Lumio SaaS

Lumio SaaS

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⚡ Trusted by 1,400+ service companies

Keep customers longer,
and know exactly why

Lumio SaaS pulls customer records, contracts, recurring revenue and usage signals into one place — so sales and customer success know who to call first, today.

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The Lumio recurring revenue dashboard

Running every day at

Vitrust

Northgate Corp

Hexadev

Bamboo Agency

Ansell Logistics

Merida Foods

1.4K+
Companies on board
18%
Average drop in churn
2.6x
Faster customer request handling
99.9%
Uptime
Customer health reporting

Why switch

A spreadsheet will not tell you who is about to leave

Contracts live in Drive, conversations in chat, revenue in an accounting file. Everyone finds out at the renewal that did not happen — and by then it is too late.

One record per customer. Contracts, invoices, support history and product usage on a single screen.
A warning before you lose them. Health score dropping, logins thinning, tickets piling up — you hear about it 30 days ahead.
Recurring revenue that adds itself up. MRR, renewal rate and lifetime value update with every contract change — no manual roll-up.
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About Lumio SaaS →

Features

Deep enough for operations, light enough for a newcomer

Six core feature groups. Turn on what you need and leave the rest — nobody has to learn a system they will not use.

360° customer profile

Every contact, contract, invoice, ticket and note for a customer on one page — anyone who opens it is up to speed in thirty seconds.

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Recurring revenue

MRR, ARR, renewal rate and expansion revenue recalculate on every contract change, not at month end.

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Customer health score

Combines product usage, ticket volume, late payments and engagement into a weekly churn-risk score.

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Automated outreach

Write the rule once: a renewal coming up creates a task for the owner, a new customer starts the welcome sequence.

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Connects to your stack

Two-way sync with accounting software, payment gateways, messaging, Google Workspace and 60-plus other apps.

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Roles & audit log

Role-based permissions, a complete action log, and data hosted in the region you choose with backups nearby.

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See all features →

By role

One Lumio SaaS, a different shape for each team

Know who to call first, without asking anyone

Opportunities ranked by value and likelihood to close, with the full conversation history attached. Quotes are built from the customer record, and once signed the contract lands in the system on its own.

A multi-stage pipeline you can drag and drop
Quotes and contracts built from templates
Quarterly revenue forecast that updates itself
See how Hexadev rolled it out →
A sales team reviewing the pipeline

Reach the right customer at the right time, before they give up on you

Every manager gets their own book of accounts, with health scores and an outreach schedule. Tickets, email and calls all file against the same record.

Health scores refreshed weekly
Success playbooks per lifecycle stage
A 30-day warning before every renewal
Read the Bamboo Agency story →
A customer success manager at work

Revenue numbers that match the contracts, always

Recurring invoices go out on their own, gateway payments reconcile themselves, and revenue is recognised in the right period. Finance stops checking line by line.

Recurring invoices and automatic payment reminders
Daily payment gateway reconciliation
Revenue exports in an accounting-ready format
See how Ansell Logistics uses it →
Finance reconciling revenue

Rollout

Four steps to get your team running on Lumio SaaS

1
Import the customers you already haveUpload a spreadsheet or connect your accounting system directly. Support checks and cleans the data for you within two working days.
2
Build your sales and success playbookPick one of twelve ready-made playbooks for software companies, agencies or subscription services, then bend it to the way your team already works.
3
Connect payments and your inboxConnect your payment gateway, company inbox and messaging channel so invoices, email and chat all file against the right customer.
4
Follow it with a weekly reportA dashboard lands in your inbox every Monday morning: recurring revenue, at-risk accounts and the week’s to-do list.

What customers say

Teams that finally closed the customer spreadsheet

No more opening three files to answer one question

"When the boss asked how many customers we lost this month, we used to open three spreadsheets. Now Lumio SaaS shows it — with the reason each one left."
Hannah BrooksHead of Operations, Hexadev

An early warning saved a $60,000 contract

"An early warning saved a $60,000 contract. The system flagged their logins thinning out six weeks before they planned to stop renewing."
Owen ClarkeCEO, Bamboo Agency

Finance saves twenty hours a month

"Recurring invoices save finance about twenty hours a month. That alone pays for the software."
Peter LindqvistCFO, Ansell Logistics

Six people, 900 accounts, nobody forgotten

"A six-person success team looks after 900 customers and nobody slips through. That number used to be 400, and we still missed some."
Sofia MarchettiHead of Customer Success, Merida Foods
4.8/5 · 412 verified reviews
Read the full stories →

Pricing

Clear pricing, charged per user

Pay monthly or yearly. No setup fee, no long-term lock-in.

Starter
$29 / user/month
  • Up to 500 customer records
  • Sales pipeline and quotes
  • Basic revenue reporting
  • Customer health score
  • Automated outreach
Start 14-day trial
Most popularGrowth
$59 / user/month
  • Unlimited customer records
  • Health scoring and churn alerts
  • Automated outreach and invoicing
  • Payment gateway and messaging connectors
  • Single sign-on (SSO)
Start 14-day trial
Enterprise
Contact based on scale
  • Everything in Growth
  • Single sign-on and granular permissions
  • Audit logs and long-term retention
  • A dedicated onboarding specialist
  • 99.9% uptime SLA
Talk to sales

Prices exclude VAT. See the full plan comparison →

Measured results

What the numbers look like after 90 days

Aggregated from accounts that have run Lumio SaaS for at least a quarter, compared against their own previous quarter.

Contract renewal rate

92%

+14 points versus before

Customer requests answered within 24 hours

86%

+31 points versus before

Customer records kept complete

97%

Measured across 1,400 active accounts

FAQ

Frequently asked questions

No. The 14-day trial opens every Growth feature and needs no card. When it ends the account goes read-only for 30 days — your data is untouched if you decide to come back.
We import straight from Excel/CSV, Google Sheets, HubSpot, Salesforce and most common accounting packages. On the Enterprise plan an onboarding specialist cleans and migrates everything for you.
You choose the region at signup; backups sit in a second region nearby. Data is encrypted in transit and at rest, backed up daily and kept for 30 days.
You pay for the seats actually in use during the period. Add someone mid-cycle and you pay only the remaining days; remove someone and the balance is credited to the next invoice.
The interface, documentation and support team all work in English, from 8am to 6pm on weekdays in your billing region.

Still wondering about something? Browse the help centre or message the team.

Operations newsletter

One email a month about keeping customers

How to build a success playbook, which metrics matter, and real lessons from our customers. No sales barrage.

Try Lumio SaaS on your own customer list

Load real data and see health scores and a revenue forecast in the first session. No card, no commitment.

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