One plan. Your whole revenue operation.

30-day trial. No credit card required.

$29/mo per seat

unlimited viewers · 500 shared Lumo credits, +3,000 per full seat

Personal service

  • Free migration
  • Guided setup
  • 30-day pilot
  • No annual contract
  • Free self-service exports

Complete

Unlimited viewers and Lumo credits with every seat

Pipeline Management
Lumo
Contacts
Channels
Lists
Tasks
Automation
Analytics
Integrations
Delivery
+20 more areas
Shared credits

3,500

shared, monthly

Each full seat adds

3,000

to the pool, monthly

How many people will use Lumenbase?

Full seats

$29 each

1
150

Viewers

Read-only, unlimited

Free

How much AI work do you need?

$7/mo per 1,000 extra shared credits

3,500 credits/mo
3,50023,500
Full seats · 1 × $29$29
ViewersFree
Your price
$49$29/mo

What Lumo credits do

Shared credits

3,500 shared, monthly · at 1 full seat

One monthly pool for the whole team. Each full seat adds to it. Renews with your plan.

500 base1 × 3,000

What draws from it

  • Work you start
  • Work Lumo runs on its own

Roughly what that covers

  • 85

    recorded meetings

  • 95

    Lumo chats

  • 770

    company enrichments

How the pool is shared

  • Optional member limits
  • 15% kept for people
  • Then top-ups, then pay as you go

Need more credits?

Pay as you go

Overage beyond monthly credits

$0.0074 per credit

Running out: Top up any time, or switch on pay as you go so extra work bills per credit instead of pausing.

Moving from another CRM? Migration is free.

Portage imports Pipedrive, HubSpot, Attio or Salesforce with a guided, read-only scan, a preview before import, and rollback of imported records. Import other CRMs by CSV, with no migration fee or services contract.

What you get

What each seat type can do

Seat type caps what a person can do. Which areas they see follows the role you assign.

IncludedNot included

Viewer

Free

Read-only

For stakeholders who only need to watch the pipeline.

See & access

Work assigned tasks & projects
Browse contacts, companies & deals
View invoices & finance
View analytics & dashboards

Change data

Comment & log activity
Edit assigned tasks & projects
Edit CRM records
Create records & lists
Delete records

Automate & scale

Import & export data
Automations
AI actions (Lumo)

Administer

Team, settings & billing

Full seat

from $29/mo

Full access

For operators who run the CRM end to end, with AI.

See & access

Work assigned tasks & projects
Browse contacts, companies & deals
View invoices & finance
View analytics & dashboards

Change data

Comment & log activity
Edit assigned tasks & projects
Edit CRM records
Create records & lists
Delete recordsLimited

Automate & scale

Import & export data
Automations
AI actions (Lumo)

Administer

Team, settings & billing

What's included

Everything on the plan, for a Full seat.

Lumo credits

Shared credits/mo500 + 3,000/full seat

Core CRM

ContactsUnlimited
CompaniesUnlimited
PipelinesUnlimited

Delivery

Engagements
Consultants
Timesheets
Utilization

Productivity

Custom fields50

Analytics & Automation

DashboardsUnlimited
Charts & reportsUnlimited
Automations30
Batch units/mo100,000

AI & Lumo

Routine contacts/user1,000

automation

Automations

core

Spaces

enterprise

System Operations

integrations

Gmail & Calendar Sync
LinkedIn Extension
API & Integrations
WhatsApp
Telegram
Signal

marketing

Inbound tracking
Company reveal

Support

Priority live support

Bemanning, staffing in the same workspace

Recruit, staff and pay from one place. The same workspace holds the jobs candidates apply to, the hours workers log, the client's sign-off and the payroll file.

Included with Delivery. The worker app carries no per-seat charge, so the people who only log time are not seats.

  • Jobs, applications and a board per job
  • A phone app for hours, expenses and this week's shifts
  • The client approves hours from a link, without a login
  • Approved hours into Fortnox Lön, and invoices from the same hours

Frequently asked questions

Yes. Sign up for a 30-day trial with premium features enabled. No credit card required. Your data stays if you upgrade later.

After 30 days, the workspace pauses until you choose a plan. Data is retained. Contact us for a trial extension if you need more time.

Full seats are billed per seat, monthly or yearly. Changes are prorated and appear on your next invoice. Viewer seats are free and never count toward your billed capacity.

Settings > Company Settings > Billing. Adding a seat takes effect immediately and is prorated; reducing seats applies at the next billing cycle.

Yes. Portage runs a guided, automated migration from Pipedrive, HubSpot, Attio, and Salesforce, with a preview before anything imports and rollback of imported records. Any other CRM moves via CSV import in Data Hub with field mapping and duplicate detection. Step-by-step guides are in the Help Center.

CRM data is encrypted in transit and at rest. See our Trust & Security, Privacy Policy and Subprocessors for details.

A seat is a workspace member with login access. Full seats (Admin, General User, and the area roles) are billable. Viewer seats give read-only access and are free, so they do not count toward your billed seat count.

Viewer seats are free and unlimited on every plan. Full seats are billed per seat, from the first one.

Viewers are a free, unlimited tier. Add your whole team without paying for anyone who only needs read access. Viewers can see what is shared with them but cannot create or edit records.

Try the full workspace free for 30 days. No credit card required.