What is Liteo CRM used for?

Liteo CRM is a simple CRM for installation and service businesses that records leads, quotes and the equipment installed at each customer site with service dates. It is a good fit for installers tracking equipment and service intervals, and trade businesses following up quotes and renewals.

How much does Liteo CRM cost?

Paid plans for Liteo CRM start at $9 per seat per month, and there is no free plan. A free trial is available.

Is Liteo CRM open source?

No. Liteo CRM is proprietary (closed-source) software and can't be self-hosted. In the CRM category, open-source options include Twenty, Krayin CRM and SuiteCRM.

What are some alternatives to Liteo CRM?

Liteo CRM competes with Housecall Pro, ServiceTitan and Less Annoying CRM.

Liteo CRM: features, pricing and alternatives

About Liteo CRM

Liteo is a CRM built for businesses that install or service equipment. Leads arrive from website forms, imports and email as contacts with an open deal. Quotes are priced from a product and service catalog, sent as a PDF and marked won, and the pipeline lets you drag deals between stages. Contacts, businesses, leads and customers share one record, so a lead becomes a customer when the first deal is won without re-entry.

What distinguishes it is that the job record continues after the deal. Installed products are recorded per customer site with the next service date, and Liteo raises a task for that date and opens the next opportunity, with an installed products view that shows which units are overdue or due today. Business pages bring together sites, installed units, open deals and every contact at that company.

The workspace also lists forms, automations, reports and feedback, plus industries and resources sections on the site. Liteo is a hosted service that starts with a 14-day free trial, with plans on a pricing page.

Key features

Leads captured from forms, imports and email
Quotes priced from a product and service catalog
PDF quotes marked won or lost
Drag-and-drop deal pipeline
Record of installed products per customer site
Next service dates with automatic tasks
Business pages with contacts and open deals

Good fit for

Installers tracking equipment and service intervals
Trade businesses following up quotes and renewals

Tags: crm; field-service; quotes; installed-base; service-reminders; small-business; pipeline

Liteo CRM: questions and answers

What is Liteo CRM used for?: Liteo CRM is a simple CRM for installation and service businesses that records leads, quotes and the equipment installed at each customer site with service dates. It is a good fit for installers tracking equipment and service intervals, and trade businesses following up quotes and renewals.
How much does Liteo CRM cost?: Paid plans for Liteo CRM start at $9 per seat per month, and there is no free plan. A free trial is available.
Is Liteo CRM open source?: No. Liteo CRM is proprietary (closed-source) software and can't be self-hosted. In the CRM category, open-source options include Twenty, Krayin CRM and SuiteCRM.
What are some alternatives to Liteo CRM?: Liteo CRM competes with Housecall Pro, ServiceTitan and Less Annoying CRM.