Visit app.laureo.io/signup and create your account with an email address. You get a 14-day trial with full access to all features. It costs $2.99 to start, credited to your first month.
After creating your organization, you can invite team members, configure roles and permissions, set up your sales pipeline stages, and import existing contacts. The setup wizard walks you through each step.
Yes. Laureo supports CSV, Excel, and JSON imports for contacts, companies, and deals with automatic field mapping. We also have step-by-step migration guides for HubSpot, Salesforce, and Pipedrive.
Most teams are up and running in under an hour. Creating your account takes a few minutes, importing contacts takes five to fifteen minutes depending on volume, and setting up your pipeline stages takes a few more minutes.
No. Laureo is a web application that runs in your browser. There is nothing to install, and it works on desktop, tablet, and mobile devices.
Yes. The 14-day trial includes full access to all features including AI assistant, email sync, automation, and reporting. It costs $2.99 to start, credited to your first month. You can upgrade, downgrade, or cancel at any time.
Laureo works in all modern browsers including Chrome, Firefox, Safari, and Edge. We recommend the latest version of any of these browsers for the best experience.
Yes. You can export contacts, companies, deals, and activities to CSV at any time from the Settings page. There is no data lock-in.
Pricing & Billing
Laureo offers Pro, Business, and Ultra plans. All plans include CRM, email sync, campaigns, automation, support tickets, invoicing, and the AI assistant. Higher tiers come with more seats, a larger AI usage budget, higher storage and data-operation limits, and advanced features like custom roles and territories.
Laureo has two seat types: Power seats for builders who create campaigns, workflows, reports, and AI agents, and Collaborator seats for team members who manage contacts, close deals, send emails, and run sequences. Power seats also add to the org's AI usage pool on every paid tier.
When your monthly AI budget runs out, Extra AI Credits let you add more in dollars. Admins enable them in Settings > Billing and add $25, $50, $100, $250, $500 of Extra AI Credits. Business plans get 10% off and Ultra plans get 20% off every pack. We pause and ask before any charge, never a hard error. AI never silently overcharges you.
Yes. Every plan starts with a 14-day trial with full access to all features. It costs $2.99 to start, and that $2.99 is credited to your first invoice when your plan begins. Pro includes 1 Power seat plus up to 10 Viewer seats; Business and Ultra include 2 Power seats plus unlimited Viewer seats. You can upgrade, downgrade, or cancel at any time.
Yes. You can upgrade or downgrade your plan at any time from Settings > Billing. Upgrades take effect immediately with prorated billing and reset your cycle anchor. Downgrades are scheduled for the end of your current billing cycle. You keep the higher tier until then. Seat additions are immediate; seat removals and cancellations are also end-of-cycle.
Laureo accepts all major credit and debit cards via Stripe. For very large deployments, contact our sales team about invoicing and custom terms.
Plans are billed monthly or annually. Annual billing offers a discount. You are billed at the start of each billing cycle based on your current plan and seat count.
You can cancel your subscription at any time from the Billing page. Your account remains active until the end of the current billing period. After cancellation, you can still export your data.
Contact our sales team at laureo.io/contact to discuss special pricing for nonprofits, educational institutions, and early-stage startups.
No. Laureo includes a monthly AI usage budget in every paid tier: roughly 1x (Pro), 2.5x (Business), and 5x (Ultra) the baseline. Any combination of AI features draws from the same dollar-denominated pool, so you can use the assistant freely without per-message surprise charges. If you run out, you can either upgrade or turn on opt-in extra usage with a prepaid credit balance.
Security & Privacy
Your data is encrypted in transit and at rest, and every request to the application requires an authenticated session. Nobody reaches your records without signing in first.
Yes. Your organization's records are walled off from every other customer. Each request is scoped to your organization, and a second independent layer at the data store enforces the same boundary, so one customer can never see another's data even if a query went wrong.
Laureo supports email and password sign-in with tamper-resistant sessions. Sessions expire automatically, and you can sign out of a session at any time from your account settings.
Laureo has seven built-in roles (Super Admin, Admin, Sales Manager, Sales Rep, Marketing, Service, and View Only) plus the ability to create custom roles. Each role has granular permissions that control what data a user can see and what actions they can take.
