Every serious CRM was built decades ago and never fully rebuilt.

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.

Try for free · Features · How it works · AI site digest

    Lumenbase

    Companies

    Core Workflow

    Maintain company records as the source of truth for pipeline, activities, and account context.

    By Sebastian StreiffertPublished Jan 10, 2026Updated May 29, 20267 min read

    What Are Companies?

    Companies are organization-level records and the structural backbone of your CRM. They aggregate contacts, activities, deals, invoices, and account-level signals in one place.

    In Lumenbase, Accounts are company records with a commercial relationship designation. You do not create a separate object for Accounts.

    Company records should be your source of truth for account context, stakeholder mapping, and pipeline history.

    Core Company Data

    Field groupWhat it enablesOperational impact
    Firmographic detailsSegmentation and qualificationImproves targeting and prioritization
    Owner and teamClear accountabilityReduces orphaned accounts
    Company BandStrategic tieringControls Accounts list behavior
    Linked contactsStakeholder visibilitySupports multi-threading
    Timeline and notesShared contextImproves handoffs and continuity

    How Companies Connect to Pipeline Work

    Pre-sale and pipeline

    • Lead and deal context rolls up to company-level visibility.
    • Recent activities across stakeholders help qualification decisions.
    • Company-level signals support prioritization in Today recommendations.

    Post-sale and growth

    • Closed-won history and invoice events build commercial memory.
    • Company Bands drive account segmentation and strategic focus.
    • Renewal and expansion opportunities are easier to coordinate across teams.

    Company Record Workflow

    1. Create/import company record and complete core firmographic fields.
    2. Link key contacts and assign ownership.
    3. Attach active pipeline work (leads/deals) and ongoing tasks.
    4. Apply or verify Company Band based on strategic importance.
    5. Review timeline weekly to keep context fresh and actionable.
    Read Company Bands for band setup and how it controls which companies appear in Accounts views.

    Quick Reference

    Open Companies: Directory → Companies
    Create Company: Companies page → Add Company
    Set Band: Company detail → Company Band
    Open Accounts: Sidebar → Accounts
    Related guide: Knowledge Base → Accounts

    Was this article helpful?