Interactive tour

Five tools, one record — in five steps.

You read what the stitched-together stack costs. Now click through Lumo's actual screens that turn five disconnected tools into one connected record. It ends where the fix does: a 20-minute demo on your own stack.

app.lumo · carrot-creative
Carrot Creative + Quick Add ▾ All ▾ · Search AA
Job: 1001 - BMW-P/General: BMW market penetration
DetailsBriefsTasksGanttDocumentsEmail HistoryOverview
Financial Detail
BillingPurchasingMargin
CE00008 · Campaign build
Concept33,0008,50024,500
Copy/Script66,00042,51023,490
DTP72,00053,35218,648
Review23,00017,7845,216
CE00008 Total210,000118,70091,300
Grand Total210,000118,70091,300

Brief, estimate, purchasing and margin for this job — one screen, no exports, nothing to stitch before the client call.

Job: 1001 - BMW-P/General: BMW market penetration
DetailsBriefsTasksGanttDocumentsEmail HistoryOverview
Brief 1001/B1Client Approved
Comments Tasks ▾+ Revert PDF Send Links → Add
DescriptionDueBudgetColour

Dear client — please confirm that our understanding of the brief below is correct.

ObjectiveGrow BMW’s market share in the premium segment, with every delivery board linked to this approved brief so budget decisions stay visible on Job 1001.
AudienceEvery team delivering the work — in Jira, Teams, Planner, Asana or wherever they already run the job.

The client-approved Brief is the anchor. Links → Add ties each team’s board, issue or channel to it — Jira, Teams, Planner, Basecamp, Asana, Trello or Wrike — so nobody switches tools and Lumo becomes the commercial record beneath them.

My Tasks
Timesheets Calendar
Alan Admin ▾ ‹  6–10 July 2026  › + Event Task ▾ External Calendar Work Week ▾
Mon 61h 00mTue 730mWed 830mThu 930mFri 1030m
09:00
30m Team catch-up
30m Town Hall
30m Friday catch-ups
10:00
45m Team Lumo catch-up
45m Team Lumo catch-up
45m Showcase — Lumo
11:00
30m Team catch-up
30m Team catch-up
30m Team catch-up
30m Team catch-up
30m Team catch-up
12:00
30m Estimation
45m Haircut

Tick External Calendar and your Outlook or Google events (grey) sit beside your Lumo events (teal). The day you already live in becomes your timesheet — drag an event across to log the time.

Job: 1001 - BMW-P/General: BMW market penetration
DetailsBriefsTasksGanttDocumentsEmail HistoryOverview

Sales Invoice IN004512

Exported ▾
Comments PDF Send+ Credit Attachments ▾ Links ▾
Details
Client:BMW-P/General
Description:BMW market penetration — Campaign build
Client PO No.:4501-BMW
Issued:01 Mar 2026 by Fred Finance
Currency:GBP
Total Price:210,000.00
Related
1001/CE00008
Cost Estimate

Invoice the estimate and it becomes a Sales Invoice — still linked to Cost Estimate CE00008 (see Related). When it syncs to your accounting system — Xero, QuickBooks Online or Dynamics 365 Business Central — its status shows Exported, right here on the record. One record, not a hand-updated reconciliation sheet.

The fix, on your own stack

That's five tools becoming one record.

Those mirror the real Lumo screens: the Job Overview, the Add Link panel, calendar-native time capture and the estimate-to-invoice chain. In a 20-minute demo, a product consultant runs them against your own stack — your PM tool, your calendar, your reconciliation headache.

Book my 20-minute demo Re-read the white paper
Step 1 of 5 · Five tools, one record
This is one live job. In most agencies, answering "is this job making money?" means opening a PM tool, a finance system, a time tracker, a chat thread and a spreadsheet. In Lumo, it's this one Job Overview.

Illustrative mock-up styled to resemble the Lumo interface, with sample data. Book a demo to see it on live data.