AI agents that run them for you. You handle the relationships.
Everything you need to run your entire sales process, in one connected platform.
Pipeline review, outreach, data hygiene, receivables, customer health, and inbox triage run on a schedule, flag what needs attention, and queue proposals for your approval. Automatic spending limits, test runs, and agent-to-agent handoff are built in. Business and Ultra add a custom builder with 29 templates.
Give any agent a test run first: it thinks for real and shows you exactly what it would do, with nothing saved. When you trust it, choose how much runs unattended, from suggest only to acting on low-risk work with a review trail behind every move and approvals for the rest.
Ask in plain English across the CRM, your inbox, campaigns, automations, bookings, tickets, and reports. 25 tools that look things up, take action, and check with you when they're unsure.
Look up10
Take action12
Check with you first3
Manage every contact, company, and deal in one place. From first touch to closed-won.
Sync your inbox, track opens and clicks, and send targeted campaigns at scale.
Thanks for the walkthrough yesterday.
Two questions on the rollout timeline before we sign off.
Happy to jump on a quick call if that is easier.
Maya
Build workflows that handle the repetitive work so your team can focus on selling.
Built-in team chat so your sales conversations live alongside your CRM data. Team Chat and Deal Rooms are on Business and up.
Great. Legal cleared the custom clause this morning.
Heads up: the proposal expires Friday. Want me to extend it a week?
Handle customer issues with a three-pane service inbox, an internal knowledge base, macros, AI-drafted replies, and CSAT feedback.
Real-time dashboards and reports to measure what matters and forecast accurately.
Every tool has its own page with the full story. Start with a pillar, or jump straight to the one you came for.
The same builder behind the 29 templates Laureo ships, on the Business and Ultra plans. Define what the agent watches and proposes, test it on a real record with nothing saved, and tell it when to pause and ask. Automatic per-agent spending limits keep any single agent within a safe share of your plan allowance. Chain agents so one's completion triggers the next.
Start from 29 ready-made templates. Browse the full agent catalog →
Gmail, Calendar, Drive, Meet, Outlook, Teams, OneDrive, and Stripe payments, all syncing to one record. Zoom coming soon.
If anyone edits the database directly, the log shows the gap as a warning. Available on every plan.
Every AI call is processed and discarded in real time. The provider is contractually barred from retaining it, training on it, or passing it to anyone else.
Every record is scoped to your organization. Every query filters on it. A second layer underneath catches mistakes.
A third-party security firm reviews the production app every year. We remediate findings as part of the release cycle.
See how Laureo stacks up against the tools you use now, then move your data over in an afternoon.
22 tools, one subscription.
Plans from $83.33/mo billed annually ($99.99 month-to-month). No per-contact billing, no setup fees.
14-day trial for $2.99, credited to your first month. Set up in under 5 minutes.
Cancel any plan at any time before the end of your billing cycle, no contract fees, no 30-day notice, no penalties.