New business win rate
Pitches won vs total. Analytics tracks conversion across your new-business pipeline so you can see which service lines actually close.
→ AnalyticsWho is this for
CRM for agencies managing clients and new business
Two funnels at once — winning new clients and keeping current ones happy. Lumenbase runs both in one workspace.
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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 — 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.
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.
Metrics
KPIs agencies track — and where to find them
Client retention
Accounts that renew vs churn. The Accounts entity holds live clients, and Codexes flag the ones going quiet before a renewal is at risk.
→ AccountsRevenue per client
Value across each account. Dashboard widgets show revenue by client, so you spot expansion candidates and at-risk accounts early.
→ DashboardOutstanding invoices
What's billed and still unpaid. Invoices track status per client, so collections stop being a guessing game at month end.
→ InvoicesPipeline coverage
New-business pipeline vs target. The Forecast widget shows coverage in real time so a slow month is visible before it lands.
→ Forecast widget
Agencies live in two funnels — winning the work and keeping the client. I wanted one workspace where the pitch, the relationship, and the invoice sit on the same record, instead of three tools that never talk to each other.
What Lumenbase does for agencies
New business and live clients in one funnel
Lists, 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 — no handoff to a second system.
Client history that survives staff changes
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.
Invoicing next to the work
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.
Runlists standardize delivery
Turn onboarding, monthly reporting, and renewal motions into reusable Runlists. Every account manager runs the same steps, so quality doesn't depend on who picked up the account.
Frequently asked questions
Common questions about Lumenbase for agencies.
Go deeper
Funnel flow, deals, automations, and imports — how agencies run new business and client delivery in one workspace.