A wedding venue CRM that keeps up with engagement season

  • Every couple on one board, date attached
  • Proposals built from your saved packages
  • Follow-ups that come back on the day
  • A form that files the Friday 9pm inquiry

$9 per user · 14 days free · no credit card

A garden room set for a wedding with long tables and hanging lanterns

Pipeline [Jan]

$103,273 open

Inquiry → Booked

Built for venues

One Saturday is worth $26,500

A wedding venue CRM earns its place in engagement season, when every couple who inquires is touring 3 other spaces. Liteo catches each inquiry with the date and guest count attached and runs every couple through one board, from first email to booked. The after-tour follow-up comes back on the day, and the proposal builds from your saved packages in minutes.

The problem

3 ways engagement season leaks bookings

01

The inquiry that came in Friday at 9pm

A couple gets engaged, builds a list, and fills out your form on a Friday night. By Monday they've toured 2 other venues and one has already sent pricing. Your reply landed 3rd, and 3rd rarely gets the tour.

02

They loved the tour, then heard nothing

The tour ran long because they kept taking photos by the courtyard. You meant to send the proposal that week, and then a wedding weekend swallowed it. 3 weeks later their planner emailed to say they went with the vineyard.

03

Two couples in love with the same Saturday

One couple is deciding on Oct 10, and another books a tour for the same date. The hold lives in one person's head or on a sticky note by the office phone. You find out they collided the day both say yes.

01 · Pipeline

The wedding venue CRM board, from inquiry to booked

5 stages, named the way you talk: inquiry, tour scheduled, toured, proposal sent, booked. Drag a couple forward when they move. A card that sits still for 7 days turns amber, then red at 14, so quiet couples stop hiding.

Put the date in the deal name, like Reyes & Tanaka, Sep 5. The Booked column reads as the Saturdays you've sold. One glance before you promise a date twice.

  • Stage totals show what the season is worth
  • Rename stages to match how your venue books
  • Separate pipelines for weddings and corporate if you want them
Toured

Camila Reyes

Reyes & Tanaka, Sep 5

$26,500

JRFollow up
Today

02 · Inquiries

Inquiries arrive with the date and guest count attached

The Check your date form on your website asks the 2 questions that decide everything: the date and the guest count. A submission creates the contact as a lead, with the tag and an owner already on it. Nothing gets retyped from an email thread.

A rule runs when the form creates a contact. It adds the Inquiry tag and makes a reply task due the same day. Sofia fills it in at 9pm and she's in Liteo, tagged and tasked, by the time you open the app.

In Liteo, 9:12pm
01
Contact created · Sofia Marchetti
02
Tagged · Inquiry
03
Type set · Lead

03 · Proposals

Send the priced proposal while they're still excited

Build it from your saved packages. Saturday peak rental, plated dinner per guest, the 5-hour bar, ceremony setup, staffing. Change the guest count and the totals redo themselves. The couple gets a clean PDF with real numbers, not a range.

Sending it locks that version, so the price they show their parents is the price you set. When they book, you mark it accepted and the date comes off the market.

Quote Q-2081

Bishop & Grant wedding

Subtotal$24,790
Tax 8%$1,983

Total

$26,773

Sent · good 14 days

04 · Follow-ups

Follow up before another venue does

The Reyes tour ends Saturday with a warm maybe. Set the follow-up before you lock up, due Tuesday. Tuesday morning it's back at the top of your list, with the date and the number attached.

Overdue turns red, like the Bishop & Grant follow-up that's been waiting since Jan 12. A couple touring 4 venues books the one that calls back. The red one is your next call.

Today
Follow up on the Bishop proposal
OverdueTalia Bishop
Send the Reyes proposal
TodayToured Saturday
Tour for Nguyen & Cole
4:30pmMain hall

05 · The details

The couple, their planner, and every detail in one place

Talia's record holds the whole wedding: Sat, Jun 21, 120 guests, the $25k to $30k budget, the hold that expires Jan 20. Rosa from Wren Events is linked right on it, labeled as the planner. When Rosa emails about the toast, nobody has to ask which wedding she means.

Custom fields carry whatever shapes the price: event type, date, guest count, budget, whether a planner's involved. You ask once at the inquiry. Every call after that starts from what you already know.

TB

Talia Bishop

Bride

Bishop & Grant, Jun 21

WeddingPlanner

Details

Event date
Sat, Jun 21
Guest count
120
Budget
$25k to $30k
Hold
Until Jan 20
Planner
Rosa Delacruz, Wren Events
Found via
Planner referral

Activity

  1. Rosa wants a champagne toast added for all 120. Reprice and resend.

    Today, 11:40am

  2. Moved to Proposal sent

    Thu, 4:25pm

  3. Sent proposal Q-2081

    Thu, 4:20pm

  4. Debrief with Rosa after the tour. The courtyard did it.

    Tue, 5:10pm

  5. Tour done. They stayed an extra half hour taking photos.

    Sat

06 · Between tours

The whole board, on your phone, between tours

Saturday is 3 tours back to back. Log the first couple's notes before the second one parks. Look up a guest count standing in the room they're asking about.

