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 22 tools that ship together.
What does Laureo CRM do?
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 5 built-in AI agents flag stalled deals and clean up your data on a schedule.
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
- currencies supported
- 48currencies supported
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.
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.
- 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.
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.
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.
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.
The work does not stop when the deal closes
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.
- One handoff, no re-keyingA won deal opens a delivery project with the budget, company, and files already carried over.
- Four views over one projectWork the same tasks as a list, a board, a calendar, or a timeline with milestones, and sequence the work with task dependencies.
- Templates for repeatable workStart delivery from a reusable template so the standard tasks are in place from day one.
- Budget against hoursOn Business and Ultra, track a project budget against logged hours, and turn billable time into invoice lines.
- A window for the clientOn Business and Ultra, share a branded status page that shows the client the milestones and the updates you choose to publish.
- Linked to the recordDelivery sits on the same timeline as the deal that started it, so the account history stays whole.
Fill in the gaps with data we provide
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.
- Data provided for youNo separate data vendor to sign up for and nothing to wire in.
- Monthly credit allowanceA predictable monthly allowance on every plan, so enrichment never runs an open-ended bill.
- Phone lookups on Business and upEmail enrichment on Pro; Business and Ultra add phone lookups, with priority phone on Ultra.
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.
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.
- Send the intro email to Jonas FeldDeal Follow-Up · Low riskApproved
- Log the Atlas Freight form submission to the recordInbox Assistant · Low riskApproved
- Send the intro email to Jonas FeldDeal Follow-Up · Low riskApproved
- Log the Atlas Freight form submission to the recordInbox Assistant · Low riskApproved
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.
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 $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.
Related Resources
- FeatureAI AgentsThe autonomous agents and co-pilot that work alongside the CRM, with you approving what ships.
- FeatureAutomation & InsightsRoute new leads, trigger follow-ups, and report across the pipeline you build here.
- ComparisonLaureo vs HubSpotHow an all-in-one record compares to HubSpot Sales and its separate hubs.
- ComparisonLaureo vs PipedrivePipeline-first selling with the inbox, support, and billing already attached.
- ComparisonLaureo vs SalesforceEnterprise-grade pipeline without the admin, the implementation, or the per-add-on bill.
Frequently Asked Questions
Run sales on one record
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.