Customer Stories
How teams consolidated CRM, contracts, marketing, and tasks—and sped up with governed AI.
Services SMB consolidates tools
Professional services • 35-person team
Problem
Fragmented CRM, contracts, and marketing across 4 tools; poor visibility.
Solution
Moved CRM + contracts + marketing into Lumioh; set up AI content + approvals.
Results
“We finally have CRM, contracts, and campaigns in one place—with audit trails.”
What they used
Contract Manager, Marketing Studio currently in beta/coming soon.
RevOps boosts velocity
SaaS • 50-person GTM
Problem
Low pipeline hygiene and slow renewals; reps context-switching constantly.
Solution
AI playbooks for outreach/renewals, synced contracts, automated tasks per stage.
Results
“AI playbooks and synced contracts took half the friction out of renewals.”
What they used
CRM/Contract Manager in beta; Task Manager and Vault are live.
Ops speeds approvals
E-commerce • 20-person ops
Problem
Manual approvals on contracts and tasks; no audit trail; missed SLAs.
Solution
Approvals with audit logs; AI-assisted contract prep; tasks auto-created.
Results
“We gained speed and auditability—approvals are now predictable.”
What they used
Contract Manager in beta; Task Manager/Console/Vault are live.
Trust & governance
RBAC, encryption, audit logs, and incident response. AI actions are role-aware with approvals and budget controls. We do not train foundation models on customer data.
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