Track every sale and what comes after it in one CRM.
Leads, quotes, and the product that stays at the site. The next service date sits on the same record.
From the first lead
to the next sale.
Capture the lead
Website forms, imports, and email land as a contact with an open deal.
Contacts
1 new from your website
Mara Ellison
Northlake Dental
Jon Alvarez
Ashworth Clinic
Dana Okonjo
Pinebrook Property Group
Ellis Bram
Delta Sign Co.
Nora Patel
Bram & Sons
Issue the quote
Price it from your catalog, send the PDF, and mark it won.
Quote Q-1042
Delta Sign Co.
Rooftop unit, model RT-8
Supplied and installed
Crane and rigging
Half day
Install and commissioning
2 people on site
Haul-away and disposal
Old unit removed
Sell your products
Record what you sold and where it sits. The unit stays on the customer.
Products & services
Catalog · 4 items
Rooftop unit, model RT-8
Product · SKU-1040
Crane and rigging
Service · SKU-1041
Install and commissioning
Service · SKU-1042
Haul-away and disposal
Service · SKU-1043
Schedule the follow-up
Set the next service date. Liteo raises the task and opens the next sale.
Installed products
4 units at 4 sites
Rooftop unit RT-8
Delta Sign Co.
Purifier P-40, 3 units
Ashworth Clinic
Compressor bank
Bram & Sons
Water treatment kit
Northlake Dental
Contacts, businesses,
leads and customers.
Contacts
5 people · search by name
Mara Ellison
Facilities manager · Northlake Dental
Jon Alvarez
Owner · Ashworth Clinic
Dana Okonjo
Office manager · Pinebrook Property Group
Ellis Bram
Purchasing · Delta Sign Co.
Nora Patel
Site contact · Bram & Sons
Contacts, businesses,
leads and customers.
Every person you deal with, with their phone, email, and the notes from the last call. Search by name and you are there.
Every person you deal with, with their phone, email, and the notes from the last call. Search by name and you are there.
The company behind the person. Sites, installed units, open deals, and every contact who works there, on one page.
A contact or a business is a lead until the first deal is won. Then it is a customer. Same record, no re-entry.
Deals and pipelines.
Sales pipeline
5 open · $79,900 · drag a deal to move it
Filter fleet refresh
Ashworth Clinic
3-site install
Pinebrook Property Group
Unit 4 replacement
Delta Sign Co.
Service plan, 2 years
Northlake Dental
Workshop retrofit
Bram & Sons
Deals and pipelines.
Every open job with its value, its stage, and the next follow-up. Drag it forward as the work moves. Mark it won and the customer record updates itself.
Every open job with its value, its stage, and the next follow-up. Drag it forward as the work moves. Mark it won and the customer record updates itself.
Sales, installs, service plans, warranty claims. One pipeline per kind of work, as many as you need, each with its own stages and its own board.
Rename, reorder, add or remove stages until the board reads like your process. No consultant, no template you have to live with.
Pick it from the catalog.
Send it as a quote.
Your products and services are saved once. Add them to a deal, and the quote and the invoice write themselves.
Products & services
6 items · with prices and units
Rooftop unit, model RT-8
Product · Supplied and installed
Crane and rigging
Service · Half day
Install and commissioning
Service · 2 people on site
Haul-away and disposal
Service · Old unit removed
Service plan, 2 years
Service · Two visits a year
Filter set, 3-pack
Product · Fits RT-6 to RT-9
Unit 4 replacement
Delta Sign Co. · Unit 4, loading bay roof
Value
$12,300
Owner
MK
Follow-up
May 6
Line items · from the catalog
Rooftop unit, model RT-8
1 × $8,900
Crane and rigging
1 × $1,200
Install and commissioning
1 × $1,600
Haul-away and disposal
1 × $600
Field Services Co.
hello@fieldservices.co
Quote
Q-1042
Prepared for
Delta Sign Co.
Unit 4, loading bay roof
Date
Apr 22, 2026
Valid 30 days
| Item | Qty | Amount |
|---|---|---|
Rooftop unit, model RT-8 Supplied and installed | 1 | $8,900 |
Crane and rigging Half day | 1 | $1,200 |
Install and commissioning 2 people on site | 1 | $1,600 |
Haul-away and disposal Old unit removed | 1 | $600 |
Price good 30 days · Thank you for your business.
Installations and follow-ups.
Installed products
4 units at 4 sites
Rooftop unit RT-8
Delta Sign Co.
Purifier P-40, 3 units
Ashworth Clinic
Compressor bank
Bram & Sons
Water treatment kit
Northlake Dental
Installations and follow-ups.
Log what you installed, at which site, and when. Every unit stays on the customer record with its service history.
Log what you installed, at which site, and when. Every unit stays on the customer record with its service history.
Due dates raise a task on their own. Overdue, today, this week. Nothing depends on someone remembering.
Filters every four months, cartridges every six. 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 service 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 Mara Friday 9am" becomes a reminder on Mara's record, with the date already set.
Type it the way you'd say it. "Call Mara Friday 9am" becomes a reminder on Mara's record, with the date already set.
One list for the day, with an owner on every line. Tick it off and the customer record keeps the trace.
Calls, emails, and what was said, logged on the contact in the order it happened. Anyone on the team can pick up where you left off.
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 your industry.
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 $84 per user a year. Save $24 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 $7/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
Your next follow-up should already be waiting.
Leads, quotes, service dates, and the next sale. Keep them in one CRM.
- 14 days free
- No card
- Cancel anytime