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.
Guides, tutorials, and answers to help you get the most out of Lumenbase
12 articles
Overview of core functions and how to use them.
How contacts flow from sources through Lists, Leads, Deals, and Accounts, with Codex playbooks and Lumo on top.
Migrate contacts, companies, and deals from spreadsheets or other CRMs.
How to use the app, REST API, OpenClaw, Claude connectors, Zapier, and Lumo with the same workspace data.
Work in Lumenbase through the signed-in app and the left menu.
Manage people records, relationship context, and engagement history across your CRM.
Maintain company records as the source of truth for pipeline, activities, and account context.
Export from HubSpot and import into Lumenbase with field mapping and funnel planning.
Move Accounts, Contacts, and Opportunities via CSV export and Data Hub import.
Lumenbase imports from a CSV or straight from Pipedrive. Field mapping, duplicate detection, and rollback for spreadsheets, plus a scan-and-import flow for Pipedrive.
When a deal closes in Lumenbase, it becomes an Account, and you invoice from the same system. Templates, PDF, public view, and payment tracking linked to the deal.
The next CRM lets agents and people act on one shared dataset. Lumenbase runs sellers and AI agents on the same workspace data through web, chat, MCP, and API.
Your customer journey from Stage 0 warm-up to loyal account
Segment contacts by campaign, apply Codex playbooks, and warm prospects before active outreach (via your favorite outreach platform).
Campaign GuideQualify and nurture prospects through customizable stages until they convert to deals.
QualificationManage opportunities from first touch to close with stages, values, and forecasting.
ClosingRetain and expand customers with health tracking, renewals, and strategic bands.
Growth5 articles
Master the four-phase journey: Lead Scouting → Leads → Deals → Accounts.
Segment contacts by campaign, apply Codex playbooks, and warm prospects before active outreach (via your favorite outreach platform).
Manage early-stage prospects with confidence bands, signal tracking, and focus areas.
Lumenbase Smart Lists segment the contacts already in your CRM with filters, then feed outbound through connected channels. Organize, segment, and work clean lists.
Lead Scouting tracks early contacts; Leads and Deals are MOFU and BOFU. How Lumenbase separates stages so forecasts stay honest.
AI assistant: Today, Chat, Codex, automation, settings, and tool reference
Start here: how Lumo fits together, data flow diagram, and links to every Lumo topic in the Knowledge Base.
How the Today page works, priority tiers, multi-axis scoring, and how to get recommendations.
Use Codex playbooks to standardize strategy and guide Lumo recommendations.
Inventory table of every Lumo surface — Today, Chat, Codex, lists, leads, LinkedIn, settings — and where to configure each.
Tables of read, write, and UI tools Lumo can call in Chat — including approval behavior for emails and edits.
Workspace Settings → Lumo hub, surface gates, lumenSub deep links, daily credits, and go-live checklist.
8 articles
Learn how modern CRMs handle multiple buying journeys separately instead of forcing everything into one pipeline.
Learn how unified communication timelines replace scattered inboxes with shared activity history.
Learn how lead scoring ranks potential buyers using fit and behavior signals to focus sales attention.
Learn how safe automation systems maintain data integrity with clear triggers, audit trails, and controlled changes.
Lumenbase runs the full B2B funnel in one system: Lists, Leads, Deals, Accounts. One contact record from first import to renewal—not a separate prospecting database.
Evaluating a leaner B2B CRM? Lumenbase runs Lists → Leads → Deals → Accounts with Lumo built in. Compare features and plans for your team size.
Comparing CRMs with a dedicated lead stage before deals? Lumenbase uses Lead Development (MOFU) before the deal pipeline, plus Pipedrive migration tools.
Lumenbase is a modern, AI-native CRM for revenue teams. Full funnel from Lists to Accounts, a built-in AI assistant, and access through web, chat, Claude, or API.
20 articles · API overview
Connect Gmail or Outlook to sync emails and calendar with your CRM.
Connect Slack for real-time deal notifications, slash commands, and team collaboration.
Step-by-step: personal token, LUMENBASE_AGENT_TOKEN env, edit openclaw.json, restart gateway, verify CRM tools.
Paste the MCP URL in Claude Connectors, sign in on Lumenbase, and see what CRM tools Claude can use.
Workspace API keys for CRUD and contact ingest from your own systems.
Connect Lumenbase to 6,000+ apps using Zapier webhooks and automations.
Connect Reply.io to automate email sequences, sync engagement data, and track outreach activities from your CRM.
Use the Data Hub migration wizard, two-phase import for large orgs, and background batch jobs to move pipelines, contacts, deals, and activities.
Set up LinkedIn Monitor and Codex activity monitoring, browse your synced network and added profiles, and use Today for LinkedIn comment and DM drafts.
Sync LinkedIn messages and conversations into your CRM for unified communication tracking.
Connect Gmail or Google Workspace to sync emails and calendar events into your CRM.
Connect Outlook and Microsoft 365 to sync emails and calendar events into your CRM.
Connect Apollo.io to sync email sequences, contact enrichment, and engagement metrics into your CRM.
Connect Snov.io to sync prospect lists, campaign data, and email verification results into your CRM.
Connect Jira to sync issues, link them to CRM records, and create automations based on Jira events.
Install the LinkedIn extension, sign in, fix sync issues, and verify monitoring.
Lumenbase Capture syncs LinkedIn contacts and messages into your CRM. Optional 1:1 DMs from the app—not bulk LinkedIn outreach automation.
Lumenbase exposes a remote MCP server at lumenbase.io/api/mcp. Connect Claude over OAuth, or Cursor over stdio, and run your CRM from your AI tools.
Lumenbase exposes REST, an Agent API, and remote MCP so AI agents can read and update your pipeline programmatically, not just chat about it.
Lumenbase links your Gmail or Outlook inbox to contacts and deals. A sales inbox with thread linking, statuses, two-way calendar sync, and LinkedIn messages in one place.
15 articles
Learn how forecasting works, the available models, and how to configure them.
Build workflow automations to save time and eliminate repetitive tasks.
Keep your CRM clean with duplicate detection, smart merge, and data quality tools.
Flag and manage threatened revenue to protect renewals and forecast accurately.
Execute follow-ups and operational work with structured task lists, due dates, and ownership.
Track billing, payment status, and revenue events connected to deals and accounts.
Segment companies by strategic importance, auto-assign a band on first won deal, and control which bands appear in the Accounts list.
Manage your workspace plan, seats, payment method, and subscription invoices.
Add teammates, assign roles, and understand who can change workspace settings.
Map Company Settings, My Settings, and System Operations to the right admin tasks.
Export CRM records, use backups, and links for leaving or closing a workspace.
Export data, settle billing, and request permanent workspace deletion through Help Center support.
Lumenbase gives revenue leaders custom dashboards, pipeline and funnel charts, conversion metrics, and a configurable forecast model, with drill-down to the records.
Lumenbase has a Hygiene Hub: duplicate scans, identity clusters, merge, normalization, and stale-record detection, so your CRM data stays clean as it grows.
Lumenbase is a full-funnel B2B CRM with plan-based pricing for small revenue teams. See current plans and any trial on the pricing page.
1 article
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