Lumenbase is a new CRM for the AI age that helps you prioritize your day and engage with the right people in your network.
Full-funnel CRM with lists, leads, deals, and accounts; Lumo AI for daily priorities and outreach; automations, lead scoring, forecasting, and integrations with Gmail, Outlook, Slack, LinkedIn, and more.
App UI, Lumo chat, Claude, and OpenClaw first—REST API and outbound events for integrations.
You work in the signed-in web app. Contacts, deals, Today, and Lumo share your normal login.
AI chat widget and dashboard module. Today briefings and CRM-aware replies on the same workspace data. Lumo prioritizes and drafts; you take every action.
Claude connects to your workspace over MCP and runs CRM tools from chat.
OpenClaw agents connect to your workspace over MCP with a personal token.
Your servers send HTTPS requests with a workspace API key and read or write JSON.
Push CRM events to Zapier and signed webhooks as they happen.
12 capabilities · Full-funnel visibility across Lists, Leads, Deals, Accounts
Track deals from first touch to close with complete visibility and accurate forecasting.
Full-funnel visibility from first list to customer expansion
Smart lists to organize contacts already in your workspace—filters, Codexes, cohorts (not built-in outreach)
Qualified opportunity management with customizable stages
Active sales pipeline with Kanban/List views, drag-and-drop stages
Post-sale customer management, renewal tracking, expansion opportunities
Modular home with funnel widgets, tasks, forecast, Lumo chat module, and customizable grid
Multiple pipelines for different sales motions
Fully configurable pipeline stages with colors and probabilities
At-risk deal detection, stage velocity tracking
Lead and account scoring for prioritization
Revenue forecasting with confidence levels
Automatic identification of stalled deals
Move records from Lists → Leads → Deals → Accounts
6 capabilities · Plan-gated copilot; Viewer role has no AI access
Today ranks who needs attention, chat answers from your CRM data, and Codex-aware recommendations use the same workspace. Lumo prioritizes and drafts; you take every action.
Daily briefing and ranked contact recommendations from Codexed lists. You review and send every follow-up.
Dashboard module and global chat with CRM-aware replies. Write tools apply only after you confirm.
Morning summary across Lists, Leads, Deals, and Accounts
Who to reach next with suggested actions—user sends via email, LinkedIn, or outreach tools
Workspace AI tone and behavior (Settings → Lumen)
Playbook definitions under Lists that drive Today and automations
12 capabilities · Custom fields, clustering, and LinkedIn extension directory
Contacts and companies with custom fields, clustering, search, and bulk actions.
Complete contact records with custom fields
Organization records with account bands, industry classification
Automatic grouping of contacts by company
Link contacts to companies, deals, and accounts
Configurable custom fields on contacts, companies, and deals (plan limits apply)
Flexible tagging system for categorization
Edit, assign, tag multiple records at once
Full-text search across all entities
CSV import with field mapping, duplicate detection, rollback
Duplicate detection, merging, normalization tools
LinkedIn connections synced via Lumenbase Capture extension
Subscribed LinkedIn profiles tracked from the extension
10 capabilities · Gmail, Outlook & LinkedIn in one place
Unified inbox and communication tools built specifically for sales teams.
Sales-focused email interface (Gmail/Outlook integration)
Automatic email synchronization from Gmail/Google Workspace
Microsoft 365/Outlook email and calendar sync
Needs Reply, Waiting on Them, Snoozed, Done
Compose and send emails directly from CRM
Conversation threads linked to contacts/deals
Automatic matching of emails to contacts and companies
Temporarily hide conversations until a specific time
All emails, calls, meetings in chronological view
LinkedIn message sync and profile enrichment
11 capabilities · Task Bundles for repeatable workflows
Tasks, bundles, calendar sync, and activity logging in one place.
Create, assign, and track tasks with due dates
Call, Email, Meeting, To-Do, Custom types
Low, Medium, High priority classification
Today, Kanban, List, Bundles views
Reusable task templates for common workflows
Playbook definitions that drive Today recommendations and automations
Automatic follow-up tasks from automations
Visual indicators for overdue tasks
Manual and automatic activity tracking
Two-way sync with Google Calendar and Outlook
Calendar events synced as activities
7 capabilities · Segmentation and Codex playbooks; outreach stays in connected tools
Dynamic lists that organize contacts already in your workspace—not a built-in outreach or prospecting tool.
Auto-updating lists based on filters
Behavioral, activity, property-based filtering
See list members before saving
Create, edit, share lists across workspace
Playbook-style definitions under Lists that power Today and handoff to Leads
Find inactive contacts automatically
Surface contacts needing attention
9 capabilities · Drag-and-drop custom dashboards
Custom dashboards, funnel charts, and revenue reports with export.
