Knowledge Base
Guides, tutorials, and answers to help you get the most out of Lumenbase
Popular Articles
Most readGetting Started
11 articles
Introduction to Lumenbase
Overview of core functions and how to use them.
The Lumenbase Model
How contacts flow from sources through Lists, Leads, Deals, and Accounts, with Codex playbooks and Lumo on top.
Import Data from CSV/Excel
Migrate contacts, companies, and deals from spreadsheets or other CRMs.
Ways to Interact with Lumenbase
How to use the app, REST API, OpenClaw, Claude connectors, Zapier, and Lumo with the same workspace data.
App UI
Work in Lumenbase through the signed-in app and the left menu.
Contacts
Manage people records, relationship context, and engagement history across your CRM.
Companies
Maintain company records as the source of truth for pipeline, activities, and account context.
Enterprise CRM migration (CSV)
Move accounts, contacts, and opportunities via CSV export and Data Hub import.
Migrate From a Spreadsheet or Pipedrive to a New CRM
Lumenbase imports from a CSV or straight from Pipedrive. Field mapping, duplicate detection, and rollback for spreadsheets, plus a scan-and-import flow for Pipedrive.
CRM Invoicing and Accounts After a Deal Is Won
When a deal closes in Lumenbase, it becomes an Account, and you invoice from the same system. Templates, PDF, public view, and payment tracking linked to the deal.
The Future of CRM: AI Agents and Sellers on the Same Workspace Data
The next CRM lets agents and people act on one shared dataset. Lumenbase runs sellers and AI agents on the same workspace data through web, chat, MCP, and API.
The Pipeline
Your customer journey from Stage 0 warm-up to loyal account
Lists
Organize contacts already in your workspace into smart or static lists, apply Codex playbooks, and prepare cohorts for outreach in your connected platform (Reply, Snov, Apollo, etc.). Lists do not run sequences.
Campaign GuideLeads
Qualify and nurture prospects through customizable stages until they convert to deals.
QualificationDeals
Manage opportunities from first touch to close with stages, values, and forecasting.
ClosingAccounts
Retain and expand customers with health tracking, renewals, and strategic bands.
GrowthLead Development
5 articles
Customer Lifecycle Funnel Guide
Master the four-phase journey: Lead Scouting → Leads → Deals → Accounts.
Lists
Organize contacts already in your workspace into smart or static lists, apply Codex playbooks, and prepare cohorts for outreach in your connected platform (Reply, Snov, Apollo, etc.). Lists do not run sequences.
Lead Scouting Guide
Track early-stage contacts already in the workspace with confidence bands, signal tracking, and focus areas, not built-in prospecting or outreach.
Smart Lists: Segmentation for Outbound
Lumenbase Smart Lists segment the contacts already in your CRM with filters, then feed outbound through connected channels. Organize, segment, and work clean lists.
Lead Scouting vs Leads vs Deals: What They Mean in a CRM
Lead Scouting tracks early contacts; Leads and Deals are MOFU and BOFU. How Lumenbase separates stages so forecasts stay honest.
Lumo
AI assistant: Today, Chat, Codex, automation, settings, and tool reference
Lumo overview
Start here: how Lumo fits together, data flow diagram, and links to every Lumo topic in the Knowledge Base.
Codex
Use Codex playbooks to standardize strategy and guide Lumo recommendations.
Lumo features
Inventory table of every Lumo surface (Today, Chat, Codex, lists, leads, LinkedIn, settings) and where to configure each.
Lumo Chat tools
Tables of read, write, and UI tools Lumo can call in Chat. Every write uses a review card before it applies.
Lumo settings & credits
Workspace Settings → Lumo hub, surface gates, lumenSub deep links, daily credits, and go-live checklist.
CRMs
9 articles
What is a modern multi-funnel CRM?
Learn how modern CRMs handle multiple buying journeys separately instead of forcing everything into one pipeline.
How does a CRM unify email, LinkedIn, and sales activity?
Learn how unified communication timelines replace scattered inboxes with shared activity history.
What is lead scoring in a B2B CRM and how does it work?
Learn how lead scoring ranks potential buyers using fit and behavior signals to focus sales attention.
How do CRM automations work without breaking your data?
Learn how safe automation systems maintain data integrity with clear triggers, audit trails, and controlled changes.
Full-Funnel B2B CRM: From First Import to Accounts
Lumenbase runs the full B2B funnel in one system: Lists, Leads, Deals, Accounts. One contact record from first import to renewal, not a separate prospecting database.
CRM With an AI Feed: Who to Contact Next
Lumenbase opens to a live Feed. Lumo continuously surfaces a ranked list of who to contact next, built from your own playbooks.
HubSpot Alternative for Small B2B Teams With Less Bloat
Evaluating a leaner B2B CRM? Lumenbase runs Lists → Leads → Deals → Accounts with Lumo built in. Compare features and plans for your team size.
Pipedrive Alternative With Lead Development Before Deals
Comparing CRMs with a dedicated lead stage before deals? Lumenbase uses Lead Development (MOFU) before the deal pipeline, plus Pipedrive migration tools.
Modern CRM for Revenue Teams
Lumenbase is a modern, AI-native CRM for revenue teams. Full funnel from Lists to Accounts, a built-in AI assistant, and access through web, chat, Claude, or API.
