Skip to content

See it work.

Six moments from the live product: from a messy prospect list to a morning already sorted.

Every screen below is the real product on a demonstration dataset: Kestrel IT, a fictional Leeds IT services firm. Nothing is a mock-up.

01The problem

The Thursday afternoon everyone recognises

A partner forwards you a spreadsheet: 50 prospects from an event. Before anyone can email a single one of them, somebody has to answer the same questions as last time. Who’s already a client? Who unsubscribed? Who did a colleague write to three weeks ago? Which rows are duplicates, and which addresses will just bounce? That’s an afternoon in Excel, every time a list lands. The tools you already pay for don’t answer any of it, because the answers live in four different places.

Limena does the core CRM job: contacts, companies, deals, pipeline, outreach. The difference is that it was built around AI from the first line of code, so the AI does real work rather than watching you do it. Here is what that looks like.

02Moment one

Clean prospect lists in seconds, not afternoons

Drop in the CSV exactly as it arrived. Every row is cross-referenced against everything your firm already knows and comes back with a verdict.

Limena · Listslimena.io/lists
A 50-row prospect list dispositioned in Limena: 41 rows ready to email, with duplicates, invalid addresses and recently-contacted rows caught automatically
  • 50 rows in, 41 ready to emailThe clean list, ready to export or drop straight into contacts.
  • “Already a client” caughtTwo rows belonged to a current customer’s team. You’d have cold-pitched your own client.
  • “Unsubscribed” is a hard stopOne contact had opted out. Emailing them again is a burned relationship and a compliance problem, so Limena won’t let it happen.
  • Duplicates and dead addressesThe same person under two spellings, and three addresses that would simply bounce.
03Moment two

Plain-English answers from your pipeline

No reports to build, no deck the night before the partner meeting. Ask the question; get the answer, with the numbers behind it.

Limena · AI Assistantlimena.io/ai
Limena answering 'What's in my pipeline right now?' with a full stage-by-stage breakdown: 10 deals worth £265,900
  • A real answer in seconds10 open deals, £265,900, broken down by stage, with close dates.
  • It flags what you didn’t askOne deal is 12 days past its close date. Limena points it out unprompted.
  • Trustworthy by designAnswers come from safe, predefined queries against your own data. It refuses to run raw database code.
04Moment three

Drafts that have read the history

Generic AI writes “Dear valued client”. Limena reads the actual deal, the meeting notes and the last reply first, then writes the email the account owner would have written.

Limena · AI Assistantlimena.io/ai
Limena drafting a follow-up email grounded in the real deal context: the partner meeting, the audit-fee sticking point, the agreed phasing
  • It checks before it writesYou can see it pull the contact, the deal and the outreach history first.
  • Grounded in the real state of playThe draft picks up the partner meeting, the one sticking point and the phased-fee offer.
  • Your voice, your callAdjust the tone, change the ask, or bin it. Nothing has been sent.
05Moment four

Nothing happens without you

Whenever Limena wants to change or send anything, it stops and shows you precisely what it intends to do: the exact action, the exact details. It proceeds only when you press Confirm, and Cancel discards it with no effect.

Limena · AI Assistantlimena.io/ai
Limena's confirmation card: a proposed change with the exact details shown, waiting for the user to press Confirm or Cancel

The AI proposes; a person always approves.

06Moment five

Your morning, already sorted

While you were out, Limena checked every deal, lead and task for the things that slip: the deal gone quiet, the lead going cold, the work now overdue. Each one arrives with a button that takes you straight to it.

Limena · Todaylimena.io/today
The Limena Today view surfacing a deal past its close date and overdue tasks, each with an Act button
  • Surfaced, not searched forYou didn’t ask for any of this. It was waiting when you sat down.
  • Act, snooze or dismissOne click to the deal itself; snooze what can wait.
  • Everything visible, everything reversibleWhat Limena does for you is logged, and every action has an undo.
07Moment six

Every relationship, remembered

The answer that usually lives in one partner’s head: what’s the state of play with this firm? Limena keeps the whole history in one place and writes the brief for you, with a suggested next step.

Limena · Companieslimena.io/companies
A company record in Limena with an AI-written brief at the top, a suggested next step, and the full outreach and meeting history beneath
  • The brief writes itselfWho they are, where the deal stands, what changed, what to do next.
  • The full paper trailEvery email, meeting, call and note, threaded under the record it belongs to.
  • Ask Limena from any record“When did we last speak to them?” answered in context, no searching.
08The rest of the toolkit

A complete CRM underneath

The AI sits on top of a fast, considered CRM core, not instead of one.

Limena · Deals
The Limena pipeline board with deals arranged by stage
A pipeline you can actually seeDrag deals between stages; win rate, value and close dates always in view.
Limena · Tasks
The Limena tasks view grouped by due date
Follow-ups that don’t slipTasks grouped by due date, overdue work impossible to miss, quick-add in plain English.
Limena · Dashboard
The Limena outreach analytics dashboard
Outreach you can measureVolume, opens, replies and bounces across every send, plus dashboards you can ask questions of.
09Built like it matters

Straight answers on security and data

  • Isolated by the database itself

    Every firm’s data is separated by row-level security, enforced in the database rather than just application code. A misconfigured query returns nothing, never someone else’s data.

  • Email sends from your own mailbox

    Connect Gmail or Microsoft 365 and mail goes out as you, from your own account. Limena never runs its own mail servers, and it reads only the threads tied to what you sent through it.

  • Your data stays yours

    Export it or delete it, any time. Right-to-erasure under GDPR is a real, built path, not a support ticket.

  • Not used to train AI models

    On the managed tier, the AI provider does not train on data sent through the API. Firms that want more control can bring their own AI key.

  • Data stored in the UK

    Application data is stored in the UK. AI processing runs with Anthropic in the US by default; the longer answer lives on the trust portal.

  • Speaks the open agent protocol

    Limena ships an MCP server, the open standard AI agents use to talk to tools. Point Claude Desktop at your CRM today; future agents work with it without anyone building an integration.

The longer answers live on the trust portal. If your question isn’t covered, ask us and you’ll get the honest answer, including “not yet” where that’s the truth.

Run it on your own data for two weeks

A demo shows you the mechanics. Your own data is what convinces. The trial is 14 days, full-feature, and we set it up with you.

  1. 1Connect your mailboxGmail or Microsoft 365, in the first session, sending as you.
  2. 2Clean a real listBring the messiest prospect list you have. You’ll feel it before the day is out.
  3. 3Decide with evidenceBy day 14 you’ll know exactly what it saves you, in your own numbers.
See pricing

No card wall and no self-serve checkout to wrestle with. Book a demo and we can switch you on the same day.

A note on what you’ve seen: every screenshot on this page shows the live product on the Kestrel IT demonstration tenant, a fictional dataset we use openly on demos. It is not a customer’s data, and no screen has been mocked up or retouched.