Built for travel advisors
72 hours decide where the honeymoon books
A CRM for travel agencies has one real deadline: the 72 hours before a hot inquiry books somewhere else. Liteo holds every trip in its true stage, with the traveler, the proposal, and the next follow-up attached. You open it, you see what's moving and what's stalled, and you get back to planning.
The problem
3 ways a full desk leaks bookings
The inquiry you answered on day 4
A honeymoon request landed Tuesday while you were deep in another client's itinerary. You replied Friday. They booked with the advisor who answered Tuesday night.
20 trips, and no idea who's waiting on you
One client is choosing between 2 resorts, another owes a deposit, a third wants a change you haven't priced. Every answer lives in a different email thread. None of them will remind you.
Last year's honeymooners never got the call
They loved the trip and they'd book the anniversary tomorrow if someone asked. Their dates, budget, and preferences sit in a closed file. The spring you meant to call them came and went.
01 · Pipeline
A CRM for travel agencies puts all 20 trips on one board
Every trip sits on one board, in the stage it's actually in. Inquiry, consult, proposal sent, deposit, booked. You see all of it without opening a single folder.
Drag a trip forward the moment it moves. A trip that sits still for 7 days shows its age. The quiet ones can't hide behind the busy ones.
- Stage totals, so you know what's close to booking
- Name the stages after how you actually sell
- One pipeline for leisure, another for groups
$8,900
$38,000
$22,220
$52,000
$8,900
$38,000
$22,220
$52,000
K. Osei
Loire Valley anniversary
$9,800
02 · Proposals
The proposal goes out the day of the consult
Build the trip as line items from your saved services. Flights, resort nights, private transfers, excursions, travel protection. Set the counts and the totals do themselves, discounts included.
Sending it starts the quiet part. The sent proposal locks, so the number in their inbox stays the number on the trip. If the couple wants a snorkel day swapped in, you reprice and send version 2. When they say yes, the yes lands on the version they chose.
Quote Q-2087
Delgado & Kim
Maui, 7 nights
Quote Q-2087
Delgado & Kim
Maui, 7 nights
Quote Q-2087
Delgado & Kim
Total
$12,420
03 · Travelers
One record that remembers the whole party
The traveler record holds what shapes the trip. Party size, travel window, budget, departure city, and the preferences you'd otherwise ask twice. Custom fields carry whatever your niche needs, from cabin class to dietary notes.
Spouses link to each other and group travelers link to their organizer, with each relationship labeled. When Rosa Delgado is due an anniversary call next June, the whole history is one search away.
04 · Follow-ups
The follow-up comes back before the window closes
An inquiry is hot for about 72 hours. After that, the couple books with whoever answered first. Liteo groups tasks into overdue, today, and this week, so the reply that can't wait sits at the top.
Set a follow-up when the proposal goes out, while the details are still fresh. It comes back on the day, on the right trip. Overdue turns red, and a daily email lists what's due in your timezone.
05 · Lead capture
The Sunday-night inquiry is in Liteo by breakfast
Put the Plan a trip form on your site. A submission creates the contact, tags it, and assigns it to an advisor. It never sits unnoticed in an inbox.
One rule finishes the job. When a contact arrives from the form, Liteo adds the Inquiry tag and creates a reply task due the same day. The 72-hour clock starts with the follow-up already on your list.
In Liteo
Waiting for the form…
01
Contact created · Leo Andrade
02
Tagged · Website
03
Type set · Lead
9:12pm · the reply task is already on tomorrow's list.
In Liteo
Waiting for the form…
01
Contact created · Leo Andrade
02
Tagged · Website
03
Type set · Lead
9:12pm · the reply task is already on tomorrow's list.
06 · Anywhere
It works on the phone at the gate
Check the board from a site inspection or the security line. Log the call before you board. Move a trip to Booked from the hotel lobby.
It's the same app in your phone's browser, with nothing removed. What you can do at the desk, you can do at the gate.
Same app in the phone's browser.
Nothing cut down.
Same app in the phone's browser.
Nothing cut down.
Alaska cruise group block
St. Anne's Alumni
$38,000
Maui honeymoon
Delgado & Kim
$12,420
Loire Valley anniversary
K. Osei
$9,800
Vantage Partners retreat
Vantage Partners
$52,000
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 inquiry pile, before and after
It's the same trips you're already juggling, somewhere you can finally see them.
Today
- ✕Inquiries land in email, Instagram, and a voicemail you haven't played yet
- ✕Follow-ups happen when the client emails you first
- ✕A traveler's dates, budget, and seat preference get asked again every trip
- ✕The group's details are spread across 12 reply-all threads
- ✕Past clients only come back when they think of you first
With Liteo
- Every inquiry ends up in one stage, on one board, tagged with where it came from
- The follow-up comes back as a task on the day you set it
- The traveler record keeps party, window, budget, and preferences from trip one
- One deal per group, with every traveler linked to the organizer
- A follow-up date next spring puts the anniversary trip on your board
Where Liteo fits
A day, end to end
4 moments every agency lives. This is what Liteo writes down while they happen, so nothing waits on your memory at 6pm.
Daily email
1 overdue · 3 due today
First look
7:15am
Traveler record
Consult logged · 25 min
The consult
11:30am
Quote Q-2087
Sent · follow-up set Mar 3
The proposal
4:05pm
Dashboard
Departures · 2 this week
The departure
6:10pmEverything 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
Agencies like yours run their year on Liteo
The Sunday-night inquiry has a reply task by breakfast. We answer inside a day now, and the board shows it in bookings.
Nolan Brechtel
Advisor · Brechtel Travel Co.
I kept 9 years of past travelers in a spreadsheet. The CSV came over in an afternoon, and now the anniversary call is a task with a date on it.
Amir Suleiman
Owner · Meridian Voyages
The board finally matches reality. A trip moves when it moves, and 20 open files stopped feeling like 40.
Carmen Ibarra
Owner · Ibarra Travel Design
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
- Is this a booking engine or an itinerary builder?
- No. There's no GDS, no live pricing, and no itinerary builder, and Liteo never issues a ticket. It tracks the client side: who's dreaming, who's deciding, whose proposal needs a nudge, and who traveled last year and deserves a call. Your booking tools keep their job.
- Is there a free CRM for travel agencies?
- Liteo isn't free. It's $9 per user per month with everything included, and free for 14 days so you can load real trips before deciding. Free CRMs usually cap your contacts or hold features back, and a client list built over years will find the cap.
- How long does setup take?
- Your first trip can be on the board in a few minutes. There's no onboarding project and nothing to configure before you start. Rename the stages whenever your process changes.
- What does it cost to add a second advisor?
- $9 a month, or $7 on annual billing. They see the same board, the same traveler records, and the same proposals. You decide what each person can change.
- I keep my client list in spreadsheets. Can I bring it over?
- Import it as a CSV. Contacts and businesses come across without retyping, and the past-traveler list is the first thing worth loading. If you ever leave, export works the same way. Your data is never held hostage.
- How does it handle a group trip with 12 travelers?
- One deal for the trip, with the organizer as the main contact. Every traveler links to the group with a labeled relationship, so you know who organizes and who's still deciding. Notes, calls, and the proposal stay on the trip instead of scattering across 12 threads.
Built for the trade
For the agencies that answer on Sunday night
Industries
The desks next door
Answer the next inquiry first
Load your open trips, set the follow-ups, and know who's waiting on you before tonight.
$9 per user · 14 days free · no credit card
Liteo
The deliberately simple CRM. $9 per user, everything included.
© 2026 Liteo