Resources

    Guides, documentation, and product updates for Lumenbase.

    Community HubBeta

    Routines, runlists, and automations shared by real operators.

    Browse Community

    Guides & Task Bundles

    Step-by-step workflows: list segmentation, automations, funnel setup.

    Browse guides

    Changelog

    Recent product updates and shipped features.

    View changelog

    Documentation

    API reference, integrations, and developer docs.

    Read docs

    System Status

    Live check of API and database availability.

    Check status

    Popular guides

    Browse the Help Center

    Getting Started

    Workspace setup, first contacts, and funnel structure.

    Smart Lists

    Segment contacts with filters and Routines.

    Funnel Flow

    Lists to Leads to Deals to Accounts in practice.

    Automations

    Common patterns for tasks and follow-ups.

    Email Integration

    Connect Gmail or Microsoft 365.

    Data Import

    CSV import and migration from other CRMs.

    Free templates and tools

    Sales pipeline template

    A CSV tracker for Sheets or Excel, with eight stage sets by business model.

    CRM spreadsheet template

    Clients, contacts, and the column most templates leave out: last real conversation.

    Deal stage templates

    Stage sets by business model, and the rule that makes them hold up.

    Sales velocity calculator

    What your pipeline produces per day, and which input is worth improving.

    Recent updates

    A unified top bar on every page

    Improved
    • Titles, tabs, filters, and buttons now live together in one bar at the top of the page.
    • Sidebars collapse to icons and expand again without losing your place.
    • Less-used controls tuck into a More menu so primary actions stay visible.
    • Filters and quick search stay visible while you work, with no extra clicks.

    Search now matches each word you type

    Fixed
    • Multi-word searches now match even when the words are out of order or not adjacent.
    • Works everywhere you search: contacts, companies, deals, lists, and more.

    More control over your booking pages

    New
    • Set a custom invite title for each scheduling link.
    • The availability planner now shows the same month calendar as your booking page.
    • Booking pages now show your workspace logo even if only the square icon is uploaded.

    Comment on meeting transcripts

    New
    • Add a comment to any line of a meeting transcript.
    • Jump between comments from pins on the playback timeline.
    • Comments feed into meeting summaries, action items, and what Lumo remembers.

    Meeting transcription progress is accurate

    Fixed
    • Progress now shows the real step, not a raw item count.
    • Re-transcribe now runs a new transcription instead of only re-summarizing.
    • Shows the transcript's detected language, even in a mixed-language meeting.

    Slack integration is more reliable

    Improved
    • Captured Slack messages appear in the record timeline with sender and channel shown.
    • View a Slack channel's full history as a readable conversation.
    • Slack connections renew automatically, so syncing keeps working.
    • A new in-app guide covers setup and available commands.

    Real-time collaboration on the org chart

    New
    • See a teammate's changes to the org chart appear instantly, with their cursor visible while they work.
    • Dragging a card is steadier and easier to place exactly where you want it.

    Search results load faster and rank better

    Improved
    • Search across your workspace returns results faster.
    • The most relevant matches now appear first instead of in a scattered order.

    Meeting transcription follows the language spoken

    Fixed
    • Recordings no longer stall waiting on a transcription language that wasn't actually used.

    30-day trial · full workspace access

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