Liteed CRM for structured outreach and deal execution
Liteed CRM is a lightweight, automation-ready CRM built for founders and small teams who run outbound, follow-ups, and pipeline work daily. Track contacts, schedule email sequences, manage deals, and keep a clean audit trail.
CRM Walkthrough Video
- Contacts, companies, deals, tasks, interactions, and notes in one place
- Email sequences with scheduling in the recipient timezone
- Workflow-ready data model for automation and AI
- Organization isolation, role-based access, and traceability
Overview
Liteed CRM is designed around real execution, not vanity dashboards. It helps you keep the pipeline clean, schedule follow-ups, and maintain context for every relationship, from first touch to closed deal.
Core Modules
- Contacts: unified profile, activity, and relationship history
- Companies: account context, linked contacts, and deal tracking
- Deals: pipeline stages, ownership, and next actions
- Tasks: execution queue with deadlines and ownership
- Emails: create sequences, schedule sending, track status
- Notes and interactions: fast context capture with timestamps
Automation Ready
The CRM is built to be extended by Liteed services. You can add AI-assisted drafting, follow-up generation, routing rules, and event-driven workflows without migrating to a different system.
Email Sequences
- Generate and schedule follow-ups as a sequence
- Send during office hours in the recipient timezone
- Multiple mailboxes and domains supported for balanced sending
- Status tracking: scheduled, sending, sent, failed
Security and Control
Organization-level isolation, scoped access, and consistent audit fields support accountable execution and safe collaboration.