Manage clients, projects, and revenue in one place
Track client relationships, close new business, send invoices, and run campaigns from one platform built for agencies.
Sound familiar?
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
What you can do with Laureo
Real workflows for Agencies, built into Laureo.
Client relationship hub
Every client gets a complete profile with contacts, deals, emails, notes, files, and activity history.
New business pipeline
Track proposals, pitches, and RFPs in a dedicated pipeline with follow-up reminders.
Branded invoicing
Generate quotes for prospects and invoices for clients. Track payment status and send reminders.
Client nurture campaigns
Run newsletters and case study distributions to stay top-of-mind with prospects and past clients.
Team workload visibility
See who is working on what, which accounts need attention, and where new opportunities are.
Post-sale onboarding automation
Trigger onboarding tasks and welcome emails when a deal closes. Smooth handoff from sales to delivery.
A pipeline that speaks Agencies
Laureo adapts its labels to your world, so your team works in the words they already use.
Speaks your language
- Deal
- engagement
- Contact
- client contact
- Company
- client
- Pipeline
- new business pipeline
Built for the way you work
Not every team needs every feature. Here is what matters most for your workflow.
Client relationship hub
Every client gets a complete profile: contacts, deals, emails, notes, files, and activity history. New team members get full context in minutes, not weeks.
New business pipeline
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.
Invoicing and quotes
Generate branded quotes for prospects and invoices for clients. Track payment status, send reminders, and see outstanding revenue at a glance.
Email campaigns
Run newsletters, case study distributions, and nurture campaigns to stay top-of-mind with prospects and past clients. Built-in templates and analytics.
Custom fields and tags
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.
Team visibility
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.
How it works
From setup to results in 5 straightforward steps.
Organize your client base
Import clients and prospects. Tag by service line, industry, and retainer value. Custom fields capture everything from contract dates to NPS scores.
Build your new business pipeline
Create stages for your sales process: lead, proposal sent, pitch scheduled, negotiation, won. Track every opportunity alongside active client work.
Quote and close
Generate professional quotes from deal records. When the client accepts, convert the quote to an invoice and start the engagement without re-entering data.
Nurture your network
Run email campaigns to past clients, referral partners, and warm leads. Automated sequences keep relationships alive between active engagements.
Track revenue and retention
Dashboards show revenue by client, service line, and time period. Spot at-risk accounts early and identify your most profitable relationships.
AI agents that work for you
Six built-in agents start on their own, on a weekday schedule or when the work arrives. The five on the Agents page draft what they can and ask before they change anything, and Ticket Triage sorts new tickets in Service on Ultra.
Deal Follow-Up - Highlighted for Agencies
AI spots the client that has gone quiet
The Deal Follow-Up agent finds client work with no recent activity, proposes the next step on the record, and drafts the check-in for you to review and send. Spot at-risk clients before they churn.
Integrations that matter for Agencies
Connect the tools you already use. No code required.
Google Workspace
Gmail, Calendar, and Drive sync for client communication and files.
Microsoft 365
Outlook and OneDrive for agencies on the Microsoft stack.
Agencies vs Copper
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, protected by default
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.
Encrypted end to end
Your data is encrypted in transit and at rest, on every plan.
Your data stays yours
Every account is walled off from every other customer. No one else can see your records.
Never trains AI
Nothing you store in Laureo is ever used to train AI models.
A record of every change
See who accessed or changed a record, and when.
Dive deeper into Laureo
CRM for Agencies FAQ
Quick answers to the questions we hear most.
Continue exploring
Compare Laureo to alternatives and explore features relevant to Agencies.
Get your agency organized 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.