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.
FeaturesHow it worksWho is this for?PricingKnowledge BaseLatest News
Trust & Security
Trust
What Lumenbase protects and recovers, and where workspace admins manage it in the app.
By Sebastian Streiffert·Published Jan 10, 2026·Updated Jun 3, 2026·6 min read
Workspace admins get concrete controls for access, monitoring, and recovery — not just policy statements. Below is what Lumenbase provides, then where each control lives in the app.
1.Capabilities
1.1.Access control
Role-based permissions
Separate gates for CRM entities, billing, user management, automations, and analytics. Read-only seats available on eligible plans.
Two-factor authentication
Optional or mandatory 2FA for the whole workspace, with enrollment visibility for admins.
Enforced permissions
Access rules apply where your data is stored, not only in the app UI. Users only see and change records their role allows within the workspace.
1.2.Audit and visibility
Security events
Security-relevant actions logged with actor, time, and context.
Export tracking
Data exports recorded so admins can see who exported what and when.
Change audit trail
Administrative and integration configuration changes recorded for review.
Redacted secrets
API keys, OAuth tokens, and similar values never stored in plain text in logs.
1.3.Recovery and portability
Trash recovery
Soft-deleted CRM records stay recoverable for 30 days.
Bulk undo
Bulk edits and bulk deletes can be reversed from captured batch payloads.
Import rollback
A bad import can be rolled back from import history.
Workspace snapshots
Point-in-time workspace copies on eligible plans, with a configurable retention window.
Regular backups are verified before retention. Workspace snapshots and the in-app recovery tools above sit on top of that foundation.
2.Where to manage it
Workspace admins use System Operations for security monitoring and data recovery, and Settings for access control and account security.
2.1.Security Center
System Operations → Security Center is the hub for exports, active integrations, security events, and high-impact activity. Use the Overview tab for counts and configuration status; Activity Log and Exports & Integrations for detail.
Security Center, Overview tab
Security Center
2
High-Permission Users
8 / 9
2FA Enrolled
4
Active Integrations
3
Exports (7 days)
View all exports
1
High-Impact Events (7d)
View high-impact events
Security Configuration
Platform-level security features active for this workspace
Row Level Security (RLS)
Enforced at database level
Role-Based Access Control
2 users with elevated permissions
Activity Logging
1 events logged (7d)
Recent Activity
Latest security-relevant events in your workspace
Export Created
alex@acme.exampleon contact
Jun 2, 14:32
2fa Enrolled
sam@acme.example
Jun 1, 09:15
2.2.Data Hub, Recovery & Backups
System Operations → Data Hub → Recovery & Backups is where admins restore soft-deleted records, undo bulk batches, and create or review workspace snapshots.
Data Hub, Recovery & Backups tab
Data Hub
Import and export your CRM data with smart field mapping and duplicate detection
Trash Recovery
Deleted CRM records stay recoverable for 30 days. Restores are limited to workspace admins and permanent deletion happens only through the scheduled retention purge.
Contacts
2 of 2 loaded
RecordDeletedAction
Jordan Lee
c-1042
Jun 1, 09:12
Northwind Q2 expansion
d-881
May 30, 16:40
Recent Bulk Undo Batches
Batch restore uses the captured pre-delete payload, including records not visible on the current page.
Settings → Company Settings → Configuration → Two-Factor Authentication
Personal 2FA enrollment
Settings → My Settings → Profile (Authentication)
3.Transparency
CRM data is processed under our Terms and DPA. We publish subprocessors, offer a standard DPA on request, and run structured GDPR and CCPA access and deletion requests. Cross-border transfers use standard contractual safeguards — details in the Privacy Policy and DPA.