Manage your entire revenue engine in one platform
From outbound prospecting to renewal management. Pipeline boards, email sequences, churn alerts, and revenue dashboards for SaaS teams.
Sound familiar?
These are the problems we hear from teams like yours every day. Laureo was built to solve them.
Leads from marketing, product signups, and outbound are tracked in different tools
Trial-to-paid conversion is a black box because product and sales data are disconnected
Renewal dates sneak up because no one owns the renewal pipeline
HubSpot hub-splitting means paying three times for CRM, email, and support
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.
Outbound prospecting sequences
Build multi-step email sequences for cold outreach. Auto-pause on reply, personalize with merge fields, and track engagement.
Trial-to-paid pipeline
Track trials through stages (signed up, activated, engaged, converted). Set automations to nurture trial users toward conversion.
Renewal and expansion tracking
Manage renewals and upsell opportunities in a dedicated pipeline. Weighted revenue shows expected recurring revenue.
Customer health monitoring
Use tags and custom fields to track engagement signals. Flag at-risk accounts and trigger proactive outreach.
Support ticket management
Route customer issues to a shared inbox with priority levels, SLA timers, and a knowledge base for self-service.
Revenue dashboards
Pipeline value, win rates, sales velocity, and revenue trends on real-time dashboards. Board-ready metrics.
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.
Set up your pipelines
Create pipelines for new business, trials, renewals, and expansions. Define stages and win probabilities for each.
Launch outbound sequences
Build email sequences for ICP prospects. Personalize with company data, set follow-up delays, and auto-pause on engagement.
Track trials and conversions
Tag trial users and move them through activation stages. Automations nudge engaged trials toward conversion.
Manage renewals proactively
Renewal pipeline shows upcoming renewals and expansion opportunities. Workflows send renewal reminders and create prep tasks.
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
Autonomous agents run on a schedule, surface insights, and create tasks. You approve, they execute.
Sales Agent - Highlighted for SaaS & Tech
AI coaches your team through complex deals
The Sales Agent flags deals with no activity in 7+ days, identifies at-risk trials, and creates follow-up tasks for stale opportunities. Your pipeline stays healthy without micromanagement.
Sales Agent
Pipeline management and deal coaching
Daily at 8:00 AM
Outreach Agent
Follow-up scheduling and re-engagement
Daily at 7:00 AM
Data Steward Agent
Data quality and deduplication
Weekly on Monday at 6:00 AM
Customer Success Agent
Customer health monitoring
Daily at 8:00 AM
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.
Slack
Deal-won alerts, trial conversion notifications, and daily pipeline summaries in Slack.
Stripe
Track subscription revenue and payment events alongside your pipeline.
Zoom
Log demo meetings and customer calls to contact timelines automatically.
Calendly
Prospects book demos via Calendly. Bookings auto-log to the right contact.
Zapier
Connect your product analytics, billing system, and support tools.
Make
Build advanced integrations with data warehouses, BI tools, and internal APIs.
SaaS & Tech vs HubSpot
The problem
HubSpot charges separately for Marketing Hub, Sales Hub, and Service Hub. A SaaS team using all three pays for three products with three interfaces.
The Laureo advantage
Laureo includes CRM, email campaigns, sequences, automation, support tickets, and analytics in every plan. One platform, one price, no hub-splitting.
Enterprise-grade security, built in
Your data is protected at every layer. No enterprise plan required.
AES-256 encryption
All data encrypted at rest using AES-256.
TLS in transit
Every connection secured with TLS 1.3.
Row-level security
Multi-tenant isolation at the database level.
Audit trail
Complete record of data access and changes.
Dive deeper into Laureo
CRM for SaaS & Tech FAQ
Quick answers to the questions we hear most.
Continue exploring
Compare Laureo to alternatives and explore features relevant to SaaS & Tech.
Start managing your SaaS pipeline today
14-day free trial. No credit card required. Cancel anytime.
14-day free trial. Cancel anytime.