Move fast without losing track of your pipeline
Lightweight CRM with email sequences, pipeline boards, and revenue dashboards. Set up in a day, not a quarter.
Sound familiar?
These are the problems we hear from teams like yours every day. Laureo was built to solve them.
Enterprise CRMs cost more than your monthly cloud bill
Deals slip through the cracks when the team is heads-down building
No single source of truth for customer conversations
Outgrowing spreadsheets but not ready for a 6-month implementation
Need to show investors clean pipeline data and revenue metrics
What you can do with Laureo
Real workflows for Startups, built into Laureo.
Outbound prospecting at scale
Build multi-step email sequences with automatic pause on reply. Personalize with merge fields.
Track fundraising and sales side by side
Create separate pipelines for sales deals and investor conversations with independent reporting.
Onboard new reps in hours
Pre-built sequences and pipeline templates mean new hires start selling on day one.
Board-ready reporting
Pull up pipeline value, win rates, and revenue charts for investor updates without exporting data.
Automate lead routing
Round-robin lead assignment keeps workloads balanced as inbound volume grows.
Customer onboarding workflows
Trigger onboarding task lists and welcome emails when a deal closes. Smooth handoff from sales to success.
Built for the way you work
Not every team needs every feature. Here is what matters most for your workflow.
Fast onboarding
Import contacts, connect email, and start selling in under 30 minutes. No implementation consultants, no week-long training sessions.
Pipeline management
Visual Kanban boards for every deal stage. Filter by owner, value, or close date to see exactly where revenue is coming from.
Email sequences
Build multi-step outreach sequences that pause when a prospect replies. Personalize at scale without sounding like a robot.
Team collaboration
Assign deals, leave notes, and tag teammates. Everyone sees the full context on every contact so nothing falls through the cracks.
Revenue dashboards
Real-time charts for pipeline value, win rates, and sales velocity. Board-ready metrics without exporting to Google Sheets.
Scalable pricing
No per-contact fees. Add team members as you hire. Your CRM cost grows linearly with your team, not exponentially with your database.
How it works
From setup to results in 5 straightforward steps.
Get your team online
Invite your co-founders and first sales hires. Set roles so everyone has the right access level from day one.
Build your outreach machine
Create email sequences for cold outreach, demo follow-ups, and onboarding. Templates keep messaging consistent as the team grows.
Track every interaction
Email sync, call logging, and meeting notes all attach to the right contact automatically. Full context for every conversation.
Automate the busywork
Set up workflows to rotate leads, update deal stages, send Slack notifications, and trigger tasks. Your process runs even when you are heads-down.
Report to stakeholders
Pull up pipeline and revenue dashboards for investor updates, board meetings, or weekly standups. Data is always current.
AI agents that work for you
Autonomous agents run on a schedule, surface insights, and create tasks. You approve, they execute.
Outreach Agent - Highlighted for Startups
The Outreach Agent keeps your pipeline warm
Finds contacts with 14+ days of inactivity, suggests outreach type by deal context, and recommends re-engaging dormant accounts. Your pipeline never goes cold while you build.
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 Startups
Connect the tools you already use. No code required.
Google Workspace
Gmail sync, Calendar events, and Drive file attachments on contacts.
Slack
Get deal-won notifications, lead alerts, and pipeline updates in Slack channels.
Calendly
Sync meeting bookings directly to contact records and deal timelines.
Stripe
Track payments and subscription revenue alongside your pipeline.
Zoom
Log Zoom meetings to contact timelines with one-click join links.
Zapier
Connect your product, support, and marketing tools without code.
Startups vs Close
The problem
Close focuses on calling and email but lacks invoicing, support tickets, and knowledge base features. As you grow, you bolt on more tools.
The Laureo advantage
Laureo includes CRM, email, automation, invoicing, tickets, and a knowledge base in one platform. One login, one bill, zero integrations to maintain.
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 Startups FAQ
Quick answers to the questions we hear most.
Continue exploring
Compare Laureo to alternatives and explore features relevant to Startups.
Launch your sales engine in minutes
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14-day free trial. Cancel anytime.