For sales and revenue teams

A current priority list. A reason for every account.

Lumnis monitors your account tiers, combines buying-group activity and company changes with CRM context, and delivers a weekly priority list with evidence and next steps.

Get started free See the workflow

Continuous account prioritization

The whole workflow, at a glance.

Read each step below

Lumnis runs the cycle

  1. Keep your account universe covered

    Start with your account tiers. Lumnis reviews named and SDR-managed accounts weekly, with programmatic coverage for the broader account universe. Account fit sets the tier; new evidence changes the priority.

  2. Stack signals against the account history

    Lumnis connects buying-group posts and engagement, leadership changes, hiring, and company news with your CRM. A single event is context. Several relevant changes together can give your team a reason to act.

  3. Surface this week’s priorities

    Lumnis separates accounts with meaningful changes from those that should stay in monitoring. Your team receives a ranked review list, not a new alert for every event.

  4. Give the owner an evidence-backed next step

    Each priority includes what changed, why it matters, dated evidence, a suggested next move, and an assigned owner. Your rep can inspect the reasoning and decide how to act.

The next review starts with context, not from scratch.

Accounts that do not warrant action remain covered. Lumnis adds new signals to the existing account picture, so your team can see when the reason to engage becomes stronger or changes.

What your team receives

Useful outputs, not another task list.

A weekly priority list
Accounts worth reviewing now, organized around your tiers and owners.
A brief for each priority
The reason, dated evidence, CRM context, and recommended next step.
Continued coverage
The rest of your account list stays monitored for relevant changes.

A few practical questions.

Does Lumnis replace our account tiers?

No. You set the tiers and criteria. Lumnis uses fresh evidence to help prioritize attention within your account strategy.

What makes this different from a list of signals?

The output connects multiple signals to an account and its CRM history. Your rep sees why the combination matters and what to do next, with the underlying evidence attached.

Who takes action?

Your assigned account owner receives the brief and decides how to act. The prioritization workflow gives them the context for that decision.