Lumenbase is a new CRM for the AI age that helps you prioritize your day and engage with the right people in your network.
Full-funnel CRM with lists, leads, deals, and accounts; Lumo AI for daily priorities and outreach; automations, lead scoring, forecasting, and integrations with Gmail, Outlook, Slack, LinkedIn, and more.
Lumenbase runs on Codexes, playbook definitions that drive Lumo's daily recommendations. The AI follows your process instead of waiting for prompts like a chatbot.
By Sebastian StreiffertPublished Jun 2, 2026Updated Jun 2, 20266 min read
A generic chatbot waits for you to type. It forgets your process between sessions. You re-explain what good follow-up looks like every time.
Lumenbase works off playbooks instead. They're called Codexes. You define your process once, and Lumo applies it daily.
A Codex is a playbook-style definition. You set the rules for how a kind of contact should be worked. Lumo reads those rules and turns them into action.
Codexes live under Lists at `/lists/codexes`. They feed two things:
A chatbot answers one question, then goes quiet. A Codex keeps shaping your priorities. Your follow-up logic stays consistent every day without re-prompting. You still send via email, LinkedIn, or your outreach platform.
That shows up on the Today page. Lumo gives you a ranked list of who to contact, and the reason comes straight from your Codex.
Lists in Lumenbase organize contacts you already have. You segment your existing contacts, then attach a Codex to drive how Lumo works that segment.
Lists don't go find new prospects. They sort and group what's already in your CRM, so your playbooks have a clean set to run on.
A few examples of what a Codex can capture:
You write the playbook. Lumo uses it to build your Today queue and draft next steps. You send every message and confirm every CRM change.
Revenue operators at $2M to $30M ARR companies who already have a process and want the CRM to run it. People tired of an AI that forgets context every chat.
A playbook definition. You set rules for how a contact segment gets worked, and Lumo applies them.
A chatbot reacts to single prompts. Codexes run continuously and drive Lumo's daily recommendations.
No. Lists organize contacts already in your CRM. You segment them, then attach a Codex.
On the Today page, as a ranked list of who to contact, with the reason from your Codex.
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