Send the quote, book the meeting, and collect payment without leaving the opportunity. The deal, the dollars, and the timeline live on one record, so nothing falls between tools and nobody re-keys a number.
One record in place of a separate proposal tool, a light invoicing app, and a scheduling app.
Laureo builds the quote, books the meeting, and collects the payment on the opportunity record itself. You assemble line items from a product catalog, send a quote or proposal, convert it to an invoice, and let the customer pay by link straight off that invoice. Booking pages land on the same record, and a weighted forecast multiplies stage probability by amount so you can see what is actually coming.
A deal usually means three tools that each hold their own copy of it. Laureo runs the whole sequence on one opportunity, so the value, the line items, the meeting, and the paid status all stay on the same record.
Build a quote from line items priced off a shared catalog, send it, revise it when scope changes, and convert it to an invoice the moment the deal closes. This is quoting and invoicing built into the CRM, not a full accounting suite. There is no general ledger or bookkeeping here.
Every invoice can carry a pay-by-link. The customer opens it and pays, payments are processed by Stripe, and the invoice marks itself paid. No one chases a confirmation.
Share a booking page and let prospects pick a time. When someone books, the meeting lands on the opportunity, attached to the deal it belongs to.
See Scheduling and Booking: routing, reschedules, and how meetings sync to the calendar.
A Deal Room is an internal chat space for your team, linked to a specific opportunity. The people working a deal keep their notes, questions, and hand-offs in one thread tied to the record. It is for your team only, never a shared workspace or a space you invite the customer into.
With the deal value living on every opportunity, the pipeline can tell you what revenue is likely, not just what is open. The weighted forecast scales each deal by its stage, so you read a realistic number for the period instead of summing every deal at full value and hoping.
The blank screen is the slow part. Ask the co-pilot to draft a quote or an invoice from the deal it already sees, with line items and prices pulled from your catalog.
“Hey Laureo, draft a quote for this deal from the catalog.”
Nothing sends on its own. The AI drafts and you approve, so you read and adjust before anything reaches a customer. And the AI never trains on or keeps your data.
Quotes, invoices, and pay-by-link are part of the paid plans, so the deal-to-payment flow comes with the CRM rather than as a bolt-on. Booking pages and Deal Rooms unlock as you move up.
Pro from $83.33/mo billed annually ($99.99 month-to-month). Business from $166.66/mo billed annually.
Every plan starts with a 14-day trial for $2.99, credited to your first month. Cancel anytime before it ends and you are never charged the subscription.
Quotes, invoices, and payment records are isolated to your workspace, and the AI never trains on or keeps your data.
Quote, schedule, and get paid without leaving the opportunity. Booking from Pro, Deal Rooms on Business and Ultra.
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.