Track client relationships, close new business, send invoices, and run campaigns from one platform built for agencies.
These are the problems we hear from teams like yours every day. Laureo was built to solve them.
Client details scattered across email threads, project tools, and spreadsheets
No clear picture of which accounts are profitable and which are draining resources
New business pipeline gets neglected when the team is busy with client work
Invoicing is a manual process that delays cash flow
Losing institutional knowledge when team members leave
Real workflows for Agencies, built into Laureo.
Every client gets a complete profile with contacts, deals, emails, notes, files, and activity history.
Track proposals, pitches, and RFPs in a dedicated pipeline with follow-up reminders.
Generate quotes for prospects and invoices for clients. Track payment status and send reminders.
Run newsletters and case study distributions to stay top-of-mind with prospects and past clients.
See who is working on what, which accounts need attention, and where new opportunities are.
Trigger onboarding tasks and welcome emails when a deal closes. Smooth handoff from sales to delivery.
Laureo adapts its labels to your world, so the board reads the way your team already talks.
Speaks your language
Not every team needs every feature. Here is what matters most for your workflow.
Every client gets a complete profile: contacts, deals, emails, notes, files, and activity history. New team members get full context in minutes, not weeks.
Track proposals, pitches, and RFPs in a dedicated pipeline. Set reminders for follow-ups so new business never falls off the radar when client work heats up.
Generate branded quotes for prospects and invoices for clients. Track payment status, send reminders, and see outstanding revenue at a glance.
Run newsletters, case study distributions, and nurture campaigns to stay top-of-mind with prospects and past clients. Built-in templates and analytics.
Tag clients by industry, retainer value, service type, or account health. Custom fields capture the data that matters to your agency, not generic CRM defaults.
See who is working on what, which accounts need attention, and where new opportunities are in the pipeline. Role-based access keeps sensitive data protected.
From setup to results in 5 straightforward steps.
Import clients and prospects. Tag by service line, industry, and retainer value. Custom fields capture everything from contract dates to NPS scores.
Create stages for your sales process: lead, proposal sent, pitch scheduled, negotiation, won. Track every opportunity alongside active client work.
Generate professional quotes from deal records. When the client accepts, convert the quote to an invoice and start the engagement without re-entering data.
Run email campaigns to past clients, referral partners, and warm leads. Automated sequences keep relationships alive between active engagements.
Dashboards show revenue by client, service line, and time period. Spot at-risk accounts early and identify your most profitable relationships.
Six built-in scheduled agents run on their own cadence, surface insights, and create tasks. You approve, they execute.
Customer Success Agent - Highlighted for Agencies
The Customer Success Agent detects accounts with declining activity, flags accounts with rising support load, and creates proactive check-in tasks. Spot at-risk clients before they churn.
Connect the tools you already use. No code required.
Gmail, Calendar, and Drive sync for client communication and files.
Outlook and OneDrive for agencies on the Microsoft stack.
The problem
Copper positions itself as the CRM built for Google Workspace (it markets itself that way), and it leaves invoicing, email campaigns, and support tickets to other tools. Agencies end up buying a separate tool for each.
The Laureo advantage
Laureo works with both Google and Microsoft, and includes invoicing, campaign tools, and a ticket inbox. One platform for client management and new business.
Your data is encrypted in transit and at rest, walled off from every other customer, and never used to train AI models. On every plan.
Your data is encrypted in transit and at rest, on every plan.
Every account is walled off from every other customer. No one else can see your records.
Nothing you store in Laureo is ever used to train AI models.
See who accessed or changed a record, and when.
Dive deeper into Laureo
Quick answers to the questions we hear most.
Compare Laureo to alternatives and explore features relevant to Agencies.
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