AI-First CRM

Your AI team, built into your CRM

A conversational AI assistant with 20+ CRM tools and four autonomous agents that work while you sleep. You ask. AI proposes. You approve.

AI Pricing Compared

Most CRMs charge extra for AI

Laureo includes AI agents and tokens in every plan. No per-conversation fees. No expensive add-ons.

Included
Laureo
$33/mo

1M tokens (~200 actions) included

  • 4 autonomous agents
  • AI assistant included
  • Fixed monthly cost
HubSpot
$0.50/conversation

On top of $450+/mo plan

Source: HubSpot pricing, April 2025

Salesforce
$125/user/mo

Agentforce add-on required

Source: Salesforce pricing, 2025

1M tokens ≈ 200 full agent actions, 1,000 email drafts, or 500 contact research lookups

The AI Assistant

Ask it anything about your CRM. It drafts emails, researches companies, summarizes pipelines, scores leads, and creates tasks. All through natural language.

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

Four Autonomous Agents

They run on a schedule, scan your CRM, and propose actions. You review and approve. Nothing happens without your sign-off.

Sales Agent

Daily at 8:00 AM

Pipeline management and deal coaching

  • Flags deals with no activity in 7+ days
  • Identifies past-due opportunities
  • Creates follow-up tasks for stale contacts

Outreach Agent

Daily at 7:00 AM

Follow-up scheduling and re-engagement

  • Finds contacts with 14+ days of inactivity
  • Suggests outreach type by deal context
  • Recommends re-engaging dormant accounts

Data Steward Agent

Weekly on Monday at 6:00 AM

Data quality and deduplication

  • Finds duplicate companies by name similarity
  • Identifies contacts missing email or phone
  • Flags companies with no associated contacts

Customer Success Agent

Daily at 8:00 AM

Customer health monitoring

  • Detects accounts with declining activity
  • Flags accounts with rising support load
  • Creates proactive check-in tasks

How It Works

You ask. AI proposes. You approve. Three steps, full control.

Step 01

You Ask

Type a natural language request in the AI chat. "Draft a follow-up to Sarah about the Q2 proposal" or "Which deals are at risk this week?"

Step 02

AI Proposes

The assistant analyzes your CRM data and generates a response: a drafted email, a pipeline summary, a task to create, or an action recommendation with reasoning.

Step 03

You Approve

Review the proposed action or content. Accept, edit, or dismiss. For agent actions, approve individual items or configure auto-approve for low-risk tasks.

See It in Action

Real prompts, real responses. Here is what a conversation with the AI assistant looks like.

Draft a follow-up email to Sarah about the Q2 proposal

Hi Sarah, following up on our Q2 proposal discussion. I've incorporated the revised pricing tiers you mentioned and attached the updated SOW. Would Tuesday afternoon work for a quick review call?

Summarize my pipeline health this week

You have 12 active deals worth $342K. 3 deals moved forward, 1 is at risk (Citadel Inc — no activity in 9 days). Win rate is 34% this quarter, up from 28% last quarter.

Research Acme Corp before my call tomorrow

Acme Corp: Series C startup, 280 employees, $42M revenue (est). Key contacts: Sarah Chen (VP Sales), David Park (CTO). Recent news: expanded to EMEA market. Your last touchpoint was 6 days ago.

What deals are at risk of slipping?

3 deals flagged: Citadel Inc ($24K, no reply in 9 days), Nova Labs ($18K, champion left company), Drift Co ($36K, budget review pending). Recommended actions generated for each.

Create a task to follow up with James next Tuesday

Done. Created task: "Follow up with James Wright" due Tuesday, April 7. Linked to deal "Beacon Ltd — Pro Upgrade" ($12,500). I'll send you a reminder Monday evening.

Safety & Control

AI that respects boundaries. Every guardrail is built in, not bolted on.

Approval Modes

Choose manual review for every action, or auto-approve low-risk tasks while keeping human approval for sensitive operations.

Tool Allowlist

The AI assistant can only call CRM tools that are explicitly whitelisted. It cannot access external systems or perform actions outside its defined scope.

Prompt Injection Detection

Built-in guardrails detect and block prompt injection attempts before they reach the AI model, protecting your data from adversarial inputs.

Per-Role AI Access

Control which roles can use the AI assistant and which agents are active. Restrict AI tools for sensitive roles or enable full access for power users.

Confidence Scoring

Every agent action includes a confidence score and risk level so you can make informed decisions about what to approve.

Action Reasoning

Agents explain why they are proposing each action, citing specific data points like days since last contact, deal stage, and activity patterns.

Related Resources

Frequently Asked Questions

Every interaction with the AI assistant or agent action consumes tokens from your monthly allowance. Simple questions use fewer tokens than complex research tasks. You can monitor usage from the Billing page and purchase additional token packs if needed.
The AI assistant processes your requests by sending relevant CRM context to the AI model via API. Your data is processed in real-time and is not used to train or fine-tune any models. No CRM data is retained by the model provider after processing.
Laureo uses large language models accessed via API. The specific model may be updated over time to provide better performance, accuracy, and speed. You do not need to configure or choose a model.
Admins can enable or disable each agent from the Settings page. Each agent runs on a schedule (daily or weekly) and proposes actions with confidence scores. You can configure auto-approve for low-risk actions or require manual review for everything.
Agents can create tasks, flag records, suggest follow-ups, identify duplicates, and monitor account health. They cannot delete records, send emails, or modify data without your approval. Every proposed action includes reasoning and a confidence score.
Every paid plan includes a monthly AI token allowance at no additional cost. If your usage exceeds the included allowance, you can purchase token packs from the Billing page. Token packs are applied immediately and do not expire at the end of the month.

Put AI to work for your sales team

14-day free trial. Full AI access included.

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