Resources
Guides, documentation, and product updates for Lumenbase.
Community HubBeta
Routines, runlists, and automations shared by real operators.
Browse CommunityGuides & Task Bundles
Step-by-step workflows: list segmentation, automations, funnel setup.
Browse guidesChangelog
Recent product updates and shipped features.
View changelogDocumentation
API reference, integrations, and developer docs.
Read docsSystem Status
Live check of API and database availability.
Check statusPopular guides
Browse the Help CenterGetting 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.
Business events database
Browse and download a free sample of 300 industry events from the Lumenbase database.
Sales velocity calculator
What your pipeline produces per day, and which input is worth improving.
Recent updates
Signed PDFs now carry a signature certificate
New- A certificate page and audit log are added to every signed PDF
- Signers can add initials, and each page is stamped
- Documents now support two signers
Fortnox: choose what syncs, import invoices
Improved- Turn each Fortnox feature on or off separately
- Link a company to its Fortnox customer
- Import invoices and see their payment status
More ways to react to replies in Routines
Improved- New Classify reply and Check reply steps
- An If replied branch in the node library
- Booking links can be used as a step
A calmer document flow: Edit, Review, Send
Improved- Three steps in working order: Edit, Review and Send
- An uploaded file shows one progress card, then opens in the editor
- A scanned PDF with unreadable pages now warns you instead of opening blank
- New document choices match the New Routine cards
Open the source behind what Lumo knows
Improved- Click a knowledge row on a timeline to open its meeting, activity or Routine
- Rows with no single source stay plain
- Press Space or Enter on a row to open it
One About tab on company pages
New- Fields, research and what Lumo knows now sit together on one tab
- Research starts only when you scroll to it, so edits never spend credits
- Research results stay cached between visits
One-click document upload
Improved- Pick a file and it uploads, with title and type read from the file name
- Word, PDF, PowerPoint and other common formats convert to an editable draft on their own
A snappier app
Improved- The sidebar highlights the page you press before it loads
- Side panels open and close faster, and tooltips appear sooner
- Sign-out starts at once, and lists and KPIs redraw less on load