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Liteo

liteo.io

From $7/mo Free trial WebAPI
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Spec score 8.5 #8 of 34 in Legal CRM Software

What it is

Liteo is a CRM for businesses that sell products or services and continue to support customers afterward. It keeps contacts, businesses, deals, customizable pipelines, and follow-up dates together. Teams can save products and services in a catalog, add them to deals, and send PDF quotes. For installed products, they can record the item, its location, service history, and next due date. Tasks, notes, reminders based on natural-language dates, website lead forms, and CSV import and export are also included. Integrations include Meta Lead Ads, Pabbly, and Zapier, with an API for custom connections. Liteo’s MCP server can connect to Claude, ChatGPT, Codex, or Cursor using the user’s Liteo permissions. It does not read or sync Gmail; optional Outlook sync is in beta and starts with new mail from the connection date. Liteo runs on the web and through an API. Annual pricing is $7 per user per month, billed at $84 per user a year, and includes a 14-day trial; monthly pricing is $9 per user per month. A lifetime seat costs $99 once.

Spec sheet

What it does
Liteo is a CRM for businesses that sell something and remain involved after the sale, combining contacts, deals, quotes, installations and service follow-ups.Read 15 Oct 2026 · liteo.io
Product
Liteo describes itself as a CRM for businesses that sell something and stay involved after, keeping leads, quotes, installations, and later service dates together.Read 2 Oct 2026 · liteo.io
Integrations
Liteo documents connections for Zapier and Pabbly and describes Meta Lead Ads and mailbox connections.Read 15 Oct 2026 · liteo.io
Privacy
Liteo says it does not sell personal data or use it for targeted advertising, and identifies Convex, Clerk, Vercel, and Stripe among its service providers.Read 2 Oct 2026 · liteo.io
Support
Liteo lists [email protected] as its support contact.Read 2 Oct 2026 · liteo.io
Headquarters
TrustMRR lists Thailand as Liteo CRM's location.Read 15 Oct 2026 · trustmrr.com
AI connection
Liteo's MCP server connects to Claude, ChatGPT, Codex, or Cursor and acts with the user's Liteo permissions.Read 2 Oct 2026 · liteo.io
API documentation depth
The reference documents record listing, creation and updates, custom fields, event polling, due-date endpoints, pagination, errors and request limits.Read 15 Oct 2026 · liteo.io
API limits
API keys are limited to 60 requests per minute on trial, 240 per minute on an active paid plan and 6,250 requests per UTC day.Read 15 Oct 2026 · liteo.io
Automations
Automations can act when deals move and support CSV import and export.Read 15 Oct 2026 · liteo.io
Availability limitation
The terms provide the service as-is and do not guarantee 100% uptime.Read 15 Oct 2026 · liteo.io
Cancellation behavior
After subscription cancellation, access continues through the billing period and data remains accessible for 30 days.Read 15 Oct 2026 · liteo.io
Catalog and quotes
Products and services can be saved in a catalog, added to deals and sent as PDF quotes with revisions and locked sent versions.Read 15 Oct 2026 · liteo.io
Company founding
TrustMRR lists Liteo CRM as founded in March 2026.Read 15 Oct 2026 · trustmrr.com
Company size
TrustMRR lists a team size of 2–5 people.Read 15 Oct 2026 · trustmrr.com
Contacts and businesses
The product stores people and companies as records, with lead or customer status and activity history.Read 15 Oct 2026 · liteo.io
Data and access
Liteo says CRM records are unlimited on every plan, and that reading and export remain available if a subscription ends while writing locks.Read 2 Oct 2026 · liteo.io
Data providers
Liteo identifies Convex for databases, Clerk for authentication, Vercel for hosting, Stripe for payments and Resend for transactional email.Read 15 Oct 2026 · liteo.io
Deals and pipelines
Users can run multiple pipelines with customizable stages and drag deals across each board.Read 15 Oct 2026 · liteo.io
Email
Liteo says it does not read or sync Gmail; Outlook sync is an optional beta that starts with new mail from the connection date.Read 2 Oct 2026 · liteo.io
Funding
TrustMRR describes Liteo CRM as bootstrapped.Read 15 Oct 2026 · trustmrr.com
Independent listing
Dotstore describes Liteo CRM as a paid browser app that needs no download and had no ratings at the time of its listing.Read 15 Oct 2026 · dotstore.io
Installed base
Users can record installed products at customer sites and retain service history for each unit.Read 15 Oct 2026 · liteo.io
Installed products
Teams can record what they installed, where it is, and its service history and next due date.Read 2 Oct 2026 · liteo.io
Invoices and payments
Liteo can create invoices from quotes, deals or service visits and track payments and receipts.Read 15 Oct 2026 · liteo.io
Launch date
What Launched Today lists Liteo as launched on October 9, 2026.Read 15 Oct 2026 · whatlaunched.today
Lead capture
The product page describes website lead forms, automations, and CSV import and export.Read 2 Oct 2026 · liteo.io
Lead forms
Website lead forms can file new leads into Liteo and assign them to an owner.Read 15 Oct 2026 · liteo.io
Limit: excluded functions
Liteo explicitly excludes scheduling and dispatch, inventory, email campaigns and time-based automation triggers.Read 15 Oct 2026 · liteo.io
Limit: no free plan
A G2 review title says a free plan would be helpful, indicating a request for a permanently free option.Read 15 Oct 2026 · g2.com
MCP server
Liteo provides an MCP endpoint that lets Claude, ChatGPT, Codex or Cursor search and update workspace data through named tools.Read 15 Oct 2026 · liteo.io
Praise: affordability
A G2 reviewer says the CRM is affordable for early-stage companies and covers needed lead-pipeline and follow-up work.Read 15 Oct 2026 · g2.com
Praise: setup and integrations
G2 feedback mentions easy migration and setup plus useful Pabbly lead intake integration.Read 15 Oct 2026 · g2.com
Praise: usability and support
G2 reviewers describe Liteo as intuitive, easy to navigate and supported by a responsive team.Read 15 Oct 2026 · g2.com
Privacy policy
Liteo says it does not sell personal data or use it for targeted advertising and allows account data export or deletion.Read 15 Oct 2026 · liteo.io
Public API
The REST API uses JSON, a Convex base URL and bearer authentication with a workspace connection code.Read 15 Oct 2026 · liteo.io
Quotes and catalog
Products and services can be saved in a catalog, added to deals, and sent as PDF quotes.Read 2 Oct 2026 · liteo.io
Rating on G2
4.5 out of 5 from 4 reviewsRead 15 Oct 2026 · g2.com
Reporting
Reports cover pipeline, activity, completed work, sent quotes and service events, with optional weekly summary email.Read 15 Oct 2026 · liteo.io
Sales workflow
It supports contacts, businesses, deals, customizable pipelines, and follow-up dates.Read 2 Oct 2026 · liteo.io
Security architecture
Liteo states that records are workspace-scoped and that administrators control members, settings and integrations.Read 15 Oct 2026 · liteo.io
Service intervals
Products can have service intervals that generate follow-up work when the next date arrives.Read 15 Oct 2026 · liteo.io
Tasks and reminders
Natural-language reminders, tasks, notes and daily due lists are provided for follow-up work.Read 15 Oct 2026 · liteo.io
Unshipped features
The features page lists Gmail and Outlook sending, deal-attention views and AI connection as coming items without dates.Read 15 Oct 2026 · liteo.io

