Customer relationship management
Lumora BizPush keeps contacts, organizations, leads, deal pipelines and communication history in one workspace for sales and customer-facing teams. Reps capture and qualify leads, move deals through stages, and get reminders and trigger-based actions so follow-ups do not slip. It is a one-time product purchase, not a per-user subscription.
The work it takes off your plate
01Per-seat CRM subscriptions cost more every month as the sales team grows.
Lumora BizPush is bought once as a product purchase rather than rented per user.
02Contacts, deals and email history sit in separate tools, so reps copy details between them.
Contacts, organizations, pipelines and synchronized email history live in one workspace, with an interaction timeline on each customer.
03Follow-ups slip because reminders live in people's heads or inboxes.
Follow-up reminders, assignment rules and trigger-based actions keep the next step on the record.
04Sales data is disconnected from invoicing, delivery and the people doing the work.
Lumora BizPush can be linked to Lumora Clarity, Lumora PeoplePro and Lumora GrowTeam so closed deals carry through to invoicing, staffing and onboarding.
Why it is different
Lumora BizPush is bought once. The base license covers the product as it is today; the extended license adds 5 years of product updates from the go-live date.
There is no monthly per-user fee that grows with the team.
Elsewhere: Most CRM tools are sold as per-user subscriptions, so the bill grows with every seat and continues for as long as you use them.
Customer records, leads, deals, email history, templates and automations share one workspace instead of separate tools.
Reps stop copying details between an inbox, a spreadsheet and the CRM.
Elsewhere: Teams often combine a CRM with separate email, spreadsheet and reporting tools, each with its own subscription.
AI features score leads, draft follow-up messages from call transcripts, read customer sentiment and suggest the next step on a deal.
Reps spend less time writing routine messages and deciding what to do next.
Elsewhere: Per-user CRM tools often place AI features in higher-priced plans.
Capabilities
Records for contacts and organizations, with each customer's profile, history and interaction timeline.
Used by Sales reps, Account executives
Keep a record for each person you deal with.
Group contacts under the companies they work for.
See a customer's details on one profile.
Look back at what has happened with a customer over time.
See a customer's interactions in date order.
Group customers into segments.
Label records with tags to sort and find them.
Add your own fields to records.
Capturing, qualifying, scoring, assigning and converting leads, with the source and stage of each one.
Used by Sales reps
Record new leads as they come in.
Mark which leads are worth pursuing.
Give leads a score to rank them.
Assign leads to the right person.
Turn a qualified lead into a customer or opportunity.
Record where each lead came from.
Follow a lead from first contact to outcome.
Pipelines, deal stages and opportunities, with close probability, forecasts and won/lost analysis.
Used by Sales reps, Revenue leaders
Run separate pipelines for different sales processes.
Move deals through defined stages.
Track open opportunities and their details.
Record how likely each deal is to close.
Forecast revenue from the deals in the pipeline.
Log sales activities against deals.
Review why deals were won or lost.
Email synchronization, SMS and team notifications, message templates and automated outreach sequences.
Used by Sales reps
Keep email conversations with customers on the CRM record.
Send notifications by SMS.
Notify teammates about updates that need their attention.
See past communication with a customer in one place.
Reuse message templates that fill in details from the record.
Send a planned sequence of outreach steps automatically.
Rules that act on records automatically: triggers, reminders, assignment and alerts.
Used by Sales managers
Run actions automatically when a set condition is met.
Get reminded when a follow-up is due.
Assign records automatically using rules.
Automate steps that span different parts of the CRM.
Get alerted when specific events happen.
Dashboards and reports on sales performance, forecasts, conversion and customer retention.
Used by Revenue leaders
See sales performance on a dashboard.
Project future revenue from pipeline data.
See how leads and deals convert from stage to stage.
See how quickly deals move through the pipeline.
Track how many customers you keep over time.
AI built into the work
Optional helpers that draft, summarise and suggest, each tied to a specific task in the product.
Scores leads using their engagement, website activity and the history of past closed deals.
Drafts personalized follow-up messages based on call transcripts.
Reads the tone of customer emails, chat messages and support tickets.
Points out possible upsell and cross-sell opportunities.
Writes short summaries of deal progress and pipeline risks.
Suggests the next step a rep could take on a deal.
Use cases
| Use case | Who it is for | What it solves |
|---|---|---|
| Complex B2B sales | B2B | Coordinate deals with several stakeholders over months, with the full timeline on one record. |
| Inbound lead handling | Software | Score and route inbound leads as they arrive and start the first outreach with an automated cadence. |
| Customer success and renewals | Track account health and usage indicators so renewal conversations start on time. |
Integrations
Gmail
Connects with Gmail.
Outlook 365
Connects with Outlook 365.
Slack
Connects with Slack.
Stripe
Connects with Stripe.
DocuSign
Connects with DocuSign.
Zoom
Connects with Zoom.
Lumora PeoplePro
Connects rep quotas, commissions and performance reviews with Lumora PeoplePro.
Lumora Clarity
Passes closed deals to invoicing, the ledger and project staffing in Lumora Clarity.
Lumora GrowTeam
Starts customer onboarding training in Lumora GrowTeam when a contract is signed.
Ownership
Every Lumora product is a one-time purchase. You choose how it is deployed, decide whether you want five years of updates, and ask us for changes only when you need them.
Purchase
Buy one Lumora product or several. Each purchased application is deployed on one agreed hosting environment.
With Lumora-managed deployment, hosting is included and our team answers technical questions about the application. Or we provide the application files for your own hosting.
Explore the productsUpdates
The extended license is the base price plus a markup and includes 5 years of product updates from your go-live date. After that, you can renew updates with us.
Started with the base license? You can add updates later by paying the difference in license fees. Support and maintenance cover system bugs; new features are handled as customization.
Ask about the extended licenseCustomization
Need a workflow, field, report or integration the product does not have? We review the request and quote it as its own project.
Data migration from your current system is quoted the same way. If your team has changed the source code, we analyse it first and specific customization charges apply.
Request a customizationWe run the deployment environment for your application. Hosting is included, and our team helps with technical questions about the application.
We provide the application files and your team deploys them on your hosting environment. You may modify the source code; later work by Lumora on modified code is quoted as customization after a code analysis.
Case studies
A hardware engineering company
Engineers tracked work in two different tools and sales used a third. Status was retyped across all three, sales promised dates without seeing the build plan, and outside contractors were left off project boards to save seats.
Read the scenarioA corporate finance advisory firm
Bankers found their CRM slow to update, so deal notes stayed in personal spreadsheets. The pipeline was disconnected from due-diligence tasks and closing schedules, and outside advisers needed paid seats.
Read the scenarioQuestions
Show us how your team handles leads, deals and follow-ups today. We will walk you through Lumora BizPush and the deployment and update options.