Sales CRM
A sales CRM that knows what happened to every lead
Most CRMs store contacts. Louma stores the whole story: where the lead came from, who owns it, every call and message, and where the deal stands — in one record your entire team can work from.
Daniel Reyes
Source: Google Ads · "dental implants near me" · Owner: Sarah M.Timeline all channels
Why it matters
A CRM nobody updates is just an expensive address book
Traditional CRMs depend on salespeople logging activity by hand. They don't, so the manager sees a database that's always a week behind reality and a pipeline that's mostly fiction.
Louma flips that: because calls, texts, WhatsApp and email run through the platform, activity is recorded automatically. The record is accurate because the work happened there.
"Did anyone call this lead?" The answer lives on someone's phone, not in the system.
Duplicate contacts everywhere The same customer exists three times with three different histories.
Leads with no owner Enquiries sit in a shared inbox until someone remembers them.
Reports you don't trust Pipeline numbers depend on who bothered to update the stage.
How Louma handles it
One record. Every source, channel and stage
Louma's CRM is the centre of the platform. Everything else — inbox, pipeline, automation, reporting — reads from and writes to the same contact.
Source captured automatically
Every contact records where it came from: Google Ads campaign, Meta form, website, WhatsApp, inbound call or import. Attribution starts at creation.
Activity logged without effort
Calls, recordings, SMS, WhatsApp, emails, form submissions, appointments and stage changes appear on the timeline as they happen.
Ownership that's never ambiguous
Leads are assigned by rule — round-robin, territory, product or availability — and the owner is visible on every screen.
Organised by what matters to you
Custom fields, tags, smart lists and segments built around your sales process during implementation.
Clean data by default
Duplicate detection and merging, controlled imports and validation keep the database usable as it grows.
Permissions for teams
Roles decide who sees which contacts, pipelines and reports. Salespeople see their own; managers see everything.
What's included
What the sales CRM includes
The full CRM is included in every membership. Implementation configures it around your process.
- Contact & company records
- Lead source & campaign attribution
- Custom fields, tags & segments
- Smart lists & saved filters
- Full activity timeline
- Notes, tasks & reminders
- Lead ownership & assignment rules
- Duplicate detection & merge
- Import & export
- Roles & permissions
- Mobile app
- Opportunities & multiple pipelines
Who it's for
Built for businesses that sell through conversations
If your customers arrive as enquiries, get called or messaged by a salesperson, and need more than one follow-up before they buy — real estate, clinics, home services, automotive, education, B2B — this is the CRM that fits. If you need an enterprise CRM for a 500-person field force with custom objects, we'll tell you honestly.
Connected to the rest of Louma
The CRM is where the unified inbox, pipeline, automation and reporting meet. A WhatsApp reply updates the record; a stage change triggers a workflow; a won deal feeds attribution.
In practice
A lead's first hour in Louma
- A Google Ads click submits your form. A contact is created with the campaign and keyword attached.
- Round-robin assigns it to Priya. She gets a push notification; the manager sees it on the team board.
- An automated WhatsApp and email go out within two minutes with a booking link.
- Priya calls from the mobile app. The call is logged and recorded on the record.
- The customer books a consultation. The opportunity moves to Appointment and a reminder is scheduled.
Common questions
Can Louma replace my current CRM?
For most lead-driven businesses, yes. We import contacts, rebuild pipelines and stages, configure users and permissions, and connect your channels during implementation. If you rely on a specific integration, we confirm it before you commit.
Do salespeople have to log calls and messages manually?
No. Calls, SMS, WhatsApp and email run through Louma, so they're logged automatically on the contact. Notes and tasks are added manually when useful.
Can I import my existing contacts?
Yes. CSV imports with field mapping, tagging and duplicate handling are part of implementation, along with data from most common CRMs and spreadsheets.
Is there a mobile app?
Yes. Contacts, conversations, calls, opportunities, appointments, tasks and notifications are available on iOS and Android, syncing with the desktop app.
How are permissions handled?
Roles and per-user permissions control access to contacts, pipelines, conversations and reports. Typical setups: salespeople see assigned leads; managers and owners see the whole operation.
See how Louma would work for your business
Book a 30-minute demo. We'll walk through your lead sources, your sales process and exactly what Louma would automate for you.