A wedding venue CRM that keeps up with engagement season.
Every couple you're talking to on one board. A wedding venue CRM that holds the date, the guest count, the tour notes, and the proposal on one event.
One wedding venue CRM,
from the inquiry to the booked date.
Capture the inquiry
The Check your date form asks the 2 questions that decide everything. A Friday-night submission lands as a lead, tagged Inquiry with an owner, before Monday.
Contacts
1 new from your website
Talia Bishop
Bishop & Grant, Jun 21
Jon Alvarez
Mia Nguyen
Dana Okonjo
Hollis Group
Ellis Bram
Imani Okafor
Nora Patel
Camila Reyes
Quote from the catalog
Saturday rental, plated dinner per guest, the 5-hour bar, ceremony setup, staffing. Pick the lines and send it. The sent version locks, so the number holds.
Quote Q-2081
Bishop & Grant wedding
Venue rental, Saturday, peak
10am to 11pm, full property
Catering, plated
Per guest, 3 courses
Bar package, 5 hours
Per guest, beer, wine, and cocktails
Ceremony setup
Courtyard, chairs, arch, sound
Event staffing
Coordinator plus service team
Record the booked date
Log the event you sold, on which Saturday, in which room. Guest count and package stay on the couple's record where the whole office can read them.
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 after-tour task lands on your list when it's due. Overdue turns red. The Bishop & Grant proposal has been waiting since Jan 12.
Tasks
Today · 1 of 3 done
Follow up on the Bishop & Grant proposal
Talia Bishop · $26,773
Send the Reyes & Tanaka proposal
Toured Saturday · $26,500
Tour for Nguyen & Cole
4:30pm · Oct 10, 110 guests
Confirm the Hollis Group headcount
Hollis Group · offsite
Couples, planners,
leads and customers.
Contacts
5 people · search by name
Talia Bishop
Bride · Bishop & Grant, Jun 21
Jon Alvarez
Owner · Mia Nguyen
Dana Okonjo
Office manager · Hollis Group
Ellis Bram
Purchasing · Imani Okafor
Nora Patel
Site contact · Camila Reyes
Couples, planners,
leads and customers.
Every couple, planner, and corporate organizer you're talking to, with their date, their phone, and the notes from the tour. Search a name and you're there. See how contacts and businesses work.
Every couple, planner, and corporate organizer you're talking to, with their date, their phone, and the notes from the tour. Search a name and you're there. See how contacts and businesses work.
The planning firm or the company behind the booking. Their events, their people, and every open proposal, on one page.
The couple who asked about a Saturday is a lead until the date is booked. Then it is a customer. Same record, no re-entry.
Events and pipelines.
Sales pipeline
6 open · $131,673 · drag a deal to move it
Nguyen & Cole, Oct 10
Mia Nguyen
Hollis Group offsite, Jun 12
Hollis Group
Okafor & Boone, May 16
Imani Okafor
Reyes & Tanaka, Sep 5
Camila Reyes
Bishop & Grant, Jun 21
Talia Bishop
Delgado & Kim, Aug 22
Renata Delgado
Events and pipelines.
Every couple with the date in the name, the value, and the next follow-up. Drag it forward as they move. Mark it booked and the Booked column reads as the Saturdays you've sold.
Every couple with the date in the name, the value, and the next follow-up. Drag it forward as they move. Mark it booked and the Booked column reads as the Saturdays you've sold.
Weddings on one board, corporate offsites on another. One pipeline per kind of event, each with its own stages. See how deals and pipelines work.
Inquiry, tour scheduled, toured, proposal sent, booked. Rename, reorder, add or remove stages until the board reads like your venue.
Pick the package from the catalog.
Send it as a proposal.
Saturday peak rental, plated catering per guest, the 5-hour bar, ceremony setup, and staffing are saved once. Change the guest count and the totals and tax do themselves.
Products & services
7 items · with prices and units
Venue rental, Saturday, peak
product · 10am to 11pm, full property
Catering, plated
product · Per guest, 3 courses
Bar package, 5 hours
product · Per guest, beer, wine, and cocktails
Ceremony setup
service · Courtyard, chairs, arch, sound
Event staffing
service · Coordinator plus service team
Carbon filter, 150 m²
consumable · Every 3 months
Service visit
service · Per visit
Unit 4 air upgrade
Bishop & Grant wedding · Sat, Jun 21 · 120 guests
Value
$24,790
Owner
MK
Follow-up
May 6
Line items · from the catalog
Venue rental, Saturday, peak
1 × $9,500
Catering, plated
120 × $68
Bar package, 5 hours
120 × $34
Ceremony setup
1 × $1,200
Event staffing
1 × $1,850
Northgate Events
hello@fieldservices.co
Quote
Q-2081
Prepared for
Bishop & Grant wedding
Sat, Jun 21 · 120 guests
Date
Apr 22, 2026
Valid 30 days
| Item | Qty | Amount |
|---|---|---|
Venue rental, Saturday, peak 10am to 11pm, full property | 1 | $9,500 |
Catering, plated Per guest, 3 courses | 120 | $8,160 |
Bar package, 5 hours Per guest, beer, wine, and cocktails | 120 | $4,080 |
Ceremony setup Courtyard, chairs, arch, sound | 1 | $1,200 |
Event staffing Coordinator plus service team | 1 | $1,850 |
A 25% deposit holds Jun 21. Pricing good for 14 days. · Thank you for your business.
Booked events and repeat dates.
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
Booked events and repeat dates.
Log the event you sold, on which date, in which room. Guest count, package, and the room stay on the couple's record with the history. See how installations and service work.
Log the event you sold, on which date, in which room. Guest count, package, and the room stay on the couple's record with the history. See how installations and service work.
Due dates raise a task on their own. Overdue, today, this week. The after-tour call stops depending on who remembers it on the drive home.
The Hollis Group offsite every June, the awards dinner every fall. Set the interval once and Liteo opens the next one 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 Talia Tuesday 9am about the champagne toast" becomes a reminder on Talia's record, with the date already set.
Type it the way you'd say it. "Call Talia Tuesday 9am about the champagne toast" becomes a reminder on Talia's record, with the date already set.
One list for the day, with a coordinator on every line. Tick off the Hollis headcount and the record keeps the trace. See how reminders, tasks and notes work.
What the planner said after the tour, logged on the contact in the order it happened. Whoever picks up the phone Monday reads it first.
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
Answer today's inquiries on one wedding venue CRM.
Load the couples you're already talking to, name your stages, and send the next proposal from your saved packages.
- 14 days free
- No card
- Cancel anytime