Sales & CRM

Your whole sales process. One pipeline, one record, one bill.

Contacts, companies, and a kanban pipeline you drag deals across, all sharing a single record with your email, your support tickets, and your invoices. No syncing two systems, no paying for a stack of point tools.

Core CRM from the Pro plan, and one of 18 tools that ship together.

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Contacts & companies

One record for every person and account

One record per person and account, with the full timeline on it: emails, calls, meetings, notes, open deals, and support history. The CRM shares the same plan as your inbox and help desk, so nothing syncs across tools and the record reads the same in sales, support, and finance.

record per customer
1record per customer
custom field types
12custom field types
other currencies
48other currencies
Pipeline

Drag deals through a board you actually trust

Drag deals across a kanban board, and run as many pipelines as you need: new business, renewals, partnerships, each with its own stages. Move a card and the forecast moves with it.

The forecast is weighted and the math is open. Each stage carries a win probability you set, and a $48K deal at a 70 percent stage contributes $33.6K. No mystery, no inflated commit.

  • Multiple pipelinesSeparate boards for new business, renewals, and partnerships.
  • Drag deals across stagesMove a card and the forecast and stage history update with it.
  • Weighted forecastStage probability times deal amount, summed across the board.
  • Stage probabilities you controlSet the win odds on every stage so the commit reflects reality.
Pipeline
New business
Kanban
Discovery25%
New account
Inbound lead
Qualification40%
Expansion
Proposal70%
Renewal
New account
Closed won100%
Upsell
Weighted forecastdeal amount × stage probability, summed
Custom fields

Shape the record around the way you sell

Add the fields your process depends on, no admin ticket required. Build from 12 field types and add up to 30 per entity across contacts, companies, and deals. Room to model real complexity, with a clear cap so records stay fast.

  • 12 field typesText, number, date, dropdown, multi-select, and more.
  • Up to 30 per entityA clear cap on contacts, companies, and deals keeps records quick.
  • Use them everywhereFilter, group, and report on them like the built-in fields.
Lead scoring

A score you can explain, from 0 to 100

Rank leads with rules you write, not a black box. You decide what adds and subtracts points, job title, company size, engagement, source, and every contact lands on a clear score from 0 to 100. When a rep asks why a lead is hot, the answer is in the rules.

  • Rule-based scoringYou define the point rules, so the score is never a model guess.
  • A 0 to 100 scaleOne comparable number per contact, sortable at a glance.
  • Built to prioritizeSurface the calls worth making today and let the cold ones wait.
Lead capture

Turn a form fill into a record automatically

Capture leads with forms that drop straight into the CRM. A submission creates or updates the contact, attaches the company, and starts the timeline. Pair a form with a pipeline and a new lead lands on the board the moment it comes in, never a spreadsheet.

See Forms: embed and capture, routing, attribution, and spam protection.

Project boards

The work does not stop when the deal closes

A signed deal starts delivery, it does not end the relationship. Project boards run onboarding and post-sale work on tasks that stay linked to the customer record, so the account history shows the deal and the work that followed it side by side.

  • Task boards after the winTrack onboarding and delivery on a board off the account.
  • Linked to the recordProject work sits on the same timeline as the deal that started it.
  • One handoff, no re-keyingSales closes and delivery picks up without recreating the account.
Enrichment

Fill in the gaps with your own enrichment key

Bring your own key, metered on paid plansPro

Enrichment is bring-your-own-key. Connect your own Apollo, Clearbit, or PeopleDataLabs account and Laureo fills in job titles, company details, and social profiles on a metered monthly quota, so spend stays predictable and you keep your own provider relationship.

  • Bring your own providerConnect an Apollo, Clearbit, or PeopleDataLabs key you already trust.
  • Metered monthly quota15 lookups on Pro, 50 on Business, 100 on Ultra.
  • Not a free add-onA paid-plan capability that uses your key. Free plans get none.
Import

Bring your data in without the cleanup slog

Move in by CSV with smart field-mapping presets for more than 25 named CRMs. Export from your old system, drop in the file, and the columns line up without hand-matching. It is a mapping convenience for your export, not a live connection, and most teams are working the same day.

