A CRM for videographers who live in the edit.
Every booking you're chasing on one board. The date, the client, the package, and the next follow-up, all on the same card.
One CRM for videographers,
from the inquiry to the delivery.
Capture the inquiry
A couple checks your date the night after their venue tour. It lands as a lead, tagged Inquiry, with the event date on it.
Contacts
1 new from your website
Lena Okafor
Okafor & Reyes, Sep 6
Jon Alvarez
M. Vasquez
Dana Okonjo
Foundry Coffee Roasters
Ellis Bram
L. Okafor
Nora Patel
Maplewood Events Co.
Quote from your packages
Full-day coverage with 2 shooters, the highlight film, the drone pass. Pick the lines and send it. The sent version locks, so the card matches the PDF in their inbox.
Quote Q-2087
Okafor & Reyes
Full-day coverage, 2 shooters
10 hours, prep through send-off
Highlight film, 4 to 6 min
Color graded, licensed music
Ceremony and speeches edit
Full length, multi-camera
Drone coverage
Venue aerials, weather permitting
Editing and delivery
Final films in 8 weeks
Record the film
Log the film you delivered, at which venue, and when. Shoot type, event date, and second shooter stay on the client record.
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 comes back on the day you set it, on the right booking. Overdue turns red, so nothing hides behind the timeline.
Tasks
Today · 1 of 3 done
Follow up on the Okafor proposal
Okafor & Reyes · $6,912
Call Foundry Coffee back with concept notes
Foundry Coffee Roasters
Timeline meeting with Willow & Sage Events
2:00pm · Okafor wedding
Send the Keller booking confirmation
Keller wedding · Oct 11
Couples, planners,
leads and customers.
Contacts
5 people · search by name
Lena Okafor
Bride · Okafor & Reyes, Sep 6
Jon Alvarez
Owner · M. Vasquez
Dana Okonjo
Office manager · Foundry Coffee Roasters
Ellis Bram
Purchasing · L. Okafor
Nora Patel
Site contact · Maplewood Events Co.
Couples, planners,
leads and customers.
Every couple, planner, and marketing lead you're talking to, with their email and the notes from the last call. Search by name and you are there. See how contacts and businesses work.
Every couple, planner, and marketing lead you're talking to, with their email and the notes from the last call. Search by name and you are there. See how contacts and businesses work.
The venue, agency, or events company behind the booking. Past films, open proposals, and every contact who works there, on one page.
The couple asking about Sep 6 is a lead until the retainer lands. Then they are customers. Same record, no re-entry.
Bookings and pipelines.
Sales pipeline
6 open · $56,212 · drag a deal to move it
Vasquez wedding, Jun 14
M. Vasquez
Spring launch brand film
Foundry Coffee Roasters
Okafor wedding, Sep 6
L. Okafor
Harvest festival recap
Maplewood Events Co.
12-month content retainer
Northway Fitness
Keller wedding, Oct 11
S. Keller
Bookings and pipelines.
Every booking conversation with its value, its stage, and the next follow-up. Drag it forward when it moves. Mark it booked and the client record updates itself.
Every booking conversation with its value, its stage, and the next follow-up. Drag it forward when it moves. Mark it booked and the client record updates itself.
Weddings on one board, commercial and events on another. One pipeline per kind of work, each with its own stages and totals. See how deals and pipelines work.
Inquiry, call, proposal sent, negotiation, booked. Rename, reorder, add or remove stages until the board reads like your season.
Pick the package from the catalog.
Send it as a proposal.
Full-day coverage, the highlight film, the drone pass, and your editing days are saved once. Add them while the call is still fresh, and the totals and tax do themselves.
Products & services
7 items · with prices and units
Full-day coverage, 2 shooters
product · 10 hours, prep through send-off
Highlight film, 4 to 6 min
product · Color graded, licensed music
Ceremony and speeches edit
product · Full length, multi-camera
Drone coverage
product · Venue aerials, weather permitting
Editing and delivery
service · Final films in 8 weeks
Carbon filter, 150 m²
consumable · Every 3 months
Service visit
service · Per visit
Unit 4 air upgrade
Okafor & Reyes · Hollow Oak Farm, Sep 6
Value
$6,400
Owner
MK
Follow-up
May 6
Line items · from the catalog
Full-day coverage, 2 shooters
1 × $3,200
Highlight film, 4 to 6 min
1 × $1,400
Ceremony and speeches edit
1 × $800
Drone coverage
1 × $450
Editing and delivery
1 × $550
Northgate Films
hello@fieldservices.co
Quote
Q-2087
Prepared for
Okafor & Reyes
Hollow Oak Farm, Sep 6
Date
Apr 22, 2026
Valid 30 days
| Item | Qty | Amount |
|---|---|---|
Full-day coverage, 2 shooters 10 hours, prep through send-off | 1 | $3,200 |
Highlight film, 4 to 6 min Color graded, licensed music | 1 | $1,400 |
Ceremony and speeches edit Full length, multi-camera | 1 | $800 |
Drone coverage Venue aerials, weather permitting | 1 | $450 |
Editing and delivery Final films in 8 weeks | 1 | $550 |
A $600 retainer holds the date. Pricing good for 30 days. · Thank you for your business.
Films delivered 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
Films delivered and repeat dates.
Log the film you delivered, at which venue, and when. Shoot type, event date, and the second shooter stay on the client record with the history. See how installations and service work.
Log the film you delivered, at which venue, and when. Shoot type, event date, and the second shooter stay on the client record with the history. See how installations and service work.
Due dates raise a task on their own. Overdue, today, this week. The proposal stops going quiet the moment the next edit starts.
A brand film every March, a recap after each festival. Set the interval once and Liteo opens the next job 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 Lena Friday 9am about the speeches edit" becomes a reminder on Lena's record, with the date already set.
Type it the way you'd say it. "Call Lena Friday 9am about the speeches edit" becomes a reminder on Lena's record, with the date already set.
One list for the day, with a name on every line. Tick off the venue walkthrough and the booking keeps the trace. See how reminders, tasks and notes work.
What the planner said about the timeline, logged on the booking in the order it happened. You read it back the week of the shoot.
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
Put this season on one CRM for videographers.
Load your open inquiries, name your stages, and know who's waiting on a reply before tonight's edit.
- 14 days free
- No card
- Cancel anytime