A CRM for wedding planners who book next year during this one.
Every couple you're courting on one board. The wedding date, the consult, the proposal, and the venue that sent them, all attached to the same couple.
One CRM for wedding planners,
from the inquiry to the booked date.
Capture the inquiry
A couple fills in Check my date during someone else's reception. Liteo creates the contact as a lead, tagged Website, with the date and the level of help on it.
Contacts
1 new from your website
Amara Eze
Amara & Tobi wedding
Jon Alvarez
Oct 3 wedding
Dana Okonjo
Harborview Hotel
Ellis Bram
May 2027 wedding
Nora Patel
Rosewell Manor
Quote the package
Full planning and design, vendor sourcing, rehearsal coordination, wedding-day management. Pick the lines and send it. The sent version locks, so the number can't drift.
Quote P-2087
Amara & Tobi
Full planning and design
12 months, concept through send-off
Vendor sourcing and management
Photographer, florist, catering, music
Budget guidance sessions
Monthly, 1 hour
Rehearsal coordination
Evening before, 2 hours
Wedding-day management, 12 hours
Lead planner plus assistant
Record the wedding
Log the wedding you booked, at which venue, on which date. Package, guest count, and the venue stay on the couple's 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 task lands on your list when it's due. Overdue turns red. Elena & Sam's proposal has been waiting since Jun 2.
Tasks
Today · 1 of 3 done
Follow up on Elena & Sam's proposal
Partial planning · $7,500
Reply to Sofia & Marcus's inquiry
Oct 3 wedding · came in Sat
Consult with Priya & Dev
4:30pm · video call
Confirm the Foxglove Farm date hold
Lena & Ray
Couples, venues,
leads and customers.
Contacts
5 people · search by name
Amara Eze
Bride · Amara & Tobi wedding
Jon Alvarez
Owner · Oct 3 wedding
Dana Okonjo
Office manager · Harborview Hotel
Ellis Bram
Purchasing · May 2027 wedding
Nora Patel
Site contact · Rosewell Manor
Couples, venues,
leads and customers.
Every couple, coordinator, and florist you work with, with their phone, their date, and the notes from the last walkthrough. Search a name and you're there. See how contacts and businesses work.
Every couple, coordinator, and florist you work with, with their phone, their date, and the notes from the last walkthrough. Search a name and you're there. See how contacts and businesses work.
Rosewell Manor, with every couple its coordinator sent you, their people, and every open proposal, on one page.
The couple who asked about month-of help is a lead until the proposal is accepted. Then it is a customer. Same record, no re-entry.
Couples and pipelines.
Sales pipeline
6 open · $78,500 · drag a deal to move it
Sofia & Marcus, month-of
Oct 3 wedding
Priya & Dev, full planning
Harborview Hotel
Elena & Sam, partial
May 2027 wedding
Amara & Tobi, full planning
Rosewell Manor
Grace & Theo, month-of
Sep 5 wedding
Lena & Ray, full planning
Foxglove Farm
Couples and pipelines.
Every couple you're courting with the wedding date, the fee, and the next follow-up. Drag it forward as things move. Mark it booked and the record updates itself.
Every couple you're courting with the wedding date, the fee, and the next follow-up. Drag it forward as things move. Mark it booked and the record updates itself.
Full planning on one board, month-of on another. One pipeline per kind of work, each with its own stages. See how deals and pipelines work.
Inquiry, consult, proposal sent, negotiation, booked. Rename, reorder, add or remove stages until the board reads like your studio.
Pick the package from the catalog.
Send it as a proposal.
Full planning and design, vendor sourcing, budget sessions, rehearsal coordination, and wedding-day management are saved once. Add them while the consult is fresh, and the totals and tax do themselves.
Products & services
7 items · with prices and units
Full planning and design
service · 12 months, concept through send-off
Vendor sourcing and management
service · Photographer, florist, catering, music
Budget guidance sessions
service · Monthly, 1 hour
Rehearsal coordination
service · Evening before, 2 hours
Wedding-day management, 12 hours
service · Lead planner plus assistant
Carbon filter, 150 m²
consumable · Every 3 months
Service visit
service · Per visit
Unit 4 air upgrade
Amara & Tobi · Rosewell Manor
Value
$22,500
Owner
MK
Follow-up
May 6
Line items · from the catalog
Full planning and design
1 × $12,500
Vendor sourcing and management
1 × $4,800
Budget guidance sessions
6 × $250
Rehearsal coordination
1 × $900
Wedding-day management, 12 hours
1 × $2,800
Northgate Weddings
hello@fieldservices.co
Quote
P-2087
Prepared for
Amara & Tobi
Rosewell Manor
Date
Apr 22, 2026
Valid 30 days
| Item | Qty | Amount |
|---|---|---|
Full planning and design 12 months, concept through send-off | 1 | $12,500 |
Vendor sourcing and management Photographer, florist, catering, music | 1 | $4,800 |
Budget guidance sessions Monthly, 1 hour | 6 | $1,500 |
Rehearsal coordination Evening before, 2 hours | 1 | $900 |
Wedding-day management, 12 hours Lead planner plus assistant | 1 | $2,800 |
Prices hold for 21 days. The retainer holds your date. · Thank you for your business.
Weddings booked and next 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
Weddings booked and next dates.
Log the wedding you booked, at which venue, on which date. Package, guest count, and the venue stay on the couple's record with the history. See how installations and service work.
Log the wedding you booked, at which venue, on which date. Package, guest count, and the venue 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 quiet proposal stops waiting for a free evening after a wedding weekend.
A check-in every month until the day, a coffee with the Rosewell coordinator every quarter. 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 Amara Friday 9am about the guest count" becomes a reminder on Amara's record, with the date already set.
Type it the way you'd say it. "Call Amara Friday 9am about the guest count" becomes a reminder on Amara's record, with the date already set.
One list for the day, with a planner on every line. Tick off the Foxglove date hold and the couple's record keeps the trace. See how reminders, tasks and notes work.
The guest count that jumped from 120 to 140, logged on the contact in the order it happened. Your assistant reads it before calling the caterer.
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
Put next year on a CRM for wedding planners.
Load the couples you're talking to, name your stages, and set a follow-up on every quiet proposal.
- 14 days free
- No card
- Cancel anytime