The essential lead management system for your business

Lumetra Core gives your business the essential tools to capture leads, respond faster, organize contacts, book appointments, track opportunities, automate follow-up, and request reviews.

It is designed for businesses that want a cleaner, more reliable system for managing new opportunities without jumping straight into a large, complicated platform setup.

Start with the system your business actually needs first

Most businesses do not need every advanced marketing tool on day one.

They need the essentials working clearly: a way to capture inquiries, respond quickly, organize contacts, schedule the next step, follow up consistently, and keep track of opportunities.

The Core plan is built around that foundation.

Instead of starting with a blank, overwhelming software suite, Lumetra Core gives your business a practical starting point for managing the customer journey from first inquiry to follow-up.

What the Core plan helps you do

Capture new leads

Use forms, booking links, landing pages, website tools, and connected lead sources to capture new inquiries and bring them into one organized system.

When someone reaches out, Lumetra Core helps make sure the opportunity has a place to go.

Manage contacts and conversations

Keep prospect and customer information organized so your team can see who reached out, what they need, where the conversation stands, and what should happen next.

Lumetra Core helps reduce the mess of scattered messages, disconnected inboxes, notes, and manual tracking.

Book appointments and next steps

Guide leads toward scheduling appointments, consultations, estimates, sessions, calls, or other next steps based on your business process.

Lumetra Core helps make it easier for interested prospects to move from “I’m interested” to “I’m booked.”

Track opportunities in a pipeline

Not every lead converts immediately. Lumetra Core gives you a pipeline so you can track opportunities by stage, such as new inquiry, contacted, booked, follow-up needed, won, lost, inactive, or completed.

This helps your business see what needs attention instead of relying on memory.

Automate follow-up

Lumetra Core includes workflow access so your business can automate routine follow-up around new inquiries, missed responses, appointment reminders, estimate follow-up, review requests, customer reactivation, and other repeatable steps.

You can build workflows yourself, or use Custom Solutions if you want Lumetra to help build a workflow for your business.

Request reviews

After a completed job, appointment, purchase, session, or positive customer experience, Core can help request reviews so satisfied customers are more likely to share their experience.

For local and service-based businesses, consistent review requests can help build trust with future customers.

Who Core is built for

Core is a strong fit for businesses that want a better way to manage leads, appointments, follow-up, and reviews without overcomplicating the process.

It can work well for:

Home service businesses
Real estate professionals
Retail and sales businesses
Freelancers and consultants
Fitness and wellness businesses
Appointment-based businesses
Local service providers
Small teams that need a cleaner follow-up system

Core is especially useful if your business currently relies on scattered texts, email threads, spreadsheets, notes, calendar links, missed calls, or manual reminders to manage customer opportunities.

Example Core workflow

A new lead submits a form, books a call, or reaches out through a connected lead source.

Lumetra Core captures the contact and adds the opportunity to your system. The lead can receive a confirmation or next-step message, your team can be notified, and the opportunity can move into your pipeline.

If the lead does not respond or book right away, Core can help send follow-up. After the appointment, sale, job, or positive customer experience, Core can help request a review.

The result is a cleaner system for the moments where leads are often lost.

Why start with Core?

Core is built for businesses that want the important pieces working first.

You do not need to connect every tool, launch every campaign, or build every advanced automation before the system becomes useful. Start by organizing the process that matters most: capturing interest and turning it into the next step.

Once Core is working, your business has a stronger foundation for growth.

When to upgrade to Pro

Core is the right starting point for essential lead management, booking, follow-up, pipeline tracking, workflows, and reviews.

Pro is the next step when your business is ready for the full Lumetra platform, including more advanced tools for campaigns, funnels, websites, social planning, payments, e-commerce, reporting, customer reactivation, and broader automation.

Start with Core when you need the foundation.

Upgrade to Pro when you are ready to expand the system.

Want the workflow built for you?

Core includes workflow access, so you can build automations inside your account.

But if you do not want to map the process, write messages, configure triggers, test steps, and build the workflow yourself, Lumetra’s Custom Solutions service can help.

Custom Solutions is a one-time setup service for businesses that want a workflow built around their specific process.

Start with the system that keeps leads from slipping through the cracks

© Lumetra Software 2026 All Rights Reserved.