Every serious CRM was built decades ago and never fully rebuilt.

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.

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    Lumenbase

    App UI

    Setup Guide

    Work in Lumenbase through the signed-in app and the left menu.

    By Sebastian StreiffertPublished Jan 10, 2026Updated May 29, 20264 min read

    Ways to interact with Lumenbase

    App UI

    People

    navigation · pages

    Work in Lumenbase through the browser. Contacts, pipelines, Today, and Lumo use your normal login.

    Good for
    Daily work, admins, reporting
    Sign in
    Email or SSO

    What it does

    The App UI is the signed-in Lumenbase site. Contacts, Companies, Deals, Tasks, Invoices, Today, Dashboard, Knowledge Base, and Settings all read and write the same workspace data. What you see in the menu is the CRM.

    You get the full layout, validation, permissions, batch jobs, and Lumo in one place. APIs and agents hit the same records; they just skip the screens.

    How to set up

    1

    Sign in

    Open lumenbase.io and sign in with your workspace account (email or SSO, whatever your workspace uses).
    2

    Use the left menu

    Contacts, Companies, Deals, Leads, Accounts, Today, Dashboard, Automations, and the rest are in the main menu. Click through to work in each area.
    3

    Workspace settings (admins)

    Admins use Settings for fields, pipelines, integrations, and team access.
    If you are new here, read Introduction to Lumenbase and the Lumenbase Model.

    Main areas

    Today

    Daily briefing and who to contact next. Today guide

    Pipeline

    Leads, Deals, and Accounts across your funnel.

    Tables

    Contacts, Companies, Tasks, Invoices with filters and inline edit.

    Lumo

    Assistant in the app. Lumo guide

    See also: Lumo overview

    All four ways to interact with Lumenbase

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