CRM

Manage every relationship in one place

Your pipeline, contacts, deals, quotes, and team collaboration. All in a single platform built for modern sales teams.

What is a CRM?

A CRM (Customer Relationship Management) system is where your team tracks every interaction with leads and customers. Instead of juggling spreadsheets, sticky notes, and email threads, a CRM gives you one place to see who you're talking to, where each deal stands, and what needs to happen next. Laureo takes it further by combining your CRM with email, marketing, automation, and support so you never switch tools.

Pipeline Management

  • Drag-and-drop deal stages with visual Kanban boards
  • Create multiple pipelines for different sales processes
  • Probability tracking per stage for accurate forecasting
  • Revenue forecasting with weighted pipeline values

Contact & Company Management

  • Custom fields to capture the data your team needs
  • Tags and lifecycle stages for segmentation
  • Full activity timeline on every contact and company
  • One-click contact enrichment with job titles and social profiles

Deals & Opportunities

  • Track deal value, probability, and expected close date
  • Win/loss analysis to improve your sales process
  • Risk assessment flags for deals going cold
  • Revenue forecasting tied to your pipeline stages

Quotes & Invoices

  • Built-in quote builder with line items and discounts
  • PDF generation with your branding
  • Invoice tracking from quote to payment
  • Payment status monitoring at a glance

Deal Rooms

  • Private chat thread for each deal
  • Share files and documents with your team
  • Activity logging so nothing falls through the cracks
  • Keep deal context in one place, not scattered across Slack threads

Contact Enrichment

  • One-click profile lookup for any contact
  • Auto-fill job titles, company details, and LinkedIn profiles
  • Reduce manual data entry for your sales team
  • Enrichment credits included on every plan

Team Messaging

  • Direct messages between team members
  • Group channels organized by team or topic
  • Threaded conversations to keep discussions organized
  • Reactions and search across all messages

Easy Switching

  • Already using another CRM? Switch in minutes.
  • Import from 20+ platforms with smart field mapping
  • CSV import for contacts, companies, and deals
  • No lock-in: export your data anytime

Projects

Post-sale delivery boards to manage implementation, onboarding, and client projects — all inside your CRM.

  • Kanban-style project boards per deal or company
  • Task assignment and progress tracking
  • Shared timelines and milestones
  • Keep delivery and sales data in one platform
AI-Powered

Your pipeline, coached by AI

The Sales Agent and AI Assistant work together to flag risks, fill gaps, and prioritize your day — automatically.

Deal risk detection and next-action recommendations
Auto-fill contact data from one-click company research
Morning pipeline briefing via AI Daily Briefing
Conversation intelligence from call transcripts

Related Resources

Feature

Automation

Workflows, lead scoring, and auto-tagging that run your sales process on autopilot.

Feature

Analytics

Dashboards, reports, goals, and AI insights to measure and improve performance.

Solution

Sales Teams

See how Laureo helps sales teams close more deals with less busywork.

Frequently Asked Questions

CRM (Customer Relationship Management) software is a tool that helps businesses manage interactions with current and potential customers. It centralizes contact data, tracks deals through sales pipelines, logs activities, and provides insights to help teams close more deals and build stronger relationships.
Yes. Laureo includes visual Kanban-style pipeline boards with drag-and-drop deal stages, probability tracking, revenue forecasting, and support for multiple pipelines to match different sales processes.
Absolutely. Laureo supports CSV imports with automatic field mapping, making it easy to migrate from HubSpot, Salesforce, Pipedrive, or any other CRM. We also have step-by-step migration guides for popular platforms.
Yes. You can create unlimited custom fields (text, number, date, dropdown, multi-select, checkbox) on contacts, companies, and opportunities to capture the exact data your business needs.
Yes. Laureo offers a free 14-day trial with full access to all CRM features, no credit card required. You can upgrade to a paid plan at any time.

Start managing your pipeline today

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