that came in overnight.
- 14 days free
- No card
- Cancel anytime