Help Center
Guides, tutorials, and answers to help you get the most out of Lumenbase
You can use the app, hook up your own code, or connect an agent. It is all the same workspace data.
Popular Articles
Most readGetting Started
12 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.
Migrating from your previous CRM (CSV)
Export from your legacy CRM and import into Lumenbase with field mapping and funnel planning.
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: Feed, 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 Help Center.
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 — including approval behavior for emails and edits.
Lumo settings & credits
Workspace Settings → Lumo hub, surface gates, lumenSub deep links, daily credits, and go-live checklist.
CRMs
40 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.
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.
Relationship intelligence CRM: what it means and why it matters
Relationship intelligence CRM tracks how often you talk to contacts, who owns the relationship, and when accounts go quiet. Here's what it means and why it matters.
Account health score: how to build one for a consulting firm
An account health score tells you which clients are at risk before they say so. Here's how to build one for a consulting or services firm, and what to track.
LinkedIn CRM: how to manage contacts, messages, and follow-ups
LinkedIn alone won't track your relationship history. Here's how to use a CRM alongside LinkedIn to manage contacts, messages, and follow-up timing without losing deals to silence.
Why Software Agencies Outgrow Spreadsheets as a CRM
Most software agencies track leads in a spreadsheet. Here are the warning signs it has stopped working, and what a CRM fixes that your spreadsheet cannot.
Proposal management in a CRM: from draft to signed
Most proposals get sent and then forgotten. Here's how to track proposals inside your CRM so the follow-up is consistent, the timing is right, and nothing disappears into a black hole.
How to Build a Relationship Cadence for Key Accounts
A relationship cadence is a schedule for staying in contact with your most important clients. Here is how to build one that works for a consulting or services firm.
Meeting Notes CRM: How to Turn Calls into Account Context
Calls happen and then disappear. A guide to capturing meeting notes in your CRM so the context stays useful, whoever picks up the account next.
Client Retention CRM: How to Reduce Churn in Service Firms
Most clients who leave made that decision months before they said anything. Here is how to use a CRM to catch the warning signs while there is still time to act.
How to Prevent Deals from Stalling in a Software Agency Pipeline
Deals in software agency pipelines don't die cleanly, they slow down and go quiet. How to spot the warning signs and keep deals moving before they go cold.
CRM for IT Services Companies: A Complete Selection Guide
IT services sales is long, technical, and relationship-driven. What to look for in a CRM that handles both winning new business and keeping existing clients in good shape.
CRM for Boutique Consulting Firms: Simple Systems for Relationship Sales
In boutique consulting, the relationships are the product. A CRM that works for a five-person firm looks very different from one built for a 500-person sales team.
How to Turn Past Clients into New Revenue
Your best next deal is probably sitting in a contact record you stopped updating two years ago. How to build a systematic process for past client re-engagement that actually gets responses.
Self-Updating CRM: How AI Can Reduce Manual Data Entry
Manual CRM data entry is the main reason adoption fails. Here is how a self-updating CRM works, what it actually automates, and what still needs a human in the loop.
Deal Stages for Software Development Agencies: A Practical Template
Most pipeline templates were built for SaaS. Software agency deals move differently. Here is a practical deal stage template built around how custom development actually gets sold.
Buying Committee Management: How to Track Every Stakeholder in a Complex Sale
Most B2B deals involve more than one decision-maker. Here is how to map the people involved, track who holds what kind of influence, and avoid the situations that kill complex deals in the final stretch.
CRM Data Decay: Why Records Go Stale and How to Fix It
Contact data has a shelf life. B2B contact data decays at roughly 30 percent per year. What causes it, what it costs, and how to fix it without a large migration project.
Why Sales Reps Stop Using CRM (and How to Fix It)
Between half and two-thirds of CRM implementations fail due to poor adoption. The reps are not being difficult. Here is what actually causes adoption to collapse, and how to fix it without enforcement.
