Leads, proposals, contracts, invoices, and daily priorities, managed from one intelligent platform. Built for planners serving high-value weddings.
Active leads, pending proposals, revenue tracking, and close rate, all in time. The lead pipeline shows every prospect's status from first contact through closed deal.
See your recent leads, upcoming calls, vendor network, and industry insights in one view. Lumis surfaces the connections and data points that matter to your business growth.
Lumis analyzes your leads, proposals, and calendar to surface exactly what needs attention, today, tomorrow, this week, and beyond. Work top to bottom. Never miss a follow-up.
Full pipeline visibility with status filtering from New Lead through Closed Won. Search by name, email, or venue. Import leads in bulk or add them one at a time.
Create, send, and track branded proposals. Filter by status, sent, viewed, accepted, and by engagement level. Know exactly where every proposal stands and which couples need follow-up.
Each couple gets a dedicated project with milestones, tasks, documents, and questionnaires. Filter by status, active, completed, archived, and search across your entire book of business.
Track milestones across all your weddings in one view. See what's pending, what's overdue, and what's complete, no more switching between spreadsheets or project boards.
Manage document requests across all projects with approval workflow built in. Pending, submitted, approved, rejected, every document has a clear status and owner.
Watch how Lumis presents a wedding proposal, a branded, trackable experience your couples will love.
View Proposal Demo