CRM data entry
After each call, you open your CRM, click "New Contact," transcribe notes, update the deal stage. Something always gets left for tomorrow.
Luminote records your client calls, summarizes them, writes the follow-up and pushes everything into your CRM. You talk to the client — the rest happens by itself.
A rep works 40 hours. Only about 15 are real client conversations. The rest is CRM data entry, writing follow-ups and trying to recall what was said on the last call.
After each call, you open your CRM, click "New Contact," transcribe notes, update the deal stage. Something always gets left for tomorrow.
"Good morning, thank you for the call..." — and you start over. Every time the same template, the same effort, the same delays.
What exactly did the client ask a month ago? What did you promise? Notes are in 3 places. You only have one memory and it won't cooperate.
Luminote joins your meeting in Zoom, Teams or Meet — or records a phone call from the app. You listen to the client, make eye contact, ask smart questions. Meanwhile Lumi captures everything that matters.
See what it looks likeAfter every call, Lumi drafts a ready-to-send follow-up email in your tone. With specific agreements, next steps, and deadlines. You just read, click "Send", and enjoy your coffee. No more tiresome "I still need to write to ACME." backlog.
See an example emailHi John, Martha,
Thanks for today's call! As agreed, I'm sending price proposal for 50 seats in the annual plan.
From my side — next steps:
📎 Proposal in the attachment
📅 IT Demo · to be scheduled this week
👤 I'm adding Marek, our Head of Security, to the thread
Let me know if Wednesday or Thursday at 10:00 AM works for a demo.
Luminote listens to all your calls and catches signals — that the client has budget, that a decision-maker showed up, that a competitor just made a counter-offer. Your pipeline shows the truth, not wishes. The CFO loves you, your manager stops asking about forecast.
See how the forecast worksSend your offer via Luminote instead of a PDF in an email. See exactly who, when, and for how long reads each section, which pages they return to, and where they left comments. You get a Slack alert the moment it's opened. You know when to call — and what to say.
See how Offer Tracking worksWhether you lead a 30-minute discovery, an hour-long negotiation, or manage a team — Luminote shortens the path from "thanks for the chat" to a signed offer.
Your day is now 80% conversations and 20% reviewing what Lumi has already done for you. Populated CRMs, ready emails, a to-do list for tomorrow.
All calls, deals, delayed follow-ups, customer churn risks — in one dashboard. Coach based on real recordings, not guesswork.
You don't need an assistant. After every call, you have a ready email, a task list, and an updated CRM. You scale sales without scaling headcount.
Your CRM, your calendar, your meeting platform. No new habits, no convincing the team, no migration.
Deals, Contacts, Activities — bidirectional sync.
Opportunities, Accounts, Custom fields.
Pipelines, Notes, Activities — natively.
Polish CRM with full PL support.
CRM + invoices for SMEs. Bidirectional sync.
Leads, Deals, Custom modules.
Signal alerts + slash commands.
Auto-publish summaries to Notion Databases.
… plus 18 more CRMs: Close, Keap, Nimble, Nutshell, Salesflare, Teamleader, Raynet, Membrain, Brevo, Odoo, Sellsy, Pipeliner, Pipeline CRM, Maximizer, CapsuleCRM, AgileCRM, Freshsales, LessAnnoyingCRM. See full list →
Every plan: full protection of your data, Polish transcription, Polish support. You only choose how many calls and how many people in the team.
All prices net · VAT invoice · payment via Stripe or traditional bank transfer
Additional minutes: you can buy them in the billing panel at any time
Your first call after connecting gives back 20 minutes you won't type by hand. Start today — you'll be ready in 3 minutes.