Activity logging tracks key actions across your CRM including record creation, updates, deletions, and user sign-ins. Admins can review activity timelines on any contact, company, or deal.
Laureo is hosted on infrastructure with servers in the United States. Database backups are taken regularly. For specific hosting and compliance questions, contact our team.
All user inputs are sanitized to prevent cross-site scripting (XSS). Database queries use parameterized statements to prevent SQL injection. File uploads are validated for type and size.
Yes. Permission scopes let you restrict data visibility to own records, team records, or all records per module. Combined with role-based permissions, you have fine-grained control over who can view, edit, or delete data in every part of the CRM.
Integrations
Laureo offers bidirectional sync with Gmail and Microsoft Outlook. Emails are automatically linked to the corresponding contact records in your CRM.
You sign in once per suite. Google Workspace links Gmail, Calendar, Drive, and Meet, and Microsoft 365 links Outlook, Calendar, Teams, and OneDrive. Email, events, and files line up against the right contacts and deals automatically.
Yes. Connect Stripe to take card, ACH, and wallet payments against a deal, with funds settling in your own Stripe account. Payments and deposits are tracked right on the record.
Yes. Laureo syncs both ways with Google Calendar and Outlook Calendar. Calendar events linked to contacts and deals appear on the activity timeline.
Zoom is coming soon. When it lands, scheduled and completed Zoom calls, along with their recordings and transcripts, will log as activities on the relevant contact or deal records.
Yes. Laureo has built-in lead capture forms with spam protection. Form submissions create contacts automatically and land in your pipeline.
Yes. The REST API and outgoing webhooks on the Ultra plan let you read and manage your CRM data and get notified the moment something changes, so you can wire Laureo into the tools your team already runs.
AI & Agents
The AI assistant has access to 25 CRM tools. It can draft emails, research companies, summarize your pipeline, create tasks, score leads, generate meeting prep briefs, analyze deal risk, and more. You interact with it through a natural language chat interface.
Laureo includes six autonomous agents: Sales Pipeline Agent (flags stalled and at-risk deals, proposes the next step), Outreach Agent (drafts follow-ups for contacts that have gone quiet), Data Steward (finds duplicates and incomplete records), AR & Quote Chaser (drafts dunning emails for overdue invoices and follows up on expiring quotes), Customer Success Agent (watches renewals and churn signals), and Inbox Reviewer (drafts two reply options for each inbound email so you pick one). Every agent proposes actions for your approval and never sends on its own.
Agents propose actions with confidence scores and reasoning. You review and approve or dismiss each action. Nothing is executed without your explicit approval unless you have configured auto-approve for low-risk actions.
No. Your CRM data is sent to the AI model for processing your requests only. It is not used to train or fine-tune any models. Conversations are processed in real-time and not retained by the model provider.
Every plan includes a generous monthly AI budget at no extra cost. Heavier reasoning consumes more than light tasks, so actual usage varies by what you do with the AI. If you run out, Extra AI Credits let you add more in dollars from Settings > Billing, with 10% off on Business and 20% off on Ultra. We pause and ask before any charge, never a hard error.
Yes. AI access is controlled through the role-based permission system. Admins can enable or restrict AI tools per role, and configure which agents are active for the organization.
Yes. Laureo implements prompt injection detection, a tool allowlist that restricts which CRM operations the AI can perform, and approval modes that require human confirmation before executing actions.
Laureo uses large language models accessed via API for the AI assistant and agents. The specific model may be updated over time to provide the best performance and accuracy.
Yes. The custom agent builder lets you define trigger rules, choose a schedule, select which data sources the agent monitors, and configure what actions it can propose. Custom agents are available on Business and Ultra plans.
Every plan includes a generous monthly AI budget. Pro is the standard amount, Business gives you 2.5x that, and Ultra 5x. Heavier reasoning consumes more than light tasks, so actual usage varies by what you do with the AI. If you run out, you can top up with Extra AI Credits, discounted 10% on Business and 20% on Ultra.
Data Import & Migration
Export your contacts, companies, and deals as CSV files from HubSpot's Settings > Import & Export section. Then use Laureo's import wizard which automatically maps fields. We have a detailed step-by-step guide at laureo.io/migrate/from-hubspot.
