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.
Dashboard shows pipeline value, won revenue, and activity metrics. No export needed.
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.
Autonomous agents run on a schedule, surface insights, and create tasks. You approve, they execute.
Sales Agent - Highlighted for Small Business
The Sales Agent flags deals with no activity in 7+ days, identifies past-due opportunities, and creates follow-up tasks automatically. Wake up to a prioritized action list instead of a messy inbox.
Pipeline management and deal coaching
Daily at 8:00 AM
Follow-up scheduling and re-engagement
Daily at 7:00 AM
Data quality and deduplication
Weekly on Monday at 6:00 AM
Customer health monitoring
Daily at 8:00 AM
Daily inbox triage and reply queue
Mornings, before standup
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.
Push invoices to QuickBooks for bookkeeping and tax prep.
Accept online payments and track revenue in your pipeline.
Book meetings with prospects and auto-log them to contact records.
Connect Laureo to 2,000+ apps with no-code automations.
The problem
HubSpot splits CRM, email marketing, and automation into separate Hubs with separate pricing. A small business using all three pays for three products.
The Laureo advantage
Laureo bundles CRM, email campaigns, automation, invoicing, and support tickets into every plan. One price, one platform, no surprises.
Your data is protected at every layer. No enterprise plan required.
All data encrypted at rest using AES-256.
Every connection secured with TLS 1.3.
Multi-tenant isolation at the database level.
Complete record of data access and changes.
Dive deeper into Laureo
Quick answers to the questions we hear most.
Compare Laureo to alternatives and explore features relevant to Small Business.
14-day free trial. Cancel anytime.
14-day free trial. Cancel anytime.