Luminii CRM

The CRM module inside the Luminii platform: leads, client records, and follow-ups in one place instead of scattered across spreadsheets and someone's memory. Built first for ShiftTech's own operations, then opened up for other businesses to run their pipeline on.

The challenge: A pipeline held together by memory

Leads arrived through a contact form, a phone call, a referral or a conversation, and each one landed somewhere different. A spreadsheet for some, an inbox for others, and the rest with whoever happened to take the call.

Nothing connected a first enquiry to the work that came out of it. By the time a job was running, the context that won it had already been lost, and following up on anything that had gone quiet meant reconstructing it from scratch.

The solution: One record per prospect, from first contact to closed

• Every lead in one place: Website enquiries, calls, referrals and manual entries all become the same kind of record, so there is no split between leads that arrived online and leads that arrived any other way.
• A funnel with a next action: Each lead carries a status, and the list computes what to do next from that status and how long it has been sitting, so the most at-risk record is the one at the top rather than the newest.
• Client records that persist: A lead that converts keeps its history, so the enquiry, the quote and the work that followed stay attached to the same client.
• Built on our own operations first: We ran the studio on it before offering it to anyone else, which meant the gaps showed up in our own week rather than in a client's.

More on how we approach web application development.

Business value & impact: Nothing goes quiet without someone noticing

The pipeline stopped depending on anyone remembering to check it.

• Follow-ups surface themselves: Stale leads are visible in the list rather than something you discover once it is too late to recover them.
• Context survives the handover: The reason a client came to us is still readable months later, attached to the work it turned into.
• One system instead of several: Leads, clients and follow-ups stopped being three separate habits kept in three separate places.

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