Manage your RFQ pipeline, track distributor relationships, automate follow-ups, and invoice orders from one platform.
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
Distributor and rep relationships managed informally, making it hard to evaluate channel performance
Quote follow-up depends on the sales rep remembering, and slow follow-up loses orders to competitors
Invoicing happens in a separate system, disconnected from the order pipeline
No revenue forecast because quote data is not organized in a way that supports weighted pipeline analysis
Real workflows for Manufacturing, built into Laureo.
Track every request for quote through stages: received, estimating, quoted, negotiation, PO received, declined.
Maintain profiles for distributors, reps, and channel partners. Track sales volume and commission by partner.
Workflows send follow-up emails after quoting. Reminders flag quotes with no response past your threshold.
Generate invoices from won orders with line items from the product catalog. Track payment status and outstanding balances.
Import leads from trade show badge scans and trigger follow-up sequences within 24 hours.
Assign accounts by region and product line. Round-robin new leads to the right rep based on territory rules.
Not every team needs every feature. Here is what matters most for your workflow.
Track every RFQ on a visual Kanban board from inquiry to PO received. Custom stages match your quoting process: received, estimating, quoted, negotiation, PO, shipped.
Maintain a product catalog with SKUs, descriptions, and pricing. Build quotes with line items pulled from the catalog for accurate and consistent quoting.
Workflows send follow-up emails after quoting and flag quotes with no response. Timely follow-up improves your quote-to-order conversion rate.
Track distributor companies and rep contacts with territory assignments, sales volume, and commission data in custom fields.
Generate invoices from won orders with line items from the quote. Track payment terms, outstanding balances, and overdue invoices.
Dashboards show revenue by territory, rep, and product line. Forecast workload based on weighted pipeline and production capacity.
From setup to results in 5 straightforward steps.
Upload customer, distributor, and rep data. Tag by territory, product line, and account tier. 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.
Autonomous agents run on a schedule, surface insights, and create tasks. You approve, they execute.
Sales Agent - Highlighted for Manufacturing
The Sales Agent flags RFQs with no activity in 7+ days, identifies stale quotes, and creates follow-up tasks to chase outstanding proposals. Your team closes more orders because nothing falls through the cracks.
Pipeline management and deal coaching
Daily at 8:00 AM
Follow-up scheduling and re-engagement
Daily at 7:00 AM
Data quality and deduplication
Weekly on Monday at 6:00 AM
Customer health monitoring
Daily at 8:00 AM
Daily inbox triage and reply queue
Mornings, before standup
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.
Sync invoices to QuickBooks for accounting and order tracking.
Accept online payments for orders and deposits.
Send purchase agreements and contracts for e-signature.
Connect ERP systems, inventory management, and shipping platforms.
Build advanced integrations with production scheduling and supply chain tools.
The problem
Zoho CRM requires add-ons for email campaigns, advanced automation, and invoicing. The base product is limited, and each add-on increases cost and complexity.
The Laureo advantage
Laureo includes pipeline management, email campaigns, automation, and invoicing in every plan. No add-ons, no module shopping, and no per-feature pricing surprises.
Your data is protected at every layer. No enterprise plan required.
All data encrypted at rest using AES-256.
Every connection secured with TLS 1.3.
Multi-tenant isolation at the database level.
Complete record of data access and changes.
Dive deeper into Laureo
Quick answers to the questions we hear most.
Compare Laureo to alternatives and explore features relevant to Manufacturing.
14-day free trial. Cancel anytime.
14-day free trial. Cancel anytime.