Guides
Comment utiliser LumaKol, étape par étape
De courts tutoriels avec des schémas et de vrais écrans de l’application — de la création de votre espace de travail au coaching à partir des enregistrements. Choisissez votre rôle ou commencez par le début.
Comment fonctionne LumaKol
Une seule boucle, chaque jour : les leads arrivent, les agents appellent depuis leur propre numéro, l’application enregistre l’appel et demande le résultat, la relance est planifiée, et les responsables coachent à partir de ce qui s’est réellement passé.
- Les leads arriventImporter, ajouter, attribuer
- L’agent appelle depuis l’applicationsa propre SIM, son propre numéro
- Appel enregistréautomatiquement sur Android
- Résultat + relanceun appui, dix secondes
- Les responsables suivent en directtableau, rapports, enregistrements
Où circulent les données
Les appels restent sur le réseau mobile. Seuls la fiche d’appel, le résultat et les notes sont transmis à l’espace de travail.
Téléphone de l’agent
SIM professionnelle
appels via le réseau mobile
Application LumaKol
enregistre les appels · demande le résultat
Synchronisation· chiffrée, fonctionne hors ligne
Votre espace de travail
Application web
leads · tableau en direct · rapports
Ce que vous pouvez mesurer
Trois vues que chaque équipe utilise chaque semaine. Les chiffres ci-dessous sont des exemples ; les vôtres proviennent des appels enregistrés.
Appels par jour
ExempleMon
Tue
Wed
Thu
Fri
Sat
JointsTous les appels
Répartition des résultats
Exemple- Intéressé34%
- À rappeler22%
- Sans réponse28%
- Pas intéressé16%
Entonnoir du pipeline
Exemple- Nouveau320
- Contacté210
- Intéressé96
- Qualifié41
- Gagné18
Premiers pas
Pour le propriétaire qui configure l’espace de travail — environ 30 minutes au total.
1Create your workspaceSign up, verify your email and set the basics — country, time zone, currency and calling hours — before anyone else joins.5 minWebPropriétaire / administrateur
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 minWebPropriétaire / administrateur
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 minWebPropriétaire / administrateur
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 minWebPropriétaire / administrateur
5Import 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 minWebChef d’équipe / administrateurL’application agent
Pour les agents sur Android et iPhone : installer, appeler, enregistrer les résultats, relancer.
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 minWebAndroidiPhoneTout le monde
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 minAndroidiPhoneWebTout le mondeGérer l’équipe
Pour les chefs d’équipe et administrateurs : tableau en direct, rapports, enregistrements, politique.
Run 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 minWebAndroidiPhoneChef d’équipe / administrateur
Reports: 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 minWebChef d’équipe / administrateur
Call 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 minWebAndroidChef d’équipe / administrateur
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 minWebPropriétaire / administrateur
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 minWebPropriétaire / administrateur
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 minWebPropriétaire / administrateur
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 minWebAndroidiPhonePropriétaire / administrateur
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 minWebPropriétaire / administrateur
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 minWebAndroidPropriétaire / administrateur
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 minWebPropriétaire / administrateur
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 minWebPropriétaire / administrateur
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 minWebTout le monde
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 minWebPropriétaire / administrateur
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 minWebPropriétaire / administrateur
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 minWebPropriétaire / administrateurCompte et facturation
Forfaits, langues, sessions, exports et suppression.
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 minWebPropriétaire / administrateur
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 minWebAndroidiPhoneTout le monde
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 minWebAndroidiPhoneTout le mondeOffrez à votre équipe un CRM qui capture chaque appel
Créez votre espace de travail en quelques minutes et commencez à capturer vos appels dès aujourd’hui.
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