
Software from Lumina ERP
Lumina Leads
The customer. The call. The next step.
The CRM and calling workspace we built as an ERP practice for industrial sales teams.
Illustrated workflow
Keep the next step in view.
Today
Find the follow-up that needs attention.
Calling
Call with the record open.
Next step
Review the outcome and follow up.
Built around the work of selling.
Know what needs attention
Today brings replies, callbacks, missed calls and scheduled follow-ups into one list. Items with a response clock come first, with a reason for each item.
Call from the customer record
Browser calling keeps the record in view. Before dialing, Leads checks the number, the do-not-contact list and calling hours. Call outcomes suggest a follow-up.
Keep customer context together
Work from shared records with filters, saved views and a timeline. Duplicate checks help catch another record for the same contact or company.
Review AI drafts before sending
AI drafts show the facts they used. A person must approve a draft before it can send.
