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LumaKol
Anleitungen

LumaKol Schritt für Schritt nutzen

Kurze Anleitungen mit Diagrammen und echten App-Bildschirmen – vom Anlegen Ihres Arbeitsbereichs bis zum Coaching anhand von Aufzeichnungen. Wählen Sie Ihre Rolle oder beginnen Sie oben.

A sales team in a meeting room during a stand-up

So funktioniert LumaKol

Ein Kreislauf, jeden Tag: Leads kommen herein, Agenten rufen von ihren eigenen Nummern an, die App erfasst den Anruf und fragt nach dem Ergebnis, die Wiedervorlage wird gebucht, und Manager coachen anhand dessen, was tatsächlich passiert ist.

  1. Leads kommen an
    Importieren, anlegen, zuweisen
  2. Agent ruft aus der App an
    eigene SIM, eigene Nummer
  3. Anruf erfasst
    automatisch unter Android
  4. Ergebnis + Wiedervorlage
    ein Tippen, zehn Sekunden
  5. Manager sehen es live
    Board, Berichte, Aufzeichnungen

Wohin die Daten fließen

Anrufe bleiben im Mobilfunknetz. Nur Anrufdatensatz, Ergebnis und Notizen gelangen in den Arbeitsbereich.

Telefon des Agenten
Firmen-SIM
Anrufe über das Mobilfunknetz
LumaKol-App
erfasst Anrufe · fragt nach dem Ergebnis
Synchronisierung· verschlüsselt, offline-sicher
Ihr Arbeitsbereich
Web-App
Leads · Live-Board · Berichte

Was Sie messen können

Drei Ansichten, die jedes Team wöchentlich nutzt. Die Zahlen unten sind Beispiele; Ihre stammen aus erfassten Anrufen.

Anrufe pro Tag
Beispiel
Mon
Tue
Wed
Thu
Fri
Sat
VerbundenAlle Anrufe
Ergebnisverteilung
Beispiel
100Anrufe
  • Interessiert34%
  • Zurückrufen22%
  • Keine Antwort28%
  • Kein Interesse16%
Pipeline-Funnel
Beispiel
  • Neu
    320
  • Kontaktiert
    210
  • Interessiert
    96
  • Qualifiziert
    41
  • Gewonnen
    18
Wählen Sie Ihre RolleAlleInhaber / AdminAgentTeamleiter / Admin

Erste Schritte

Für den Inhaber, der den Arbeitsbereich einrichtet – insgesamt etwa 30 Minuten.

32 Min.
Founder setting up a workspace on a laptop in a bright office1Create your workspaceSign up, verify your email and set the basics — country, time zone, currency and calling hours — before anyone else joins.5 Min.WebInhaber / AdminTwo colleagues sketching a sales pipeline on a whiteboard2Set up your pipeline, call outcomes and fieldsStages describe where a lead is; outcomes describe what happened on a call and what should happen next. Get these right and the app does the paperwork.10 Min.WebInhaber / AdminA woman arranging colourful sticky notes on a wall3Start from an industry pipeline templateReady-made stages, call outcomes, custom fields and an opening script for your kind of business. Apply one in a click, apply another later, and nothing you already have is deleted.4 Min.WebInhaber / AdminA sales team celebrating together around a desk4Invite your team and choose rolesAgents and team leads use seats; up to three owners, admins, billing admins and viewers are free. Invite by email, or by mobile number for agents who do not use email.5 Min.WebInhaber / AdminSales manager reviewing a printed lead sheet at her desk5Import leads and assign themUpload the sheet your team already uses, map its columns, skip duplicates and invalid numbers, and deal the leads out to agents.8 Min.WebTeamleiter / Admin

Die Agenten-App

Für Agenten auf Android und iPhone: installieren, anrufen, Ergebnisse erfassen, nachfassen.

39 Min.
Agent smiling at his phone while setting up an app at his deskInstall the Android app and set up your work SIMSign in with the same mobile number, walk through the permission steps, pick the SIM you call from, and let the app start capturing.6 Min.AndroidAgentSales agent on a call from her mobile in an open-plan officeStart calling from the queueThe queue hands you the next lead — the one most worth calling right now, by its lead score — with the script beside the Call button.4 Min.AndroidiPhoneAgentA smiling calling agent wearing a headset in an officeLead scores: call the best leads firstEvery open lead gets a score from 0 to 100 with the reasons beside it, so your queue and your lists put the leads most worth a call right now at the top.3 Min.AndroidiPhoneWebAgentAgent tapping an outcome on her phone right after a callLog a call outcomeOne tap for what happened, a follow-up that is already filled in, an optional note and the questions your team defined. Ten seconds, every call.3 Min.AndroidiPhoneWebAgentAgent checking follow-up reminders on her phone at her deskFollow-ups and remindersEvery promised callback in one list — overdue in red, today, the next seven days — with reminders on the phone at the right time.3 Min.AndroidiPhoneWebAgentAgent sending a WhatsApp template from her phoneCall scripts and WhatsApp / SMS / email templatesAdmins write scripts and templates once; agents see the right script beside the Call button and send a filled-in message in one tap, logged on the lead.5 Min.WebAndroidiPhoneAlleA salesperson greeting a client at their office deskTrack field visits with check-in and check-outCheck in when you reach a customer and check out when you leave. The location is read once at each moment, compared with the lead’s saved location, and every stop shows up on the day’s route.4 Min.AndroidiPhoneWebAlleColleagues talking during a break in a glass-walled officeAttendance, breaks and check-inA tap to start the day, typed breaks, a tap to end it — so the live board and attendance reports reflect real working time.3 Min.AndroidiPhoneWebAgentProfessional on an iPhone call outside a modern officeiPhone: assisted callingiOS does not expose the call log, so the iPhone app tracks the calls you start from it and asks for the outcome when you come back — with a reliability label on every call. The iPhone app is coming to the App Store.5 Min.iPhoneAgentTwo hands exchanging a business card in a high-rise officeScan business cards into leadsPoint the phone at a business card and the Add a lead form fills itself in — name, numbers, email, company and job title — read on the phone, with the photo never uploaded.3 Min.AndroidiPhoneAgent

Das Team führen

Für Teamleiter und Admins: Live-Board, Berichte, Aufzeichnungen, Richtlinien.

