Manage leads, bookings, conversations, payments, and automations in one branded, AI-powered workspace - built to simplify operations and unify communication.
Every surface your revenue team needs, in one cohesive workspace — no glue code, no extra seats.
Every Voice, SMS, Chat, and email thread on one contact — nothing lost between tools.
Priya Shah
Lumenco · 4 touchpoints today
Voice
9:02
SMS
9:14
Chat
9:28
9:45
Drag-to-advance pipelines with auto-stage moves when the right activity happens.
12
New
7
Qual.
5
Prop.
4
Won
Round-robin teams, buffer rules, and branded booking links — no Calendly seat required.
April
8 bookings
Trigger, action, wait, branch — drag-and-drop the workflow and it runs across every channel.
Auto-ask happy customers for reviews at the right moment and close the loop on bad ones.
Automated message
Thanks for visiting! Mind leaving us a quick review? ↗ g.page/bloom
4.9 · 312
Speed-to-lead, booking rate, revenue, and channel attribution in one live dashboard.
Speed-to-lead
48s
+22%Booking rate
34%
+9%Deal velocity
6.2d
-18%Service businesses and revenue teams using XUNA CRM to replace HubSpot, Calendly, Intercom, and two more tools they used to duct-tape together.
5 tools
Avg. Replaced
Per Customer Migration
48s
Speed-to-Lead
Down From 14 Min
+34%
Close-Rate Lift
After Consolidation
$2.4M
Pipeline Managed
Per Avg. Account
“We consolidated HubSpot, Calendly, Intercom, and three other tools into XUNA. One bill, one source of truth, zero integration hell.”
Sam Okafor
COO · Northline Automotive
“Pipelines auto-advance on the right activity — a returned call, a signed quote, a booked meeting. Nobody logs anything manually anymore.”
Avery Chen
Head of Sales · Ironbloom Homes
CRM + Marketing Stack
Pipelines, Inbox, Automations, Analytics.
Active Contacts
across every channel
Pipeline Value
$2.4M
+34%
"We replaced our CRM, helpdesk, and texting tools with one platform."
Unified inbox
All channels live
Priya Shah
now
Voicemail · 24s
Jamie Park
2m
4:15 works!
Lumenco (web)
8m
Pricing question
Avery Chen
14m
Re: Onboarding
Riley Finch
28m
Inbound call
Priya Shah
Same contact · full history synced
Every conversation, every channel, one inbox.
One platform.
Every customer touch.
Pipelines
Every Deal, Every Stage
New
12Lumenco
$4.2k
Kestrel
$1.8k
Qualified
7Ironbloom
$9.6k
Aveda Co
$3.1k
Won
4Solara
$12k
Auto-advance stages on activity — calls, replies, forms.
Automations
If-This-Then-That, Built In
Lead form submits
Send welcome SMS
30 minutes
Voice agent calls back
Revenue (7d)
$186k
18%
Reviews Requested
4.9 avg · 312 this month
Pipelines advance fastest when Voice, SMS, and Chat all feed the same timeline — automatically, in real time.
Every call is logged, transcribed, and tied to the right contact — along with sentiment, outcome, and next-best-action.
Two-way text sequences run off contact properties and pipeline stage — no separate automation tool.
Every qualified visitor becomes a contact, a note, and a pipeline entry without anyone touching a keyboard.
Connect XUNA to your CRM, calendar, messaging, and marketing tools — native connectors plus Zapier and Make, ready to go.
The essentials for teams evaluating XUNA CRM as their system for lead management, bookings, communication, and automation.
Manage contacts, send texts and emails, track leads, book appointments, collect payments, and run automations in one place.
Yes. You can trigger workflows that send texts, emails, assign leads, update stages, notify your team, and launch Voice follow-up based on customer actions.
Absolutely. XUNA CRM supports branded outbound SMS and email sequences with replies, opens, bookings, and lead movement tracked back into the same workspace.
Yes. You can configure availability, offer booking links, and automate confirmations, reminders, and follow-up actions once an appointment is booked.
Yes. You can send invoices, collect one-time or recurring payments, and tie payment actions directly into your CRM pipeline and automations.
XUNA CRM