Account portfolio
Every client in one list, with LumenScore, won revenue, and renewal date on each row.
How it works
- Win the dealA won deal turns the company into an Account, and its full history comes with it.
- Watch the portfolioBands, LumenScore, and renewal dates show which clients need time this week.
- Grow or protectLog revenue at risk, plan renewals, and act on expansion signals.
Watch the walkthrough
The portfolio
See which clients need time this week.
Company bands
Band each client, like Key Account, and filter the portfolio by band to see who comes first.
Renewal tracking
See which renewals are coming up and act before the date.
Revenue at risk
Log exposed revenue, likelihood, and duration, and see what it does to the forecast.
Revenue and forecast
Revenue history per client next to an optimistic and a pessimistic forecast.
Expansion signals
Each account opens into a briefing with a success plan and expansion signals.
Inside each account
People, history, and shared work on the company page.
Shared history
Sales and customer success work from one timeline, from first email to renewal.
Org chart
Drag people into a reporting chart, or build a draft from their job titles.
Company summaries
Lumo keeps a short summary of each company, built from deals, conversations, and its website.
Company history
Follow contacts across companies. A job change from an email, meeting, or LinkedIn waits for your approval.
Account pages
Keep the account overview, stakeholders, history, and linked records together on the company page.
Spaces
Organize client work, pages, and documents in connected Spaces with controlled access.
More in Commercial Intelligence
Analytics
Build dashboards on live CRM data, and export the reports you need to share.
Enrichment
Fill in missing company details automatically, and bring in people data from tools like Clay or Apollo.
Signals
See what changed in a relationship or account while there is still time to act.
Industry Data
SoonMarket shifts across companies, services, and regions.
Further reading