All the information on each customer in one place: their purchases, their tax data, their conversations, and what's next to do.
Lumon's CRM keeps everything you need to know about each customer without spreadsheets or scattered notes. You see their purchase history, their quotes, their balances, and their conversations on a single profile. It works both for the business that sells over the counter and for the one that follows up with big accounts over months.
Each customer has a profile with their contact details, tax data, what they've bought, and what they owe. You see their last purchase, their average ticket, and their favorite products at a glance. Anyone on your team can serve them as if they'd known them forever.
Log every call, message, or visit and schedule the next contact. The system reminds you who to reach out to and what you promised. Customers who stopped buying show up so you can win them back in time.
Sort your customers by type, zone, purchase volume, or whatever you need. With those segments you send them promotions, special prices, or campaigns by WhatsApp and email. You talk to the right customer with the right message.
Each customer shows their outstanding balance, their invoices coming due, and their credit limit. The system sends friendly payment reminders by WhatsApp before and after the due date. You know who to give credit to and who not to.
Upload your current list from Excel or Google Contacts in a few minutes.
Save RFC or NIT and regime to invoice without asking for the data every time.
Let an agent answer questions and take customer orders over WhatsApp.
Get reminders of key dates to send a timely promo or greeting.
Store several people and addresses per business customer.
Define who can see or edit each salesperson's customer book.
Keep everything you know about each customer in one place, tied to your sales and collections.