Building a Zapier CRM?

For the Zaps that join a CRM to its email, forms, booking and billing tools, yes: those jobs are built into Laureo, and its automation rules carry no per-run fee, where each successful Zapier action uses a task. For other tools, Laureo has outgoing webhooks and an API on Business and Ultra.

No. Rules, waits, auto-tagging and lead scoring come on every plan, If/Else branching on Business and Ultra, and runs carry no per-run fee; only AI steps spend AI credits. Each plan sets how many rules are active and how many workflow runs it includes a month.

List what each Zap does, then rebuild the ones that join your CRM to email, forms, booking pages or invoices as Laureo rules, because those tools are already in the CRM. Zaps that reach other apps can be replaced with Laureo webhooks that call your own endpoints, on Business and Ultra.

Laureo is an AI-first CRM that cuts manual data entry. Email syncs both ways, calendar events sync on their own, and meeting notes attach to the right record, so there is almost nothing to log. On top of that, six built-in agents work in the background to route new form leads, follow up on quiet deals and opened quotes, catch duplicate companies, turn client email into CRM work, and, on Ultra, sort new support tickets; by default, every agent except Ticket Triage asks before it acts. It all comes with the CRM, email campaigns, automation, and invoicing in one plan from $83.33/mo billed annually, with Ticket Triage on Ultra.

Pro starts at $83.33/mo billed annually ($99.99 month-to-month) for one user. Business is $166.66/mo billed annually for two users, and Ultra is $249.99/mo billed annually for advanced needs. Pro covers the everyday CRM workflow. The more advanced tools start on Business, such as the help desk, knowledge base, public help center, live chat, feedback surveys, team chat, goals, deal rooms, and multi-step follow-up sequences, and the plan comparison on the pricing page lists every one. Cold Outreach, the cold-outbound module that sends from the dedicated mailboxes you connect on a managed ramp, and the autonomous AI resolution agent are exclusive to Ultra, and the embeddable AI Customer Support Agent is a paid add-on available on Ultra. Every plan includes monthly AI credits and every built-in agent except Ticket Triage, which comes with Ultra. Unlimited contacts on all plans, and no per-conversation AI fees.

Yes. Every plan starts with a 14-day trial for $2.99, credited to your first month. Cancel anytime before it ends and you are never charged the subscription. The trial runs on the plan you pick, with that plan's tools: email campaigns and invoicing on every plan, the help desk on Business and Ultra, and Ticket Triage on Ultra.

Yes. Laureo reads exports from 69 systems across CRMs, help desks, accounting, recruiting, bookkeeping practice tools, field service, professional services, client work and public registers, and matches the columns for you for contacts, companies, deals, and activities. There are step-by-step guides for HubSpot, Salesforce, and Pipedrive.

Laureo is built for teams of 1 to 50. Pro fits freelancers and solo operators, and you can buy more seats on any plan. Business and Ultra include 2 seats and add team chat and more pipelines.

Yes. Laureo syncs email both ways with Gmail and Outlook, so messages log to the right contact automatically. Calendar events and meeting transcripts sync too, with no manual entry.