AI-powered for SaaS & Tech

Run your whole GTM without the 8-tool stack

Cold outreach, a trial-to-procurement pipeline, the support inbox, the help center, and invoicing on one connected record. Run the whole go-to-market without the tool sprawl.

AI Agent Spotlight
AI works one connected record, not eight tools
Because the cold reply, the demo notes, the support-agent conversation, and the support ticket all live on the same account, the Deal Follow-Up agent can flag a stalled trial and draft the right follow-up from the full context, then queue it for your approval.

Sound familiar?

These are the problems we hear from teams like yours every day. Laureo was built to solve them.

1

Leads from marketing, product signups, and outbound are tracked in different tools

2

Trial-to-paid conversion is a black box because product and sales data are disconnected

3

Cold outreach, the pipeline, support, and invoicing each live in a separate app that does not share data

4

The AI you bolt on can only see one tool at a time, never the whole customer history

5

Reps waste time on manual data entry instead of selling to qualified trials

What you can do with Laureo

Real workflows for SaaS & Tech, built into Laureo.

Cold outreach into the same pipeline

The Ultra cold-outreach engine runs from your own Workspace or Microsoft 365 mailboxes, and replies feed the exact pipeline the support inbox and the AI Customer Support Agent read from.

emailautomation

Trial-to-procurement pipeline

Track deals through SaaS stages: Trial Started, PQL, Demo Booked, Security Review, Procurement, Closed-Won, Onboarding. Automations nudge engaged trials forward.

crmautomation

Renewal and expansion tracking

Manage renewals and upsell opportunities in a dedicated pipeline. Weighted revenue shows expected recurring revenue.

crmanalytics

Customer health monitoring

Use tags and custom fields to track engagement signals. Flag at-risk accounts and trigger proactive outreach.

crmautomation

Support ticket management

Route customer issues to a shared inbox with priority levels, SLA timers, and a knowledge base for self-service.

support

Revenue dashboards

Pipeline value, win rates, sales velocity, and revenue trends on real-time dashboards. Board-ready metrics.

analytics

A pipeline that speaks SaaS & Tech

Laureo adapts its labels to your world, so your team works in the words they already use.

leadaccountGTM pipeline

Speaks your language

Contact
lead
Company
account
Pipeline
GTM pipeline
Invoice
subscription invoice

Built for the way you work

Not every team needs every feature. Here is what matters most for your workflow.

Multi-pipeline management

Run separate pipelines for new business, trials, renewals, and expansions. Each pipeline has custom stages, probabilities, and reporting.

Email sequences

Build multi-step outreach sequences with auto-pause on reply. A/B test subject lines and track engagement metrics per sequence.

Trial tracking

Tag trial users and track them through activation stages. Automations send onboarding tips and trigger sales outreach for engaged trials.

Churn prevention alerts

Flag at-risk accounts based on declining engagement, support ticket spikes, or approaching renewal dates. Create proactive outreach tasks.

Revenue dashboards

Pipeline value, win rates, sales velocity, and closed revenue on real-time dashboards. Filter by pipeline, owner, or time period.

Support tickets and knowledge base

Route customer issues to a shared inbox. Build a knowledge base for self-service. Ticket analytics show response times and satisfaction.

How it works

From setup to results in 5 straightforward steps.

1

Set up your pipelines

Create pipelines for new business, trials, renewals, and expansions. Define stages and win probabilities for each.

2

Launch outbound sequences

Build email sequences for ICP prospects. Personalize with company data, set follow-up delays, and auto-pause on engagement.

3

Track trials and conversions

Tag trial users and move them through activation stages. Automations nudge engaged trials toward conversion.

4

Manage renewals proactively

Renewal pipeline shows upcoming renewals and expansion opportunities. Workflows send renewal reminders and create prep tasks.

5

Monitor revenue health

Dashboards show new ARR, renewal rate, expansion revenue, and churn. Data-driven decisions instead of gut feelings.

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 SaaS & Tech

AI works one connected record, not eight tools

Because the cold reply, the demo notes, the support-agent conversation, and the support ticket all live on the same account, the Deal Follow-Up agent can flag a stalled trial and draft the right follow-up from the full context, then queue it for your approval.

Deal Follow-UpFinds deals that have gone quiet and drafts the next follow-up for you to send.
Every weekday morning
Record HygieneFinds duplicate and incomplete records, and proposes the fix.
Weekly, on Mondays
Collections ChaserChases overdue invoices and drafts a reminder for each one.
Every weekday
Inbox AssistantDrafts a reply to every email that deserves one, so you only edit and send.
When email arrives
Daily BriefSummarizes pipeline, tasks and goals in one message each morning.
Every weekday morning

Integrations that matter for SaaS & Tech

Connect the tools you already use. No code required.

Google Workspace

Gmail sync and Calendar integration for email logging and meeting tracking.

Stripe

Track subscription revenue and payment events alongside your pipeline.

~25%

of SaaS spend is typically wasted on duplicate or underused tools

Gartner, SaaS spend optimization research

SaaS & Tech vs HubSpot

The problem

HubSpot packages Marketing, Sales, and Service as separate Hubs, each with its own pricing tier (per HubSpot's published pricing). A SaaS team that runs all three works across three products and three interfaces.

The Laureo advantage

Laureo runs the whole GTM motion on one platform: outreach, pipeline, support tickets, the help center, and analytics in every plan, on one connected record.

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.

CRM for SaaS & Tech FAQ

Quick answers to the questions we hear most.

Yes. Use separate pipelines or tags to distinguish trial users from paid customers. Track the full journey from signup to renewal in one system.
Yes. The Stripe integration tracks payment events alongside your pipeline. See subscription revenue, failed payments, and upgrades on contact records.
Absolutely. Build multi-step sequences with auto-pause on reply, A/B subject line testing, and engagement tracking. Templates keep messaging consistent.
Flag at-risk accounts using tags and custom fields based on engagement signals. Workflows create proactive outreach tasks and alert the success team.
Laureo includes a built-in ticket inbox, knowledge base, SLA timers, and satisfaction surveys. Many SaaS teams consolidate their support stack into Laureo.
Laureo closes the sale and sends the invoice through Stripe and QuickBooks, and you can record deal value on the pipeline. One honest boundary: it is not a recurring-revenue analytics engine with MRR, churn, and net-revenue-retention dashboards, so keep your subscription-analytics tool for those metrics.

Start managing your SaaS pipeline today

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