LumiCRM is a professional self-hosted CRM and business management platform built for agencies, freelancers, software sellers, service providers, and growing teams that want full control over their customer operations.

It brings customer management, project tracking, billing, subscriptions, support, digital product sales, licensing, and client account access into one clean and organized system.

All-in-One Business Management

LumiCRM helps you manage your business from one central dashboard. You can organize customers, contacts, staff, projects, tasks, files, invoices, estimates, proposals, contracts, expenses, payments, subscriptions, tickets, and reports without jumping between multiple tools.

The system is designed for real business workflows, making it useful for both service-based companies and digital product sellers.

Professional Client Portal

Give your customers a clean client area where they can access their invoices, projects, estimates, proposals, contracts, support tickets, purchased products, licenses, activations, and secure downloads.

This improves communication, reduces manual follow-up, and gives your business a more professional customer experience.

Finance, Billing, and Payments

LumiCRM includes tools for creating and managing invoices, estimates, proposals, contracts, expenses, payments, and subscription billing. You can track payment statuses, customer balances, financial records, and business activity from the admin area.

Configured payment gateways allow customers to pay online, while admins can manage payment records and follow up on unpaid or pending transactions.

Suggested image here: Add an invoice or finance screenshot showing payment status, invoice preview, totals, and billing records.

Project and Task Management

Manage projects with milestones, tasks, files, discussions, timesheets, tickets, and activity tracking. LumiCRM helps teams stay organized and gives clients visibility into the work that matters to them.

Whether you are managing client services, internal work, or long-term projects, LumiCRM gives you a structured workspace for tracking progress.

Admin Control and Settings

LumiCRM includes admin settings for business details, finance, payment modes, email configuration, modules, cron jobs, time zone, updates, and other system areas. The admin dashboard gives you control over how the CRM operates for your business.

Main Features

• Customer and contact management
• Admin, staff, and client dashboards
• Projects, milestones, tasks, files, discussions, and timesheets
• Invoices, estimates, proposals, contracts, expenses, and payments
• Subscription and recurring billing support
• Support ticket management
• Email templates and notifications
• Product categories, license options, likes, purchase counts, and comments
• Automatic license delivery after verified payment
• Secure protected file downloads
• Client account pages for orders, licenses, activations, and downloads
• Payment gateway support
• Reports and activity tracking
• Module-based extension system
• Self-hosted installation

Best For

• Agencies managing clients and projects
• Freelancers who need invoices, estimates, and client portal
• Service businesses managing contracts, tickets, and payments
• Teams that want a self-hosted CRM instead of monthly SaaS platforms

Product Screenshots