Liteo CRM

4 reviews

Liteo is a CRM for small service teams who want to start selling, not start learning software. Most CRMs make you configure them before they're useful. Liteo works the moment you open it. Contacts, businesses, deals, quotes, and tasks are set up the way small service teams actually work, so there's no wizard and no blank screen. See every deal on one pipeline. Build a quote from your product and service list, send it, and Liteo sets the follow-up for you. Log the visit, keep the customer's history in one place, and get a reminder when the next service is due. What you get: - Pipeline view for every open deal and its next step - Quotes built from a reusable product and service catalog - Installed base tracking, so you know what you put where - Service reminders that create the follow-up task automatically - Tasks grouped by overdue, today, and this week - Contacts and businesses with full activity history - Lead capture forms that drop straight into your pipeline - Reporting on open pipeline, won revenue, and activity - Pricing is one plan at $9 per user per month, or $7 billed annually. Every feature is included on every seat. There are no tiers to compare and no features held back for an enterprise plan. Seats belong to your workspace, so when someone leaves you hand their seat to the next person at no extra cost. Start free for 14 days. No credit card.