Built for planners
Next year books during this one
A CRM for wedding planners pays for itself in next year's booked dates while you're busy running this one. Liteo catches every inquiry with the wedding date attached, walks the couple down one board, and brings each follow-up back on the right day. The venues and vendors who send you couples live there too, so your best referral source is never a guess.
The problem
3 ways a wedding season leaks bookings
The inquiry that came in on a wedding Saturday
A couple emailed while you were running a 14-hour day. You saw it Sunday night and meant to reply Monday. By Thursday they'd booked the planner who answered in an hour.
The proposal that's been quiet for 3 weeks
The consult went well and the proposal went out the same week. Then 3 wedding weekends happened. Following up now feels awkward, so it keeps not happening.
The coordinator you owe a coffee
Half your couples arrive saying a venue gave them your name. Which venue sends the most, you couldn't say. So the coordinator who quietly fills your calendar gets the same thank-you as everyone else.
01 · Pipeline
What a CRM for wedding planners has to get right
Every couple you're talking to sits on one board, in the stage they're actually in. Inquiry, consult, proposal sent, negotiation, booked. You see next season in one look.
Drag a couple forward when things move. There's no spreadsheet to reconcile afterwards and no Sunday night spent working out who's waiting on you.
- Stage totals so you know what next season is worth
- Name the stages after how you actually book
- A couple that's gone quiet for 7 days shows itself
$3,500
$18,000
$31,800
$4,200
$3,500
$18,000
$31,800
$4,200
Rosewell Manor
Amara & Tobi, full planning
$24,300
02 · Inquiries
Inquiries arrive with the wedding date attached
A couple finds you during someone else's reception and fills in Check my date. Liteo creates the contact as a lead, with the date and the level of help they're after.
A rule finishes the job. The moment a contact arrives from the form, it's tagged Website and a reply task lands on your list, due the same day. The couple that wrote on a wedding Saturday hears back before Monday.
In Liteo
Waiting for the form…
01
Contact created · Noor Haddad
02
Tagged · Website
03
Type set · Lead
9:52pm · filed while you were running someone else's wedding.
In Liteo
Waiting for the form…
01
Contact created · Noor Haddad
02
Tagged · Website
03
Type set · Lead
9:52pm · filed while you were running someone else's wedding.
03 · Proposals
The package proposal goes out while they're still excited
Build the proposal from the packages you already sell. Full planning and design, vendor sourcing, rehearsal coordination, wedding-day management. Pick the lines, adjust the numbers, and the totals do themselves.
Once it's sent, the proposal locks as a version, so the number they're deciding on can't drift. When the couple says yes, the acceptance is recorded on the spot. The note at the bottom says it plainly: prices hold for 21 days, the retainer holds the date.
Quote P-2087
Amara & Tobi
Rosewell Manor
Quote P-2087
Amara & Tobi
Rosewell Manor
Quote P-2087
Amara & Tobi
Total
$24,300
04 · Vendor web
The venue that sent them is on the record
Every couple's record holds what shapes the work. Wedding date, package, guest count, budget, whether the venue's booked. And it holds how they found you, as a labeled link, not a memory.
Vendors are records too. Rosewell Manor links to every couple its coordinator sent, so the venue behind 4 bookings this season gets the coffee run it earned.
05 · Follow-ups
Follow-ups that outlive a wedding weekend
Set the follow-up when the proposal goes out, while the consult is still fresh. It comes back on the day, on the right couple, with the number attached. Overdue turns red.
One email each morning lists what's due and what slipped, in your timezone. You read it over Monday coffee and see exactly what the weekend buried.
06 · On the day
It works on your phone at the venue
Check the board during the venue walkthrough. Log the call from the parking lot before the details fade. Move a couple to Booked from the back of a tasting.
It's the same app in your phone's browser, not a cut-down version with the useful parts missing.
Same app in the phone's browser.
Nothing cut down.
Same app in the phone's browser.
Nothing cut down.
Priya & Dev
Harborview Hotel
$18,000
Elena & Sam
May 2027 wedding
$7,500
Amara & Tobi
Rosewell Manor
$24,300
Grace & Theo
Sep 5 wedding
$4,200
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.
Before and after
The busy season, before and after
It's the same season you're already running, laid out where you can see it.
Today
- ✕Inquiries wait in your inbox until the wedding weekend is over
- ✕You follow up when the couple emails you first
- ✕Nobody notices when a proposal's 21 days quietly run out
- ✕Referral sources live in your head, roughly
- ✕Every proposal starts from a blank document
With Liteo
- Every inquiry lands in Liteo with the wedding date attached
- The follow-up comes back as a task on the day you set it
- A proposal past its hold date flips to expired on its own
- Every couple's record names the venue that sent them
- Line items come from the packages you already sell
Where Liteo fits
A wedding Saturday, end to end
4 moments every planner lives. This is what Liteo writes down while they happen, so Monday doesn't start with a dig through your inbox.
Daily email
1 overdue · 2 due today
The setup walk
7:15am
Proposal P-2087
Sent · follow-up set Jun 9
The consult call
11:40am
Check my date
New lead · Oct 3 wedding
The ceremony
4:30pm
Reply task
Sofia & Marcus · due today
The send-off
10:48pmEverything 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
Send email from Liteo
Gmail and Outlook sending, logged automatically.
Deal attention
One view of everything that's gone quiet.
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
Planners like you run their season on Liteo
The proposal goes out the day after the consult now. The follow-up comes back before the couple books whoever answered faster.
Renata Voss
Owner · Voss & Co Weddings
One venue sent us 5 couples last season. I only know that because every record names who referred them.
Elliot Marsh
Lead planner · Marsh Events
The board matches my real season. 9 couples, every proposal dated, and the quiet ones turn red before they turn cold.
Cara Whelan
Owner · Whelan Weddings
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.
Annual
Every feature included
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
No renewal, ever. All future updates.
46 sold · 154 remain
- Everything, forever
- Seats transfer when your team changes
- 14 day money back
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.
Prices exclude VAT. 14 day trial on every plan, no card to start.
Questions
Fair questions, short answers
- Does it do timelines, seating charts, or client portals?
- No. If you need day-of timelines, seating charts, or a client portal, that's wedding planning software, and Liteo isn't it. Liteo books the couple and keeps your vendor network warm: inquiries, proposals, follow-ups, and who referred whom. Your planning tools run the wedding itself.
- Can I see which venues actually send me couples?
- Yes. Every couple's record carries how they found you, and venues, photographers, and florists link to their couples with labeled relationships. Your best referral source becomes a filter, not a hunch.
- Is there a free CRM for wedding planners?
- Liteo isn't free. It's $9 per user per month with everything included, and free for 14 days so you can load real couples before deciding. Free CRMs usually cap your contacts or hold features back, and you tend to find out mid-season.
- How long does setup take?
- Minutes. Add a couple, name your stages, and the board is yours. There's no onboarding call and nothing to configure first. The Check my date form is one embed on your website.
- Can my coordinator or assistant planner use it too?
- Yes. Everyone is $9 a month and sees the same board, the same couples, the same tasks. You choose who's an admin and who's a member.
- My couples live in a spreadsheet. Can I bring them over?
- Import the CSV and your couples and vendors come across without retyping. Export works any time, even if you stop paying. Your data is never held hostage.
Built for planners
For the planners who reply on a wedding Saturday
Industries
The vendors next door
Put next year on one board today
Load the couples you're talking to, name your stages, and set a follow-up on every quiet proposal.
$9 per user · 14 days free · no credit card
Liteo
The deliberately simple CRM. $9 per user, everything included.
© 2026 Liteo