How Lumenbase works

    Follow a client relationship through Lumenbase. Click a stage to see it in the app.

    1. 01

      Your workspace

      Create your workspace and invite your team. Everyone works from the same contacts, conversations, and deals.

    2. 02

      Pipelines, teams, and security

      Shape your deal pipeline and group people into teams. Custom roles decide what each person can see and do, and any record can be private, shared with named people and teams, or open to everyone.

    3. 03

      Your channels and LinkedIn

      Connect Mail, WhatsApp, and LinkedIn, so every client conversation lands in one inbox your team can follow.

    4. 04

      Build your Lists

      Add contacts to a List straight from LinkedIn, from a file upload, or from tools like Apollo and Reply.

    5. 05

      Get meetings

      Give a List a Routine and engage each contact over time. Every relationship shows where it stands and what comes next, until the meeting is booked.

    6. 06

      Roadshows

      Find events near you where your contacts are speaking, and plan a trip around the people worth meeting.

    7. 07

      Take your first call

      Walk in with a meeting brief on the person and the company. The call is recorded, and the summary and action items are ready when you hang up.

    8. 08

      Win the deal

      Move the deal through your pipeline as it matures. Lumo suggests the next stage from what happened in your conversations, and the Pipeline Overview shows where every deal stands.

    9. 09

      Client Spaces

      Share files, documents, and recordings with your client in one portal, and work through the plan together.

    10. 10

      Grow the account

      Won clients become accounts. Follow revenue month by month, plan the next actions on each account, and catch revenue at risk early.

    11. 11

      Automations and Analytics

      Automate the steps you repeat, and chart your pipeline, activities, and revenue to see what is working.

    12. 12

      AI-assisted workflow

      Keep the relationship growing with the Feed and Lumo. Lumo drafts summaries and messages, and keeps deals moving as they mature.