A custom client and sales system for Lumora Digital: clients and contacts, a Kanban pipeline, itemised quotes with configurable VAT and PDF export, tasks, a calendar and live reports — in one place, shaped around the agency’s own sales process.
The agency’s client data, quotes and to-dos lived in four different places. That meant slow quoting and lost deals.
Client data, history and quotes sit in separate spreadsheets, folders and emails.
One client profile: details, contacts, timeline, deals, quotes and tasks in one place.
Nobody sees how many deals are where, and what they’re worth.
A Kanban pipeline with per-stage totals and probability-weighted expected revenue.
Quoting means manual maths, VAT mistakes and inconsistent formats.
Itemised quotes with discounts, configurable VAT, unique numbering and a consistent PDF.
Management assembles the report by hand at month end.
Live reports with period and status filters, compared with the previous period.
Click through the modules — the images come from the hands-on demo.
A complete business picture from the demo’s live data: every metric is calculated on the fly and changes as soon as a deal moves.
The demo data exists only in your browser — nobody else sees it; “Reset demo” brings back the original state.
No — it’s a custom system built around the company’s own process. Lumora CRM shows the quality we work at; for your company the same is built around your process, stages and quote format.
No. The clients, deals and quotes in the demo are demo data; whatever you type stays in your own browser.
Yes. Data migration is part of the rollout: clients, contacts, open deals and history can be brought over.
It depends on the modules and integrations. A focused first version is typically a few weeks; we give an exact plan after the free assessment.
In production, permissions are enforced server-side with authenticated sessions and logging. In the demo the role switcher only showcases the interface — and the demo says so clearly.
Five minutes in the demo and you’ll see exactly what it would mean to run your clients, quotes and tasks in one place, around your own process.
Write a few sentences about what you do and what you want to achieve. We will call you back, or send a free demo for your own industry — whichever you ask for.
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