Features

Everything it takes to keep a customer

From first opportunity to fifth renewal — Lumio SaaS follows the whole customer lifecycle in one system.

Customer management

One record with everything your team needs

Each customer is one page: contacts, live contracts, invoices raised, open tickets, notes from the last call and a weekly usage chart. Nobody has to ask around before picking up the phone.

Duplicate records merged automatically on import

Custom fields shaped to your industry

Email and call history filed straight onto the record

Segment customers by value, industry or region

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Customer retention

Know who is leaving before they say so

The health score combines login frequency, features in use, open tickets, late payments and email engagement. When it falls past your threshold, the system creates a task for the account owner with a suggested next move.

Health scoring refreshed every week

A 30-day warning on every expiring contract

Success playbooks per lifecycle stage

Satisfaction surveys sent automatically at each milestone

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Revenue & automation

Invoices on schedule, numbers that match the contracts

Recurring contracts raise their own invoices, chase their own payments and recognise revenue in the right period. MRR, ARR, renewal rate and expansion revenue update the moment a contract changes — finance stops checking line by line at month end.

Recurring invoices monthly, quarterly or yearly

Daily payment gateway reconciliation

A 12-month forecast built from real contracts

Automation rules that need no code

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And the small things that matter

The features nobody demos, and everybody uses

Teamwork

Assign work, tag colleagues and comment right inside the customer record.

Document templates

Quotes, contracts and sign-off sheets built from templates, pre-filled with customer data.

Smart reminders

Today’s to-do list, ranked by contract value and risk.

Multi-language & multi-currency

Invoice in USD, EUR or GBP with exchange rates updated daily.

Open API & webhooks

A full REST API, event webhooks and docs with examples you can paste.

Support that answers

A support team you can reach, answering in under two hours during working hours.

Before and after

Same team — the difference is what they can see

On the left, a real customer’s spreadsheet the week they moved over. On the right, the same team’s screen six weeks later.

No more three versions of the same file on three laptops

Exactly one owner per customer

Recurring revenue that matches the contracts

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BeforeAfter

Take a look

A three-minute demo, no signup

A walk through the three main screens: customer record, health score and recurring revenue report.

Compare

Which feature sits in which plan

	Starter$29 / user/monthTry it	PopularGrowth$59 / user/monthTry it	EnterpriseBased on scaleContact
Customer records	500	Unlimited	Unlimited
Minimum seats	2	3	10
Pipeline & quotes
Customer health score
Early churn alerts
Automated recurring invoices
Payment gateway reconciliation
Open API & webhooks
Single sign-on (SSO)
Audit log
Dedicated onboarding specialist
Uptime commitment	99,5%	99,9%	99.9% with credits

Want the detailed breakdown? See the pricing page.

See Lumio SaaS running on your own data

Our team builds you a working space with twenty of your own customers, free, within 48 hours.

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