Lists
Group the contacts you want to reach with filters, then work them with a Routine.
How it works
- SegmentStart from a List of the people you want to reach.
- QualifyPromising contacts move to Leads.
- Close and forecastDeals move through your own stages and feed the forecast.
The funnel
One record moves through four stages and keeps its history.
Leads
Qualify promising contacts on your own stages before they become deals.
Deals
Work open deals on a board or a list, and drag them between stages.
Accounts
Won clients, with renewals and expansion tracked in one place.
Conversion
Move a record from List to Lead to Deal to Account, with its history.
Set it up your way
Pipelines, stages, and scores that match how you sell.
Multiple pipelines
Run a separate pipeline for each sales motion.
Your own stages
Name each stage and set its color and win probability.
Deal health
Spot at-risk deals and see how long each one sits in a stage.
LumenScore
Scores leads and accounts so you know who to work first.
Forecast and risk
What is coming in, and what is slipping.
Dashboard
A home screen you arrange yourself, with funnel, tasks, forecast, and Lumo chat.
Forecasting
Plan revenue from pipeline value, timing, and confidence, in Accounts and Projections.
Revenue at risk
Stalled deals get flagged automatically.
More in System of Record
Your Database
Contacts, companies, and deals in one connected system, with the full history on each record.
Teams & High Security
Decide who sees what, down to a single company, contact, or deal.
Automation
Let routine CRM work run itself, started by a record change, a schedule, or a webhook.
Contacts
Contacts and companies with custom fields, clustering, search, and bulk actions.
Contracts
Write, sign, and renew agreements on the same records as the deal and the client.
Integrations
Gmail, Outlook, Slack, Pipedrive, Zapier, and more, plus webhooks, MCP, and the REST API.
Customization
Custom fields, stages, layouts, and themes for how your team works.
Data Quality
Duplicate detection, merges, normalization, and import rollback.
Invoicing
Manage invoices and track payments directly within your CRM.