Lumio
Now live โ€” 47+ workflows across 10 departments

Your business, fully connected.
Stop doing it manually. Start running on Lumio.

Lumio connects every tool your business runs on and automates the work between them. HR, Sales, Marketing, IT, Operations, Support โ€” all running automatically from one intelligent dashboard.

47+ pre-built workflows
10 departments covered
Setup in days, not months

Trusted by growing businesses across the UK

Lighthouse ConsultingMeridian RecruitmentApex HealthcareNova SaaSCornerstone Law

The problem

Sound familiar?

Every growing business we've spoken to is doing the same things manually. Here's what Lumio does instead.

๐Ÿ”—

โŒ Without Lumio

New customer? Update 7 systems manually.

CRM, billing, portal, email, onboarding doc, calendar, Slack โ€” each one by hand. Takes 45 minutes per customer. Someone always misses one.

โœ“ With Lumio

Deal closed โ†’ everything done in 90 seconds.

CRM deal flips to Won
Customer portal provisioned
Product access granted
Invoice raised in your billing tool
Welcome email sent automatically
Slack notifies the team
๐Ÿ‘ค

โŒ Without Lumio

New joiner? Email IT, HR, and payroll separately.

Three separate requests. Someone forgets to CC payroll. The account is set up on day 3. The new hire sits idle on day 1.

โœ“ With Lumio

Name entered once โ†’ everything provisioned.

New hire added to HR system
M365 or Google account created
Role-based access granted instantly
Payroll entry created
Training modules assigned
Day-one welcome email sent
๐Ÿ’ธ

โŒ Without Lumio

Invoice unpaid? Chase by hand every 10 days.

Copy the invoice. Find the contact. Write a polite-but-firm email. Hope you remembered to check Xero. Repeat until paid or given up on.

โœ“ With Lumio

Billing tool flags it โ†’ Claude chases it โ†’ done.

Invoice flagged as overdue
Customer payment history checked
Claude drafts personalised chase email
Tone adjusted by days overdue
Sent automatically on schedule
Payment logged and team notified
47+

Pre-built workflows

40+

Integrations

90s

Avg. workflow run time

30%

Reduction in debtor days

One platform

Every department, automated

Click a department. Pick a workflow. See exactly how Lumio runs it.

Workflows

New Joiner Onboarding

TriggerNew hire added to HR system
HR & People

Automation steps

1
M365 or Google account created

Name, role, department auto-filled

2
Teams & SharePoint access granted

Role-based permissions applied

3
Payroll entry created

Start date, salary, tax code set

4
Training modules assigned

Based on role and department

5
Welcome email sent AI

Claude personalises to their role

6
Manager notified in Slack

With checklist of what's done

Outcome

New hire is productive from day one. Zero IT tickets. Zero missed steps.

Why Lumio

Stop doing things manually.
Start running automatically.

Every process that eats your team's time โ€” Lumio automates it. Completely.

Sales

Your entire sales cycle. Fully automated.

From first lead to signed contract โ€” Lumio handles every step without your team lifting a finger.

6 sales workflows. Zero manual steps.

Learn more
  • New HubSpot lead โ†’ Claude AI scores it hot/warm/cold in seconds
  • Hot lead โ†’ Slack alert fires, rep assigned, nurture sequence starts automatically
  • Demo booked โ†’ personalised follow-up email drafted and sent within minutes
  • Deal won โ†’ customer portal created, invoice raised, welcome sequence launched โ€” all in 90 seconds
  • Deal lost โ†’ win-back email automatically queued for 45 days later
Marketing

Social media, content, campaigns. All on autopilot.

Your marketing runs itself. Lumio plans, schedules, publishes and reports โ€” while your team focuses on strategy.

Never miss a post. Never chase a report. Ever again.

Learn more
  • Content calendar auto-populated from your campaign themes
  • Social posts drafted by Claude AI, scheduled across all platforms simultaneously
  • Lead scores updated in real time as prospects engage with content
  • Email campaigns triggered automatically based on behaviour
  • Monthly performance report generated and sent without anyone touching a spreadsheet
IT & Systems

New team member? Every system updated in 2 seconds.

Stop adding people to 6 different systems one by one. Type a name once โ€” Lumio does the rest.

What used to take 45 minutes now takes 2 seconds. Across every system.

Learn more
  • Microsoft 365 account created automatically
  • Teams, SharePoint and email access provisioned instantly
  • Training platform enrolled in seconds
  • Xero payroll record created without HR touching finance
  • IT asset register updated, equipment request sent
  • When they leave โ€” all access revoked across every system simultaneously
Trials

Trial set up in 2 seconds. Prospect has instant access.

Stop making prospects wait. The moment a trial is created โ€” they're in.

From trial created to prospect logged in: under 10 seconds.

