A CRM for travel agencies juggling 20 trips at once.
Honeymoons, family trips, and group blocks on one board. The traveler, the proposal, and the next call all on the same trip.
One CRM for travel agencies,
from the inquiry to the next trip.
Capture the inquiry
A Sunday-night honeymoon request lands as a contact, tagged Inquiry and assigned to an advisor. The 72-hour clock starts with a reply task already set.
Contacts
1 new from your website
Rosa Delgado
Delgado & Kim, Maui
Jon Alvarez
Okafor family
Dana Okonjo
St. Anne's Alumni
Ellis Bram
Delgado & Kim
Nora Patel
K. Osei
Send the proposal
Flights, resort nights, private transfers, excursions, travel protection. Set the counts and send the PDF. The sent version locks, so the number in their inbox is the number on the trip.
Quote Q-2087
Delgado & Kim
Flights, 2 travelers
Economy plus, estimate
Resort, 7 nights
Ocean view, breakfast included
Private transfers
Airport to resort, both ways
Day trips
3 excursions, guided
Travel protection
2 travelers, full trip
Record the booking
Log the trip you booked, where it goes, and when they travel. Dates, party, and preferences stay on the traveler with the trip history.
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 follow-up lands on your list when it's due. Overdue turns red. Monday's proposal can't go quiet for 3 weeks.
Tasks
Today · 1 of 3 done
Follow up on the Maui proposal
Delgado & Kim · $12,420
Intro call with the Okafor family
2:00pm · Costa Rica family trip
Send the St. Anne's group proposal
St. Anne's Alumni · $38,000
Log the Vantage deposit
Vantage Partners · $52,000
Travelers, groups,
leads and customers.
Contacts
5 people · search by name
Rosa Delgado
Lead traveler · Delgado & Kim, Maui
Jon Alvarez
Owner · Okafor family
Dana Okonjo
Office manager · St. Anne's Alumni
Ellis Bram
Purchasing · Delgado & Kim
Nora Patel
Site contact · K. Osei
Travelers, groups,
leads and customers.
Every traveler you plan for, with their travel window, party size, budget, and the preferences you'd otherwise ask twice. Search by name and you are there. See how contacts and businesses work.
Every traveler you plan for, with their travel window, party size, budget, and the preferences you'd otherwise ask twice. Search by name and you are there. See how contacts and businesses work.
The alumni association, the company that books its offsites with you. Its organizer, its open trips, and every traveler linked to it, on one page.
The couple who filled in the trip form is a lead until the deposit lands. Then it is a client you call again next year. Same record, no re-entry.
Trips and pipelines.
Sales pipeline
6 open · $137,920 · drag a deal to move it
Costa Rica family trip
Okafor family
Alaska cruise group block
St. Anne's Alumni
Maui honeymoon, June
Delgado & Kim
Loire Valley anniversary
K. Osei
Vantage Partners retreat
Vantage Partners
Galápagos anniversary trip
J. Marsh
Trips and pipelines.
Every trip with its value, its stage, and the next follow-up. Drag it forward as it moves. Mark it booked and the traveler record updates itself.
Every trip with its value, its stage, and the next follow-up. Drag it forward as it moves. Mark it booked and the traveler record updates itself.
Leisure on one board, groups on another, corporate on a third. Each with its own stages. See how deals and pipelines work.
Inquiry, consult, proposal sent, deposit, booked. Rename, reorder, add or remove stages until the board reads like the way you sell.
Pick the trip from the catalog.
Send it as a proposal.
Resort nights, private transfers, guided excursions, and travel protection are saved once. Add them the day of the consult, and the totals and tax do themselves.
Products & services
7 items · with prices and units
Flights, 2 travelers
product · Economy plus, estimate
Resort, 7 nights
product · Ocean view, breakfast included
Private transfers
product · Airport to resort, both ways
Day trips
product · 3 excursions, guided
Travel protection
product · 2 travelers, full trip
Carbon filter, 150 m²
consumable · Every 3 months
Service visit
service · Per visit
Unit 4 air upgrade
Delgado & Kim · Maui, 7 nights
Value
$11,500
Owner
MK
Follow-up
May 6
Line items · from the catalog
Flights, 2 travelers
2 × $1,280
Resort, 7 nights
7 × $1,050
Private transfers
2 × $130
Day trips
3 × $310
Travel protection
2 × $200
Northgate Travel
hello@fieldservices.co
Quote
Q-2087
Prepared for
Delgado & Kim
Maui, 7 nights
Date
Apr 22, 2026
Valid 30 days
| Item | Qty | Amount |
|---|---|---|
Flights, 2 travelers Economy plus, estimate | 2 | $2,560 |
Resort, 7 nights Ocean view, breakfast included | 7 | $7,350 |
Private transfers Airport to resort, both ways | 2 | $260 |
Day trips 3 excursions, guided | 3 | $930 |
Travel protection 2 travelers, full trip | 2 | $400 |
Prices are good for 14 days. A $1,500 deposit holds the space. · Thank you for your business.
Trips booked and trips ahead.
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
Trips booked and trips ahead.
Log the trip you booked, where it went, and when they traveled. Dates, party, and what they loved stay on the traveler with the trip history. See how installations and service work.
Log the trip you booked, where it went, and when they traveled. Dates, party, and what they loved stay on the traveler with the trip history. See how installations and service work.
Due dates raise a task on their own. Overdue, today, this week. The proposal waiting on a yes sits at the top of the list.
A honeymoon this June, an anniversary trip next June. Set the interval once and Liteo opens the next call 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 Delgado Friday 9am about the snorkel day" becomes a reminder on the Delgado record, with the date already set.
Type it the way you'd say it. "Call Delgado Friday 9am about the snorkel day" becomes a reminder on the Delgado record, with the date already set.
One list for the day, with an advisor on every line. Tick off the final documents and the trip keeps the trace. See how reminders, tasks and notes work.
What the couple said about ocean view and no red-eyes, logged on the traveler in the order it happened. Next year's trip starts from what you already know.
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
Answer the next inquiry first, on one CRM for travel agencies.
Load your open trips, set the follow-ups, and know who is waiting on you before tonight.
- 14 days free
- No card
- Cancel anytime