CRM & account timeline
Everything that happened with an account.
Signals, emails, replies and deals on one timeline per account. The next time something changes, you can see what happened last time before you write.
One timeline
Signals, sends, replies and deals on the company, lead and contact pages.
Pipeline
Deals, activities, tasks and notes in a built-in pipeline.
Reply to opportunity
Create a deal from a reply in one click, linked to the signal behind it.
After the deal
Onboarding, renewals, expansion signals and a health score for every customer.
CRM sync
Push and pull leads with HubSpot, Salesforce or Pipedrive.
Timeline
The whole story, in order.
Open any company, lead or contact and see what changed, what you sent, and what they said, in date order. “Why now” sits above it with the strongest current signal.
- Signals and touches on one timeline
- “Why now” above the history
- Inbound and outbound touches marked
- Account stage: target, engaged, customer and more
Pipeline
A pipeline that knows where deals came from.
When a reply becomes a deal, the deal remembers the signal that started the conversation, so you can see which kinds of change bring in revenue.
- Your own stages, probabilities and won/lost
- Opportunity from a reply in one click
- Originating signal saved on the deal
- Conversion from watched account to won, and which signals won
Customers
Winning the deal is the start.
A won deal makes the account a customer with an onboarding checklist and a renewal date. The same signals that found them keep watching: hiring and funding read as room to expand, a champion leaving or a competitor installed reads as risk, and a health score says which it is and why.
- Onboarding checklist from the moment you win
- Renewal reminders 60 days ahead
- Expansion and risk signals on every customer
- Health score with reasons; referral, review and case-study asks
Nurture
“Not now” is a date, not a no.
Pass on an account and it stays watched. When it changes again it comes back to your list, marked as a return, so a good account isn't forgotten because the timing was wrong.
- Accounts you passed on, and what changed since
- Back on your list when a new signal qualifies
- “Not a fit” keeps an account out for six months
Integrations
Keep your CRM, if you have one.
Already on HubSpot, Salesforce or Pipedrive? Connect it, and leads move between it and LumenGrow, matched by email address so you don't create duplicates.
- HubSpot
- Salesforce
- Pipedrive
- Matched by email to avoid duplicates
Good to know
Lead-level sync
CRM sync moves leads. Deals and activities stay in LumenGrow for now.
Built for small teams
The pipeline covers what a team of 2 to 20 needs. It isn't a full enterprise CRM.
Forms capture, you route
Web forms capture inbound leads. Routing them to an owner is still a manual step.