Workspace Management
Multi-tenant workspace support
User Roles
Admin, Contributor, and Viewer: granular permission categories
Team Management
Invites, seat usage, and workspace membership
Viewer seats
Read-only CRM access, completely free; no Lumo AI
User Profiles
Personal settings and preferences
Activity Logging
Track user actions and changes
Workflows, invoices, reports, and roles
Automation
Automate repetitive tasks and maintain process consistency across your team.
Invoicing
Manage invoices and track payments directly within your CRM.
Analytics
Custom dashboards, funnel charts, and revenue reports with export.
Tasks
Tasks, bundles, calendar sync, and activity logging in one place.
Further reading