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.
Pick how you want to work with Lumenbase, configure the full customer journey, then use Today and Lumo to prioritize who to reach each day. You send every message and confirm every action.
App UI
You work in the signed-in web app. Contacts, deals, Today, and Lumo share your normal login.
Claude
Claude connects to your workspace over MCP and runs CRM tools from chat.
OpenClaw
OpenClaw agents connect to your workspace over MCP with a personal token.
REST API
Your servers send HTTPS requests with a workspace API key and read or write JSON.
Same workspace data. Pick the channel that fits how you work.
Contacts and companies stay at the center as relationships progress.
Today
Lumo daily recommendations
Briefing
Morning summary of what needs attention across the funnel.
Priorities
Who to reach next, with stage context and a suggested action.
Codex
Playbook tone and sequence when a list has a Codex attached.
Today ranks who needs attention and suggests next steps. You send every message.
Contacts, companies, deals, tasks, and activities live in one workspace. Work in the browser, from your servers, or through an AI agent. Every channel reads and writes the same data.
App UI
You work in the signed-in web app. Contacts, deals, Today, and Lumo share your normal login.
Claude
Claude connects to your workspace over MCP and runs CRM tools from chat.
OpenClaw
OpenClaw agents connect to your workspace over MCP with a personal token.
REST API
Your servers send HTTPS requests with a workspace API key and read or write JSON.
Same workspace CRM data across all four channels.
Gmail, Slack, LinkedIn, and other tools pull data into Lumenbase under Settings → Integrations. The four channels above are how you work with the CRM directly.
Most CRMs split prospects, pipeline, and customers into unrelated modules. Lumenbase uses one model that changes shape as relationships progress — contacts and companies stay at the center.
Segment & target
Qualify & develop
Negotiate & close
Retain & expand
Same company record from first list through renewal
Lists group contacts for campaigns, events, or ABM. Link a Codex to shape recommendations on Today. Contacts come from integrations and imports — not bulk scraping.
Leads are for qualification: real problem, right company, budget and access. They live in a separate pipeline with stages you control.
Each deal is one buying decision. Stages map to commitments; probabilities and health indicators are signals, not promises.
Closing changes focus, not the record. Revenue history, renewals, expansion, and risk sit on the same company and contacts.
Once your funnel is configured and contacts are flowing in, Today is your daily queue. Lumo reads Codex playbooks, list membership, pipeline stage, and engagement signals to rank who needs attention and suggest what to do next. You review each item and take the outreach action yourself.
Today
Lumo daily recommendations
Daily Briefing
Stalled deals, overdue follow-ups, and inbound signals across Lists, Leads, Deals, and Accounts.
Contact recommendations
Priority contacts with list or stage context, LumenScore, and a suggested next action.
Codex-aware guidance
When a list has a Codex attached, recommendations follow your playbook tone and sequence.
Daily Briefing
Prioritize advancing late-stage deals and reactivating stalled opportunities across the pipeline this week. Sarah Chen has an open $45k deal in Negotiation, so send a short contract-alignment email today.
Send a short follow-up aligning on contract terms and next steps.
Contacts enter through your sources, move through Lists → Leads → Deals → Accounts, and Today keeps the team on the right conversations. Tasks, automations, and reporting read from the same funnel.
Knowledge Base guides cover interfaces, funnel stages, Lumo, and import.
Each phase has different work — segmentation, qualification, closing, retention. Separating them keeps stages clear while one company record ties everything together.
Yes. App UI, Claude, OpenClaw, and REST API read and write the same workspace. Many teams use the app daily and API or agents for automation.
Recap: pick your interface, configure the funnel, use Today each day.
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