# BizPush

> A CRM for sales and customer teams to manage contacts, leads, deals and follow-ups. — Keep every customer, lead and deal on one record.

Product page: <https://lumoraone.io/products/bizpush>

**Category:** 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.

**Built for:** Sales teams; Revenue leaders; Account executives; Customer-facing organizations

## Problems it solves

- **Per-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.
- **Contacts, 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.
- **Follow-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.
- **Sales 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.

## What makes it different

- **A one-time purchase, not a per-seat subscription**: 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.
- **Contacts, pipelines and communication history in one place**: Customer records, leads, deals, email history, templates and automations share one workspace instead of separate tools.
- **AI that drafts follow-ups and suggests next steps**: AI features score leads, draft follow-up messages from call transcripts, read customer sentiment and suggest the next step on a deal.

## Capabilities

- **Customer management**: Contacts, Organizations, Customer profiles, Customer history, Interaction timeline, Customer segmentation, Tags, Custom fields
- **Lead management**: Lead capture, Lead qualification, Lead scoring, Lead assignment, Lead conversion, Lead sources, Lead lifecycle
- **Sales pipeline**: Multiple pipelines, Deal stages, Opportunity management, Probability, Forecasting, Sales activities, Won/lost analysis
- **Communication and outreach**: Email synchronization, SMS notifications, Team notifications, Communication history, Dynamic templates, Automated cadence
- **Workflow automation**: Trigger-based actions, Follow-up reminders, Dynamic assignment rules, Cross-module automations, Event alerts
- **Revenue analytics**: Sales performance dashboard, Predictive revenue forecasting, Conversion rate analysis, Pipeline speed, Customer retention analytics

## AI capabilities

- **AI lead scoring**: Scores leads using their engagement, website activity and the history of past closed deals.
- **AI-drafted follow-ups**: Drafts personalized follow-up messages based on call transcripts.
- **Customer sentiment analysis**: Reads the tone of customer emails, chat messages and support tickets.
- **Opportunity recommendations**: Points out possible upsell and cross-sell opportunities.
- **Sales summaries**: Writes short summaries of deal progress and pipeline risks.
- **Next-step suggestions**: Suggests the next step a rep could take on a deal.

## Use cases

- **Complex B2B sales**: Coordinate deals with several stakeholders over months, with the full timeline on one record.
- **Inbound lead handling**: 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

- **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.
- **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.

## Frequently asked questions

### Where is Lumora BizPush deployed and who owns the customer data?

Lumora BizPush runs on one agreed hosting environment: Lumora-managed with hosting included, or your own hosting using application files provided by Lumora. Your customer data remains yours.

### Can Lumora BizPush be connected to other Lumora products later?

Yes. Lumora BizPush works on its own and can be linked to other Lumora products such as Lumora Clarity or Lumora PeoplePro. You can buy more than one product when you need it.

## Ownership and deployment

- Every Lumora product is available through a one-time product purchase.
- Each purchased application is deployed on one agreed hosting environment: Lumora-managed (hosting included) or on the customer's own hosting with application files provided by Lumora.
- The extended license includes 5 years of product updates from the go-live date; updates can be renewed on request after that.
- Data migration from an existing system and customization are quoted per project.
- Support and maintenance cover system bugs.
- Organizations can buy one product or several Lumora products together.

Contact: <https://lumoraone.io/book-demo>