Use Salesforce Data Loader or Reports to export your leads, accounts, contacts, and opportunities as CSV files. Upload them to Laureo's import wizard for automatic field mapping. See our full guide at laureo.io/migrate/from-salesforce.
Export your data from Pipedrive's Tools and Apps > Export data section. Laureo's import wizard handles Pipedrive's CSV format and maps fields automatically. See laureo.io/migrate/from-pipedrive for the full guide.
Yes. The import wizard flags likely duplicates by matching near-identical names and details before any data is written. You review and resolve each one during the import preview step, so nothing is created twice by accident.
Laureo accepts CSV, Excel (.xlsx), and JSON files with headers. The file should use UTF-8 encoding. Most CRM export formats are compatible without any modification.
Yes. During import, the field mapping step lets you create new custom fields on the fly or map imported columns to existing custom fields. Supported types include text, number, date, dropdown, multi-select, and checkbox.
The import wizard handles files with tens of thousands of records. For very large datasets, the import processes records in batches to ensure reliability and provides progress feedback during the upload.
Most migrations from another CRM can be completed in under an hour. Exporting data from your old CRM takes 5-15 minutes, preparing the CSVs takes a few minutes, and importing into Laureo takes 5-15 minutes depending on volume.
Email & Campaigns
Laureo connects to Gmail and Outlook via bidirectional sync. Emails you send and receive are automatically linked to the corresponding contact records in your CRM. You can read and compose emails directly within Laureo.
Yes. When you send an email from Laureo, open and click tracking is enabled automatically. You can see how many times an email was opened and which links were clicked on the email detail and contact timeline.
Yes. The campaign builder lets you create email campaigns from reusable content blocks, segment your audience by tags and custom fields, personalize content with merge fields, and schedule sends. Campaign analytics show opens, clicks, bounces, and unsubscribes.
Yes. You can create multi-step email sequences with configurable delays and conditions. Sequences stop automatically when a contact replies or meets exit criteria.
Yes. The campaign builder supports A/B subject line testing. You define two variants, send to a test portion of your audience, and the winning subject line is used for the remainder.
Every campaign email includes an unsubscribe link. Contacts who unsubscribe are automatically excluded from future campaigns. You can manage your suppression list from the Campaigns section.
Yes. Laureo includes a template library where you can save and reuse email designs. Templates support personalization tokens (merge fields) for dynamic content.
Laureo provides domain SPF, DKIM, and DMARC checks and bounce monitoring, plus unsubscribe compliance and spam protection for inbound lead capture forms. Campaign analytics include bounce rates to help you monitor sender reputation.
Account & Users
Go to Settings > Users and click Invite User. Enter their email address and assign a role. They will receive an invitation email to create their account and join your organization.
Laureo has seven built-in roles: Super Admin (full access including billing), Admin (settings and users), Sales Manager (team data and reports), Sales Rep (own data), Marketing (campaigns and email), Service (tickets and knowledge base), and View Only (read-only access). You can also create custom roles with granular permissions.
Custom roles and permissions are available on the Ultra plan: customize the built-in roles or create brand-new ones with specific permissions for each module. The seven built-in roles can be assigned on every plan. Permissions are scoped to none, own records, team records, or all records.
You can organize users into teams. Teams affect data visibility when permission scopes are set to "team" level. Sales managers can see data for their team members, while reps see only their own records.
Session management is handled through authentication cookies that expire automatically. Users can sign out to terminate their session. Admins can manage user access by deactivating accounts.
Go to Settings > Users, click on the user, and change their role from the role dropdown. The change takes effect immediately and updates their permissions across the application.
Each plan ships with a baseline number of Power and Viewer seats, and you can add more of either type at any time. Seat additions are immediate (prorated charge); removals take effect at the end of your cycle. Seat counts: Pro (1 Power + up to 10 Viewers), Business (2 Power + Unlimited Viewers), Ultra (2 Power + Unlimited Viewers).
Yes. Territory management lets you define geographic or account-based territories and assign them to team members. Contacts and deals can be associated with territories for organized coverage and reporting.