Step 1
Gmail
A new message arrives in the connected inbox.
How it works
From inbox activity to an up-to-date CRM.
Lumi sits between your authorized Gmail account and your CRM records. It proposes low-risk, reversible updates and prepares drafts — you stay in control of anything client-facing.
Gmail → Lumi → CRM
Meet Lumi. Your intelligent CRM assistant.
Lumi connects your inbox activity with your CRM so important conversations, contacts and follow-ups are easier to manage. Nothing client-facing is sent without your approval.
Step 2
Lumi
Lumi reads authorized mail and classifies the message.
Step 3
CRM
It matches an existing contact, or proposes a new one.
Step 4
Activity
The interaction is logged on the relationship timeline.
Step 5
Follow-up
Timers and next-touch signals are refreshed.
Step 6
Draft
An optional reply is prepared for your review.
Lumi never deletes records or emails, never invents information, and escalates sensitive conversations for human review.
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.
Ready to try it on your workflow?
Create an account, pick a plan, and connect Gmail whenever you're ready.