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LiteManage

Customers & operations without the CRM baggage.

Keep customers, deals, appointments and reminders in one place, and see how the business is doing — without the complexity.

Every feature on your phone, tablet and desktop — nothing cut down for mobile.

Launch LiteManage (opens in a new tab)

No passwords — sign up and sign in with your mobile number and a one-time code on WhatsApp.

Explore all the features on litemanage.com (opens in a new tab)

What it does

  • Keep each customer’s deals, payments and history together.
  • Track every deal by stage, from new to won.
  • Book appointments and see the day at a glance.
  • Set reminders so follow-ups don’t slip.
  • See money in, money out and what you’re owed.
  • Send a branded quote or tax invoice from your phone, as a PDF or image.

Walkthrough

  1. 01See the business clearly
  2. 02Keep everyone in one place
  3. 03Know what you’re working on
  4. 04Know what’s happening today
  5. 05Don’t rely on memory

  1. See the business clearly

    Open deals, money in and out, and what you’re owed.

    LiteManage dashboard on a phone: today’s appointments, reminders due, open pipeline and money owed

  2. Keep everyone in one place

    Each customer’s deals, payments and follow-ups together.

    LiteManage customer list on a phone, with a search and each customer’s stage

  3. Know what you’re working on

    Every open deal by stage, with its value and next step.

    LiteManage pipeline on a phone: open deals by stage, with value and next step

  4. Know what’s happening today

    The day’s jobs and their status, beside what’s due.

    LiteManage appointments for a day on a phone, with each job’s status

  5. Don’t rely on memory

    Dated follow-ups, linked to the customer or the deal.

    LiteManage reminders on a phone: due now, overdue and upcoming follow-ups

Explore all the features on litemanage.com (opens in a new tab)

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See the business clearly

Open deals, money in and out, and what you’re owed.

LiteManage dashboard on a phone: today’s appointments, reminders due, open pipeline and money owed

Explore all the features on litemanage.com (opens in a new tab)

Features

Customers and deals

  • Customer records with their history, WhatsApp and call
  • A pipeline: New, Quoted, Follow-up, Won, Lost
  • Deals with items, payments, profit and an invoice
  • Pipeline insights: deals by month and win rate

Day to day

  • Appointments marked booked, completed, no-show or cancelled
  • Reminders linked to a customer or a deal
  • A booking link where customers ask for an appointment or a question
  • Staff logins that can’t see costs, profit or the cashbook

Money

  • A cashbook: money in, money out and profit
  • Expenses with VAT, category and supplier
  • A VAT summary
  • CSV downloads

Customers & operations without the CRM baggage.

Open LiteManage (opens in a new tab)

Explore all the features on litemanage.com (opens in a new tab)