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

    Guided Routine setup with optional Lumo review

    New
    • Pick a list or import contacts, then set the goal, cadence, channels and pitch
    • Let Lumo review the setup, then keep or toss each suggestion
    • Freeze contacts who go quiet after a number of days you choose
    • Find your Routines in a searchable, paged table

    Personal and System Notifications

    Improved
    • Activity is now Personal Notifications, with filters for email, LinkedIn, mail opens and more
    • Admins see workspace alerts and announcements in System Notifications, with full history
    • Feed > Notices lists your exports and stalled LinkedIn capture, with a dot when something is new

    Open tracking from the eye beside Send

    Improved
    • The eye shows whenever your workspace allows open tracking
    • Pressing it saves your Track opens setting for the messages you write next
    • Turning tracking off only affects mail you send afterwards

    Cleaner Campaigns editor

    Improved
    • Pick Now or Later to send, with your time zone shown
    • Less common options and extra metrics open with one click
    • Imported email designs keep their styles, and pasted plain text stays plain
    • Test sends show Unconfirmed when no delivery receipt arrives

    Security and privacy updates

    Improved
    • SMTP passwords and Zapier tokens are now saved to an encrypted vault
    • Zapier tokens are created on our servers, not in the browser
    • The Trust page describes each control in detail, from encryption to sessions and audit logs
    • Smart Privacy counts Active Lists that are not Private as shared history

    Push notifications on your devices

    New
    • Turn on Device notifications in Settings to get Activity updates
    • Send a test notification to check it works
    • The installed phone app offers push once on first launch

    Table automations in one list

    New
    • See every automation set up on a table in one paged list
    • Filter by table, trigger and status, then open one to edit

    Smarter imports for spreadsheets with a title row

    Improved
    • Column names are found below titles and notes
    • Pick a different header row if the guess is off

    Faster tables on Contacts, Companies and Lists

    Improved
    • A saved sort on a standard column applies from the first load
    • Rows appear sooner when sorting by a custom field

    Campaigns now has its own Mail section

    Improved
    • Email Campaigns is renamed Campaigns in the sidebar
    • It sits in a separate Mail group after Marketing

    Clearer record timelines

    Improved
    • Chat and LinkedIn messages show the channel's own logo
    • Message text appears as a quote, easy to tell from app labels
    • Every row names who did it, including tasks and stage changes

    Full Ask Lumo on your phone

    Improved
    • Phone chat now has the same answers as desktop: charts, tables and citations
    • Wide tables fade at the edge so you know to scroll
    • Empty columns no longer show as blank captions

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