Salesforce gives you a platform to build on, then asks for a certified admin, a paid implementation, and an AI add-on on top. Laureo ships six AI agents on day one, with the AI part of every seat. Import your accounts, contacts, opportunities, activities, and tasks this afternoon.
On Salesforce
With Laureo
Laureo ships six named agents on day one that flag stale deals, surface quiet leads, clean duplicates, chase overdue invoices, watch for churn, and triage your inbox. You are not prompting a blank agent builder, and the AI is part of your seat, not a separate product to assemble.
On Salesforce
With Laureo
Your team sets Laureo up the same afternoon. Settings, custom fields, pipelines, and roles are all configurable through the UI, with no certified admin to hire and no multi-month partner engagement to schedule.
On Salesforce
With Laureo
A monthly AI budget is included on every plan with no per-action fees, so you watch one usage bar instead of forecasting a meter. Agentforce bills three ways from the start, by per-user license, Flex Credits, or per conversation.
On Salesforce
With Laureo
One subscription covers pipeline, email, sequences, scheduler, tickets, and invoicing. Salesforce layers Inbox, Sales Engagement, Marketing Cloud, Revenue Cloud, and Service Cloud on top of the seat.
What the move actually involves
A typical Salesforce rollout runs three to six months and usually a full-time certified admin, and Agentforce now sells three ways on top of the base license: a per-user license, Flex Credits, or per conversation. The Laureo path is different in kind. You import the five Salesforce record types this afternoon, recreate your pipelines and fields in the UI, connect your inbox, and let the included agents start working the same day.
Salesforce implementation timeline and Agentforce pricing models, accessed June 2026: salesforce.com/sales/pricing and salesforce.com/agentforce/pricing. Salesforce import scope reflects the five record types in Laureo's Salesforce preset.
Use Salesforce Data Loader or the built-in Data Export service (Setup > Data Export) to download Accounts, Contacts, Opportunities, Activities, and Tasks as CSV files. These are the five record types Laureo imports directly from a Salesforce export.
Salesforce exports include internal IDs and formula fields. Remove formula columns and make sure email addresses are clean and deduplicated. The Laureo importer reads Salesforce headers (Account Name, Opportunity Name, Close Date, and so on) so you do not have to rename columns by hand.
Sign up at app.laureo.io. Configure your organization, invite team members, and set up roles. If you used Salesforce profiles, map them to Laureo roles such as Sales Manager, Sales Rep, and Marketing.
Go to Settings > Import in Laureo and choose the Salesforce preset. The wizard reads Salesforce field names, maps Account to Company and Opportunity to Deal, and flags potential duplicates with similarity scoring before anything is written.
Build pipeline stages in Laureo that mirror your Salesforce opportunity stages, then map the Stage Name column during import so deal values and close dates land in the right column. Recreate the custom fields your team relies on in Settings; the importer maps matching Salesforce custom columns into them.
Link Gmail or Outlook in Settings > Integrations. Laureo syncs your inbox, sent mail, and calendar events, and auto-matches messages to contacts by address. This is a live two-way sync of your email and calendar, not a one-time CSV import of historical Salesforce activity records.
Compare record counts between Salesforce and Laureo. Spot-check five to ten records across accounts, contacts, and deals. Run a test workflow, send a test email, then cut over your team. We recommend keeping your Salesforce org active for a short window as a safety net.
Five record types import directly from a Salesforce export. Pipelines and custom fields are recreated in Laureo, and your email and calendar connect as a live sync rather than a one-time import.
Start your 14-day trial and import your Salesforce data today.
By continuing you agree to our Terms and Privacy Policy.
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.