Contacts
Centralized customer and prospect records with company, role, tags, notes, custom fields and a full activity timeline.
Features
Everything you need to manage the relationship.
CRM LUMI connects contacts, leads, pipeline, activities and email into one system, so the information you need is where you expect it to be.
Leads
Capture and organize potential customers with source, intent and value, then move them into the pipeline when they qualify.
Pipeline
Configurable stages you name, reorder and filter. Drag records between stages and see counts at a glance.
Activities
Calls, emails, notes, meetings and status changes stay attached to the right relationship.
Follow-ups
Configurable inactivity thresholds per relationship type surface contacts that may need attention.
Email intelligence
Connect Gmail with OAuth and associate relevant conversations with the matching CRM records.
Lumi AI assistant
Lumi organizes inbox activity, proposes CRM updates, flags follow-ups and prepares drafts for your review.
Security & tenancy
Organization-scoped data with role-based permissions enforced at the database layer, not just in the UI.
Configurable
Stages, fields, categories and follow-up cadences adapt to the way your business manages relationships.
See how the pieces fit together
Walk through the Gmail → Lumi → CRM workflow step by step.