Deals & Revenue

Quote, schedule, get paid, on the deal record.

Send the quote, book the meeting, and collect payment without leaving the opportunity. The deal, the dollars, and the timeline live on one record, so nothing falls between tools and nobody re-keys a number.

One record in place of a separate proposal tool, a light invoicing app, and a scheduling app.

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On dealRenewal & expansionNorthwind Group
Quote
QT-00000
Sent
ItemQtyAmount
  • Implementation
    $4,000.00 each, from the catalog
    1$4,000.00
  • Annual license
    $600.00 each, from the catalog
    5$3,000.00
  • Onboarding workshop
    $500.00 each, from the catalog
    2$1,000.00
Subtotal$8,000.00
Tax$0.00
Total$8,000.00
Send for signatureConvert to invoice
The flow

One record, from quote to payment

A deal usually means three tools that each hold their own copy of it. Laureo runs the whole sequence on one opportunity, so the value, the line items, the meeting, and the paid status all stay on the same record.

  1. 1
    Quote
    Build line items from the catalog.
  2. 2
    Schedule
    Book the meeting on the deal.
  3. 3
    Invoice
    Convert the quote on close.
  4. 4
    Paid
    Collect by link, status updates.
record from quote to paid
1record from quote to paid
invoice statuses
8invoice statuses
booking pages on Pro
3booking pages on Pro
Quotes & invoices

Quotes, proposals, and invoices in the CRM

Build a quote from line items priced off a shared catalog, send it, revise it when scope changes, and convert it to an invoice the moment the deal closes. This is quoting and invoicing built into the CRM, not a full accounting suite. There is no general ledger or bookkeeping here.

  • Line items from a catalogThe same item always carries the same price, so quotes stay consistent across the team.
  • Convert on closeTurn the accepted quote into an invoice in a step, with nothing re-typed.
  • All on the opportunityQuote and invoice sit next to the deal, the emails, and the activity on one record.

See Quotes, Invoices, and Payments: line items, the product catalog, revisions, and the 8 invoice statuses.

Payments

Pay-by-link, straight off the invoice

Every invoice can carry a pay-by-link. The customer opens it and pays, payments are processed by Stripe, and the invoice marks itself paid. No one chases a confirmation.

  • Pay-by-link on invoicesShare a single link and the customer pays from it, no portal login or account setup required.
  • Processed by StripePayments run through Stripe, so card handling and payment security sit with a processor built for it.
  • Status updates itselfWhen a payment clears, the invoice moves through its statuses on its own, so the record stays current.
Invoice
INV-00000
Paid
Amount$8,000.00
Pay-by-link
pay.laureo.io/inv-00000
Status
  1. Draft
  2. Sent
  3. Viewed
  4. Paid
Payment processed by Stripe. Status updated automatically.
Scheduling

Booking pages that land on the record

Share a booking page and let prospects pick a time. When someone books, the meeting lands on the opportunity, attached to the deal it belongs to.

  • Meetings on the dealA booked meeting attaches to the opportunity, so the call sits on the record it relates to.
  • 3 pages on Pro, unlimited aboveBooking pages start on the Pro plan and scale with the tier you grow into.
  • Controlled by roles, not planYou decide which teammates appear on a page by role, regardless of tier.
  • No payment at bookingBooking schedules the meeting. It does not collect payment at the time of the call.

See Scheduling and Booking: routing, reschedules, and how meetings sync to the calendar.

Deal Rooms

A focused thread for the team on a deal

A Deal Room is an internal chat space for your team, linked to a specific opportunity. The people working a deal keep their notes, questions, and hand-offs in one thread tied to the record. It is for your team only, never a shared workspace or a space you invite the customer into.

  • Linked to the opportunityEach Deal Room is attached to a single deal, so the conversation always has the right context.
  • Internal team onlyYour teammates collaborate here. Customers and outside guests are never invited into a Deal Room.
  • On Business and UltraDeal Rooms are part of Business and Ultra, alongside the rest of the collaboration toolkit.
Deal RoomsBusiness+
Forecasting

A weighted view of what is coming

With the deal value living on every opportunity, the pipeline can tell you what revenue is likely, not just what is open. The weighted forecast scales each deal by its stage, so you read a realistic number for the period instead of summing every deal at full value and hoping.

See how the weighted forecast is built on the Sales & CRM pipeline, with the stage probabilities and the math laid out.

AI

Draft the quote, draft the invoice, you approve

The blank screen is the slow part. Ask the co-pilot to draft a quote or an invoice from the deal it already sees, with line items and prices pulled from your catalog.

“Hey Laureo, draft a quote for this deal from the catalog.”

Nothing sends on its own. The AI drafts and you approve, so you read and adjust before anything reaches a customer. And the AI never trains on or keeps your data.

  • Quote draftingAsk the co-pilot to start a quote from the deal, with line items and prices pulled from your catalog.
  • Invoice draftingTurn a closed deal into a first-draft invoice in a step, then check it before it goes out.
  • Draft and approveEvery AI draft waits for your review. You approve what sends, so a customer never sees an unchecked number.
Pricing

What is on which plan

Quotes, invoices, and pay-by-link are part of the paid plans, so the deal-to-payment flow comes with the CRM rather than as a bolt-on. Booking pages and Deal Rooms unlock as you move up.

Booking pagesPro3 pages on Pro, unlimited above
Deal RoomsBusiness+internal deal chat on Business and Ultra

Pro from $58.33/mo billed annually ($69.99 month-to-month). Business from $108.33/mo billed annually.

Every plan starts with a 14-day free trial. Start free, no card needed.

Quotes, invoices, and payment records are isolated to your workspace, and the AI never trains on or keeps your data.

See how we keep your data safe

Related Resources

Frequently Asked Questions

Yes. You build a quote with line items pulled from your product catalog, send it to the customer, and convert it into an invoice when the deal closes. Quotes and invoices both live on the opportunity, so the numbers and the deal history stay in one place. This is quoting and invoicing built into the CRM, not a full accounting system.
Invoices carry a pay-by-link, and payments are processed by Stripe. The customer opens the link and pays, and the invoice status updates so your team can see where every deal stands across the 8 invoice statuses.
Yes. Booking pages start on Pro, with 3 pages on Pro and unlimited above. Who can be booked is controlled by roles, not by plan, so you decide which teammates appear on a booking page regardless of tier. Booking does not collect payment at the time of the meeting.
A Deal Room is an internal chat space for your team, linked to a specific opportunity, available on Business and Ultra. It keeps the people working a deal aligned in one thread. It is for your team only. It is not a shared workspace, guest portal, or external client space.
Quotes, invoices, and pay-by-link are available on paid plans. Booking pages start on Pro. Pro from $58.33/mo billed annually ($69.99 month-to-month). Deal Rooms are on Business and Ultra. Business from $108.33/mo billed annually. Every plan starts with a 14-day free trial.

Run the whole deal on one record

Quote, schedule, and get paid without leaving the opportunity. Booking from Pro, Deal Rooms on Business and Ultra.

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