Lists (Segmentation)
Smart lists to segment the contacts in your workspace: filters, Routines, and cohorts
Step 1
Lists
Segment & target
Step 2
Leads
Qualify & develop
Step 3
Deals
Negotiate & close
Step 4
Accounts
Retain & expand
Full-funnel visibility from first list to customer expansion
Leads (Lead Development)
Qualified opportunity management with customizable stages
Deals (Pipeline)
Active sales pipeline with Kanban/List views, drag-and-drop stages
Accounts
Post-sale customer management, renewal tracking, expansion opportunities
Dashboard
Modular home with funnel widgets, tasks, forecast, Lumo chat module, and customizable grid
Multi-Pipeline Support
Multiple pipelines for different sales motions
Stage Customization
Fully configurable pipeline stages with colors and probabilities
Deal Health Indicators
At-risk deal detection, stage velocity tracking
LumenScore
Lead and account scoring for prioritization
Weighted Forecasting
Revenue forecasting with confidence levels
Revenue at Risk
Automatic identification of stalled deals
Deal Conversion
Move records from Lists → Leads → Deals → Accounts
Pipeline, contacts, channels, and inbound
Contacts
Contacts and companies with custom fields, clustering, search, and bulk actions.
Communication
Unified inbox and email sync, plus browser-based meeting recording: transcripts and Lumo summaries land on the right contact automatically.
Lists
Dynamic segments of the people already in your workspace, filtered, scored, and ready to hand off to your connected outreach tools.
Inbound & Pages
Turn your own site into a pipeline source: forms, visitor intelligence, and attribution, with first-party company reveal you switch on when you want it.