Pipeline value
Total deal value across your active funnel. Lumenbase shows this in the Deals view and on the dashboard forecast widget, updated in real time as deals move.
→ Deals viewYour funnel lives in your inbox and your head. Lumenbase moves it somewhere you can actually trust.
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Daily Briefing
Three contacts need action today. Two late-stage deals and one warm lead going quiet.
Draft: Hi Maya — quick check-in on next steps for the proposal we sent last week.
Draft: Hi Jonas — wanted to follow up after the demo and see if timing still works on your side.
Draft: Hi Ava — aligning on contract terms and confirming the close timeline for this month.
Who this is for
Your pipeline lives in your head.
You closed the first customers yourself and still know every deal by name. But "the pipeline" is basically a feeling, not something you can look at.
You have no CRM admin — and won't become one.
Legacy CRMs need someone to maintain them. You don't have that person and don't want to be that person, so the tool sits half-empty and the funnel stays in your inbox.
Lumo keeps the funnel current for you.
The built-in AI assistant reads your emails, calendar, and notes and keeps the pipeline up to date — a real view from lists through deals, with no data entry.
The Feed tells you who to contact and what to say.
Codexes — playbook-style rules you define once — tell Lumo what "needs attention" means for your motion. You review the list, edit the draft, and send.
Routine admin runs itself.
Automations handle the follow-up tasks, stage updates, and reminders you'd otherwise track by hand — so the funnel keeps moving without you babysitting it.
Metrics
Total deal value across your active funnel. Lumenbase shows this in the Deals view and on the dashboard forecast widget, updated in real time as deals move.
→ Deals viewHow many leads actually become closed deals. The Analytics section shows funnel conversion at each stage, so you can see where deals stall.
→ AnalyticsHow long since you engaged each contact. Codexes flag contacts that have gone quiet, and the Feed surfaces them before they go cold.
→ FeedAverage time from lead to close. Visible in Analytics dashboards. Useful once you have 10+ deals and want to forecast more accurately.
→ AnalyticsClosed-won vs total closed. Analytics tracks this across pipelines. Set up a custom dashboard once and it's just there.
→ Analytics
I built this because I was the founder doing sales out of my inbox. Every CRM I tried wanted me to maintain it like a second job. I wanted a system that watches what I already do and keeps the funnel real, so I can look at it once a week and actually trust it.
Codexes define what "this contact needs a follow-up" means for your motion. Lumo runs those rules daily, surfaces the right contacts in the Feed, and drafts a suggested next step. You approve, edit, and send. Takes a few minutes, not an afternoon.
Lists hold your segmented contacts. Leads tracks the ones you're actively developing. Deals runs the active pipeline. Accounts holds your customers. Nothing jumps tools. No export needed to see what's happening.
Every email, meeting, note, and stage move is logged on the contact and company timeline via Unified Communication sync. When your first rep starts, they open Lumenbase and see the full relationship history — not a blank record and a folder of PDFs.
Common questions about Lumenbase for founders.
The Feed, Codexes, funnel flow, and imports — guides for keeping a founder-led pipeline current without admin work.
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