Plans and prices

Annual $7 a month $84 per user a year unlimited contacts, businesses and deals · catalog, quotes and installed products · tasks, reminders and automations · lead forms · CSV import/export · new features included Read 15 Oct 2026 · liteo.io
Monthly $9 a month $9 per user a month per user · unlimited contacts, businesses, and deals · every feature included Read 2 Oct 2026 · liteo.io
Monthly $9 a month per user per month unlimited contacts, businesses and deals · all features included Read 15 Oct 2026 · liteo.io
Annual $84 a year $84 per user a year per user · unlimited contacts, businesses, and deals · every feature included Read 2 Oct 2026 · liteo.io
Lifetime $99, paid once $99 per seat, once per seat · all features and future updates · transferable seats · 14-day money-back guarantee Read 2 Oct 2026 · liteo.io
Lifetime $99, paid once per seat all plan features · future updates · transferable seat · 14-day money-back guarantee · limited to 1,000 seats Read 15 Oct 2026 · liteo.io

Every Liteo plan and price →

Strong points and limits

Strong points

  • Unlimited contacts, businesses, and deals on every plan
  • Send PDF quotes from a product and service catalog
  • Record installed products and service dates
  • API and integrations support custom connections

Limits

  • No free plan
  • Gmail is not read or synced
  • Outlook sync is optional beta
  • Writing locks when a subscription ends

Who it suits

Liteo suits businesses that manage sales and continue servicing products after installation. It may fit teams that want quotes, follow-up reminders, and service records in one CRM.

Verdict

Liteo combines sales tracking with records for installed products and later service. Consider its email limitations and subscription behavior alongside its listed prices and features.

Where Specifiction places it

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