LUMA CRM®

RoleBackend & Automation Lead
Tech StackNext.js, FastAPI, PostgreSQL, LangChain
ReleaseJanuary 2025

Intelligent Kanban CRM with automated customer journey mapping. LUMA CRM uses distributed LLM pipelines to trigger background administrative operations, client notifications, and invoice generation automatically as deals progress.

LUMA CRM Live Dashboard Screenshot

Autonomous Deal
Journey Mapping.

Most CRM systems function as glorified data cards that require manual entry for every email, task, and lifecycle change. We engineered LUMA CRM to remove this overhead.

By creating background triggers connected to semantic routing pipelines, moving a deal column triggers complex actions: parsing requirement briefs, compiling PDF agreements, and setting up staging environments without clicking outside the board.

01 / COMPILE

Smart Data Ingestion

Pulls lead contact attributes from calendars, email flows, and website submission fields automatically.

02 / TRIGGER

Automated Workflows

Executes state transition pipelines (drafting contracts, scheduling briefs) based on CRM board progression.

03 / REPORT

Conversion Intelligence

Aggregates pipeline velocity statistics and predicts client win-rates using legacy history maps.

Try the Simulator

Select a deal progression stage below to simulate how LUMA CRM triggers background automations and data workflows.

Automation Engine Idle
> Status: New Lead created from Website Contact Form.

Stage: Lead Capture

Triggered Autonomously
1. AI parses submission query details to assess company size and budget.
2. Automatically creates client profile card inside LangChain vector store.
3. Drafts personalized introductory email in HubSpot queues.
84%
Reduction in Manual Admin Tasks

Replaced document generation and Slack reports

14 Days
Average Reduction in Sales Cycles

Deals move faster due to automated email prompts

0 Errors
Client Onboarding Provisioning Error Rate

Seeding workspace accounts handles exceptions