  • Presets for 25+ named CRMsRecognized export shapes map straight to the right fields.
  • Contacts, companies, and dealsCore records arrive together so the timeline and pipeline stay intact.
  • A CSV mapping, not an API hookupWorks from your export file, with nothing to authorize on the old system.
AI assist

A daily briefing that points you at the right deals

Start each morning with a priority briefing. It scans your pipeline against clear rules, deals gone quiet, follow-ups due, close dates slipping this week, and hands you a short, ordered list. The rules are deterministic, so you always see why something made the list.

When AI drafts for you, it drafts and you approve. A suggested reply or next step shows up ready to review, never sent on your behalf. You stay in control of what goes out.

  • Rule-based daily briefingStale deals, due follow-ups, and slipping close dates, with the rule beside each.
  • Draft and approveAI proposes a reply or next step and waits for your sign-off. Nothing auto-sends.
Today’s priority briefingRule-based, runs every morning

  • Renewal, Proposal

    No activity in 9 days. Send a check-in before it goes cold.

  • Expansion, Qualification

    Follow-up task due today. Reply to the last thread and log the call.

  • New account, Negotiation

    Close date is this week. Confirm the decision maker is still on board.

  • Inbound lead, Discovery

    New lead, unassigned. Claim it and book a first call.

Security

Your customer data stays yours

The CRM holds your most sensitive relationships. It is isolated to your workspace, and the AI that drafts and briefs never trains on your data and never keeps it.

Every CRM record is isolated to your workspace, and the AI never trains on or keeps your data.

See how we keep your data safe
Switching

Moving off HubSpot, Pipedrive, or Salesforce

Teams come to Laureo to stop stitching together a separate sales CRM, inbox, help desk, and billing tool. The Laureo CRM replaces a sales CRM like HubSpot Sales, Pipedrive, or Salesforce, and because the record continues into email, support, and invoicing, you are not buying the rest of the stack on the side.

Bring your records in by CSV with the field-mapping presets, keep your pipelines and custom fields, and quotes and invoices live one tool over on the same record. Core CRM, contacts, pipeline, custom fields, and forecasting, starts on the Pro plan. Pro from $58.33/mo billed annually ($69.99 month-to-month).

Every plan starts with a 14-day free trial. Start free, no card needed.

Related Resources

Frequently Asked Questions

Contacts and companies with a full activity timeline, kanban pipeline boards you drag deals across with as many pipelines as you need, weighted forecasting, rule-based lead scoring, custom fields, lead-capture forms, and project boards for the work after the deal closes. It is one of the tools in an all-in-one plan, so the same record carries through to email, support, and invoicing.
Each pipeline stage carries a win probability you set, for example 25 percent at Discovery and 70 percent at Proposal. The weighted forecast multiplies each open deal amount by its stage probability and adds them up. A 48,000 deal at a 70 percent stage contributes 33,600 to the forecast. The math is transparent, you can see exactly how every number is built.
You can create custom fields from 12 field types, including text, number, date, dropdown, multi-select, and more, and add up to 30 per entity. Fields apply to contacts, companies, and deals, so your records match the way your team actually sells.
No. Lead scoring is rule-based. You define the rules that add or subtract points, and every contact gets a clear score from 0 to 100. There is no black box, you can always explain why a lead scored the way it did.
Enrichment is bring-your-own-key. You connect your own Apollo, Clearbit, or PeopleDataLabs account, and Laureo fills in titles, company details, and social profiles using a metered monthly quota on paid plans: 15 lookups on Pro, 50 on Business, and 100 on Ultra. It is not included for free and Free plans get none.
Yes. Import by CSV with smart field-mapping presets for more than 25 named CRMs, so the columns line up without manual guesswork. It is a mapping convenience for your export file, not a live connection to the other product. Most teams are up and running the same day.
Core CRM, including contacts, pipeline, custom fields, and forecasting, starts on the Pro plan. Pro from $58.33/mo billed annually ($69.99 month-to-month). Every plan starts with a 14-day free trial.

Run sales on one record

Pipeline, contacts, forecasting, and the rest of the toolkit, on the same plan. Core CRM from Pro.

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14-day free trial. Cancel anytime.