All-in-One Platform

8 tools in one platform.
AI agents that run them for you.

You handle the relationships. Laureo handles everything else.

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AI Agents

Autonomous agents that work while you sleep

Four specialized agents monitor your data, identify opportunities, and propose actions — all on autopilot.

Sales Agent

Pipeline management and deal coaching

  • Flags deals with no activity in 7+ days
  • Identifies past-due opportunities
  • Creates follow-up tasks for stale contacts
Daily at 8:00 AM

Outreach Agent

Follow-up scheduling and re-engagement

  • Finds contacts with 14+ days of inactivity
  • Suggests outreach type by deal context
  • Recommends re-engaging dormant accounts
Daily at 7:00 AM

Data Steward Agent

Data quality and deduplication

  • Finds duplicate companies by name similarity
  • Identifies contacts missing email or phone
  • Flags companies with no associated contacts
Weekly on Monday at 6:00 AM

Customer Success Agent

Customer health monitoring

  • Detects accounts with declining activity
  • Flags accounts with rising support load
  • Creates proactive check-in tasks
Daily at 8:00 AM
Review Queue

Proposals. Not surprises.

Every agent action includes a confidence score and reasoning. You approve or reject with one click.

app.laureo.io/agents/queue

Review Queue

4 pending

Create follow-up task for Acme Corp

No activity in 9 days. Proposal stage, $48K. Last contact: Sarah Chen, March 24.

92%low

Schedule re-engagement email to Drift Co

Annual renewal in 30 days. No outreach since March 15.

87%low

Merge duplicates: "Beacon" and "Beacon Ltd"

Same domain (beacon.io), 3 overlapping contacts.

74%medium

Flag Echo Systems for proactive check-in

Activity dropped 60% in 30 days. 2 support tickets this week.

81%low
AI Assistant

Your AI co-pilot for everything CRM

Ask questions in plain English. Draft emails, research contacts, summarize pipelines, and create tasks with 22+ built-in tools.

Laureo AI

Online

Try a prompt below...

22+ built-in tools

From drafting emails to analyzing pipeline trends, your AI assistant has a tool for every CRM task.

Smart replies
Company research
Pipeline summary
Task creation
Email drafting
Workflow builder
Lead scoring
Meeting prep
Smart reminders
Sentiment analysis
AI Modes

Two ways AI works for you

Conversational

Ask anything in plain English. The AI assistant understands your CRM context and responds instantly with data, drafts, or actions.

  • Draft emails and replies
  • Research companies
  • Summarize your pipeline
  • Create tasks and reminders

Autonomous

Four specialized agents analyze your data on a schedule, propose actions with confidence scores, and wait for your approval.

  • Flag at-risk deals
  • Schedule follow-ups
  • Merge duplicate records
  • Monitor customer health

Trigger

You askvsScheduled

Speed

InstantvsRuns daily

Output

Direct answervsProposed action

Control

Real-timevsApprove / reject
CRM & Pipeline

CRM & Pipeline

Manage every contact, company, and deal in one place. From first touch to closed-won.

Unlimited contacts and companies
Drag-and-drop pipeline boards
Multiple pipelines per workspace
Custom fields (text, date, currency, dropdown)
Contact enrichment (one-click profile lookup)
Lead scoring (0-100, rule-based)
app.laureo.io/pipeline
Discovery

Echo Systems

$8.2K25%

Nova Labs

$18K30%
Qualification

Citadel Inc

$24K40%
Proposal

Acme Corp

$48K70%

Beacon Ltd

$12.5K85%
Closed Won

Drift Co

$36K100%
Email & Campaigns

Email & Campaigns

Sync your inbox, track opens and clicks, and send targeted campaigns at scale.

Gmail and Outlook bidirectional sync
Email open and click tracking
Campaign builder with drag-and-drop editor
Audience segmentation by tags and fields
A/B subject line testing
Drip sequences with delays and conditions
app.laureo.io/email

Re: Q2 Pricing Discussion

Sarah Chen

Opened 3x2m

Follow up: Demo Feedback

James Wright

Clicked link15m

Contract Review - Final

Maria Lopez

Replied1h

Onboarding Schedule

David Park

Opened 1x3h

Re: Integration Timeline

Alex Johnson

No open yet5h
Automation

Automation

Build workflows that handle the repetitive work so your team can focus on selling.

Workflow builder (if/then rules)
Auto-assign leads by territory or round-robin
Auto-tag contacts by behavior
Task creation triggers on deal stage change
Follow-up reminders (overdue alerts)
Lead capture forms with spam protection
app.laureo.io/automation
WorkflowStatusRunsType
New Lead → Assign + TagActive1,240Round-robin
Deal Won → Invoice + NotifyActive89Auto-send
Stale Deal → Reminder EmailActive3207-day idle
Form Submit → Create ContactActive2,100Lead capture
Ticket Created → SLA TimerPaused5604h SLA
Messaging

Messaging

Built-in team messaging so your sales conversations live alongside your CRM data.

Direct messages between team members
Channels by team, project, or topic
Threaded replies on any message
File and image sharing
Real-time presence indicators
Google Meet integration
app.laureo.io/messaging
SC
Sarah Chen10:32 AM

Acme Corp just signed! $48K closed.

🎉 3
JW
James Wright10:34 AM

Nice! I'll send the onboarding kit now.

👍 2
ML
Maria Lopez10:41 AM

Updated the pipeline board. Let's review in standup.

Support & Tickets

Support & Tickets

Handle customer issues with tickets, knowledge base, and satisfaction surveys.

Ticket inbox with priority and status
Knowledge base (public + internal)
Customer satisfaction surveys (CSAT)
SLA timers and escalation rules
Ticket assignment and round-robin
Canned responses and macros
app.laureo.io/support
IDSubjectPriorityStatusTime
#1042Cannot export CSV reportHighOpen12m ago
#1041SSO login redirect failsHighIn Progress1h ago
#1040Calendar sync not updatingMediumOpen2h ago
#1039Feature request: dark modeLowOpen4h ago
#1038Invoice PDF formattingMediumResolved1d ago
Analytics

Analytics

Real-time dashboards and reports to measure what matters and forecast accurately.

Pipeline conversion funnel
Revenue by source, owner, period
Activity leaderboard
Goal tracking (revenue, activities, deals)
Campaign ROI reporting
Email engagement heatmaps
app.laureo.io/analytics

Pipeline Value

$342K

+12%

Win Rate

34.2%

+6pts

Avg. Deal Cycle

18 days

-3 days

Weekly Activity

MTWTFSS
Custom Agents

Build your own agent in minutes

Define the rules, choose a schedule, and let your custom agent handle the rest.

app.laureo.io/agents/new
2
3
4
5
6

Step 2: Define instructions

Review all deals in the "Negotiation" stage. If a deal has no activity in 7+ days, create a follow-up task assigned to the deal owner. Flag deals over $25K with a "High Priority" tag...

Templates:Pipeline ReviewFollow-up SchedulerData CleanupLead QualifierWeekly Summary

Connects to your entire stack

37+ native integrations plus Zapier and Make for everything else.

Laureo's AI agents identified three at-risk deals before our weekly review. The follow-up tasks were already waiting in the queue.

Head of Sales

Series B SaaS

Your AI-powered CRM team is ready

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