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.
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 signs, 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
Autonomous agents run on a schedule, surface insights, and create tasks. You approve, they execute.
Customer Success Agent - Highlighted for Agencies
AI monitors client health so you can act early
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.
Sales Agent
Pipeline management and deal coaching
Daily at 8:00 AM
Outreach Agent
Follow-up scheduling and re-engagement
Daily at 7:00 AM
Data Steward Agent
Data quality and deduplication
Weekly on Monday at 6:00 AM
Customer Success Agent
Customer health monitoring
Daily at 8:00 AM
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.
Slack
Deal alerts, client updates, and task notifications in team channels.
QuickBooks
Push invoices to QuickBooks for accounting and reconciliation.
DocuSign
Send contracts for e-signature directly from deal records.
Zapier
Connect project management tools, time trackers, and billing systems.
Agencies vs Copper
The problem
Copper is tightly coupled to Google Workspace and lacks invoicing, email campaigns, and support tickets. Agencies need 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.
Enterprise-grade security, built in
Your data is protected at every layer. No enterprise plan required.
AES-256 encryption
All data encrypted at rest using AES-256.
TLS in transit
Every connection secured with TLS 1.3.
Row-level security
Multi-tenant isolation at the database level.
Audit trail
Complete record of data access and changes.
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.
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14-day free trial. Cancel anytime.