See Lumo next to your own process
In the demo you see the product on your situation, ask your questions and hear honestly what works today and what is still on the roadmap.
Lumo CRM
Who was going to call that customer back?
In Lumo you see what was agreed and who takes the next step. Lumo CRM brings customers, agreements and the next action together, built by Sales Surge, the agency behind more than 150 CRM implementations. Deals, leads, email from your own Gmail, quotes with e-signatures, campaigns, tickets and reports live in one system, around one view of the customer.
- Dutch and English
- Switch from Pipedrive with an import wizard
- Roles, 2FA and an audit log
Know what is going on.
Customer data and agreements together, on the person, the organization and the deal.
See who is up next.
Every deal has an owner and a concrete next action.
Pick up the work.
The context sits with the customer, so a colleague can take over the conversation.
Why a B2B team wants one CRM
You probably know this one. A customer calls about an invoice. The account manager looks them up in the CRM, sees an open upsell deal and calls back full of energy. What he does not see: there are three open tickets in the support tool, and the latest one has waited a week for an answer. Meanwhile marketing sends a newsletter from yet another tool asking "Ready for the next step?". The customer has dealt with your company three times, and never with the same company.
That is how most B2B teams we meet work. A CRM for sales, a helpdesk for service, an email tool for marketing and a spreadsheet that tries to stitch it all together on Monday morning. Every tool keeps its own version of the customer. Integrations are supposed to close the gaps, but they almost do what they should. An unsubscribe in one tool reaches the other hours later. A rep who leaves takes his inbox with him.
Lumo starts from one database. A person, an organization and a deal exist once. Email, activities, notes, quotes, tickets, chats, form submissions and campaigns hang off them. Open a customer and you see what sales, service and marketing are doing with that customer. Not because three systems sync well, but because there is only one.
We built Lumo because in more than 150 implementations we kept seeing the same glue. As a Pipedrive Platinum Partner we have set up CRMs for B2B teams for years, and the work was rarely in the CRM itself. It was in everything around it. That part is now in the product. This page walks through the whole system: what it is, what a working day looks like, and how you switch. For the short version, see the platform. Not sure you need a new CRM at all? Read how to choose a CRM first.
Today: everything that needs you today, on one screen
The Today screen is where your day starts. It shows your tasks and meetings for today, the leads waiting for follow-up, the deals that have sat in a stage too long, the tickets whose response time is nearly up and the campaigns that run or start today. You do not have to walk through five lists before you know where to begin.
Everything on Today comes from the rest of the system. A deal shows up because it has been in its stage longer than you set for that stage. A ticket shows up because 75 percent of its response target is used. An activity shows up because you or a colleague put it on today. If something does not belong there, click through to the record and fix it there.
If you do not use the helpdesk or campaigns, switch those modules off and they disappear from this screen as well.
- Tasks, meetings and calls for today, with overdue items on top
- Leads that need follow-up and deals that stalled
- Tickets about to miss their response time
- Campaigns sending today or scheduled for today
A pipeline that tells you where to start
The deal board shows count, value and weighted value per stage. Every stage has its own win probability and its own number of days after which a deal is rotting. When a deal sits too long, the card tells you how many days it has been in the stage and how many days too long. Drag a deal to the next stage, or use Move to if you prefer the keyboard.
Products on a deal calculate the deal value. Each line has a quantity, a price, a discount and a billing frequency: one-time, weekly, monthly, quarterly, semi-annually or annually. Every stage change is stored with the time the deal spent in the previous stage. A lost deal asks for a lost reason, so later you see why you lose and not only how often.
Leads live in their own inbox, with statuses from New to Qualified. A lead converts to a deal exactly once. More on pipeline management and lead management.
- Multiple pipelines with their own stages, win probability and rotting days
- Totals per stage and a full stage history per deal
- Product lines with discounts and recurring billing
- Lost reasons you manage yourself in Settings
Send from your own Gmail, right from the deal
Connect Gmail and mail with known contacts lands on the person, the organization and the deal by itself. The first sync looks back 90 days by default. Mail with people who are not in the CRM is never stored, and its body is never even fetched. That keeps the CRM clean and your private mail private. Per connection you choose whether only you see the mail or your whole team.
You send from the deal out of your own mailbox, with the contact filled in. Fields such as first name and organization go in with one click, and a campaign template can be reused for a one-to-one mail. Google Calendar syncs both ways: meetings with known contacts become meetings in Lumo, and your own Lumo meetings go to your calendar.
On Outlook or Microsoft 365? You are welcome too. The Outlook and Microsoft 365 integration is on the roadmap. Today you use the personal BCC address, which works with any mail client, or you log a mail by hand. Everything about email is on email and Gmail.
- Only mail with known contacts is stored
- Send from your own Gmail, up to 200 mails per user per day
- A personal BCC address that works with any mail client
- Two-way sync with Google Calendar
From product lines to a signed quote
You create a quote on the deal. Its lines are a snapshot of the deal products, so what you discussed is already in it. Lumo numbers quotes per workspace and per year, such as OFF-2026-0001, and adds VAT, an intro text, terms and a valid-until date. The PDF carries your logo and the customer's logo.
