Overview
From first enquiry to booked job.
See who’s waiting for a reply, who needs a quote and who’s ready to book — without spreadsheets or sticky notes.
checkEnquiries captured automaticallycheckPipeline stages that match your workcheckCustomer details and historycheckReminders to follow up
What’s included
Everything you need to get more enquiries.
Part of the complete Cosmic system — included with your plan.
inboxEnquiry captureWebsite forms, calls and messages in one list.
view_kanbanPipelineNew, contacted, quoted, booked.
personCustomer recordsContact details, jobs and notes.
notificationsFollow-up remindersKnow who needs chasing.
request_quoteQuotesTrack quotes sent and accepted.
smartphoneOn your phoneManage leads from the van.
How it works
A simple 4-step process.
STEP 1Tell us about your businessA short form about what you do, where you work and what you need.
STEP 2We set it upWe design, build and configure crm & leads for your business.
STEP 3You reviewCheck everything and ask for changes until you’re happy.
STEP 4Go live and growLaunch, then keep improving with Lumi and our team.
By trade
Built for real trades.
Related features
Works together with
Common questions.
View all FAQsarrow_forwardEvery service is part of the Cosmic plan. See the pricing page for current plan details.
Plan terms are shown on the pricing page. We don’t believe in locking you in.
Yes. We help shape your content and can advise on photos of your work.
It depends on your content and review time. We’ll confirm a timeline once we have your details.
Yes — using the website editor and the Cosmic app. Or ask us.