The CRM built for how you win the work
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.
Sound familiar?
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
What you can do with Laureo
Real workflows for Professional Services, built into Laureo.
Win the work
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.
Paper it with a SOW
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.
Run the delivery
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.
Book discovery and review calls
Share a branded booking page that auto-creates a Google Meet, Microsoft Teams, or Zoom link for discovery calls, scoping sessions, and quarterly reviews.
Keep the relationship warm
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.
Account summaries on connected data
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.
A pipeline that speaks Professional Services
Laureo adapts its labels to your world, so your team works in the words they already use.
Speaks your language
- Deal
- pursuit
- Contact
- client
- Company
- account
- Pipeline
- pursuit pipeline
- Invoice
- retainer invoice
Built for the way you work
Not every team needs every feature. Here is what matters most for your workflow.
Pursuit pipeline
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.
SOWs and engagement letters on the record
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.
Retainer deposits and installments
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.
Booking with auto video links
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.
Click-to-call, text, and AI follow-ups
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.
Connected account intelligence
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.
How it works
From setup to results in 5 straightforward steps.
Bring your relationships in
Import clients, prospects, and referral sources. Tag by engagement type, sector, and relationship status so the whole network is searchable from day one.
Run the pursuit
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.
Send the SOW
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.
Collect the deposit
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.
Keep the relationship
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.
AI agents that work for you
Six built-in agents start on their own, on a weekday schedule or when the work arrives. The five on the Agents page draft what they can and ask before they change anything, and Ticket Triage sorts new tickets in Service on Ultra.
Deal Follow-Up - Highlighted for Professional Services
AI moves the pursuit while you do the thinking
When a pursuit goes quiet, the Deal Follow-Up agent drafts the right next touch from the full account history for you to review and send. Because the proposal, the SOW, the emails, and the deposit invoice all live on one record, its drafts actually know where the relationship stands.
Integrations that matter for Professional Services
Connect the tools you already use. No code required.
Google Workspace
Gmail sync logs client email. Calendar shows discovery calls and reviews.
Microsoft 365
Outlook sync and OneDrive for firms on the Microsoft stack.
Stripe
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)
Professional Services vs a generic sales CRM bent to fit
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, 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 Professional Services FAQ
Quick answers to the questions we hear most.
Continue exploring
Compare Laureo to alternatives and explore features relevant to Professional Services.
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