One platform to manage contacts, close deals, send invoices, and automate follow-ups. No IT team required.
These are the problems we hear from teams like yours every day. Laureo was built to solve them.
Scattered data across spreadsheets, email, and sticky notes
No budget for expensive CRMs with features you will never use
Hours wasted on manual follow-ups and data entry
No visibility into which deals are moving and which are stalling
Onboarding tools that take weeks to learn
Real workflows for Small Business, built into Laureo.
Log calls, emails, and meetings to contact records automatically so you never lose context.
Drag deals across stages on a Kanban board. Filter by value, owner, or close date.
Create invoices from won deals, track payment status, and send reminders without a separate tool.
Set rules to send emails or create tasks when a deal sits idle. No manual effort required.
Send newsletters and promotions to segmented lists with open and click tracking built in.
Laureo adapts its labels to your world, so the board reads the way your team already talks.
Speaks your language
Not every team needs every feature. Here is what matters most for your workflow.
Store every customer, lead, and vendor in one searchable database with custom fields, tags, and activity history. No more digging through inboxes to find a phone number.
Drag-and-drop pipeline boards let you see every deal at a glance. Set stages that match your sales process, not someone else's template.
Connect Gmail or Outlook and every conversation is logged automatically. Send emails from Laureo without switching tabs.
Create professional invoices and quotes directly from a deal. Track payment status without a separate accounting tool.
Automate follow-up emails, task reminders, and deal stage changes. Set it once and let Laureo handle the repetitive work.
Pre-built dashboards show revenue, pipeline health, and activity metrics. No analyst required to understand your numbers.
From setup to results in 5 straightforward steps.
Upload your spreadsheet or connect your email. Laureo maps your fields automatically and deduplicates records so you start clean.
Create stages that match how you actually sell. Whether it is three stages or ten, drag and drop to organize your deals.
Link Gmail or Outlook in two clicks. Every email is logged to the right contact automatically. No manual data entry.
Build simple workflows: if a deal sits in a stage for 3 days, send a follow-up. If a lead goes cold, get a reminder. Set it and forget it.
When a deal closes, generate an invoice in one click. Track payments, send reminders, and keep your cash flow visible.
Six built-in scheduled agents run on their own cadence, surface insights, and create tasks. You approve, they execute.
Sales Pipeline Agent - Highlighted for Small Business
The Sales Pipeline Agent flags deals with no activity in 7+ days, identifies past-due opportunities, and creates follow-up tasks automatically. You get a prioritized action list instead of a messy inbox.
Connect the tools you already use. No code required.
Sync Gmail, Calendar, and Drive with your CRM records.
Connect Outlook and OneDrive for seamless email and file access.
Accept online payments and track revenue in your pipeline.
The problem
HubSpot packages CRM, Marketing, and other capabilities as separate Hubs, each with its own pricing tier (per HubSpot's published pricing). A small business that needs all of them ends up paying across multiple products.
The Laureo advantage
Laureo bundles CRM, email campaigns, automation, invoicing, and support tickets into every plan. One platform, with everything included.
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.
Your data is encrypted in transit and at rest, on every plan.
Every account is walled off from every other customer. No one else can see your records.
Nothing you store in Laureo is ever used to train AI models.
See who accessed or changed a record, and when.
Dive deeper into Laureo
Quick answers to the questions we hear most.
Compare Laureo to alternatives and explore features relevant to Small Business.
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14-day trial for $2.99, credited to your first month. Cancel any plan at any time before the end of your billing cycle, no contract fees, no 30-day notice, no penalties.