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 22 tools that ship together.
Laureo CRM keeps contacts, companies, and a kanban deal pipeline on one shared record with your email, support tickets, and invoices. Email and calendar sync both ways, so there is almost nothing to log by hand. Custom fields shape the record around how you sell, a rule-based score from 0 to 100 ranks leads, and 6 built-in AI agents flag stalled deals and clean up your data on a schedule.
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.
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.
Starting from scratch? Our guide to setting up a sales pipeline covers the stages, exit criteria, and win probabilities worth defining before you move your first deal.
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.
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.
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.
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.
A signed deal starts delivery, it does not end the relationship. When a deal is won, Laureo opens a delivery project with the budget, company, and files already carried over, then runs the post-sale work on a board that stays linked to the customer record and flags a project that drifts off track. The account history shows the deal and the delivery side by side.
Contact enrichment is coming soon. When it opens, the data will be provided for you, so there is no separate data vendor to set up. Laureo will fill in job titles, company details, and social profiles from a metered monthly credit allowance, so spend stays predictable and your records fill themselves in.
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.
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.
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.
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 $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.
Pipeline, contacts, forecasting, and the rest of the toolkit, on the same plan. Core CRM from Pro.
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.