Choose how to interact
App UI
Claude
OpenClaw
REST API
Same workspace data. Pick the channel that fits how you work.
Three steps to get started
How Lumenbase works
Pick how you want to work with Lumenbase, configure the full customer journey, then use the Feed and Lumo to prioritize who to reach each day. You send every message and confirm every action.
Set up your funnel
Lists
Segment & target
Leads
Qualify & develop
Deals
Negotiate & close
Accounts
Retain & expand
Contacts and companies stay at the center as relationships progress.
Use daily recommendations
Feed
The Lumo AI assistant gives you daily action recommendations
Codexes to handhold relationships
Playbook tone and sequence when a list has a Codex attached.
Automate Lead Admin
Automatic column placement on the Leads kanban from stage rules.
LumenScore helps prioritize
Scoring rules that rank who needs attention in the Feed.
The Feed surfaces who needs attention and suggests next steps as a live stream. You send every message.
Choose how you want to interact
Contacts, companies, deals, tasks, and activities live in one workspace. Work in the browser, from your servers, or through an AI agent. Every channel reads and writes the same data.
App UI
You work in the signed-in web app. Contacts, deals, the Feed, and Lumo share your normal login.
Claude
Claude connects to your workspace over MCP and runs CRM tools from chat.
OpenClaw
OpenClaw agents connect to your workspace over MCP with a personal token.
REST API
Your servers send HTTPS requests with a workspace API key and read or write JSON.
Same workspace CRM data across all four channels.
Gmail, Slack, and other tools pull data into Lumenbase under Settings → Integrations. The four channels above are how you work with the CRM directly.
Read the full interaction guide for setup steps, auth, and examples.
Set up your funnel
Most CRMs split prospects, pipeline, and customers into unrelated modules. Lumenbase uses one model that changes shape as relationships progress — contacts and companies stay at the center.
What each funnel layer is for
After you configure stages in Settings, work moves through four layers on the same company and contacts. Each layer has a different job — so qualification does not clutter your deal pipeline, and customer success does not start from a blank record after close.
One journey, four layers
Lists
Segment & target
Leads
Qualify & develop
Deals
Negotiate & close
Accounts
Retain & expand
01
Lists
Organize contacts before outreach
Segment & target
Lists group contacts for campaigns, events, or ABM. Link a Codex to shape recommendations in the Feed. Contacts come from integrations and imports — not bulk scraping.
- Apollo, Reply, Snov, and similar tools push contacts in
- Qualified list members surface in the Feed, then move to Leads
02
Leads
Qualify without polluting the pipeline
Qualify & develop
Leads are for qualification: real problem, right company, budget and access. They live in a separate pipeline with stages you control.
- Discovery calls and light email back-and-forth
- Tasks and activity timeline keep context in one place
- Convert to a Deal when budget and access are clear
03
Deals
Run your sales process
Negotiate & close
Each deal is one buying decision. Stages map to commitments; probabilities and health indicators are signals, not promises.
- Kanban or list views with stage velocity
- Tasks, bundles, and automations for next actions
- Email threads linked inside the deal record
When a deal closes, it becomes an Account — same company, same history.
04
Accounts
Manage the relationship after the sale
Retain & expand
Closing changes focus, not the record. Revenue history, renewals, expansion, and risk sit on the same company and contacts.
- Revenue charts and forecast alongside invoiced totals
- Sales and customer success share one timeline
- Full history from first email through renewal
Same company record from first list through renewal — you progress the relationship instead of exporting between tools.
Use daily recommendations
Once your funnel is configured and contacts are flowing in, the Feed is your live action stream. Lumo reads Codex playbooks, list membership, pipeline stage, and engagement signals to surface who needs attention and suggest what to do next, as cards you act on. You review each one and take the outreach action yourself.
Feed
The Lumo AI assistant gives you daily action recommendations
Codexes to handhold relationships
When a list has a Codex attached, recommendations follow your playbook tone and sequence.
Automate Lead Admin
Lumo classifies leads into columns using per-stage rules you configure — the board stays current without manual drag-and-drop.
LumenScore helps prioritize
Custom scoring on contacts and accounts; Lumo uses scores to rank who appears in the Feed.
Daily Briefing
Prioritize advancing late-stage deals and reactivating stalled opportunities across the pipeline this week. Sarah Chen has an open $45k deal in Negotiation, so send a short contract-alignment email today.
Sarah Chen
List: Inbound Leads
Lead · Nordic Systems
S
Write email
5d
Send a short follow-up aligning on contract terms and next steps.
Contacts enter through your sources, move through Lists → Leads → Deals → Accounts, and the Feed keeps the team on the right conversations. Tasks, automations, and reporting read from the same funnel.
Go deeper
Knowledge Base guides cover interfaces, funnel stages, Lumo, and import.
Common questions
Why Lists, Leads, Deals, and Accounts?
Each phase has different work — segmentation, qualification, closing, retention. Separating them keeps stages clear while one company record ties everything together.
Can agents and code use the same data as the app?
Yes. App UI, Claude, OpenClaw, and REST API read and write the same workspace. Many teams use the app daily and API or agents for automation.
Recap: pick your interface, configure the funnel, use the Feed each day.
- One company record from first list through renewal
- A live action stream in the Feed instead of rebuilding priority in spreadsheets
- Same stage language for sales, CS, and founders
The modern CRM built for the AI age
Pipeline, forecasting, and Lumo, your AI sales assistant, in one workspace.