Learn more
  • Trial created โ†’ portal environment spun up instantly
  • Welcome email with login credentials sent automatically
  • Day 3 check-in email triggered โ€” personalised by Claude AI
  • Day 7 engagement report generated โ€” shows exactly what they've done
  • Trial ending โ†’ conversion email sequence starts automatically
  • Convert to customer โ†’ full onboarding fires immediately โ€” zero manual steps
Operations

Stock, orders, suppliers. Managed automatically.

Lumio watches your stock levels, raises orders before you run out, and keeps your operations running without anyone chasing anything.

Operations that used to need a full-time coordinator. Now handled automatically.

Learn more
  • Stock levels monitored in real time โ€” alerts fire before you run out
  • Purchase orders automatically drafted when stock hits reorder point
  • Supplier emails sent automatically with correct quantities
  • Delivery confirmations logged and stock levels updated instantly
  • Weekly operations report generated and sent every Monday morning
  • Supplier invoices matched to purchase orders automatically โ€” no manual reconciliation

47+ workflows. Every department.
Running automatically from day one.

HR ยท Sales ยท Marketing ยท IT ยท Trials ยท Operations ยท Support ยท Success ยท Accounts

See all workflows
INSIGHTS

Every answer. Instantly.

Lumio Insights gives every person in your business the data they need โ€” filtered by role, department, and region โ€” without waiting for a report.

๐Ÿ“ˆDirector

Full company health score, MRR trends, headcount, top customers, and workflow efficiency โ€” all in one view.

Company health score
MRR & ARR trends
Top customers by value
Workflow ROI
๐Ÿ‘ฅManager

Team performance, SLA compliance, workflow completion rates, and open actions โ€” filtered by your department.

Team performance KPIs
SLA compliance rate
Open action items
Workflow completion
๐Ÿ’ฐFinance

Revenue, outstanding invoices, MRR, ARR projection, and overdue breakdown โ€” real numbers, live.

Revenue vs target
Outstanding invoices
MRR & ARR projection
Overdue breakdown
โš™๏ธOperations

Workflow run stats, error rates, automation ROI, and system uptime โ€” so you always know what's running.

Workflow run volume
Error & failure rates
Automation ROI
System uptime

Key features

Filter by region, product, district or team
Role-based access โ€” everyone sees their view
Live data, not last month's spreadsheet
Export to PDF in one click
AI-generated highlights every Monday
Drill down from summary to individual record

Workflow Library

47+ workflows. Ready on day one.

Every workflow is pre-built, pre-tested, and ready to activate. No coding. No configuration. No consultants.

3
HR & People
workflows
6
Sales & CRM
workflows
5
Support
workflows
4
Customer Success
workflows
5
Accounts
workflows
4
IT & Systems
workflows
5
Marketing
workflows
4
Trials
workflows
4
Operations
workflows
7
AI Bots
workflows
โšก

Activate in one click

Connect your tools, pick a workflow, turn it on. It runs automatically from that moment.

๐Ÿ”ง

Customise anything

Every workflow is editable in the visual builder. Change triggers, steps, AI prompts, recipients โ€” everything.

๐Ÿ“ˆ

New workflows weekly

We ship new workflows every week. All customers get access the day they launch โ€” at no extra cost.

Why Lumio

Built for growing businesses. Not just anyone.

Generic automation tools weren't built with growing SMBs in mind. Lumio was.

FeatureLumioZapierMakeManual
Pre-built SMB workflows
Unified department dashboard
Built-in AI (Claude)
No-code setup
Pre-built integrations
GDPR-compliant data handling
Live operational dashboard
Single contract & billing
Dedicated onboarding support
Coming Soon

Lumio CRM โ€” Your data. Your platform. Zero licence fees.

A fully-featured CRM powered by Twenty (Y Combinator-backed, v1.0 2025) โ€” deployed, managed and connected to all your Lumio workflows. ยฃ0 licence fee. Forever.

ยฃ0
Licence Fee
100%
Data Ownership
โˆž
Unlimited Users
5-Day
Migration

How much could you save?

vs HubSpot Professional

Save ยฃ11,880/yr

87% cost reduction

vs Salesforce Enterprise

Save ยฃ12,612/yr

88% cost reduction

vs Zendesk Sell Professional

Save ยฃ16,092/yr

90% cost reduction

Pricing

Simple, transparent pricing

All plans include a 14-day free trial. No credit card required.

Starter

For small teams getting started

ยฃ299/mo
See full plan โ†’
Most popular

Growth

Most popular for scaling businesses

ยฃ599/mo
See full plan โ†’

Enterprise

For larger, multi-department orgs

ยฃ1199/mo
See full plan โ†’

Ready to stop doing things manually?

Book a 30-minute demo. We'll show you Lumio live with workflows relevant to your team.

14-day free trial ยท No credit card required ยท Cancel any time