Two funnels at once: winning new clients and keeping current ones happy. Lumenbase runs both in one workspace.
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Prioritize 2 deals stuck in Proposal and 1 account with no activity in 12 days.
$186K
Expected close this month
Every agency I've worked with runs two funnels at the same time, winning new business while keeping their current clients happy. The tools never help with that. The pitch sits in one place, the client in another, the invoice somewhere else, so the moment a prospect becomes a client you lose the whole story of how you won them. I built Lumenbase so the pitch, the relationship, and the invoice all live on one record, and so new business doesn't go quiet the second you get busy with the work.
Who this is for
You're running two funnels at once.
A new-business pipeline on one side, live client accounts on the other. Most CRMs only handle the first half and leave delivery in email.
Client context is scattered across inboxes.
Every account manager keeps their own threads, files, and notes. When someone is out, or leaves, the relationship history walks out with them.
One workspace from pitch to retainer.
Lists hold prospects, Leads tracks active pitches, Deals runs new business, and Accounts holds live clients, with every email and meeting on the timeline.
Invoices live next to the relationship.
Send and track client invoices from the same record as the work, so billing isn't a separate spreadsheet nobody reconciles.
Task Bundles (Runlists) turn delivery into a template.
Onboarding, monthly reporting, renewal check-ins: build the steps once and every account manager runs them the same way.
New business and client retention are both under pressure at the same time.
Pitch cycles are more competitive, clients are scrutinizing budgets harder, and retention is earned month by month. Running BD and client health from separate tools - or from an inbox - means signals fall through the cracks. Lumo watches both funnels and surfaces the problems before they land: the pitch going quiet, the client you haven't touched in six weeks, the retainer that needs a renewal conversation.
Metrics
Pitches won vs total. Analytics tracks conversion across your new-business pipeline so you can see which service lines actually close.
→ AnalyticsAccounts that renew vs churn. The Accounts entity holds live clients, and Routines flag the ones going quiet before a renewal is at risk.
→ AccountsValue across each account. Dashboard widgets show revenue by client, so you spot expansion candidates and at-risk accounts early.
→ DashboardWhat's billed and still unpaid. Invoices track status per client, so collections stop being a guessing game at month end.
→ InvoicesNew-business pipeline vs target. The Forecast widget shows coverage in real time so a slow month is visible before it lands.
→ Forecast widgetLists, Leads, and Deals run your pitches; Accounts holds the clients you've won. The same workspace carries a relationship from first conversation to signed retainer to renewal, with no handoff to a second system.
Unified Communication syncs Gmail and Outlook so every email and meeting links to the right client automatically. When an account manager leaves, the next one opens the account and sees the whole relationship, not an empty record.
Create and track client invoices against the account itself. Status, due dates, and what's outstanding live where the relationship does, so billing and delivery aren't two disconnected spreadsheets.
Turn onboarding, monthly reporting, and renewal motions into reusable Task Bundles. Every account manager runs the same steps, so quality doesn't depend on who picked up the account.
Send welcome email
Day 0 · Deal owner
Discovery call
Day 1 · Deal owner
Share proposal
Day 3 · Deal owner
Exec alignment check
Day 7 · Deal owner
Close plan review
Day 14 · Deal owner
Common questions about Lumenbase for agencies.
Lumenbase is built for agencies that run new business and client delivery side by side. Lists, Leads, and Deals manage pitches; Accounts hold live clients with full email and meeting history; and Invoices track billing on the same record.
Yes. The funnel runs from prospect (Lists) through active pitch (Leads, Deals) to live client (Accounts). The relationship keeps one continuous timeline, so winning the client and serving the client happen in the same workspace.
HubSpot is built for marketing-led funnels and gets expensive fast as you add contacts, deals, and seats. It doesn't natively connect new-business pipeline with live client accounts and invoicing in one record. Lumenbase is built specifically for the agency model: BD and client management in the same workspace, with invoice tracking included, and no contacts-based pricing.
Salesforce is an enterprise platform that requires significant configuration, a dedicated admin, and usually a consulting engagement before it runs well. For most agencies it's too heavy and too expensive relative to the value. Lumenbase is ready to use, covers the agency workflow out of the box, and doesn't require an in-house Salesforce admin.
Yes. You can create, send, and track invoices against each client account, including status and outstanding balance. Billing sits next to the relationship instead of in a separate finance tool.
No. Lumenbase manages the client relationship, pipeline, and billing - not task-level project delivery. Use Task Bundles to standardize repeatable client processes, and keep your PM tool for production work.
Funnel flow, deals, automations, and imports: how agencies run new business and client delivery in one workspace.
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