93 Min.
Team lead and agents looking at the live board on a laptop togetherRun the day from the live boardWho is available, on a call, on a break or idle right now, with today’s calls, outcomes and overdue callbacks per person — fed by the phones, not by reports.4 Min.WebAndroidiPhoneTeamleiter / AdminManager reviewing dashboards and charts on a laptopReports: funnel, workload, outcomes, coaching and attendanceWhat each report answers, where the numbers come from, and the ones worth a look every week — including the Coaching view for managers and revenue from quotes.6 Min.WebTeamleiter / AdminTeam lead reviewing a recorded call with headphones at his deskCall recordings and review scorecards: coaching from real callsLumaKol does not record audio itself. Where the phone’s dialer records calls, the app links the file to the lead and uploads it; managers score calls on one shared scorecard, and agents see the feedback.5 Min.WebAndroidTeamleiter / AdminConfident operations manager in an officeCalling policy and lead data protectionHours checked before the dial, attempt limits and retry delays; a “Requested no contact” outcome that closes the lead and can block further calls; number masking, recording access and screenshot blocking for the data.6 Min.WebInhaber / AdminHand-drawn watercolour wireframes of website page layoutsPut a lead form on your websiteA form somebody fills in and the lead is already in the calling queue, carrying its source and tags — as a link you can share anywhere, or as HTML you paste into your own site.6 Min.WebInhaber / AdminTwo support agents with headsets answering customers in a bright officeAdd live chat to your website and answer from the Chats inboxOne line of code puts a chat bubble on your site. Visitors leave their name and mobile number, your team replies from the Chats inbox, and every chat is saved as a lead you can call.7 Min.WebInhaber / AdminA hand holding an Android phone that shows a QR codeQR code posters and walk-in leadsPrint a QR code for your counter, stand or brochure so visitors fill in your lead form themselves, and log the people you meet in person with one tap on the source.4 Min.WebAndroidiPhoneInhaber / AdminHands on a laptop showing a web dashboard of listingsConnect Google Ads, IndiaMART, JustDial and your website as lead sourcesNew enquiries arrive in LumaKol on their own, go to the right person and ring their phone — nobody copies leads from portals, inboxes or sheets.9 Min.WebInhaber / AdminA red telephone with its receiver off the hookTurn missed calls into leadsA missed call from a new number on an agent’s work SIM becomes a lead with a callback due, owned by the agent whose phone rang. Off by default, Android only, and personal numbers stay out with “Not a lead”.6 Min.WebAndroidInhaber / AdminA hand-drawn flowchart of boxes and arrows on paper with a markerAutomate lead handling with rulesWhen something happens to a lead, and it matches, LumaKol does the actions for you — passing on leads nobody called, chasing overdue follow-ups and tidying up after unanswered calls.7 Min.WebInhaber / AdminA man drawing an email follow-up flow with one-hour and one-day delays on a whiteboardFollow up automatically with sequencesTimed steps after a lead is added: emails that send themselves, WhatsApp and SMS reminders with the text ready, and call tasks for the owner — ending when the lead answers, is won or is lost.8 Min.WebInhaber / AdminA phone showing a payment amount, held up to pay at a tableSend quotes and get paid by UPICreate a quote on a lead, share the link on WhatsApp, and let the customer accept it and pay straight to your UPI ID — with the deal value and revenue updating as it happens.6 Min.WebAlleA dart in the centre of a black and white targetSet monthly sales targets and read the month-end forecastGive each caller a monthly goal for calls, connected calls, deals won and revenue. Everyone sees whether they are ahead or behind as the month runs, and Reports adds what revenue the month is likely to close at.6 Min.WebInhaber / AdminTwo developers working at monitors with code open in a bright officeConnect your own software with the API and webhooksA key your tool uses to read and write leads and calls, and webhooks that push events to your own endpoint the moment they happen. Both live in Settings → API & webhooks.9 Min.WebInhaber / AdminA calendar week view open on a screenSee your follow-ups in Google, Apple or Outlook CalendarOne private link puts every promised callback into the calendar you already keep open, with the number, the stage and the last outcome on it.4 Min.WebInhaber / Admin

Konto & Abrechnung

Tarife, Sprachen, Sitzungen, Exporte und Löschung.

11 Min.
Business owner reviewing plan details and taking notesPlans, seats and billingHow the trial works, which roles use seats, how to subscribe, change, pause or cancel, and where invoices and tax details live.5 Min.WebInhaber / AdminA multilingual team taking a selfie in the officeLanguages, time zone and appearanceLumaKol ships in 33 languages. Each person picks their own; the workspace sets the default. Dark mode lives in the mobile apps.2 Min.WebAndroidiPhoneAlleProfessional working calmly on a laptop surrounded by plantsSessions, data export and account deletionSign out other devices, export what your role allows, and delete an account — from the app or by request — with what happens to the data spelled out.4 Min.WebAndroidiPhoneAlle

Geben Sie Ihrem Team ein CRM, das jeden Anruf erfasst

Richten Sie Ihren Workspace in Minuten ein und erfassen Sie noch heute Anrufe.

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