Relationship timelines, quotes, calendar sync, and automated follow-ups. One person can run it all.
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
Real workflows for Consultants, built into Laureo.
Every email, meeting, note, and invoice on a single timeline per client. Walk into every meeting prepared.
Create branded quotes with line items and terms. Send from Laureo and get notified when the client views them.
Bidirectional sync with Google Calendar and Outlook. See your schedule alongside client records.
Workflows send post-project follow-ups, quarterly check-ins, and renewal reminders without manual effort.
Tag contacts as referral sources and measure which introductions turned into paying clients.
Convert a quote to an invoice in one click when the engagement is confirmed. Track payment status automatically.
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 interaction with a client, from the first email to the latest invoice, is captured in a single timeline. Never walk into a meeting unprepared.
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.
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.
Send and receive emails without leaving Laureo. Every message is automatically logged to the right contact, building a complete communication history.
Create tasks linked to contacts or deals. Set due dates, reminders, and recurring tasks so deliverables and follow-ups never slip.
Automations send check-in emails after a project wraps, remind you to reconnect with dormant clients, and flag upcoming renewal dates.
From setup to results in 5 straightforward steps.
Import your contacts from LinkedIn exports, email, or spreadsheets. Tag by relationship type: client, prospect, referral source, vendor.
Create a deal for every active or potential engagement. Track status, value, and key dates so you always know what is in your pipeline.
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.
See client meetings, deadlines, and follow-ups in one view. Calendar sync means changes in Google or Outlook show up in Laureo automatically.
Set up workflows for post-project follow-ups, quarterly check-ins, and annual reviews. Your referral network stays warm without manual effort.
Six built-in scheduled agents run on their own cadence, surface insights, and create tasks. You approve, they execute.
Outreach Agent - Highlighted for Consultants
The Outreach Agent finds contacts with 14+ days of inactivity and recommends re-engagement. Quarterly check-ins, renewal reminders, and dormant client nudges happen automatically.
Connect the tools you already use. No code required.
Gmail and Google Calendar sync for seamless scheduling and email logging.
Outlook and OneDrive integration for consultants on Microsoft.
Accept online payments on invoices and track revenue in your pipeline.
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 Outreach Agent watches that one timeline and surfaces who to reconnect with for the next retainer, instead of you remembering.
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.
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