---
title: Liteo CRM Reviews
meta_title: 'Liteo CRM Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Liteo CRM works for a business like yours.
aggregate_rating:
  rating_value: 4.5
  review_count: 3
  scale: '5'
date_modified: '2026-09-25'
parent_category:
  name: Sales Tools
  url: https://www.g2.com/categories/sales-tools
---


# Liteo CRM Reviews
**Vendor:** Liteo CRM  
**Category:** [CRM Software](https://www.g2.com/categories/crm)  
**Average Rating:** 4.5/5.0  
**Total Reviews:** 3
## About Liteo CRM
We built Liteo CRM for businesses where the sale is only the beginning. Most CRMs track a contact, a deal, and whether the deal closed. Liteo also remembers what the customer bought, where it was installed, and when the next refill, service, or follow-up is due. For example, if you sell an air purifier, Liteo can keep the model, installation location, and filter replacement schedule on the customer record. When the replacement is due, Liteo reminds you and helps prepare the next deal and draft quote. With Liteo, you can: • Manage contacts, businesses, deals, tasks, and pipelines • Keep products and services in one catalog • Create quotes, invoices, receipts, and credit notes • Track products installed at each customer site • Schedule service and refill reminders • Capture leads and automate deal-stage actions • Work in the regular dashboard • Connect Claude, ChatGPT, Cursor, or Codex through Liteo’s MCP server The goal is simple: keep the first sale, the next service, and the repeat order in one place.




## Liteo CRM Reviews
  ### 1. Basic layouts to get to know the customers better

**Rating:** 5.0/5.0 stars

**Reviewed by:** Porntip  B. | Customer Service Manager, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review.

**Reviewed Date:** September 22, 2026

**What do you like best about Liteo CRM?**

The basic layouts easily for managing. It's very helpful to get to know customers.

**What do you dislike about Liteo CRM?**

- There's still some bugs that might need to fix

**What problems is Liteo CRM solving and how is that benefiting you?**

Liteo CRM allows us to view our entire product list and identify which customers have purchased from us and might be interested in our services, making it convenient and easy to communicate with them.

  ### 2. Affordable, Intuitive CRM with Super-Responsive Support

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** August 09, 2026

**What do you like best about Liteo CRM?**

It's a great CRM at affordable rates for companies that just start out but need something solid. There's no steep learning curve, everything feels intuitive and nicely designed. It's a young project, it seems. But their support team is super fast to react. Overall we're very happy so far and that's why I want to leave this review.

**What do you dislike about Liteo CRM?**

It's a young project and lacking a few integrations so far that would be useful for us (Pabbly). But they said they're working on it. It's not that we need this urgently, but it would be nice to have

**What problems is Liteo CRM solving and how is that benefiting you?**

We're managing our entire outreach pipeline with Liteo. Liteo helps us get clarity on this

  ### 3. Friendly All-in-One CRM, Though a Free Plan Would Help

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User | Small-Business (50 or fewer emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** September 22, 2026

**What do you like best about Liteo CRM?**

I like that Liteo CRM is an integrated platform that collects our customer data, summarizes reports, and keeps service data. The UX/UI is super friendly and covers what we need. My team can easily navigate the interface within a few days of training. The setup was quite convenient, with an onboarding team guiding us through the whole process and a support team after we started adopting the software.

**What do you dislike about Liteo CRM?**

I wish Liteo CRM had a free plan because we don’t need all the functions it has, though the price is still affordable.

**What problems is Liteo CRM solving and how is that benefiting you?**

I use Liteo CRM as an integrated platform to collect our customer data and summarize reports and service data.



- [View Liteo CRM pricing details and edition comparison](https://www.g2.com/products/liteo-crm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-29+16%3A52%3A38+-0500&secure%5Bsession_id%5D=a97a20a8-b4a4-4178-b9e5-2f7aff926dd8&secure%5Btoken%5D=0c2e5030e167a1d66cb7c558b30f41f75060f8ce716c0a48e70142c67fc1bea1&format=llm_user)

## Liteo CRM Features
**Sales Force Automation**
- Contact & Account Management
- Partner Relationship Mgmt. (PRM)
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Desktop Integration
- Product & Price List Management
- Quote & Order Management
- Customer Contract Management
- Contract/License Management

**Marketing Automation**
- Email Marketing
- Campaign Management
- Lead Management
- Marketing ROI Analytics
- Email Management
- File Management
- Deal Management

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Call Center Features
- Support Analytics
- Workflow Management
- Opportunity Management
- Sales Pipeline Management
- Reporting/Analytics
- Calendar Management
- Pipeline Management
- Content Management
- Communication Management
- Visual Analytics
- Template Management
- Predictive Analytics
- Document Management
- Channel Management
- Commission Management
- Field Sales Management

**Reporting & Analytics**
- Reporting
- Dashboards
- Forecasting

**Mobile & Social**
- Social Collaboration Features
- Social Network Integration
- Mobile User Support
- Third-Party Integrations
- Social Media Integration
- Customer Support
- Multi-Channel Social Integration

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Sandbox / Test Environments
- Document & Content Mgmt.
- Performance and Reliability
- Output Document Generation
- Mobile Access
- Lead Generation

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications
- Third-Party Integration
- Internal Chat Integration
- Collaboration Tools
- Prospecting Tools
- Real-Time Data

**Generative AI**
- AI Text Generation
- Generative AI
- Proposal Generation

**Agentic AI - CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Calendar/Reminder System

**Additional Functionality**
- Search/Filter
- Alerts/Notifications
- Data Import/Export
- Lead Capture
- Batch Processing
- Email Tracking
- Tagging
- Pipeline Reports
- Drag & Drop
- Segmentation
- Customizable Fields
- Role-Based Permissions
- Interaction Tracking
- CRM
- Document Storage
- AI Copilot
- Contact Database
- Referral Tracking
- Quotes/Estimates
- Multi-Channel Communication
- Lead Qualification
- Marketing Automation
- Email Templates
- Sales Reports
- Customer Journey Mapping
- Reminders
- Lead Scoring
- Data Security
- Customizable Reports
- Calendar Sync
- For Startups
- Performance Metrics
- Sales Trend Analysis
- For iPad Devices
- Customizable Templates
- Activity Tracking
- Reporting & Statistics
- For Mac Devices
- Landing Pages/Web Forms
- Lead Nurturing
- Gamification
- Prioritization
- Web-based Deployment
- Softphone
- Single Sign On
- Customer Database
- Event Triggered Actions
- Mobile App
- Email Sequences
- Customer Segmentation
- Lead Assignment
- For Small Businesses
- Live Chat
- Business Card/Badge Scanning
- Data Visualization
- Customer Social Profiles
- Social Promotion
- Monitoring
- Engagement Tracking
- Social Media Monitoring
- Customer Engagement
- Sentiment Analysis
- Brand Tracking
- Audience Targeting
- Workflow Automation

## Top Liteo CRM Alternatives
  - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (26,132 reviews)
  - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,263 reviews)
  - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,706 reviews)

