Win the work through a long consulting-style pursuit, send the SOW or engagement letter, collect the deposit by Stripe pay-by-link, and keep the relationship warm with AI follow-ups, click-to-call, and booking pages. All on one record.
These are the problems we hear from teams like yours every day. Laureo was built to solve them.
The proposal, the SOW, the deposit link, and the email thread all live in different tools
No system reminds you to re-engage a past client for the next retainer, so it depends on memory
Collecting a retainer deposit means a separate payment tool disconnected from the proposal
Generic CRMs talk in deals and leads, not pursuits, SOWs, and retainers
Real workflows for Professional Services, built into Laureo.
Run a months-long pursuit on a board with consulting stages, Discovery through Onboarding, not a transactional Prospecting-Demo-Close funnel. The AI scores the pursuit and surfaces what to do next.
Build the proposal, statement of work, or engagement letter right on the pursuit record, so the scope and the relationship history live in one place.
When the pursuit is won, Laureo opens a delivery project with the budget, company, and files carried over. Run the work on a board with stages, milestones, and dependencies, and on Business and Ultra track the budget against logged hours, turn billable time into invoice lines, and share a branded status page so the client sees progress without a login.
Share a branded booking page that auto-creates a Google Meet, Microsoft Teams, or Zoom link for discovery calls, scoping sessions, and quarterly reviews.
Click-to-call and text a client straight from the record through the Phone and SMS add-on (coming soon), and let AI draft check-ins grounded in the full account history so a dormant client never goes cold.
Because emails, meetings, the SOW, and the deposit invoice all live on one account, the AI can summarize where any relationship stands before your next call.
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 pursuit on a board with stages built for consulting, not transactional sales: Discovery, Scoping, Proposal Sent, Negotiation, Onboarding. Custom fields capture engagement type, fee structure, and decision date.
Build statements of work, engagement letters, and proposals right on the pursuit record, so the scope and the relationship history stay in one place instead of scattered across tools.
Convert an accepted proposal into a quote, then collect the retainer deposit or an installment plan by Stripe pay-by-link. Funds land in your own account and the order syncs to QuickBooks.
Share a branded booking page that auto-creates a Google Meet, Microsoft Teams, or Zoom link for discovery calls, scoping sessions, and reviews. No separate scheduler.
Call or text a client from the record through the Phone and SMS add-on (coming soon), and let the AI draft re-engagement based on the full relationship history. Dormant accounts surface before they go cold.
Every email, meeting, SOW, and invoice lives on one account, so the AI can summarize the relationship and draft the next touch from context, not guesswork.
From setup to results in 5 straightforward steps.
Import clients, prospects, and referral sources. Tag by engagement type, sector, and relationship status so the whole network is searchable from day one.
Move each opportunity through your consulting stages, Discovery to Onboarding. The AI scores the pursuit and flags the next action so nothing stalls in scoping.
Build the proposal and send the SOW or engagement letter from the pursuit record. Track when the client opens it and where the scope stands.
Convert the accepted scope into a quote and collect the retainer deposit, or set an installment plan, by Stripe pay-by-link. Sync the order to QuickBooks.
Book reviews with auto video links, let AI draft quarterly check-ins, and re-engage dormant clients for the next retainer, all from one account record.
Six built-in scheduled agents run on their own cadence, surface insights, and create tasks. You approve, they execute.
Outreach Agent - Highlighted for Professional Services
When a pursuit goes quiet, the Outreach Agent drafts the right next touch from the full account history and queues it for your approval. Because the proposal, the SOW, the emails, and the deposit invoice all live on one record, its drafts actually know where the relationship stands.
Connect the tools you already use. No code required.
Gmail sync logs client email. Calendar shows discovery calls and reviews.
Outlook sync and OneDrive for firms on the Microsoft stack.
Collect retainer deposits and installment plans by pay-by-link, into your own account.
No leader
professional-services firms have no dominant vertical CRM, so most bend a generic sales CRM or a freelancer tool to fit the pursuit
Consulting Success, CRMs for Consultants buyer guide (2025)
The problem
There is no CRM built for the way a consulting firm wins work. So firms force a transactional sales CRM, or a solo-freelancer tool, onto a months-long relationship-driven pursuit, and bolt on a separate proposal tool and a separate payment link. The pursuit history ends up split across all of them.
The Laureo advantage
Laureo models the pursuit natively: custom stages from discovery to onboarding, SOWs and engagement letters built right on the record, retainer deposits collected by Stripe pay-by-link, and an AI co-pilot that reads the whole connected record. The honest boundary stays explicit: Laureo wins the work and runs the post-sale delivery board, while detailed timesheets, resource and utilization planning, and project accounting stay in your delivery tools.
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.
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