Choose how to interact
App UI
Claude
Agent Frameworks
REST API
Same workspace data. Pick the channel that fits how you work.
How it works
How Lumenbase works
Pick how you want to work, set up Lists, Codexes, and your funnel once, then run it end to end. The Feed keeps you on the right conversations, and the same record carries into Accounts and Delivery after the sale. You send every message and confirm every action.
Set up Lists, Codexes, and your funnel
Lists
Segment & target
Leads
Qualify & develop
Deals
Negotiate & close
Accounts
Retain & expand
Group contacts, link a Codex, shape the pipeline. You configure it once.
Run it end to end
Feed
A live stream of who needs attention and what to do next
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. Accounts and Delivery carry the same record after close.
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.
Agent Frameworks
Agent frameworks such as OpenClaw and Hermes connect 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: Lists, Leads, Deals, Accounts, all on the same contacts and companies. You configure the stages once in Settings.
Set up Lists and Codexes
Group contacts into Lists, then link a Codex: the playbook Lumo follows for everyone on that list. A Codex bundles the situation, approach, cadence, and a completion objective. The same contact gets different recommendations depending on which Codex shapes their list.
Lumenbase
Search lists...
List name | Contacts | Codex | Visibility | ||
|---|---|---|---|---|---|
Q3 Enterprise Outbound | 128 contacts | SaaS Founder Outbound | Shared | ||
Product Pilot Signups | 54 contacts | Product Testing Pilot | Shared | ||
Warm Intros | 32 contacts | - | Private | ||
Dormant Accounts | 76 contacts | Re-activation Loop | Shared |
Lumenbase
Codex
Define how contacts in selected Lists should be handled. Codexes shape how contacts are suggested and messaged on the Feed.
Your Codexes
2 entriesSaaS Founder Outbound
Founder-led SaaS under 50 staff. Consultative, book a 20-min call. Two follow-ups, then pause.
3 lists
33%
Product Testing Pilot
Invite signups into the pilot. Confirm fit, share setup steps, keep the thread warm to first value.
1 list
41%
A Codex never messages anyone. Lumo recommends who to contact and drafts the copy. You send every message.
The Codex list view
Open a Codex on a List and every contact plots on the Trajectory: how far they are toward the objective, and how alive the thread is. Last touch colors who to reach today, and the milestone ladder shows where each one sits on the path to the goal, so a whole cohort is legible at a glance instead of one row at a time.
Lumenbase
Pulse
42 contacts
Completed19%
8 / 42
Meeting or call logged
In progress67%
28 / 42
on track, not done
Needs attention14%
6 / 42
6 overdue
39/42
Reached
135
Interactions
13
Awaiting reply
7
Avg days idle
Trajectory
Path to goal
Outreach sent34 / 42
Reply received21 / 42
Meeting scheduled12 / 42
Meeting or call held8 / 42
Meeting or call logged
Last touchTodayThis weekThis monthOlder
Manage accounts after the sale
A won deal becomes an Account: same company, same history. The portfolio surfaces renewals, churn risk, health, and expansion so you work the accounts that need attention this week. LumenScore, won revenue, and renewal dates sit on every row, and each account opens into an executive briefing with a success plan and expansion signals.
Lumenbase
Accounts
48
Won revenue
€1.24M
Open pipeline
€340k
Low health
4
Avg LumenScore
71
2Overdue renewals
7Renewals in 90d
3Churn risk
4Untouched 30d+
3Awaiting reply
5High expansion
Account Name | Account Band | LumenScore | Renewal Date | Total Revenue (Won) | ||
|---|---|---|---|---|---|---|
Northwind Traders | Key Account | 78·High | Aug 14 | €240k | ||
Contoso Ltd | Account | 41·Medium | Jul 30 | €120k | ||
Fabrikam | Account | 66·High | Sep 2 | €90k | ||
Globex | Key Account | 84·Very High | Nov 10 | €310k |
Deliver the work
For service firms, a won deal hands off into Delivery. Staff consultants onto engagements from the Staffing matrix, where allocation heat shows who is free and who is over-booked week by week. Sold roles still to fill sit on Demand, logged hours and approvals on Timesheets, and margin and milestones on each engagement. Money columns stay hidden unless a person has finance access.
Lumenbase
Filter by name or skill
8 weeks
Consultant
Mar 2
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Mar 16
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Mar 30
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Work from the Feed
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
A live stream of who needs attention and what to do next
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.
Today priorities
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, and Accounts, then into Delivery for service work. The Feed keeps the team on the right conversations, and tasks, automations, and reporting read from the same records.
Go deeper
Help Center guides cover interfaces, Lists and Codexes, funnel stages, Lumo, accounts, and delivery.
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, all the way into delivery.
Can agents and code use the same data as the app?
Yes. App UI, Claude, agent frameworks such as OpenClaw and Hermes, and REST API read and write the same workspace.
What is a Codex?
A Codex is the playbook Lumo follows for a List: the situation, approach, cadence, and a completion objective. It shapes recommendations and drafts in the Feed. It never sends anything on its own.
Do I need the Delivery suite?
Only if you deliver client work. Sales and Marketing run without it. Service firms turn Delivery on to staff engagements, track time and utilization, and manage margin on the same records the sale closed on.
Recap: pick your interface, set up Lists and Codexes, run it from the Feed.
- One company record from first list through renewal and delivery
- A Codex shapes each contact's next move, plotted on the Trajectory
- Accounts and Delivery share the same timeline after the sale
The modern CRM built for the AI age
Pipeline, forecasting, and Lumo, your AI sales assistant, in one workspace.