Integrations
23 articles · API overview
Email Integration Setup
Connect Gmail or Outlook to sync emails and calendar with your CRM.
How to Set Up Slack Integration
Connect Slack for real-time deal notifications, slash commands, and team collaboration.
OpenClaw (MCP)
Step-by-step: personal token, LUMENBASE_AGENT_TOKEN env, edit openclaw.json, restart gateway, verify CRM tools.
Claude (Connectors)
Paste the MCP URL in Claude Connectors, sign in on Lumenbase, and see what CRM tools Claude can use.
REST API
Workspace API keys for CRUD and contact ingest from your own systems.
Zapier Integration Setup
Connect Lumenbase to 6,000+ apps using Zapier webhooks and automations.
Reply.io Integration: Automate Email Outreach
Connect Reply.io to automate email sequences, sync engagement data, and track outreach activities from your CRM.
Migrating from Pipedrive (Portage)
Use Lumenbase Portage in Data Hub to move pipelines, contacts, companies, deals, and activities from Pipedrive with scan, preview, background import, and rollback.
Migrating from Attio (Portage)
Connect Attio and use Lumenbase Portage in Data Hub to import companies, people, deals, and notes with guided scan and rollback.
Lumenbase Portage: CRM migration hub
Central guide to moving from Pipedrive, Attio, HubSpot, or CSV into Lumenbase with scan, configure, preview, import, and rollback.
LinkedIn Monitor, My Connections, and Added Profiles
Set up LinkedIn Monitor and Codex activity monitoring, browse your synced network and added profiles, and use Today for LinkedIn comment and DM drafts.
Integrating with LinkedIn
Sync LinkedIn messages and conversations into your CRM for unified communication tracking.
Integrating with Gmail
Connect Gmail or Google Workspace to sync emails and calendar events into your CRM.
Integrating with Microsoft 365
Connect Outlook and Microsoft 365 to sync emails and calendar events into your CRM.
Integrating with Apollo.io
Connect Apollo.io to sync email sequences, contact enrichment, and engagement metrics into your CRM.
Integrating with Snov.io
Connect Snov.io to sync prospect lists, campaign data, and email verification results into your CRM.
Integrating with Jira
Connect Jira to sync issues, link them to CRM records, and create automations based on Jira events.
Browser Extension: Install and Troubleshoot
Install the LinkedIn extension, sign in, fix sync issues, and verify monitoring.
Migrating from HubSpot (Portage)
Connect HubSpot with a service key and use Lumenbase Portage in Data Hub, or fall back to CSV import for spreadsheet exports.
LinkedIn CRM Sync: Browser Extension for Sales
Lumenbase Capture syncs LinkedIn contacts and messages into your CRM. Optional 1:1 DMs from the app, not bulk LinkedIn outreach automation.
Connect Claude or Cursor to Your CRM via MCP
Lumenbase exposes a remote MCP server at lumenbase.io/api/mcp. Connect Claude over OAuth, or Cursor over stdio, and run your CRM from your AI tools.
Agentic CRM: AI Agents That Read and Update Your Pipeline via API
Lumenbase exposes REST, an Agent API, and remote MCP so AI agents can read and update your pipeline programmatically, not just chat about it.
CRM With Gmail and Outlook Inbox Linked to Contacts and Deals
Lumenbase links your Gmail or Outlook inbox to contacts and deals. A sales inbox with thread linking, statuses, two-way calendar sync, and LinkedIn messages in one place.
Settings & Configuration
15 articles
Forecasting Guide
Learn how forecasting works, the available models, and how to configure them.
How to Create and Use Automations
Build workflow automations to save time and eliminate repetitive tasks.
Finding and Merging Duplicates
Keep your CRM clean with duplicate detection, smart merge, and data quality tools.
Revenue at Risk (RAR) Tracking
Flag and manage threatened revenue to protect renewals and forecast accurately.
Tasks
Execute follow-ups and operational work with structured task lists, due dates, and ownership.
Invoices
Track billing, payment status, and revenue events connected to deals and accounts.
Company Bands
Segment companies by strategic importance, auto-assign a band on first won deal, and control which bands appear in the Accounts list.
Plans, Billing, and Subscriptions
Manage your workspace plan, seats, payment method, and subscription invoices.
Invite Users, Roles, and Permissions
Workspace roles reference (Owner, Admin, Normal User, and Viewer) plus invites, permissions, and seat billing.
Workspace vs Personal Settings
Map Company Settings, My Settings, and System Operations to the right admin tasks.
Export Data and Account Closure
Export CRM records, use backups, and links for leaving or closing a workspace.
How to Delete a Workspace
Export data, settle billing, and request permanent workspace deletion through Help Center support.
Sales CRM Forecasting, Pipeline, and Analytics
Lumenbase gives revenue leaders custom dashboards, pipeline and funnel charts, conversion metrics, and a configurable forecast model, with drill-down to the records.
Duplicate Merge and Data Hygiene in a CRM
Lumenbase has a Hygiene Hub: duplicate scans, identity clusters, merge, normalization, and stale-record detection, so your CRM data stays clean as it grows.
Affordable B2B Pipeline CRM: Plans and Trial
Lumenbase is a full-funnel B2B CRM with plan-based pricing for small revenue teams. See current plans and any trial on the pricing page.
Trust & Security
1 article