Product Tour
Explore how Lumioh connects CRM, contracts, marketing, tasks, and AI automations in one workspace.
Apps in this tour
Flagship and supporting apps showcased in common workflows.
Lumioh CRM
Included
Pipeline, deal health, churn risk, AI playbooks for outreach/renewals.
Contract Manager
In beta / coming soon
Draft → approve → e-sign → archive with audit trail and approvals.
Lumioh Tasks
Included
Boards, sprints, dependencies; automation-friendly tasks.
Workspace Console
Included
Admin, RBAC, billing/limits view, workspace settings.
File Vault
In beta / coming soon
Long-term archival and compliance management.
Developer Portal
In beta / coming soon
API keys, webhooks, integration management.
Pinnacle AI
In beta / coming soon
AI-powered support and automations.
Cross-app workflows
See how apps chain together for real outcomes.
Lead-to-cash (CRM → Contracts → Billing)
01Capture lead and auto-enrich in CRM
02AI drafts proposal; approval + e-sign in Contract Manager
03Sync status to CRM, trigger tasks for onboarding
04Archive contract in Vault with audit trail
Campaign launch (Marketing → Tasks → AI)
01Create campaign brief and assets in Marketing Studio
02AI drafts content; reviewers approve with governance
03Tasks auto-created for design/copy/QA
04Publish updates; measure performance in dashboards
AI with guardrails
Access & approvals
Role-aware actions; approvals for sensitive steps; audit logs everywhere.
Budget controls
Hard limits; wallet top-ups for Free; usage upgrades for paid plans.
Data handling
No model training on customer data. Providers under contract; least-privilege scopes.
Governed AI
Role-aware actions, approvals, audit logs, budget controls.
Security & Trust
RBAC, encryption, incident response. See Trust Center.
Hard limits
Clear caps with optional usage upgrades; no surprise overages.
Ready to start?
Join with a template and launch in minutes. Hard limits, clear pricing, AI included.