Run your small business at the speed of light.
One calm workspace for your customers, your projects, and the strategic mission that ties them together — with a virtual executive team on call. No tab-juggling. No bloated enterprise tools. Just thrust.
14-day free trial. No credit card required.
Three tools.
One operating system.
Stop stitching together six SaaS tools. Lumis unifies the work you actually do.
Know every customer cold
Companies, contacts, and an opportunities pipeline with proposal links, owners, and deal value. Built like a CRM should be — fast and out of your way.
Ship the work, not the meetings
Convert won deals into client projects with kanban boards, primary + secondary owners, and clear stages from intake to delivery.
Run the business behind the business
Internal projects, executive briefings, goals, playbooks, and an AI assistant — the strategic layer most CRMs forget.
Team Chat & DMs
Channels, direct messages, mentions, and read receipts — no separate Slack needed.
Native iOS & Android
Full mobile apps with push notifications for chat, tasks, and meetings.
Booking Pages
Share a public link. Prospects book meetings against your real calendar availability.
Meeting AI
Auto-transcribe meetings, generate summaries, and pull out action items.
Time Tracking
Log time against projects and tasks — ready for invoicing and reporting.
Meetings & Scheduling
Active meeting timer, prep notes, and auto-sent confirmations.
Email & Calendar Sync
Native Google & Microsoft OAuth — emails and events in context.
Goals & Playbooks
Track quarterly goals and codify how your team operates.
Beacon Quick-Capture
Pop-out window to jot notes, tasks, and ideas without losing flow.
Companies & Contacts
Linked accounts and people, with full context.
Opportunities Pipeline
Drag-and-drop deals, proposals, external links.
AI Executive Team
Virtual CFO, COO, CMO & more — strategic AI advisors on call.
A C-suite that never sleeps.
Spin up a virtual CEO, CFO, COO, CMO, or CTO. Ask for a briefing, a decision memo, or a playbook — grounded in your workspace data. Use built-in Lumis AI, or bring your own OpenAI, Anthropic, or Google key.
Vision, strategy, big bets.
Cash flow, margins, runway.
Operations, process, throughput.
Pipeline, messaging, growth.
Stack choices and shipping velocity.
A full operating system for your business.
Lumis is the only place you need to log in. Automations, client portals, marketing, forms, contracts, an API — all built in, all talking to each other.
Workflows that run themselves
Trigger-and-action builder for the work you do every week — onboard a client, follow up on a proposal, alert on stuck deals. Describe what you want in plain English; Nebula AI builds the workflow.
Branded portals, zero setup
Share project status, documents, invoices, and signature requests through a clean portal — no extra tool, no extra login for your client.
Campaigns next to your CRM
Send segmented email campaigns to the same contacts in your pipeline. Open rates, clicks, and unsubscribes feed back into the contact record automatically.
Capture leads, sign contracts
Embeddable forms that create contacts and opportunities, plus a built-in e-signature flow for proposals and agreements.
Gamified team momentum
Ranks, badges, points, and weekly recaps that make doing the work — closing deals, shipping projects, hitting goals — visible and a little bit fun.
Programmable from day one
REST API for companies, contacts, opportunities, projects, and tasks. Webhooks for the rest. Plug Lumis into whatever you already run.
Your workspace, in your pocket.
Lumis OS ships as a real native app on iOS and Android — not just a website in a browser. Push notifications, haptics, and a chat-first mobile experience so your team stays in sync from anywhere.
- Native iOS & Android builds
- Push notifications for chat, tasks & meetings
- Chat, DMs and mentions on the go
- Quick-capture notes and tasks
- Biometric sign-in
- Offline-friendly reading
Available now on the App Store and Google Play.
Weekly digest ready 🚀
Sent the proposal — take a look
Nebula: 3 goals hit this week
Booked a call for Thursday
Acme moved to Closed Won
What you actually get
Lumis is opinionated. We picked the features that move small businesses forward and cut everything else.
- AI Executive Team — virtual CEO, CFO, COO, CMO, CTO on demand
- Bring your own LLM (OpenAI, Anthropic, Google) or use built-in Lumis AI
- Team chat, DMs, and mentions built in
- Native iOS & Android apps with push notifications
- Public booking pages tied to real calendar availability
- Meeting AI — transcripts, summaries, and action items
- Time tracking on projects and tasks
- Automated workflows + AI workflow builder
- Branded client portals with documents and e-signing
- Marketing campaigns wired into your CRM
- Native Google & Microsoft calendar and email sync
- Public API + webhooks for everything
- Cancel anytime — no annual contracts
"Small business owners don't need more software. They need one place where the customer, the project, and the plan finally live together."
The Lumis teamSimple pricing. No surprises.
Four plans. Flat monthly base. Add teammates for $15/user on any tier.
Solo
Includes 1 user · +$15/user beyond
For founders running solo. Everything you need to launch.
- 1 user included
- Full CRM, Projects & Mission Control
- 50 Lumis AI messages / month
- 20 AI Executive briefings / month
- Bring your own LLM key for unlimited usage
Team
Includes 10 users · +$15/user beyond
Up to 10 teammates. Best value for growing teams.
- 10 users included
- Everything in Solo
- 500 Lumis AI messages / month
- 150 AI Executive briefings / month
- Shared pipelines, projects & workflows
- Bring your own LLM key for unlimited usage
Business
Includes 25 users · +$15/user beyond
Up to 25 teammates with priority support.
- 25 users included
- Everything in Team
- 1,500 Lumis AI messages / month
- 500 AI Executive briefings / month
- Priority support
- Onboarding assistance
Enterprise
Includes 100 users · +$15/user beyond
100+ seats with dedicated support.
- 100 users included
- Everything in Business
- 5,000 Lumis AI messages / month
- 1,500 AI Executive briefings / month
- Dedicated onboarding & named contact
- SSO, DPA & security review
Custom — 150+ seats
Annual contracts, SSO, DPA, custom SLA & dedicated onboarding. Volume pricing tailored to your team.
Need more or fewer seats later? Adjust anytime in Settings → Billing after signup.
How much will it cost?
Move the dial to your team size and see your best plan.
Crossover points: Solo → Team at 6 · Team → Business at 18 · Business → Enterprise at 45 · Custom at 150+ seats.
Frequently asked questions
Short answers to common questions.
Ready to launch?
Spin up your workspace in under a minute. Start with a 14-day free trial.