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·
  1. Home
  2. Features
  3. Smart Inbox
Smart Inbox

Your inbox, on the customer record.

A two-way Gmail and Outlook inbox built into the CRM. Every email auto-links to its contact, company, and deal, opens and clicks are tracked, and the queue stays readable.

No separate email client to bolt on. The inbox and the deal live on one record.

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Inbox · 2 unread
Maya Torres9:41 AM
Renewal terms for next year
Priya Nair8:15 AM
Pilot scope, final list
Daniel ReyesYesterday
Re: Proposal v2
Maya Torres
Renewal terms for next year

Thanks for the walkthrough yesterday.

Two questions on the rollout timeline before we sign off.

Happy to jump on a quick call if that is easier.

Maya

ReplyArchive
Reply drafted
2 unread need answers today
Two-way sync

The mailbox you already use, inside the CRM

No bcc address, no copy-paste. Laureo connects Gmail or Outlook with a two-way sync: mail you send from Laureo lands in your real mailbox, and mail that arrives there shows up in Laureo. Your team keeps the inbox they already know, on the record they already work from.

Auto-link

Every email finds its record on its own

Laureo reads the address on every email and links the message to its contact, company, and open deal, the way the record rail above shows it. The thread lands next to the activity and the notes, with no logging step to forget.

  • Matched by addressThe right contact and company always get the thread.
  • Linked to the open dealA live opportunity gets the conversation attached to it too.
  • On the record, not in a siloThe thread sits beside the activity, notes, and history.
  • No manual loggingNo bcc to remember, no copy-paste, linked as mail moves.
Tracking

See what got opened and clicked

The inbox tracks opens and link clicks on the email you send and shows the signal right on the record. Time the next touch for the moment a prospect is paying attention, instead of landing cold.

  • Open trackingSee when a sent email was opened and read.
  • Click trackingSee which links drew the click, so interest is read, not guessed.
  • Signal on the recordEngagement sits next to the deal, where the team acts on it.
Sorting

A queue you can read, sorted by rules

Laureo sorts the inbox with rules you set, not a hidden score that reshuffles your mail. That is the honest difference from a tool like Superhuman: nothing here guesses an importance ranking for you.

  • Rule-based sortingYou decide how mail is grouped and filtered. No black box.
  • Folders and filtersTracked threads, replies, and drafts each stay in their place.
  • Predictable, not guessedWhat you set is what you see, never reordered behind your back.
AI

Draft the reply, summarize the thread, you approve

The AI co-pilot works one email at a time. On the message you are reading, it drafts a reply from the thread and the record it already sees, or summarizes a long back-and-forth in a sentence. It does not rank your whole inbox: that stays the rule-based sorting you control.

Nothing sends on its own. The AI drafts and you approve, and it never trains on or keeps your data.

  • Per-email smart repliesDraft a reply to the email in front of you, grounded in the thread.
  • Thread summariesCatch up on a long conversation without rereading it all.
  • Draft and approveEvery draft waits for your review. Nothing reaches a customer unchecked.
To Maya Torres · Renewal terms for next year

Maya: Thanks for the walkthrough yesterday. Two questions on the rollout timeline before we sign off.

Hi Maya, great speaking yesterday. Rollout starts the week you sign, and your team keeps full access during migration. I have attached the timeline with both phases marked. Happy to walk through it Thursday.

SendEdit draftDrafted by Laureo
Pricing

The inbox comes with the CRM

The two-way inbox, auto-linking, and open and click tracking are part of the CRM, not a separate email client you pay for on top. The per-email AI co-pilot is built in, with no extra tool to buy.

Two-way inbox and trackingPro

Pro from $83.33/mo billed annually ($99.99 month-to-month). 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.

Security

Your email and the records it links to are isolated to your workspace, and the AI never trains on or keeps your data.

See how we keep your data safe

Related Resources

  • FeatureMarketing and Communication·The pillar this inbox belongs to: email, campaigns, sequences, and team chat on one record.
  • FeatureFollow-up Sequences·Turn an inbox thread into a paced multi-step follow-up that stops the moment someone replies.
  • FeatureTeam Chat·Loop a teammate in on a deal next to the inbox thread, without leaving the customer record.

Frequently Asked Questions

Yes. The inbox is a two-way sync with Gmail and Outlook. Mail you send and receive shows up in both your normal mailbox and inside Laureo, so you can work the inbox from the CRM without giving up the mailbox you already use.
Laureo matches each email to a contact, company, and deal by the address on it, then links the message to that record automatically. You do not log emails by hand. When you open a contact or an opportunity, the email thread is already there next to the rest of the history.
Yes. The inbox tracks opens and link clicks on the emails you send, so you can see which messages got read and which links got attention. That signal sits right next to the deal, so a follow-up can wait for the moment a prospect is actually engaged.
No. Laureo sorts and categorizes your inbox with rules you can read and predict, not a model that guesses an importance score. The AI works one email at a time, drafting a reply or summarizing a thread when you ask, rather than reordering the whole inbox on its own.
No. The AI drafts a reply or a thread summary and waits for you. You read it, adjust it, and approve it before anything goes out, so a customer never receives a message you did not check. And the AI never trains on or keeps your data.

Bring the inbox onto the record

Two-way Gmail and Outlook sync, auto-linked threads, and open and click tracking, built into the CRM.

Start your 14-day trial

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.