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 Sales 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 in real time, 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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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 in real time, 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

Autonomous agents run on a schedule, surface insights, and create tasks. You approve, they execute.

Sales Agent - Highlighted for Sales Teams

AI that coaches like a great sales manager

The Sales 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.

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 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.

Slack

Deal-won notifications, lead alerts, and daily pipeline summaries in Slack.

Zoom

Log Zoom meetings to contact timelines. One-click join from deal records.

Calendly

Prospects book meetings via Calendly. Bookings auto-log to the right contact.

Zapier

Connect your lead sources, enrichment tools, and internal systems.

Make

Build advanced multi-step integrations with your data warehouse or BI tools.

Sales Teams vs Salesforce

The problem

Salesforce requires admins, consultants, and months of configuration. Reps spend 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.

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.

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.

Equip your sales team to sell more

14-day free trial. No credit card required. Cancel anytime.

14-day free trial. Cancel anytime.