Set up the busywork once, then watch the numbers.
A step-list workflow builder and reporting that run on the same records your team already works from. Trigger, condition, action, turned into a dashboard you read without exporting anything.
Replaces a separate automation tool and a separate reporting tool.
What can Laureo's automation do?
Laureo automation turns a routine into a step list: pick a trigger, add a condition, choose an action, and it runs on your real records. Typical jobs include routing a new lead, keeping tags current, chasing a quiet deal, and updating a field when a stage changes. Reporting reads the results without an export, goals track themselves against live numbers, and forecasts measure against what actually closed.
Build the routine once as a step list
A workflow is a step list you read top to bottom, not a canvas you wire up. Pick a trigger, add the conditions, line up the actions.
New to automating your pipeline? Our guide to CRM automation walks through the triggers, conditions, and actions worth setting up first, and the busywork each one takes off your plate.
- 12 triggersStart on a stage change, a new form fill, or an email open.
- 12 conditionsBranch on field values so it only acts when it should.
- 9 actionsSend an email, update a field, assign an owner, create a task.
- Test before you activateRun it against a record to see what it does before going live.
Tags that keep themselves current
Stop tagging contacts by hand. A rule watches how people engage and applies the right tag the moment they act, so segments stay current.
- 5 behavior triggersFire on opens, clicks, replies, bounces, or form submits.
- Combine conditionsStack conditions so a tag lands on the full pattern, not one click.
- Tags flow everywhereThey power contact groups, campaigns, and other workflows.
For the work a rule cannot describe
Rules handle the routine. For the judgment calls, 5 autonomous agents propose the next move and wait for your approval before anything ships. Nothing sends on its own.
See how the AI agents work, from the co-pilot you ask in plain language to the agents that draft, organize, and follow up.
Read the results without exporting a thing
The same activity your workflows run on becomes a report. Pick a data source, pick a chart, and the dashboard tile stays live.
- 10 visualization typesChart 5 data sources the way that answers the question.
- Currency-aware leaderboardEvery deal converted to one currency so cross-border totals line up.
- Pipeline funnelSee where deals concentrate and where they stall, stage by stage.
- Revenue by owner, stage, and periodBreak revenue down and compare periods to spot the trend early.
- Export and email deliverySend any report to CSV, or have it emailed on a schedule.
Win and loss analysis is model-backed, reading the reasons behind every closed deal. A daily priority briefing flags what needs you first, using clear rules you can follow.
Targets that track themselves
Set the target once and Laureo measures it against live data. Progress shows on the dashboard and the leaderboard automatically.
- Revenue and activity targetsGoals for revenue or for the calls, emails, and meetings behind it.
- Per rep, team, or company-wideScope a goal to one person, a team, or everyone.
- Tracked automaticallyUpdates from live records across monthly, quarterly, and annual periods.
Forecast against what actually closed
Laureo weighs open deals by amount times stage probability, then lines that projection up against what actually closed. The gap is the conversation worth having.
- Weighted pipeline forecastEach open deal counts for its amount times its stage probability.
- Forecast versus actualSet the projection next to closed revenue for the period.
- Updates as deals moveRecalculates the moment a deal changes stage or amount.
Your reports and automations run on records isolated to your workspace, and the AI never trains on or keeps your data.
Related Resources
- FeatureAI AgentsThe co-pilot you ask in plain language, plus 5 agents that draft, organize, and follow up with your approval.
- FeatureCustomer SupportRoute tickets, watch SLA timers, and report across support from the same record as the deal.
- FeatureIntegrationsConnect the tools your team already uses so automations and reports run on complete data.
- SolutionSales TeamsSee how sales teams automate the busywork and read the numbers without leaving the CRM.
Frequently Asked Questions
Automate the busywork, then read the numbers
A step-list workflow builder, behavior-based auto-tagging, and reporting built into the CRM.
14-day trial for $2.99, credited to your first month. Cancel any plan at any time before the end of your billing cycle, no contract fees, no 30-day notice, no penalties.