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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.

Customer recordThe context behind the conversation
  1. Today

    Find the follow-up that needs attention.

  2. Calling

    Call with the record open.

  3. Next step

    Review the outcome and follow up.

One sales workflow, connected by the customer record.

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.

Lumina Leads

The Lumina Leads workspace

See how the work connects.

Explore the product in detail on the Lumina Leads site, or sign in to your workspace.