Watch LumaKol in action

From an empty workspace to a team making calls. Follow along in your own account and you will have a working calling CRM by the end.

3:22

1

Read your dashboard like a manager

What every number on the dashboard means, and which ones matter on a Monday morning.

Guides: Create your workspace

3:17

2

Build your pipeline

Stage types, colours, the one-line meaning agents read, and how chance-to-win drives the forecast.

Guides: Set up your pipeline, call outcomes and fields

3:10

3

Call outcomes that book the next follow-up

One tap after a call books the callback and moves the lead. Plus post-call feedback questions.

Guides: Set up your pipeline, call outcomes and fields

3:22

4

Custom fields, call scripts and message templates

The ten field types, hints that stop guessing, scripts on the calling screen and templates with variables.

Guides: Call scripts and WhatsApp / SMS / email templates

2:47

5

Roles and seats explained

All five roles, which ones cost a seat, creating an account for an agent with no email, and teams.

Guides: Invite your team and choose roles

2:45

6

Import leads from Excel or CSV

Automatic column matching, turning a spare column into a custom field, and how duplicates are caught.

Guides: Import leads and assign them

2:54

7

Assign, reassign and reset lead lists

Hand a whole list to someone else, split it evenly across a team, or restart it for a fresh round.

Guides: Import leads and assign them

2:27

8

How your agents work a lead

Filters that build a morning list, the lead page, and calls that log themselves from the phone.

Guides: Start calling from the queue

4:30

9

Follow-ups, live board and attendance

Callbacks grouped by when they are due, who is working right now, and how active time is measured.

Guides: Follow-ups and reminders

4:35

10

Reports and billing

Funnel, forecast, agent workload and import history — then plans, seats, invoices and cancelling.

Guides: Reports: funnel, workload, outcomes, coaching and attendance

Calling policy, lead data protection, integrations and the screens you live in once the team is going.

4:35

11

Calling hours, attempt limits and do-not-call

The retry ladder that turns persistence into policy, plus the calling hours and DND block.

Guides: Calling policy and lead data protection

4:39

12

Masked numbers, recordings and exports

What each privacy control really stops — and the one that actually protects your lead list.

3:15

13

Notes, reminders and voice memos

Note types that read at a glance, reminders that find you, and memos saved to your own Drive.

4:25

14

Lead capture forms

A hosted link and an embed snippet, both landing in an agent queue within seconds.

Guides: Put a lead form on your website

5:11

15

API keys and webhooks

Scoped keys with expiry and IP limits, and signed webhook deliveries you can verify.

Guides: Connect your own software with the API and webhooks

4:58

16

Working calendar, shifts and attendance rules

Holidays that move follow-ups, shifts that make "late" meaningful, and what counts as a full day.

3:51

17

Notifications, and the four you cannot mute

Everyone sets their own — except the billing and security alerts that stay locked on.

4:24

18

Build a morning call list with filters

Filtering an agent’s own list down to a call sheet — stage, source, list and when the callback is due.

3:49

19

Your profile, language and sessions

Language per person across 33 locales, time zones that stop arguments, and revoking a device.

Guides: Languages, time zone and appearance

5:45

20

Follow-ups in Google, Apple or Outlook

A private subscribe link, what each entry carries, and why Google can take hours to refresh.

Guides: See your follow-ups in Google, Apple or Outlook Calendar