Booked vs available capacity
Committed work against the time you actually have. The Forecast widget and Deals view show what's booked, so you can see a gap before it becomes a quiet month.
→ Forecast widgetWho is this for
CRM for consultants and independent operators
You are the whole sales team. Lumenbase keeps your client pipeline and follow-ups warm without becoming a second job.
7-day free trial · No credit card required
Who this is for
You are the whole business.
Selling, delivering, and invoicing are all you. A CRM can't be one more thing that needs tending every day.
Follow-ups slip when you're billing hours.
Heads-down on client work, the next conversation goes cold. The pipeline only moves when you have spare time — which you don't.
The Feed tells you who to nudge.
Lumo reads your inbox and calendar and surfaces the contacts that need a touch, with a draft ready. A few minutes between calls, not an evening of admin.
Referrals and past clients stay warm.
Every relationship keeps a full timeline, so a client from two years ago is one search away when it's time to reconnect.
Invoice from the same place you sell.
Create and track invoices against the client record — proposals, work, and billing in one workspace instead of three.
Metrics
KPIs independent consultants track — and where to find them
Proposal-to-close rate
How many proposals turn into engagements. Analytics tracks conversion so you learn which kinds of work are worth pitching.
→ AnalyticsDays since last touch
How long since you engaged each contact. Codexes flag relationships that have gone quiet, and the Feed surfaces them before they go cold.
→ FeedOutstanding invoices
What's billed and unpaid. Invoices track status per client so you always know what to chase.
→ InvoicesRevenue by source
Which referrals and channels actually pay. Analytics breaks revenue down by source so you double down on what works.
→ Analytics
I built Lumenbase doing my own sales between other work. As a one-person shop the tool has to keep the pipeline warm for you — you don't have the hours to keep it warm yourself.
What Lumenbase does for independent consultants
The Feed does your follow-up triage
Codexes define what "needs a nudge" means for your practice. Lumo runs those rules daily, surfaces the right contacts in the Feed, and drafts the message. You approve and send between calls.
Your whole network, searchable
Every client, prospect, and referral keeps a full timeline of emails, meetings, and notes. A relationship from years back is one search away when it's time to reconnect — nothing lives only in your memory.
Invoicing in the same workspace
Create and track invoices against the client you sold to. Proposals, delivery context, and billing sit on one record, so you're not stitching together a CRM, a notes app, and a billing tool.
Set follow-up rhythms once
Automations create the next check-in task automatically when a proposal stalls or a client goes quiet, so nothing depends on you remembering between projects.
Frequently asked questions
Common questions about Lumenbase for consultants & solo.
Go deeper
The Feed, funnel flow, automations, and imports — how an independent operator keeps a pipeline warm without admin time.