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.
Most reps start the day staring at a pipeline and guessing who matters. Lumenbase opens to a live Feed instead. It surfaces who to reach as the moment arises, not in one morning batch.
The AI behind it is Lumo. It reads your full workspace and keeps the Feed current as things change.
What the Feed includes
The Feed gives you two things:
Routines are playbook definitions you set up once. They tell Lumo what a good follow-up looks like for each kind of contact. The recommendations come from those rules, not random scoring.
- A live, Lumo-powered action stream
- Per-contact recommendations: who to contact, pulled from your Codexed lists
Why "who to contact next" is hard without this
A normal CRM shows you everything at once. Every open deal, every stale contact, every task. You scroll and pick. That picking eats time and misses people.
Lumenbase ranks contacts for you in the Feed. Lumo looks across Lists, Leads, Deals, and Accounts, then surfaces the contacts worth your attention now. You review each suggestion and send every follow-up yourself.
How it builds the list
Three pieces feed the stream:
So you don't just get a name. You get why that name surfaced.
- Your Routines define the playbook for each contact type.
- Lumo reads your funnel, activity history, and timing.
- The Feed shows the ranked result, with the reason attached.
Where it lives
The Feed is a dedicated surface in the app (`/feed`). Lumo posts recommendations there as they arise, and you approve or dismiss each one.
It runs on the Lumo (copilot) plan, which caps how many contacts Lumo can work through per run.
Who this is for
Revenue operators at $2M to $30M ARR companies. People who'd rather act on a short ranked list than dig through a full pipeline.
Frequently asked questions
What is an AI Feed in a CRM?
A live action stream plus a ranked list of who to contact, built by the AI from your data.
How does it decide who I should contact next?
Lumo reads your funnel and applies your Routines, the playbooks you define for each contact type.
Does it explain why someone's on the list?
Yeah. Recommendations come with the reason, so you're not guessing why a contact surfaced.
Where do I see it?
In the Feed (`/feed`). It runs on the Lumo plan.
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