Your AI team, built into your CRM
A conversational AI co-pilot with 25 CRM tools and five autonomous agents that run on a schedule. You ask. Laureo proposes. You approve.
Most CRMs charge extra for AI
Laureo includes AI agents and tokens in every plan. No per-conversation fees. No expensive add-ons.
Baseline AI usage (~200 actions) included
- 5 autonomous agents
- AI co-pilot included
- Fixed monthly cost
On top of $450+/mo plan
Source: HubSpot pricing, April 2025
Agentforce add-on required
Source: Salesforce pricing, 2025
Pro's baseline ≈ 200 full agent actions, 1,000 email drafts, or 500 contact research lookups per month. Heavier reasoning consumes more.
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.
Five 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
Inbox Reviewer
Mornings, before standup
Daily inbox triage and reply queue
- Surfaces what to triage first across CRM-linked inboxes
- Drafts summaries for long threads
- Queues reply proposals tied to the right deal
How It Works
You ask. AI proposes. You approve. Three steps, full control.
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?"
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.
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.
Hey Laureo, what is worth opening in my inbox first?
Three to look at. Sarah Chen replied to your Q2 proposal, sentiment positive, mentions budget. Drift Co bounced last week's re-engagement; renewal in 18 days. The marketing list has 4 unsubs from Tuesday's send.
Hey Laureo, research Acme Corp before my call tomorrow.
Acme Corp. Series C, 280 employees, $42M revenue (estimate). Key contacts: Sarah Chen (VP Sales), David Park (CTO). Recent news: EMEA expansion. Your last touchpoint was 6 days ago.
Hey Laureo, summarize my pipeline.
Twelve active deals worth $342K. Three moved forward this week. One at risk: Citadel Inc has had no activity in 9 days.
Hey Laureo, score my top 5 leads by engagement.
1. Sarah Chen 94/100 (3 opens, 2 meetings). 2. James Wright 87/100 (clicked proposal). 3. Maria Lopez 72/100 (replied once). 4. David Park 58/100. 5. Alex Johnson 31/100.
Hey Laureo, prep me for my 2pm call with Beacon Ltd.
Beacon Ltd. Deal Pro Upgrade ($12,500), Negotiation stage. James Wright leads. Last touch 3 days ago: he asked about the SSO add-on. Open question: pilot extension. They closed two similar deals last quarter.
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.
Frequently Asked Questions
Put AI to work for your sales team
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