IN THE FIELD GUIDE
Liteo
liteo.io
Liteo is a CRM designed for install and service businesses to manage leads, quotes, deals, and ongoing job records. It tracks sales and post-sale activities in one platform, supporting industries like HVAC, solar, plumbing, and more.
THE PRODUCT, BEYOND THE PITCH
Editorially reviewed · Sources checked Oct 8, 2026
A good fit for
- Install and service businesses such as HVAC, solar, plumbing, electricians, pest control, and cleaning companies.
- Businesses that sell products from a catalog, including manufacturing, construction, car sales, and interior design.
- Businesses selling retainers and projects such as consultants, accountants, freelancers, and coaches.
Know the limitations
- Does not provide scheduling and dispatch features.
- Does not handle inventory management or email campaigns.
- Does not support time-based automation triggers.
What you can do
Not confirmed yet.
Features
- Lead capture via website forms and imports bringing leads in as contacts.
- Catalog management with import/export and product/service lines that auto-add to quotes and invoices.
- Quotes as PDFs with revisions and locked sent versions.
- Invoices generated from quotes, deals, or service visits, including payments and receipts.
- Installed base tracking per customer site with service reminders and intervals.
Integrations
- Integrates with Zapier and Pabbly Connect to bring leads in and send won deals out to other tools.
Platforms & data export
- Web application accessible via browsers.
THE COST FOR YOUR TEAM
Go beyond the starting price.
Published plan prices for your team size and usage. Results update as you type. Taxes, currency conversion and unlisted add-ons are excluded, and anything the source did not state is called out rather than guessed.
Known monthly subtotal
$0.00/month
1 of 1 tools could not be priced with these inputs, so this is not the full cost.
| Tool / plan | Monthly | Per year | What this assumes |
|---|---|---|---|
| No pricing recorded yet. Check the official site, or ask the owner to add it. | |||
A practical workflow
- Capture leads via website forms or imports as contacts.
- Issue quotes priced from the catalog, send PDFs, and mark them as won.
- Invoice the job from the accepted quote or start monthly retainers with draft invoices for review.
- When a service or refill is due, a task is created and appears on the task list for follow-up.
Based on the sources below. Editorial review does not imply hands-on product testing.
Alternatives to explore
Filter alternatives →Candidates based on category and primary feature. Check feature and pricing differences before switching.
Plan a switch from Liteo →What changed
No changes recorded yet
Changes to the facts recorded here, not a live scan of every vendor update. Save this tool to follow updates in your account.
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