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.
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.
- Leads kommen anImportieren, anlegen, zuweisen
- Agent ruft aus der App aneigene SIM, eigene Nummer
- Anruf erfasstautomatisch unter Android
- Ergebnis + Wiedervorlageein Tippen, zehn Sekunden
- Manager sehen es liveBoard, 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
BeispielMon
Tue
Wed
Thu
Fri
Sat
VerbundenAlle Anrufe
Ergebnisverteilung
Beispiel- Interessiert34%
- Zurückrufen22%
- Keine Antwort28%
- Kein Interesse16%
Pipeline-Funnel
Beispiel- Neu320
- Kontaktiert210
- Interessiert96
- Qualifiziert41
- Gewonnen18
Erste Schritte
Für den Inhaber, der den Arbeitsbereich einrichtet – insgesamt etwa 30 Minuten.
1Create your workspaceSign up, verify your email and set the basics — country, time zone, currency and calling hours — before anyone else joins.5 Min.WebInhaber / Admin
2Set 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 / Admin
3Start 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 / Admin
4Invite 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 / AdminDie Agenten-App
Für Agenten auf Android und iPhone: installieren, anrufen, Ergebnisse erfassen, nachfassen.
Call 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.WebAndroidiPhoneAlle
Track 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.AndroidiPhoneWebAlleDas Team führen
Für Teamleiter und Admins: Live-Board, Berichte, Aufzeichnungen, Richtlinien.
Calling 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 / Admin
Put 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 / Admin
Add 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 / Admin
QR 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 / Admin
Connect 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 / Admin
Turn 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 / Admin
Automate 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 / Admin
Follow 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 / Admin
Send 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.WebAlle
Set 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 / Admin
Connect 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 / Admin
See 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 / AdminKonto & Abrechnung
Tarife, Sprachen, Sitzungen, Exporte und Löschung.
Plans, 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 / Admin
Languages, 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.WebAndroidiPhoneAlle
Sessions, 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.WebAndroidiPhoneAlleGeben Sie Ihrem Team ein CRM, das jeden Anruf erfasst
Richten Sie Ihren Workspace in Minuten ein und erfassen Sie noch heute Anrufe.
Kostenloses Konto erstellen