Overview
Liteo is a CRM you can run without a specialist. It holds your contacts, businesses, deals, quotes and invoices, and the equipment installed at each customer's sites. This connector lets Claude read and update your Liteo workspace with your permissions. Ask for a customer, an open quote, or where a unit is installed. Claude can log a service visit, add a note, set a follow-up, or start a draft quote from a deal's lines. What Claude can do: - Search and read contacts, businesses, deals, tasks, notes, and your product catalog. - Create and update contacts, businesses, deals, deal lines, and tasks, and add notes. - Add and update customer sites, locations, and installed products, and see when each is due for service. - Record service visits. Service dates roll forward and the next reminder is scheduled. - Start draft quotes and draft invoices. - Build automations and lead forms, if you're a workspace admin. What stays in Liteo: - Sending a quote or invoice, recording a payment, and voiding anything. - Deleting a contact, business, or deal. - Putting a lead form live and setting up webhooks. Archiving a site, removing an installed product, or deleting an automation or form needs an explicit confirmation on the call. When you connect, you sign in to Liteo and pick the workspace. Every call runs as you, with your role. You can disconnect anytime in Liteo under Settings, Integrations, For developers.
