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CRM LUMI
Meet Lumi, your AI CRM assistant

The CRM that keeps every relationship in order.

Contacts, leads, pipeline, activities and follow-ups in one workspace — with Gmail connected and an AI assistant that organizes the busywork and hands you the decisions.

Start freeSee how it works

Gmail connection is optional and permission-based. You approve what Lumi sends.

The problem

Your customer information shouldn't live everywhere.

For many businesses, relationship context is spread across email, spreadsheets, notes, calendars, messaging apps, an older CRM — and personal memory. Nothing is wrong with any one of those tools; the cost is the time spent stitching them together.

  • Email
  • Spreadsheets
  • Notes
  • Calendars
  • Messaging apps
  • Legacy CRM systems

Scroll to watch scattered context settle into one organized record.

Inbox threadLoose
Spreadsheet rowLoose
Sticky noteLoose
Calendar inviteLoose
Text messageLoose
Old CRM exportLoose

The platform

Everything you need to manage the relationship.

Seven connected modules — not seven disconnected tools. Each one writes to the same relationship record.

Contacts

Centralized customer and prospect information.

Leads

Capture and organize potential customers.

Pipeline

Understand where opportunities currently stand.

Activities

Keep calls, emails, notes and interactions connected to the correct relationship.

Follow-ups

Identify contacts that may require attention.

Email intelligence

Connect Gmail and associate relevant conversations with CRM records.

Lumi

An AI assistant that helps organize email activity, update records, identify follow-ups and draft responses.

Contact management

One record that actually holds the whole story.

Identity, context and history live on the same profile: company, role, tags, lead source, pipeline stage, notes, custom fields, every logged interaction and the next follow-up.

MV

Marisol Vega

Vega Interiors · Proposal

Demo data

Identity

Name
Marisol Vega
Company
Vega Interiors
Email
marisol@vega-interiors.example
Phone
(555) 0142

Context

Lead source
Referral — Priya N.
Tags
Design partner · Repeat
Pipeline stage
Proposal
Assigned to
You

Timeline

Last interaction
Email · 12 minutes ago
Previous
Call · 14 min · 3 days ago
Note
Wants revised scope before Friday
Next follow-up
Tomorrow, 9:00

Pipeline

Stages you define, records you can actually move.

Name, reorder and filter your own stages. Drag records forward as the conversation progresses, and see counts per stage. The animation below shows how records move — it isn't a prediction of outcomes.

New lead2

  • Elena Marsh

    $4,200

  • Nomad Freight

    $1,900

Contacted1

  • Halcyon Studio

    $12,000

Qualified1

  • Dorian Ashby

    $2,800

Active1

  • Kettle & Co.

    $7,500

Proposal1

  • Bright Path

    $9,300

Closed0
    Nurture0

      Demo data. Lead → Contact → Qualified → Active → Closed → Nurture is one example flow; yours is configurable.

      How Lumi works, step by step.

      Select a step to see what happens and where you stay in control.

      Step 1 of 5

      Connect Gmail

      You securely connect your Gmail account with OAuth. CRM LUMI never asks for or stores your Gmail password, and you can disconnect at any time.

      Requested access is shown before you approve, and the connection status is visible on the Integrations page.

      Interactive demo

      Click around a working example — no account needed.

      Pick a contact to see their record, recent activity, the email that came in, and what Lumi would propose. All names and messages below are fictional demo data.

      Contacts

      Marisol Vega

      Vega Interiors

      Stage
      Proposal
      Email
      marisol@vega-interiors.example
      Phone
      (555) 0142

      Activity

      • Email · Reply received about revised scope12 minutes ago
      • Call · Discovery call — 14 min3 days ago
      • Note · Prefers email over calls6 days ago

      Latest email

      Re: Revised scope + timeline

      Thanks for sending the outline. Could you adjust the timeline so installation starts the week of the 14th? Happy to sign once that's updated.

      Lumi

      Buying-intent reply with a specific date request and no response yet.

      Proposed: Log activity, keep stage at Proposal, prepare a reply for review.

      Use cases

      One CRM, configured to your vocabulary.

      The system stays industry-neutral. You rename stages and fields to match how your business actually talks about its work.

      Real estate

      Demo data
      InquiryShowingOfferUnder contractClosed

      Buyer

      Elena Marsh

      Wants a second showing this weekend.

      Who it's for

      Built for the way you work.

      Solo operators

      Keep customers, prospects, notes and conversations organized without relying on spreadsheets or memory.

      Small & growing businesses

      Create a centralized system for managing leads, contacts, activities and follow-ups as the team grows.

      Larger teams

      Create shared visibility into customer relationships, pipeline activity and team workflows.

      Benefits

      What actually changes day to day.

      One place for customer information

      Keep relevant relationship information centralized instead of scattered across tools.

      Less manual CRM administration

      Automate repetitive organization where it's appropriate, and review the rest.

      Better visibility

      See contacts, pipeline stages, activities and follow-up status from one interface.

      Connected email

      Bring relevant Gmail activity into the CRM and attach it to the right record.

      AI assistance

      Use Lumi to organize information and prepare actions for your review.

      Flexible for different businesses

      Configure the CRM around the way your business manages relationships.

      Bring your customer relationships into one place.

      Start free, connect Gmail when you're ready, and let Lumi handle the organizing while you stay in control of every action.

      Create your workspaceView pricing