Track quotes, orders, and distributor relationships
Manage your RFQ pipeline, track distributor relationships, automate follow-ups, and invoice orders from one platform.
Sound familiar?
These are the problems we hear from teams like yours every day. Laureo was built to solve them.
RFQs tracked in spreadsheets with no visibility into which quotes are outstanding and which went cold
Distributor and rep relationships managed informally, making it hard to evaluate channel performance
Quote follow-up depends on the sales rep remembering, and slow follow-up loses orders to competitors
Invoicing happens in a separate system, disconnected from the order pipeline
No revenue forecast because quote data is not organized in a way that supports weighted pipeline analysis
What you can do with Laureo
Real workflows for Manufacturing, built into Laureo.
RFQ pipeline management
Track every request for quote through stages: received, estimating, quoted, negotiation, PO received, declined.
Distributor relationship management
Maintain profiles for distributors, reps, and channel partners. Track sales volume and commission by partner.
Quote follow-up automation
Workflows send follow-up emails after quoting. Reminders flag quotes with no response past your threshold.
Order invoicing
Generate invoices from won orders with line items from the product catalog. Track payment status and outstanding balances.
Trade show lead capture
Import leads from trade show badge scans and trigger follow-up sequences within 24 hours.
Sales territory management
Assign accounts by region and product line. Round-robin new leads to the right rep based on territory rules.
Built for the way you work
Not every team needs every feature. Here is what matters most for your workflow.
RFQ pipeline boards
Track every RFQ on a visual Kanban board from inquiry to PO received. Custom stages match your quoting process: received, estimating, quoted, negotiation, PO, shipped.
Product catalog and line items
Maintain a product catalog with SKUs, descriptions, and pricing. Build quotes with line items pulled from the catalog for accurate and consistent quoting.
Automated quote follow-up
Workflows send follow-up emails after quoting and flag quotes with no response. Timely follow-up improves your quote-to-order conversion rate.
Distributor and rep management
Track distributor companies and rep contacts with territory assignments, sales volume, and commission data in custom fields.
Order invoicing
Generate invoices from won orders with line items from the quote. Track payment terms, outstanding balances, and overdue invoices.
Territory-based reporting
Dashboards show revenue by territory, rep, and product line. Forecast workload based on weighted pipeline and production capacity.
How it works
From setup to results in 5 straightforward steps.
Import your accounts and contacts
Upload customer, distributor, and rep data. Tag by territory, product line, and account tier. Import active quotes with values and stages.
Set up your RFQ pipeline
Create stages that match your quoting process. Add custom fields for lead time, material type, and quantity requirements.
Build your product catalog
Enter products with SKUs, descriptions, and pricing. Use the catalog to build accurate quotes directly from pipeline records.
Automate quote follow-ups
Build workflows that send follow-up emails after quoting and flag stale quotes. Consistent follow-up converts more quotes to orders.
Track orders and revenue
When quotes convert to POs, generate invoices and track delivery. Dashboards show revenue by territory, product, and time period.
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 Manufacturing
AI manages your RFQ pipeline overnight
The Sales Agent flags RFQs with no activity in 7+ days, identifies stale quotes, and creates follow-up tasks to chase outstanding proposals. Your team closes more orders because nothing falls through the cracks.
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 Manufacturing
Connect the tools you already use. No code required.
Google Workspace
Gmail sync logs customer and distributor emails. Calendar shows meetings and trade show dates.
Microsoft 365
Outlook sync and OneDrive for document sharing with buyers.
QuickBooks
Sync invoices to QuickBooks for accounting and order tracking.
Stripe
Accept online payments for orders and deposits.
DocuSign
Send purchase agreements and contracts for e-signature.
Zapier
Connect ERP systems, inventory management, and shipping platforms.
Make
Build advanced integrations with production scheduling and supply chain tools.
Manufacturing vs Zoho CRM
The problem
Zoho CRM requires add-ons for email campaigns, advanced automation, and invoicing. The base product is limited, and each add-on increases cost and complexity.
The Laureo advantage
Laureo includes pipeline management, email campaigns, automation, and invoicing in every plan. No add-ons, no module shopping, and no per-feature pricing surprises.
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 Manufacturing FAQ
Quick answers to the questions we hear most.
Continue exploring
Compare Laureo to alternatives and explore features relevant to Manufacturing.
Start closing more orders today
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14-day free trial. Cancel anytime.