Spend less time on admin, more time advising
Relationship timelines, quotes, calendar sync, and automated follow-ups. One person can run it all.
Sound familiar?
These are the problems we hear from teams like yours every day. Laureo was built to solve them.
Spending evenings on invoices and follow-ups instead of billable work
Client relationships depend on memory instead of a system
No professional way to send quotes and track approvals
Calendar is a mess of overlapping meetings with no CRM integration
Switching between 5 different tools for email, scheduling, billing, and contacts
What you can do with Laureo
Real workflows for Consultants, built into Laureo.
Centralize your relationship history
Every email, meeting, note, and invoice on a single timeline per client. Walk into every meeting prepared.
Send polished quotes
Create branded quotes with line items and terms. Send from Laureo and get notified when the client views them.
Sync your calendar
Bidirectional sync with Google Calendar and Outlook. See your schedule alongside client records.
Automate check-ins
Workflows send post-project follow-ups, quarterly check-ins, and renewal reminders without manual effort.
Track referral sources
Tag contacts as referral sources and measure which introductions turned into paying clients.
Invoice from won deals
Convert a quote to an invoice in one click when the engagement is confirmed. Track payment status automatically.
A pipeline that speaks Consultants
Laureo adapts its labels to your world, so your team works in the words they already use.
Speaks your language
- Deal
- engagement
- Contact
- client
- Company
- firm
- Pipeline
- engagement pipeline
Built for the way you work
Not every team needs every feature. Here is what matters most for your workflow.
Relationship timeline
Every interaction with a client, from the first email to the latest invoice, is captured in a single timeline. Never walk into a meeting unprepared.
Quotes and proposals
Create polished quotes with line items, terms, and your branding. Send them directly from Laureo and get notified when the client views or approves them.
Calendar sync
Bidirectional sync with Google Calendar and Outlook. See your schedule alongside client records so you can prep for meetings and log outcomes in one place.
Email integration
Send and receive emails without leaving Laureo. Every message is automatically logged to the right contact, building a complete communication history.
Task management
Create tasks linked to contacts or deals. Set due dates, reminders, and recurring tasks so deliverables and follow-ups never slip.
Smart follow-ups
Automations send check-in emails after a project wraps, remind you to reconnect with dormant clients, and flag upcoming renewal dates.
How it works
From setup to results in 5 straightforward steps.
Centralize your network
Import your contacts from LinkedIn exports, email, or spreadsheets. Tag by relationship type: client, prospect, referral source, vendor.
Track your engagements
Create a deal for every active or potential engagement. Track status, value, and key dates so you always know what is in your pipeline.
Send professional quotes
Build a quote from a deal record with line items and terms. Send it to the client and track when they open and accept it.
Manage your calendar
See client meetings, deadlines, and follow-ups in one view. Calendar sync means changes in Google or Outlook show up in Laureo automatically.
Automate the relationship
Set up workflows for post-project follow-ups, quarterly check-ins, and annual reviews. Your referral network stays warm without manual effort.
AI agents that work for you
Five built-in agents run on their own cadence, surface insights, and create tasks. You approve, they execute.
Deal Follow-Up - Highlighted for Consultants
Never lose touch with a client again
The Deal Follow-Up agent finds contacts with 14+ days of inactivity and recommends re-engagement. Quarterly check-ins, renewal reminders, and dormant client nudges happen automatically.
Integrations that matter for Consultants
Connect the tools you already use. No code required.
Google Workspace
Gmail and Google Calendar sync for seamless scheduling and email logging.
Microsoft 365
Outlook and OneDrive integration for consultants on Microsoft.
Stripe
Accept online payments on invoices and track revenue in your pipeline.
Consultants vs a patchwork of single-purpose tools
The problem
A solo consultant usually runs a pipeline tool, a separate invoicing tool, a separate scheduler, and a separate email tool. The relationship history is split across all of them, so re-engaging a dormant client means stitching the story back together by hand.
The Laureo advantage
Laureo keeps the engagement pipeline, quotes and invoices, calendar booking, and email on one client timeline. The Deal Follow-Up agent watches that one timeline and surfaces who to reconnect with for the next retainer, instead of you remembering.
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 Consultants FAQ
Quick answers to the questions we hear most.
Continue exploring
Compare Laureo to alternatives and explore features relevant to Consultants.
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