Role-based access
Set access per role and permission category, scoped to teams and records where supported.
How it works
- Set roles and teamsGive each person the access their work needs.
- Protect sensitive recordsChoose private or restricted access on companies, contacts, and deals.
- Enable Smart PrivacyOpt in by channel and keep personal conversations private.
Record access
Privacy set on each record and conversation, not only on the whole workspace.
Private companies, contacts, and deals
Make a sensitive record private, or share it with named people only. Access is set on the record itself.
Smart Privacy
Opt in per channel. Business conversations follow your sharing rules and personal ones stay private. A choice you make on a thread always wins.
Private knowledge stays private
AI summaries follow the access of their sources, so a private conversation never leaks through a summary.
Workspace and people
Who is in the workspace and what each person can do.
Workspaces
Each workspace keeps its own members, records, and settings.
Roles
Admin, Contributor, and Viewer, each with its own permissions.
Members and seats
Invite people, see seat usage, and manage who is in the workspace.
Free Viewer seats
Read-only access to the CRM at no cost. Viewers do not get Lumo.
Profiles
Each person keeps their own settings and preferences.
Activity log
See who changed what, and when.
More in System of Record
Your Database
Contacts, companies, and deals in one connected system, with the full history on each record.
Pipeline Management
Run every deal from the first List to a signed Account, on stages you define.
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.
Further reading