The CRM for MSPs that works beside your PSA
Laureo runs the sales side your PSA leaves out: leads, assessment calls and tier quotes. Business and Ultra add the monthly invoice. Tickets stay in your PSA.
Sound familiar?
These are the problems we hear from teams like yours every day. Laureo was built to solve them.
Opportunities sit in the PSA, which was built to close tickets, not to work a sales pipeline
Each new quote is rebuilt from a spreadsheet of per-user and per-device prices
The security newsletter, the webinar invite and the cold email to local firms each run from a different tool
A prospect who asked for an assessment last month never got a second email
Nobody sees which clients are up for renewal until the agreement has already lapsed
What you can do with Laureo
Real workflows for MSPs, built into Laureo.
Book more network assessments
Put a form and a booking page on your website. The form scores each lead, and the booking page sets the assessment call with a Google Meet link or the meeting link you set, so a prospect goes from enquiry to a date on your calendar in one visit.
Quote the tier, then the extras
Start the quote from a managed-services bundle, set the user and device counts for this client, and add a hardware refresh or a security assessment as optional lines the client can take or leave.
Keep every opportunity moving
When an opportunity goes quiet, the Deal Follow-Up agent drafts the next email for you to send. A built-in engagement score on each contact shows which prospects are warm.
Open new accounts with outbound
On Ultra, send cold outreach to a short list of local firms from dedicated sending mailboxes, with managed ramp and per-mailbox pacing, and work every reply from the inbox you already use.
Bill the agreement every month
On Business and Ultra, set each signed agreement on a recurring schedule that emails the invoice for the flat monthly fee or charges the client's saved card. A declined charge falls back to an emailed invoice and a notice to the schedule owner.
Run the quarterly business review
Send each client a booking link for the quarterly review, set to Google Meet. On a paid Google Workspace plan, the Meet recording, transcript and smart notes file on the client's contact and company when the review's calendar event matches them. A review you set up in Outlook as a Teams meeting files its transcript the same way, once your Microsoft admin turns Teams transcripts on.
A pipeline that speaks MSPs
Laureo adapts its labels to your world, so your team works in the words they already use.
Speaks your language
- Deal
- opportunity
- Contact
- client contact
- Company
- client
- Pipeline
- new-client pipeline
- Invoice
- agreement invoice
Built for the way you work
Not every team needs every feature. Here is what matters most for your workflow.
A pipeline for new-client sales
Track each prospect from enquiry to signed agreement on stages you name, such as Assessment Booked, Proposal Sent and Onboarding. Each Gmail or Outlook email with a prospect contact links to their record, and a thread you share with your team is there for the engineer who joins the call.
Managed-services tiers as bundles
Build your managed-services tiers once as bundles of catalog products, each priced per user or per device, with volume tiers that lower the rate as the count grows. Drop a bundle on a quote and adjust the quantities for this client.
Quotes clients configure online
Mark backup, a security add-on or a hardware refresh as optional lines. The client toggles them on a hosted quote page, edits the quantities and accepts by typing their name, and Laureo records who accepted and what they chose.
Recurring agreement invoices
On Business and Ultra, bill a flat monthly managed-services fee on a recurring schedule, by emailed invoice or by charging the client's saved card through your own Stripe account. A new schedule stays a draft until you activate it.
Lead generation that reaches the inbox
Send a monthly newsletter to every prospect and client from Campaigns on every plan, with 2,000 marketing emails a month on Pro. On Ultra, cold outreach sends one-to-one emails from dedicated sending mailboxes, and replies land in your existing inbox.
A clean handoff to the PSA
On Business and Ultra, the REST API and webhooks let your team post a won deal or a new client to the PSA through your own integration, so nobody types the client's details twice.
One plan, 22 tools: see them all
Marketing & Communication
Deals & Revenue
- Quotes & Invoices
- Booking Pages
- Deal Rooms
Customer Support
- Tickets & Help Desk
- Knowledge Base
- Public Help Center
- Feedback
- Live Chat
- AI Customer Support Agent (add-on)
Automation
How it works
From setup to results in 5 straightforward steps.
Import clients and prospects
Bring your clients, prospects and contacts in from a spreadsheet, and tag each account by size, industry and the services it already buys.
Name your sales stages
Set the stages a prospect passes through, for example Enquiry, Assessment Booked, Proposal Sent, Signed and Onboarding, and add custom fields for seat count and contract end date.
Load your service catalog
Add per-user support, per-device monitoring, backup and project work as products, then group them into your managed-services tiers as bundles.
Publish the assessment booking page
Put a booking page on your website so a prospect books the network assessment, with a Google Meet link added for you or the meeting link you set.
Turn on monthly billing
On Business and Ultra, connect Stripe and set each signed agreement on a recurring schedule. On any plan, an overdue invoice can join a reminder sequence that sends from your own mailbox.
AI agents that work for you
Five built-in agents start on their own, on a weekday schedule or when the work arrives. By default, the three on the Agents page draft what they can and ask before they change anything, Email to CRM suggests a task or a new contact on each email, and Ticket Triage sorts new tickets in Service on Ultra.
Lead Follow-Up - Highlighted for MSPs
AI drafts the first reply to each assessment request
When a prospect fills in your website form, the Lead Follow-Up agent reads the lead and drafts a first reply for you to send.
Integrations that matter for MSPs
Connect the tools you already use. No code required.
Microsoft 365
Outlook email and calendar sync for MSPs that run on Microsoft, so booked assessment calls land on your Outlook calendar.
Google Workspace
Gmail and Google Calendar sync for MSPs that run on Google, with Google Meet links on booked calls.
Stripe
Card payments for agreement invoices and project deposits, paid into your own Stripe account, on Business and Ultra.
MSPs vs a PSA sales screen and a separate quoting tool
The problem
Many MSPs track opportunities in the PSA, build quotes in a separate tool, send newsletters from a third app and chase renewals from a spreadsheet. Each tool holds part of the client, and the sales history never sits beside the agreement.
The Laureo advantage
Laureo keeps the front office in one CRM: the website lead, the booked assessment, the quote built from your managed-services bundles and each synced email with the client's contacts. On Business and Ultra the signed agreement moves to a recurring invoice, and the REST API and webhooks hand the new client to your PSA through your own integration.
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 in transit and at rest
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 changed a record, and when.
Dive deeper into Laureo
CRM for MSPs FAQ
Quick answers to the questions we hear most.
Continue exploring
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