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Lumi
Lumi

The CRM that
follows up with your leads.

Lumi organizes conversations and pipeline activity and uses AI, within your company rules, to respond to, qualify, and follow up with leads under human control.

01
The Problem

You attract leads.
But do you know how many you lose by being slow to reply?

Responding, recording context, and maintaining follow-up takes consistency. When those steps are scattered, opportunities can lose priority in the pipeline.

One workflow

to bring conversations, context, and pipeline activity into the same operation.

Human control

to take over conversations and review decisions that need the team's attention.

Clear rules

Automation uses approved context and controls set by the company.

02
How it works

Three steps. Automation with control.

1

The lead arrives

A lead arrives through a connected channel, form, or API configured for your operation.

Hi, I saw your ad and want to know the price.
2

AI assists

Lumi uses approved context to respond, qualify, and record supporting evidence in the pipeline.

Hello! What outcome matters most, and how does your team handle leads today?
3

You decide

Your team receives an organized conversation, tracks its stage, and takes over when a decision needs a person.

Lead StatusWon
03
How it works

Automation with clear rules.

AI-assisted WhatsApp and SMS conversations

Supported connectors are configured during onboarding. The AI uses approved context and asks qualification questions defined by the company.

Lead re-engagement

Eligible leads can enter a controlled re-engagement flow that respects consent, quiet hours, and configured safeguards.

Organization-scoped access

Access is scoped to each organization, with roles and auditable controls. Sensitive credentials are protected in the platform.

Operational infrastructure

The platform monitors its operational health and the dependencies required to respond and run automations.

Organize conversations
and keep each lead in view.

Explore the workflow