22 tools.

One platform. One subscription.

AI agents that run them for you. You handle the relationships.

Everything you need to run your entire sales process, in one connected platform.

Sales & CRM4 tools
Marketing & Communication5 tools
Deals & Revenue3 tools
Customer Support6 tools
Automation & Insights4 tools
AI Agents

5 agents read your CRM on a schedule. Then queue the work that matters.

Deal follow-up, data hygiene, receivables, inbox replies, and a morning brief run on a schedule, flag what needs attention, and queue proposals for your approval. Automatic usage limits, test runs, and agent-to-agent handoff are built in. Business and Ultra add a custom builder.

Deal Follow-UpEvery weekday morning
Record HygieneWeekly, on Mondays
Collections ChaserEvery weekday
Inbox AssistantWhen email arrives
Daily BriefEvery weekday morning
Build your own
Review Queue

Proposals. Not surprises.

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 Ask before acting to Act automatically, with every move on the record either way.

AI Co-pilot

Hey Laureo, your co-pilot for the whole stack.

Ask in plain English across the CRM, your inbox, campaigns, automations, bookings, tickets, and reports. 34 tools that look things up, take action, and check with you when they're unsure.

Look up

Take action

Check with you first

CRM & Pipeline

CRM & Pipeline

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

Contacts and companies, billed per seat not per record
Drag-and-drop pipeline boards
Multiple pipelines per workspace
12 custom field types with validation rules
Email & Campaigns

Email & Campaigns

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

Warm campaigns and cold sequences native in one CRM, on the same contacts, deals, and analytics (cold sequences on Ultra)
Gmail and Outlook bidirectional sync
Search all your mail rather than one folder, by sender, recipient, subject, date, or label, plus the words inside a message once its body has been stored
Reply-first and click-first analytics, every rate measured against sends
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 on 5 behavioral triggers: opens, clicks, replies, bounces, form submits
Task creation triggers on deal stage change
Team Chat

Team Chat

Built-in team chat so your sales conversations live alongside your CRM data. Team Chat and Deal Rooms are on Business and up.

Direct messages between team members
Channels by team, project, or topic
Threaded replies on any message
File and image sharing
Support & Tickets

Support & Tickets

Handle customer issues with a three-pane service inbox, an internal knowledge base, macros, AI-drafted replies, and CSAT feedback.

Three-pane service inbox (queue, thread, context)
Connect your own support mailbox (a Google Workspace or Microsoft 365 account that can sign in on its own) so customer email opens or threads a ticket, and replies go back from your own address (Business+)
SLA response and resolution targets per priority
Macros for one-step common replies
Analytics

Analytics

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

Pipeline conversion funnel
Revenue by owner, stage, and period
Activity leaderboard
Goal tracking (revenue, activities, deals)
Custom Agents

Build a custom agent. Test it. Turn it on.

The same builder behind the preset agents 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 usage limits keep any single agent within a safe share of your plan allowance. Chain agents so one's completion triggers the next.

Start from a worked example. Browse the full agent catalog →

Integrations

Connects to the tools your team already runs on.

Gmail, Calendar, Drive, Meet, Outlook, Teams, OneDrive, and Stripe payments, all syncing to one record. Zoom coming soon.

Capability you can verify

Plain-English security.

Every admin action is recorded.

If anyone edits the database directly, the log shows the gap as a warning. Available on every plan.

Your data isn't stored, trained on, or shared.

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.

Each customer's data is isolated.

Every record is scoped to your organization. Every query filters on it. A second layer underneath catches mistakes.

Independently security-tested.

A third-party security firm reviews the production app every year. We remediate findings as part of the release cycle.

Switching from another CRM?

Replace the stack. Keep the workflow.

See how Laureo stacks up against the tools you use now, then move your data over in an afternoon.

FAQ

Questions, answered.

22 tools, one subscription.

Plans from $83.33/mo billed annually ($99.99 month-to-month). No per-contact billing, no setup fees.

See pricing

22 tools. One platform. Start your trial.

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.