It's the same app in the phone's browser, not a cut-down version. Monday morning has Saturday's notes exactly as you left them.

Inquiries

Okafor & Boone

Imani Okafor

$18,500

Reyes & Tanaka

Camila Reyes

$26,500

Bishop & Grant

Talia Bishop

$26,773

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.

14 days free · no credit card

Before and after

Engagement season, before and after

Same couples, same tours, same packages, just somewhere the whole office can see them.

Today

  • Inquiries land in email, DMs, and a form nobody checks on weekends
  • The after-tour follow-up happens if someone remembers on the drive home
  • Every proposal starts as a fresh document with last year's pricing pasted in
  • The hold on a date lives in one person's head or on a sticky note
  • You notice a couple went quiet 3 weeks after they did

With Liteo

  • Every inquiry lands in one place with the date and guest count attached
  • The follow-up comes back as a task on the day you set it
  • Proposals build from saved packages with this year's prices
  • The hold, the deposit terms, and the notes sit on the deal in plain view
  • A card quiet for 7 days turns amber, so you call before week 3

Where Liteo fits

A Saturday, end to end

4 moments every venue lives. This is what Liteo writes down while they happen, so Monday doesn't start from memory.

Stacked chairs waiting in a wooden hall before setup

Daily email

1 overdue · 3 due today

The setup

8:10am
A woman in glasses working through paperwork at a desk

Quote Q-2081

Sent · $26,773 with tax

The proposal

11:30am
A venue courtyard with white flowers in bloom

Pipeline

Reyes & Tanaka → Toured

The tour

2:00pm
Guests gathered at a formal event in the evening

Booked

Delgado & Kim · $28,400

The wedding

6:45pm

Everything 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

Coming

Send email from Liteo

Gmail and Outlook sending, logged automatically.

Coming

Deal attention

One view of everything that's gone quiet.

Coming

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

Venues like yours run their season on Liteo

A woman seated at a table in a bright room
A couple inquired Friday at 9pm and had our reply before breakfast. The form tags them and the reply task is already there when I open the app.

Elena Vasquez

Owner · The Orchard House

A man in glasses standing in an office
Proposals used to take a week of back and forth. Now they build from our saved packages, and changing the guest count redoes the totals.

Marcus Chen

Events director · Fairweather Hall

A woman in a black blazer in a workspace
2 couples wanted the same Saturday and we saw it on the board before it became a problem. The date sits right in the deal name.

Dana Whitfield

Sales manager · Stonebrook Estate

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.

Save 22%

Annual

Every feature included

$7per user / month

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

$99one time, per seat

No renewal, ever. All future updates.

46 sold · 154 remain

  • Everything, forever
  • Seats transfer when your team changes
  • 14 day money back
Get lifetime seats

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.

Contacts and businesses
Deals and pipelines
Product and service catalog
Quotes, sent and tracked
Service reminders
Lead forms
Automations
CSV export, any time

Prices exclude VAT. 14 day trial on every plan, no card to start.

Questions

Fair questions, short answers

Is this venue management software?
No. Liteo has no availability calendar, no BEOs, no floor plans, and no contracts. It's a venue sales CRM: inquiries, tours, proposals, follow-ups, booked. Your event-day operations stay wherever they run today.
Is there a free CRM for wedding venues?
Liteo isn't free. It's $9 per user per month with everything included, and the first 14 days are free so you can load real inquiries before deciding. Free CRMs usually cap contacts or hold a feature back, and you tend to find out in January.
How long does setup take?
This week's inquiries can be on the board in a few minutes. Rename the stages, add your packages to the catalog, and put the form on your site when you're ready. Nothing has to be configured before you can start.
Can the whole office work the same board?
Yes. Every seat is $9 per user per month with everything included, no feature tiers. Your coordinator sees the same pipeline, tasks, and proposals, and admins decide who can change what.
Our inquiry list lives in a spreadsheet. Can we bring it over?
Import it. Liteo takes a CSV of contacts and businesses, so this season's list comes across without retyping. Export works the same way, any time, and your data is never held hostage.
Engagement season means 30 inquiries a week. How do we keep up?
The form catches each one with the date and guest count already attached. A rule tags it and creates a reply task due the same day. The board shows who's toured, who's deciding, and who's gone quiet. Speed is the whole game, and this is how you keep up.
A staff member leaning in to finish a long table setting

Built for the venue

For the venues that tour on Saturdays

A banquet hall with chandeliers and tables set for an event

Answer today's inquiries today

Load the couples you're already talking to, name your stages, and send the next proposal from your saved packages.

$9 per user · 14 days free · no credit card

Liteo

The deliberately simple CRM. $9 per user, everything included.

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