The quote leaves through your own Gmail with the PDF attached and a link to sign. The recipient gets a six-digit code by email, types their name and ticks agree. They can also decline. After signing, the PDF gets an evidence page with time, IP address, device and a SHA-256 hash, and a note lands on the deal.
What you should know: the quote, the customer email and the signing page are in Dutch, even when you use Lumo in English. And it is a typed name plus an email code, not a qualified electronic signature. For most B2B quotes that is exactly enough. All about quotes and e-signatures.
- Numbering per workspace and year
- PDF with your logo and the customer's
- Signing with a six-digit email code
- Hash-chained audit log with an integrity check
It does not stop after the sale
Tickets, the customer portal, the knowledge base and live chat sit in the same system as your deals. Tickets come in from a mailbox, the portal or a chat, or you create them yourself. They move through New, Open, Pending, On hold, Solved and Closed. Per priority you set a first-response and a resolution target, with business hours and holidays. After solving, the customer gets a short satisfaction survey.
Because it is one database, an account manager sees on the organization how the customer is doing. There is a customer health score from 0 to 100 per organization, based on the tickets of the last 90 days. On a deal you see the customer's open tickets. So nobody calls about an upsell while a complaint is still open.
Read more on helpdesk and ticketing and customer portal and knowledge base.
- SLA per priority with a warning at 75 percent
- Customer portal with passwordless magic-link login
- Knowledge base in Dutch and English
- Chat widget that turns a visitor with an email into a lead
Reports on the same data, with drill-down
You build a report in a few choices: the source, the measure and the breakdown. Sources include deals, persons, organizations, leads, activities, stages and lost reasons. Pick from nine chart types, from a KPI tile to a funnel and a waterfall, with periods such as the fiscal year or a rolling range and a goal line. Click a bar and you see the deals behind it.
Keep dashboards private or share them with the team. For a weighted forecast you build a report that multiplies deal values by the win probability per stage. There is no separate forecast screen. With the AI assistant you can also ask for a report in one sentence and have it built for you.
More on reports and dashboards.
- Nine chart types, including funnel and waterfall
- Drill-down to the records behind every number
- Dashboards private or shared with the team
- CSV export of every report
The rest of the system
Lumo has fourteen modules you switch on or off per workspace. Start with sales and turn on the rest when you are ready.
Email campaigns
A four-step wizard, segments from your own contacts and consent checked again at the moment of sending. An unsubscribe applies to the whole workspace. Campaigns
Web forms
A submission finds or creates a person by email and creates a lead, with source and consent. Hidden fields pick up your utm_source. Forms
AI assistant
Off until an admin switches it on. It works with your role and permissions, and anything outward-facing waits for your approval. AI assistant
Automations
When a deal changes stage, create an activity, set a field or assign an owner. With a dry run and a run log. Automations
Duplicates
A queue of pairs with a score, a field-by-field compare and a merge. Every merge can be undone. Duplicates
In-app guidance
Tours, checklists and data quality rules with severity tip, warn or block, plus an adoption score. Adoption
API and webhooks
A REST API with 49 routes and scoped keys, signed outgoing webhooks and an MCP server for AI tools. API
Security
Owner, admin, member and viewer roles, 2FA with an authenticator app and an append-only audit log. Security
What a working day in Lumo looks like
An example, not a customer story. Say Sam is an account manager at a distributor of office furniture with eight reps and a support team of three. Sam works in Gmail and Google Calendar.
8.30 am. Sam opens Today. At the top are two activities that went overdue yesterday: a callback and a quote to chase. Below them, three leads with status New that came in through the website form, and a deal that has been in the Proposal stage for 21 days while that stage is set to rot after fourteen. Under tickets, a regular customer has a question whose response time is nearly up. The ticket is not Sam's, but Sam can see it.
9.00 am. Sam starts with the leads. The first one is clearly not a fit, so Sam picks Disqualify and adds a reason. The second one gets a call that goes well. Sam sets the lead to Qualified and clicks Convert to deal. The deal lands in the first stage of the New business pipeline, with the person and organization already linked.
10.15 am. Sam opens the stalled deal. The timeline shows that the last email, synced from Gmail, is two weeks old. Sam writes a short follow-up from the deal out of Gmail, with the customer's first name as a field, and plans a call for Thursday right away. A minute later that call is also in Google Calendar.
1.30 pm. After lunch there is a meeting Sam booked in Google Calendar. Because the customer is a known person, the meeting is already an activity on the person, the organization and the most recent open deal. After the meeting Sam updates the product lines: twelve workstations with a ten percent discount and a quarterly service contract. The deal value updates by itself.
3.00 pm. Sam creates the quote. The lines come from the deal and the number follows this year's sequence. It goes out through Gmail. At 4.40 pm a note appears on the deal: the customer signed, with the signed PDF attached. Sam marks the deal Won.