Drag-and-drop dashboard builder
Stage conversion rates, velocity metrics
Revenue by stage, team, time period
Team activity metrics, engagement tracking
Visual breakdown of Leads → Deals → Accounts
Stage-to-stage conversion rates
Line, bar, pie, area charts with custom data sources
Export reports to CSV/PDF
Live data refresh in dashboards
8 capabilities · Automations live under System Operations
Automate repetitive tasks and maintain process consistency across your team.
If-This-Then-That workflow automation
Record events, schedules, webhooks, manual triggers
Field-based logic with AND/OR groups
Create tasks, update fields, send notifications, webhooks
Full audit trail with step-by-step logs
Detailed error messages and retry logic
Send Slack messages, post replies, join channels
Dynamic values in action parameters
9 capabilities · Hygiene Hub under System Operations
Duplicate detection, merges, normalization, and import rollback.
Automatic and manual duplicate scanning
Combine duplicate contacts, companies, deals
Standardize phone numbers, emails, addresses
Group related records across entities
Review and merge identity clusters
Overall data health metrics
Identify and clean up inactive records
Large-scale data operations with progress tracking
Undo imports if needed
15 capabilities · Native connectors + programmatic access
Gmail, Outlook, Slack, LinkedIn, Apollo, Reply, Snov, Pipedrive, Zapier, and REST API.
Email and calendar sync
Email and calendar sync
Real-time notifications, slash commands, interactive actions
Message sync, profile enrichment
Email sequence automation, activity sync, webhooks
Contact enrichment and sequence enrollment
Email sequences, campaigns, prospect lists
Issue sync and automation triggers
Sync and migration from Pipedrive workspaces
WordPress form submissions into CRM contacts
Connect to 6,000+ apps via webhooks
Signed outbound payloads and custom webhook integrations
Personal outbound email via your SMTP server
RESTful API for custom integrations
HubSpot and Stripe integrations coming soon
5 capabilities · Linked to deals for full visibility
Manage invoices and track payments directly within your CRM.
Create, track, and manage invoices
Record payments and payment status
Customizable invoice templates
Automated payment follow-ups
Link invoices to deals and accounts
6 capabilities · Admin, Contributor, and Viewer roles with billable seats
Manage your team with granular access controls and role-based permissions.
Multi-tenant workspace support
Admin, Contributor, and Viewer—granular permission categories
Invites, seat usage, and workspace membership
Read-only CRM at fractional billable seat weight (typically 0.4×); no Lumo AI
Personal settings and preferences
Track user actions and changes
7 capabilities · Your workflow, your way
Tailor Lumenbase to match your exact workflow and branding.
Add fields to any entity type
Customize stages, colors, probabilities
Personalize dashboard layouts
Custom colors and branding
Control which fields appear in views
Set default values for new records
Configure workspace-wide preferences
5 capabilities · Works on any device
Access Lumenbase anywhere with full mobile support and accessibility features.
Works on desktop, tablet, mobile
Optimized mobile interface
Touch-optimized controls and interactions
Full keyboard accessibility
ARIA labels and semantic HTML
6 capabilities · Experimental
Experimental features. Try them in the app under Labs.
Early-stage contact tracking with confidence bands—organize via Lists, not net-new discovery
Geographic distribution of contacts and companies
Revenue forecast model lab
Team relationship graph visualization
Sankey view from list → stage → account band
Extension-captured LinkedIn activity feed
See why teams choose Lumenbase over traditional CRMs
| Feature | LumenbaseFull-funnel CRM | Typical legacy CRMs |
|---|---|---|
| Full-funnel visibility | ||
| Email integration (Gmail/Outlook) | ||
| Visual automation builder | ||
| Data hygiene tools | ||
| Lumo AI (Today + chat) | ||
| Programmatic access (REST + MCP) | ||
| Unlimited custom fields | ||
| Weighted forecasting | ||
| Revenue at Risk alerts | ||
| Smart Lists (dynamic) | ||
| Comparable tier pricing | ||
| Pay-for data enrichment add-ons | ||
| Free marketing tools tier |
10/13 features included with Lumenbase
Lumenbase keeps Lists, Leads, Deals, and Accounts connected as one full-funnel model, with clearer qualification and post-sale account work in the same workspace. Many legacy CRMs split pipeline, marketing, and account work across separate tools or tiers.
Most teams start with pipeline stages, smart lists, and task workflows, then layer in automations and reporting. This sequence improves consistency first, then improves scale and forecast quality.
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