Lumina Leads Lumina Leads
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CRM and sales workspace

Know who to call next, and why.

The Lumina Leads™ workspace lines up callbacks, replies and follow-ups in the order they need you, and keeps calling, email and clean records in one place. Built for distributors, manufacturers, contractors and service firms.

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14 days free 3 seats No card to start

Next call

Sample data

Oxbow Valve & Fitting

Dana Whitfield · Purchasing manager

Why this call

You set this call after Dana asked for a quote on stainless ball valves. The quote email has had no reply for six days.

Call due
Today, 2:00 PM
Quote email
No reply in 6 days
Last call
Connected, interested
  • Not on the do-not-contact list.
  • Inside calling hours.
Call: jump to the calling sample Draft follow-up: jump to the drafting sample

Blueprints for how you sell

Today

One queue that knows what matters today.

Replies, callbacks, missed calls and the follow-ups you set land in one list. Anything with a response clock comes first, and each item says why it is there.

  • Focus next works through the queue one item at a time, with the contact details and recent activity in view.
  • Keyboard shortcuts cover the whole list: j and k move, e completes, s snoozes and o opens the record.
  • Do-not-contact records never show up in the queue.
How Today works
Today 5 open Sample data

jk move e complete s snooze o open

  • Tallgrass Mechanical Call back: missed call Respond by 11:40 AM
  • Brassleaf Supply Reply from Marcus Hale Respond by 1:15 PM
  • Northvane Controls Call back about actuator lead times Overdue 1d
  • Oxbow Valve & Fitting Follow up on the stainless quote Today 2:00 PM
  • Kestrel Fabrication Send the spring line card Today 4:30 PM

Tallgrass Mechanical

Priya Raman · Service manager

Why it is here

Priya called your main line and did not leave a voicemail. Missed calls get a first response within two business hours.

Next action Call

Recent activity

  1. Missed call from (713) 555-0118, 20 minutes ago
  2. Email sent: Service agreement renewal, last week

Try it: pick a row, then complete or snooze it. With a keyboard, use j, k, e and s.

Calling

Call from the browser, with checks before every dial.

The dialer checks the number, the do-not-contact list and calling hours before it dials. After the call, pick the outcome and the next step is suggested for you.

  • Incoming calls ring in the browser and show who is calling when the number is on file.
  • Missed calls from unknown numbers go to the Inbox, to link to a record or create one.
  • Every outcome suggests a follow-up and when it is due. Change the timing before you log it.
  • Missed calls and voicemails come back to you in Today.
How calling works
Call ended Call length 4:12 Sample data

Tallgrass Mechanical

Priya Raman · Service manager · (713) 555-0118

Checked before dialing

  • The number is valid.
  • US or Canada number.
  • Not on the do-not-contact list.
  • Inside calling hours.
  • No call in the last 10 minutes.
How did it go?
Follow up

Choose an outcome and the workspace suggests the follow-up. You can change it.

Try it: pick how the call went, check the suggested follow-up, then log the call.

Outreach and AI drafting

Drafts you can check, then send from your own Gmail.

Write it yourself or start from an AI draft grounded in the record. Every AI draft shows the facts it used, and nothing sends until a person approves it.

  • Improve, Shorten, Answer first and Tone each come back as a visible change you accept or discard.
  • Each send shows its state from queued to sent, and a queued email can still be cancelled.
  • Batch review walks a set of drafts one at a time and flags drafts that read alike.
  • AI drafting stays off until an admin turns it on for the workspace.
How outreach works
Review draft AI draft Sample data
To
Dana Whitfield dana@oxbow-valve.test
From
Alex Moreno alex@ridgeline-supply.test
Subject
Stainless ball valve quote

Hi Dana,

I hope your week is going well. I wanted to follow up on the stainless ball valve quote I sent over six days ago.

If it would help, I can walk you through the pricing on a quick call this week.

Let me know if you have any questions at all, or if there is anything else we can help with.

Thanks,
Alex

Try it: use Shorten or Answer first, then accept or discard the change.

Protection

When someone says stop, it sticks.

Mark a person, an account, a number or a domain as do not contact and the workspace turns off calls, email and outreach for them. The server checks again before every call and send.

  • Opt-out replies and unsubscribe links add the address to the list on their own.
  • Do-not-contact records stay out of Today, and batch sends skip them.
  • A mailbox pauses itself when bounces, complaints or opt-outs run high.
  • Every workspace is isolated from every other workspace.
Security and protection
Person Sample data

Ruth Calloway

Buyer · Harlow & Pike Plumbing Supply

(832) 555-0142

Do not contact They asked not to be contacted.

Call from the browser

Before it dials, the server checks:

  • The number is valid.
  • US or Canada number.
  • Not on the do-not-contact list. This number is on the do-not-contact list.
  • Inside calling hours.
  • No call in the last 10 minutes.

Try it: press Call, then turn on Do not contact and press Call again.

Guided setup

A workspace shaped like your business on day one.

Pick your industry and setup lays out the pipelines, fields, saved views and email templates that fit how you sell. Nothing is applied until you have seen it.

How setup runs
Wholesale distribution Blueprint preview

Buys from manufacturers and resells stocked products to businesses, often through branches, counters and outside reps. In this workspace, accounts are called Customers.

Quote pipeline

  1. RFQ received
  2. Quoting
  3. Quote sent
  4. Follow-up
  5. PO received

Also: New account pipeline.

Saved views

  • My customers
  • Lapsed buyers
  • High-volume customers

Email templates

  • Quote follow-up Two and seven days after a quote goes out
  • Lapsed buyer win-back When a regular buyer has gone quiet
  • New line announcement When you add a vendor line customers will care about

Fields

  • Customer type
  • Branch
  • Territory
  • Inside rep
  • Outside rep
  • Price tier
  • Credit terms
  • Annual purchase volume
  • Last order date
  • Reorder cadence (days)

Covers Electrical, Plumbing and PVF, HVACR, Building materials, Medical and surgical supply, Foodservice, Janitorial and packaging, Fasteners and industrial hardware, Chemicals and plastics, Auto and truck parts, Electronics and technology.

The rest of the workspace

Clean records, nothing unmatched, numbers you can explain.

  • Records and data quality

    Dense tables with filters, saved views and bulk actions. Duplicate checks run when you create a record, and merged records point to the one that stayed.

  • Inbox

    Unknown callers and unmatched emails wait in one place to link, create or dismiss. Possible duplicates wait there too, for an admin to review.

  • Reports

    Activity, pipeline, team and data views, with the definition behind every number.

Pricing

Per seat, per month. Start free.

Start with the free trial, then choose the plan that fits your team. Every plan includes browser calling and email from your Gmail mailboxes.

Prices shown are drafts pending confirmation.

  • Starter

    $49 per seat per month

    For a small team working the phones and email.

    • Up to 10 seats
    • 1 phone line and 2 mailboxes

    Includes

    • Browser calling
    • Email from your Gmail mailboxes
    Request a trial, Starter plan

  • Growth

    Includes AI drafting

    $89 per seat per month

    For growing teams with more lines, mailboxes and pipelines.

    • Up to 50 seats
    • 5 phone lines and 10 mailboxes

    Everything in Starter, plus

    • Incoming texts
    • AI drafting
    Request a trial, Growth plan

  • Enterprise

    Custom

    For larger teams that need tighter control over access.

    • Seats and limits set with you

    Everything in Growth, plus

    • Audit export
    • IP allowlist
    • Custom roles
    Talk to sales about Enterprise
Compare plans in detail

Start with the calls that matter today.

Request a trial Talk to sales

14 days free 3 seats No card to start