Founder-Mode Selling: CRM Habits When the CEO Is Also the Sales Team
Most CRM advice assumes you have a sales team. If you are the team, here are the minimum habits that keep a founder-led pipeline from decaying, and what needs to exist before you hand selling off to someone else.
Lead, Contact, Company, Deal: What Each One Means in a CRM
Lead, contact, company, deal. Four words CRMs use for four different things. Here is what each one means and why getting them wrong creates duplicate records and missing history.
CRM for Creative Agencies: Managing Pitches, Clients, and Retainers
Creative agencies sell through pitches, keep clients through relationships, and earn through retainers. Here is what to look for in a CRM that fits how creative work actually gets sold and kept.
Sales Coaching with CRM Data: What to Review Each Week
Most pipeline reviews are just deal counting. Here is what to look at in your CRM each week if you want coaching conversations that actually change what reps do.
CRM for Fractional Executives: Managing Multiple Clients Without Overhead
A fractional CMO, CFO, or COO typically juggles four to six client engagements at once. Here is what a CRM needs to do when your business model is the portfolio.
Cold Outreach vs Warm Outreach: How CRM Changes the Equation
Cold B2B email gets a 1 to 5 percent reply rate. Warm outreach gets 10 to 34. The gap is not your email template. It is your CRM data.
Pipeline Hygiene: The Weekly Habits That Keep CRM Data Accurate
Gartner estimates 40 to 60 percent of the average B2B CRM pipeline is stale. Here are the weekly habits that fix it before the forecast goes wrong.
Contact Deduplication in CRM: A Practical Guide for Growing Teams
Duplicate contacts are the most common CRM data quality problem. Here is how they form, what they cost, and how to clean them up without losing history.
CRM for Recruiting and Executive Search Firms: Candidates, Clients, and Placements
Recruiting and executive search firms have a three-sided relationship model most CRMs were not built for. Here is what actually works and what to look for.
Newsletters as a Relationship-Maintenance Tool for Agencies
Most agency newsletters read like press releases. Here is how to use one as a relationship-maintenance tool that keeps past clients warm and surfaces new work when it is ready.
Slack and CRM Integration: How to Keep Sales Conversations Visible
Slack is where deals get discussed and context gets lost. Here is how to connect Slack to your CRM so sales conversations stay on the record where they belong.
Thought Leadership for Agency Sales: What Converts and What Just Gets Likes
Most agency thought leadership gets likes from peers and nothing from buyers. Here is what actually converts, and how to connect content engagement to your sales pipeline.
CRM for Architecture and Engineering Firms: Long Projects, Long Relationships
Architecture and engineering deals can take two years to close and twenty years to pay off. Here is what a CRM needs to do for AEC firms managing long projects and longer relationships.
How to Track Dormant Accounts Before They Become Lost Accounts
Dormant accounts are not dead accounts. Here is how to identify which accounts have gone quiet, when to act on them, and how to build a systematic re-engagement process inside your CRM.
CRM for Cybersecurity Consultancies: Managing Technical Sales Cycles
Cybersecurity consulting sales involves CISOs, procurement, legal, and compliance. Here is what a CRM needs to do when the buying committee is cautious, the cycle is long, and trust is the product.
Integrations
27 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.
CRM workspace migration wizard
Use the Data Hub migration wizard, two-phase import for large orgs, and background batch jobs to move pipelines, contacts, deals, and activities from your previous CRM.
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 WhatsApp
Link your own WhatsApp number to sync conversations with existing contacts into the unified Communication inbox and contact timelines.
Integrating with Signal
Link your Signal account to sync direct contact conversations into Communication and contact timelines.
Integrating with Telegram
Link your Telegram account to sync direct contact conversations into Communication and contact timelines.
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.
Meeting Recording
Record Google Meet, Zoom, and Teams calls with one click. Transcripts link to calendar events and contact timelines.
LinkedIn Sync & Profile Capture
How the extension highlights contacts on LinkedIn, syncs messages, captures profiles, and feeds activity onto record timelines.
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
Add teammates, assign roles, and understand who can change workspace settings.
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 request workspace closure.
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