CRM

Manage every relationship in one place

Your pipeline, contacts, deals, quotes, and team collaboration. All in a single platform built for modern sales teams.

What is a CRM?

A CRM (Customer Relationship Management) system is where your team tracks every interaction with leads and customers. Instead of juggling spreadsheets, sticky notes, and email threads, a CRM gives you one place to see who you're talking to, where each deal stands, and what needs to happen next. Laureo takes it further by combining your CRM with email, marketing, automation, and support so you never switch tools.

Pipeline Management

  • Drag-and-drop deal stages with visual Kanban boards
  • Create multiple pipelines for different sales processes
  • Probability tracking per stage for accurate forecasting
  • Revenue forecasting with weighted pipeline values

Contact & Company Management

  • Custom fields to capture the data your team needs
  • Tags and lifecycle stages for segmentation
  • Full activity timeline on every contact and company
  • One-click contact enrichment with job titles and social profiles

Deals & Opportunities

  • Track deal value, probability, and expected close date
  • Win/loss analysis to improve your sales process
  • Risk assessment flags for deals going cold
  • Revenue forecasting tied to your pipeline stages

Quotes & Invoices

  • Built-in quote builder with line items and discounts
  • PDF generation with your branding
  • Invoice tracking from quote to payment
  • Payment status monitoring at a glance

Deal Rooms

  • Private chat thread for each deal
  • Share files and documents with your team
  • Activity logging so nothing falls through the cracks
  • Keep deal context in one place, not scattered across Slack threads

Contact Enrichment

  • One-click profile lookup for any contact
  • Auto-fill job titles, company details, and LinkedIn profiles
  • Reduce manual data entry for your sales team
  • Enrichment credits included on every plan

Team Messaging

  • Direct messages between team members
  • Group channels organized by team or topic
  • Threaded conversations to keep discussions organized
  • Reactions and search across all messages

Easy Switching

  • Already using another CRM? Switch in minutes.
  • Import from 20+ platforms with smart field mapping
  • CSV import for contacts, companies, and deals
  • No lock-in: export your data anytime

Start managing your pipeline today

Free 14-day trial with full CRM access.

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