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See it work.

Seven moments from the live product: from a morning already sorted to the next client found.

Every screen below is the real product on a demonstration dataset: Harbour & Fenn, a fictional Manchester marketing agency. Nothing is a mock-up.

01The problem

The deal that died quietly

A keen reply. A proposal sent. Then a busy fortnight, and the thread slips out of sight. Thirty-two days of silence later, nobody can say what happened. Your tools watched it die, because they only record what you type into them.

Limena is the CRM that reads everything, notices what’s slipping, and does the work. Seven moments from the live product:

02Moment one

Your morning, already sorted

While you were out, Limena read everything that moved. By the time you sit down, the brief is written, ranked, and one click from action.

Limena · Todaylimena.io/today
The Limena Today view on a Monday morning: a written brief naming the Quenby proposal as the priority, overdue tasks, deals closing within 14 days, and a reply waiting on an answer
  • The brief names the priority“The Quenby RFP is the priority: budget signed off, proposal needed by Friday, her reply is 26 hours old.” Written for you, from your own data.
  • Nothing here was searched forThe slipped renewal, the going-cold contact, the unanswered reply: surfaced, ranked, and waiting when you sat down.
  • Every card has a next stepAct takes you straight to the record. Snooze what can wait. Dismiss what you disagree with, and it learns.
03Moment two

Ask, and get the real answer

No reports to build. Ask in plain English; get the answer in priority order, with the working shown.

Limena · AI Assistantlimena.io/ai
Limena answering 'Which deals need my attention this week?' with a triaged priority list of four deals, the steps it took, and a linked pill for every record it touched
  • Triage, not a data dumpFour open deals, ranked by what the week actually turns on, including the renewal already past its close date.
  • The working is visible“2 steps · read the daily brief”: every answer shows what Limena looked at before it spoke.
  • Every record one click awayEach deal it mentions is a live link into your CRM, not a name you have to go and find.
04Moment three

It acts; you approve

Every write stops at a card: the exact change, spelled out. Confirm and it’s saved and audit-logged. Reject and nothing happened.

Limena · AI Assistantlimena.io/ai
Limena's proposed-change card: a new task spelled out field by field (subject, due date, priority, linked deal) with Edit, Reject and Confirm buttons

The AI proposes; a person always approves.

05Moment four

Drafts that have read the history

Generic AI writes “Dear valued client”. One click on any contact and Limena reads the history first, then drafts the email and hands you the pen.

Limena · Contactslimena.io/contacts
The one-off email dialog on a contact record: an AI-drafted subject and body grounded in the scoping session, with tone chips to change something before it goes
  • Grounded in the recordThe scoping session, the growth targets, the Friday deadline: pulled from the contact’s history, not a template.
  • “Change something”Shorter, more casual, more formal, more direct, or say what to change in your own words.
  • Your voice, your callEdit anything before it goes. Nothing sends without you.
06Moment five

Every relationship, remembered

What did we do for this firm, and who did we know there? The whole history, compressed into a brief with a next step.

Limena · Companieslimena.io/companies
A dormant past-client company record in Limena with an AI-written brief: the project that closed, the handover that was sent, and a suggested re-engagement step naming the right contacts
  • The brief writes itselfThe rebrand that shipped, the handover that was sent, the fourteen quiet months: compressed into four honest sentences.
  • A next step with names in it“A light-touch check-in with Alan Marsden or Kate Fielding”, not “re-engage the account”.
  • The full paper trail underneathEvery email, meeting, call and note, threaded under the record it belongs to.
07Moment six

It finds your next clients

Describe who you sell to and Limena goes out to the open web: searching, reading, scoring every firm against your ICP with cited evidence.

Limena · Prospectinglimena.io/prospects
Limena's prospecting discovery mid-run: searching the web, reading sources, scoring against the ICP, and finding people at five named Manchester firms
  • The open web, not a stale databaseLive searches against real firms (here, five named Manchester chambers), not a list bought last year.
  • Scored with cited evidenceEvery fit rating links to the source that justifies it. Weak candidates say why they’re weak.
  • You review before anything landsCompanies and people arrive in a review queue. Nothing enters your CRM until you approve it.
08Moment seven

And when the delegate list lands

A partner forwards 50 prospects from an event. Drop the CSV in as it arrived; every row comes back with a verdict.

Limena · Listslimena.io/lists
A 50-row delegate list dispositioned in Limena: 37 rows safe to email, with unsubscribed, recently-contacted, duplicate and already-known rows caught automatically
  • 50 rows in, 37 safe to emailThe clean list, ready to promote to contacts, bind to a campaign, or export.
  • “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.
  • Recently contacted, caughtSeven rows a colleague wrote to weeks ago. You’d have double-approached them from the same firm.
09The 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.
10Built 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. Connecting grants read access to your mailbox so replies land on the right contact’s timeline; the people-discovery scan is a separate switch, off until you turn it on, and it reads only sender, recipients, and date, never message contents.

  • 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

You add a card up front, nothing is charged for 14 days, and we email you before the first charge. Cancel with one reply and the trial still runs its full two weeks.

A note on what you’ve seen: every screenshot on this page shows the live product on the Harbour & Fenn 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.