The CRM that works as hard as you do
One platform to manage contacts, close deals, send invoices, and automate follow-ups. No IT team required.
Sound familiar?
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
What you can do with Laureo
Real workflows for Small Business, built into Laureo.
Track every customer interaction
Log calls, emails, and meetings to contact records automatically so you never lose context.
Manage your sales pipeline visually
Drag deals across stages on a Kanban board. Filter by value, owner, or close date.
Send professional invoices
Create invoices from won deals, track payment status, and send reminders without a separate tool.
Automate follow-ups
Set rules to send emails or create tasks when a deal sits idle. No manual effort required.
Run email campaigns
Send newsletters and promotions to segmented lists with open and click tracking built in.
See revenue at a glance
Dashboard shows pipeline value, won revenue, and activity metrics. No export needed.
Built for the way you work
Not every team needs every feature. Here is what matters most for your workflow.
Contact management
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.
Visual deal pipeline
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.
Built-in email sync
Connect Gmail or Outlook and every conversation is logged automatically. Send emails from Laureo without switching tabs.
Invoicing and quotes
Create professional invoices and quotes directly from a deal. Track payment status without a separate accounting tool.
Workflow automation
Automate follow-up emails, task reminders, and deal stage changes. Set it once and let Laureo handle the repetitive work.
Simple reporting
Pre-built dashboards show revenue, pipeline health, and activity metrics. No analyst required to understand your numbers.
How it works
From setup to results in 5 straightforward steps.
Import your contacts
Upload your spreadsheet or connect your email. Laureo maps your fields automatically and deduplicates records so you start clean.
Set up your pipeline
Create stages that match how you actually sell. Whether it is three stages or ten, drag and drop to organize your deals.
Connect your inbox
Link Gmail or Outlook in two clicks. Every email is logged to the right contact automatically. No manual data entry.
Automate follow-ups
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.
Close and invoice
When a deal closes, generate an invoice in one click. Track payments, send reminders, and keep your cash flow visible.
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 Small Business
Your AI sales assistant works overnight
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.
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 Small Business
Connect the tools you already use. No code required.
Google Workspace
Sync Gmail, Calendar, and Drive with your CRM records.
Microsoft 365
Connect Outlook and OneDrive for seamless email and file access.
QuickBooks
Push invoices to QuickBooks for bookkeeping and tax prep.
Stripe
Accept online payments and track revenue in your pipeline.
Calendly
Book meetings with prospects and auto-log them to contact records.
Zapier
Connect Laureo to 2,000+ apps with no-code automations.
Small Business vs HubSpot
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.
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 Small Business FAQ
Quick answers to the questions we hear most.
Continue exploring
Compare Laureo to alternatives and explore features relevant to Small Business.
Start organizing your business today
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14-day free trial. Cancel anytime.