AI-powered for Sales Teams

Give your reps the tools to hit quota every month

Pipeline boards, activity tracking, leaderboards, email sequences, and territory management. Everything your team needs to hit quota.

AI Agent Spotlight
AI that coaches like a great sales manager
The Deal Follow-Up agent flags deals with no activity in 7+ days, identifies past-due opportunities, and creates follow-up tasks for stale contacts. Your reps get a daily action list before they open their inbox.

Sound familiar?

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

1

Reps spend more time updating the CRM than actually selling

2

Managers have no visibility into team activity until the weekly report

3

Deals stall without clear next steps or automated follow-ups

4

Forecasting is guesswork because pipeline data is inconsistent

5

Onboarding new reps takes weeks because the CRM is too complex

What you can do with Laureo

Real workflows for Sales Teams, built into Laureo.

Pipeline visibility for managers

Weighted pipeline, deal forecasting, and win/loss analysis on a real-time dashboard.

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Email sequences for prospecting

Multi-step cadences with auto-pause on reply. Reps launch sequences in two clicks.

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Territory-based lead routing

Distribute leads by geography, industry, or deal size. Round-robin keeps workloads balanced.

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Quota tracking and leaderboards

Set monthly quotas, track progress live on the leaderboard, and display leaderboards to drive competition.

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Activity tracking without manual entry

Email sync and calendar integration log calls, emails, and meetings automatically.

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New rep onboarding

Pre-built sequences, pipeline templates, and clear process enforcement get new reps productive fast.

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A pipeline that speaks Sales Teams

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

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Speaks your language

Contact
lead
Company
account

Built for the way you work

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

Activity tracking

Log calls, emails, meetings, and notes automatically. Managers see who is active, who is behind, and where coaching is needed without asking for a status update.

Multi-pipeline management

Run separate pipelines for new business, renewals, upsells, or partnerships. Each pipeline has custom stages, win probabilities, and reporting.

Leaderboards and goals

Set monthly quotas, track progress live on the leaderboard, and display leaderboards to drive healthy competition across the team.

Email sequences

Arm your reps with proven outreach sequences. Multi-step cadences with automatic pausing when a prospect engages so reps never double-tap.

Territory management

Assign leads by geography, industry, or deal size. Round-robin distribution keeps workloads balanced as new leads flow in.

Forecasting and reports

Weighted pipeline forecasts, win/loss analysis, and sales velocity metrics. Give leadership the confidence to commit to revenue numbers.

How it works

From setup to results in 5 straightforward steps.

1

Define your sales process

Map your pipeline stages, set win probabilities, and configure required fields. Laureo enforces your process without slowing reps down.

2

Assign territories and quotas

Distribute accounts by territory rules. Set individual and team quotas so everyone knows their target from day one of the quarter.

3

Equip reps with sequences

Build proven outreach cadences and share them with the team. Reps personalize and launch sequences in two clicks.

4

Monitor activity in real time

Dashboards show calls made, emails sent, meetings booked, and deals progressed. Spot coaching opportunities before they become missed quotas.

5

Forecast with confidence

Weighted pipeline, historical win rates, and sales velocity give you the data to forecast accurately and commit to the board.

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 Sales Teams

AI that coaches like a great sales manager

The Deal Follow-Up agent flags deals with no activity in 7+ days, identifies past-due opportunities, and creates follow-up tasks for stale contacts. Your reps get a daily action list before they open their inbox.

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 Sales Teams

Connect the tools you already use. No code required.

Google Workspace

Gmail sync logs every conversation. Calendar shows meetings on contact records.

Microsoft 365

Outlook sync and OneDrive file access for Microsoft-based teams.

Sales Teams vs Salesforce

The problem

Salesforce is widely documented as needing a dedicated admin and a multi-month implementation to configure (its own ecosystem is built around certified admins and consulting partners). Reps end up spending more time updating fields than selling.

The Laureo advantage

Laureo is productive on day one. Email sync auto-logs conversations, automations enforce your process, and reps spend their time selling instead of filling out forms.

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 Sales Teams FAQ

Quick answers to the questions we hear most.

Email sync automatically logs every conversation. Calendar integration captures meetings. Workflow automations update deal stages and create follow-up tasks. Reps focus on selling, not typing.
Yes. Built-in dashboards show activity metrics, pipeline value, win rates, and quota attainment per rep. Leaderboards make performance visible to the team.
Yes. Create unlimited pipelines with custom stages. Run new business, renewals, and partnerships side by side with separate reporting for each.
Absolutely. Territory rules distribute leads by geography, industry, deal size, or custom criteria. Round-robin assignment keeps workloads balanced automatically.
Laureo calculates weighted pipeline value based on deal stage probabilities. Combined with historical win rates and sales velocity, you get data-driven forecasts instead of gut feelings.
Most reps are productive on Laureo within a day. The interface is intuitive, sequences are pre-built by the team, and automations handle the process enforcement. No week-long CRM training.
The Phone and SMS add-on is coming soon, bringing click-to-call and text from any contact record so reps can call and text without leaving the deal. One honest boundary: it is not a native power or parallel dialer with auto-dial and local presence, so a high-volume cold-calling floor should keep its dedicated dialer alongside Laureo.

Equip your sales team to sell more

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