Run the shop pipeline from RFQ to reorder, turn a quote into a deposit pay-by-link, and sync to QuickBooks. Built for shops selling direct, not multi-line rep agencies.
These are the problems we hear from teams like yours every day. Laureo was built to solve them.
RFQs tracked in spreadsheets with no visibility into which quotes are outstanding and which went cold
Pricing lives in Excel, so every custom quote is rebuilt by hand and inconsistent
Quote follow-up depends on someone remembering, and slow follow-up loses jobs to the next shop
Quoting, deposits, and invoicing live in three places: a spreadsheet, email, and QuickBooks
Repeat buyers who should reorder go unprompted because nothing flags them
Real workflows for Manufacturing, built into Laureo.
Track every job through shop stages: RFQ Received, Engineering Review, Quote Sent, Sample / Prototype, PO Won, Reorder.
Build line-item quotes from a product catalog with SKUs and unit pricing, so a custom run is quoted consistently without a spreadsheet.
Workflows and the Sales Pipeline Agent flag a quote with no response past your threshold and draft the chase, so a hot RFQ does not go quiet.
Turn a won quote into a deposit or installment invoice and collect by Stripe pay-by-link (card), then sync the order to QuickBooks.
Flag repeat buyers due for a reorder and trigger a check-in, turning a one-time job into recurring shop revenue.
Keep the purchase or supply agreement on the job record alongside the quote, so the paperwork and the order live in one place.
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.
Track every job on a visual Kanban board with shop stages: RFQ Received, Engineering Review, Quote Sent, Sample / Prototype, PO Won, Reorder.
Maintain a product catalog with SKUs, descriptions, and pricing. Build line-item quotes pulled from the catalog for consistent CPQ-style quoting.
Workflows send follow-up emails after quoting and flag quotes with no response. Timely follow-up improves your quote-to-job conversion rate.
Convert a won quote into a deposit or installment invoice, collect by Stripe pay-by-link, and sync the order to QuickBooks for the books.
Generate invoices from won jobs with line items from the quote. Track payment terms, outstanding balances, and overdue invoices.
Dashboards show revenue by product and time period and flag repeat accounts due for a reorder. Forecast workload from the weighted pipeline.
From setup to results in 5 straightforward steps.
Upload customer and buyer data. Tag by product line and account tier, and flag repeat buyers. Import active quotes with values and stages.
Create stages that match your quoting process. Add custom fields for lead time, material type, and quantity requirements.
Enter products with SKUs, descriptions, and pricing. Use the catalog to build accurate quotes directly from pipeline records.
Build workflows that send follow-up emails after quoting and flag stale quotes. Consistent follow-up converts more quotes to orders.
When quotes convert to POs, generate invoices and track delivery. Dashboards show revenue by territory, product, and time period.
Six built-in scheduled agents run on their own cadence, surface insights, and create tasks. You approve, they execute.
Sales Pipeline Agent - Highlighted for Manufacturing
When a quote has gone nine days with no reply, the Sales Pipeline Agent drafts the follow-up and queues it for your approval, and on a repeat account it can nudge the reorder. You chase fewer quotes by hand and close more jobs.
Connect the tools you already use. No code required.
Gmail sync logs customer and distributor emails. Calendar shows meetings and trade show dates.
Outlook sync and OneDrive for document sharing with buyers.
Accept online payments for orders and deposits.
84%
of manufacturers still manage pricing in spreadsheets
Tacton, CPQ and manufacturing pricing research
The problem
Zoho CRM leaves email campaigns, advanced automation, and invoicing to paid add-ons (Zoho sells these as separate modules and editions). A small shop ends up assembling and maintaining several modules.
The Laureo advantage
Laureo includes the shop pipeline, email, automation, quotes, and invoicing in every plan. No module shopping, and the quote-to-deposit flow is built in.
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 Manufacturing.
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.