5.00 pm. One task is left on Today. Meanwhile the sales manager sees on the shared dashboard that the pipeline grew by three deals this week. Nobody had to update a spreadsheet for that.
Separate tools or one CRM
What changes when sales, service and marketing see the same customer.
| Topic | Separate tools | Lumo |
|---|---|---|
| Customer view | Every tool has its own version of the customer | One person and one organization, with everything attached |
| Mail sits in one rep's inbox | Mail with known contacts sits on the record | |
| Consent | Unsubscribes need syncing between tools | An unsubscribe applies to the whole workspace at once |
| Service on the deal | Sales does not see the customer's tickets | Open tickets show on the deal and the organization |
| Reporting | Export and merge in a spreadsheet | Reports on your own data, with drill-down |
| Admin | Permissions, integrations and invoices per tool | One set of roles, one audit log |
| GDPR request | Search every tool for what you hold on someone | One export or erasure with a check afterwards |
If you use a specialist tool you want to keep, it stays next to Lumo. Connect it through the API and webhooks.
How you switch
Changing CRM is mostly work on your data and your agreements. We do that together, at your pace.
Demo and first talk
In the demo we show Lumo next to your own process. We look at where you get stuck today and which modules you need first. Book a demo
Trial workspace
Want to click around yourself? We set up a trial workspace for you. There is no self-signup, we create the workspace. Request a trial
Import from Pipedrive
The import wizard brings over owners, pipelines and stages, organizations, persons, deals with product lines, leads, activities and notes. A dry run first, then for real. After that a delta sync runs via webhooks with a check every fifteen minutes. Switch from Pipedrive
Setup
Stages, fields, roles and data quality rules. Sales Surge sets it up or you do it yourself. Coming from another CRM or from spreadsheets, we move the data by hand. Implementation
Go live with guidance
In-app tours, checklists per role and an adoption score show who really uses the CRM and where it still rubs. CRM adoption
Switching without turning everything over at once
Teams coming from Pipedrive have a second option. In pipedrive_mirror mode, Pipedrive stays the source. Lumo reads everything in, and changes you make in Lumo to activities, notes, deals and leads are written back to Pipedrive. So part of the team can start while the rest still works in Pipedrive. In native mode Lumo is the source and you have switched.
The import is idempotent and resumable. If it stops halfway, you run it again without creating duplicates. After the import you find any remaining duplicates in the duplicates queue.
What you should know: there is an import wizard for Pipedrive only. CSV import is not in the product yet. Coming from HubSpot, another CRM or a spreadsheet, we move the data for you as part of the migration service. That is more manual work on our side, not on yours.
What you should know before you start
Lumo is a web app. There is no iOS or Android app, you use Lumo in the browser, on a phone as well. Mail and calendar sync with Gmail and Google Calendar today. The Outlook and Microsoft 365 integration is on the roadmap. On Outlook, you log mail with your personal BCC address or by hand, and pipeline, quotes, helpdesk, campaigns and reports work exactly the same. The data is hosted in London, in the United Kingdom. Sign-in is email and password plus 2FA, without SSO. We go through all of this in the demo, so you know what you are getting into.
Frequently asked questions about Lumo
What is Lumo?
Lumo is a CRM for B2B teams, made by Sales Surge. It combines deals and leads, contacts, activities, email through Gmail, quotes with e-signatures, campaigns, forms, a helpdesk, reports and an AI assistant in one system. The platform
Who is Lumo built for?
For B2B teams with a sales process that fits a pipeline and that want sales, service and marketing on one customer view. Think software companies, agencies, professional services and wholesalers. By industry
What does Lumo cost?
The price depends on the number of users and the modules you switch on. In the demo you get a price for your situation. About pricing
Can I try Lumo first?
Yes. You request a trial workspace and we set it up for you. There is no self-signup. Request a trial
Can I bring my data from Pipedrive?
Yes. The import wizard brings over owners, pipelines, organizations, persons, deals with products, leads, activities and notes, with a dry run first. From other CRMs we move the data by hand.
Does Lumo work with Outlook and Microsoft 365?
The Outlook and Microsoft 365 integration is on the roadmap. Today the personal BCC address works with any mail client, Outlook included: put the address in Bcc or forward a mail to it and it lands on the right person, organization and deal. You can also log mail by hand. The rest of Lumo does not depend on your mail client.
Where is my data stored?
In a database in London, with data separated per workspace at database level and a daily backup. Security and privacy
Is there a mobile app?
No. Lumo is a web app you use in the browser, on a phone or tablet as well.
Which languages does Lumo support?
The app is in Dutch and English, with a language setting per user and per workspace. Quotes and the signing page are Dutch only.
Does the AI assistant use my data?
The assistant is off per workspace until an owner or admin switches it on. It runs on Google Gemini by default, with your role and permissions, and asks for approval before anything irreversible or outward-facing. AI assistant
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