From RFQ to paid, for shops that sell direct
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.
Sound familiar?
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
What you can do with Laureo
Real workflows for Manufacturing, built into Laureo.
Shop pipeline management
Track every job through shop stages: RFQ Received, Engineering Review, Quote Sent, Sample / Prototype, PO Won, Reorder.
CPQ-style quoting
Build line-item quotes from a product catalog with SKUs and unit pricing, so a custom run is quoted consistently without a spreadsheet.
Aging-RFQ follow-up
Workflows and the Deal Follow-Up agent flag a quote with no response past your threshold and draft the chase, so a hot RFQ does not go quiet.
Quote to deposit pay-by-link
Turn a won quote into a deposit or installment invoice and collect by Stripe pay-by-link (card), then sync the order to QuickBooks.
Reorder nudges for repeat accounts
Flag repeat buyers due for a reorder and trigger a check-in, turning a one-time job into recurring shop revenue.
Supply agreements on the job
Keep the purchase or supply agreement on the job record alongside the quote, so the paperwork and the order live in one place.
A pipeline that speaks Manufacturing
Laureo adapts its labels to your world, so your team works in the words they already use.
Speaks your language
- Deal
- job
- Contact
- buyer
- Company
- account
- Pipeline
- shop pipeline
- Invoice
- order invoice
Built for the way you work
Not every team needs every feature. Here is what matters most for your workflow.
Shop pipeline boards
Track every job on a visual Kanban board with shop stages: RFQ Received, Engineering Review, Quote Sent, Sample / Prototype, PO Won, Reorder.
Product catalog and line items
Maintain a product catalog with SKUs, descriptions, and pricing. Build line-item quotes pulled from the catalog for consistent CPQ-style quoting.
Automated quote follow-up
Workflows send follow-up emails after quoting and flag quotes with no response. Timely follow-up improves your quote-to-job conversion rate.
Quote to deposit and QuickBooks
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.
Order invoicing
Generate invoices from won jobs with line items from the quote. Track payment terms, outstanding balances, and overdue invoices.
Reorder and revenue reporting
Dashboards show revenue by product and time period and flag repeat accounts due for a reorder. Forecast workload from the weighted pipeline.
How it works
From setup to results in 5 straightforward steps.
Import your accounts and contacts
Upload customer and buyer data. Tag by product line and account tier, and flag repeat buyers. Import active quotes with values and stages.
Set up your RFQ pipeline
Create stages that match your quoting process. Add custom fields for lead time, material type, and quantity requirements.
Build your product catalog
Enter products with SKUs, descriptions, and pricing. Use the catalog to build accurate quotes directly from pipeline records.
Automate quote follow-ups
Build workflows that send follow-up emails after quoting and flag stale quotes. Consistent follow-up converts more quotes to orders.
Track orders and revenue
When quotes convert to POs, generate invoices and track delivery. Dashboards show revenue by territory, product, and time period.
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 Manufacturing
AI chases the aging RFQ so you stay at the bench
When a quote has gone nine days with no reply, the Deal Follow-Up 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.
Integrations that matter for Manufacturing
Connect the tools you already use. No code required.
Google Workspace
Gmail sync logs customer and distributor emails. Calendar shows meetings and trade show dates.
Microsoft 365
Outlook sync and OneDrive for document sharing with buyers.
Stripe
Accept online payments for orders and deposits.
84%
of manufacturers still manage pricing in spreadsheets
Tacton, CPQ and manufacturing pricing research
Manufacturing vs Zoho CRM
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, 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 Manufacturing FAQ
Quick answers to the questions we hear most.
Continue exploring
Compare Laureo to alternatives and explore features relevant to Manufacturing.
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