Overview & getting started
Lua CRM (luacrm.com) is the system you use to run customers, catalog, sales and purchases, money, projects, visits, marketing, messages, and the reports around them. What you see depends on your role and on the company’s industry. A dental clinic, a freight company, a school, and a cinema do not all show the same menu.
This guide explains each screen the way the product behaves: what the page is for, how to complete the main tasks, what each field means, and what changes after you save or approve.
Screenshots are from the BrightSmile Dental demo with the interface set to English. Names, balances, and extra fields in those pictures belong to that demo. Your company will show its own branches, wallets, and custom fields.
Sign in to the demo
- Open luacrm.com and choose Try Demo.
- Enter an email or phone, accept the marketing checkbox, and continue.
- Pick a demo business. The picker includes Global Freight Solutions, BrightSmile Dental, and Grand Horizon Hotel.
- The workspace opens on the dashboard you are allowed to see. If your role cannot open the dashboard, Lua CRM sends you to the first module you can use.
What a typical company contains
| Area | You use it to |
|---|---|
| Dashboard | See sales, purchases, cash, and the widgets your company turned on |
| Catalog | Keep products, services, memberships, materials, and groups |
| Customers | Keep people and companies, and their roles as customer, supplier, partner, or lead |
| Documents | Record sales, purchases, returns, orders, stock moves, and production |
| Finance | Record money in, money out, and transfers, and follow what is still owed |
| Projects | Run boards of requests, from a simple to-do list to a freight job |
| Visits | Book staff time |
| Reports and Settings | Review history and set up the company |
Education companies also get Lessons. Cinema companies get Cinema. Those menus stay hidden for other industries.
How records move
Most money and stock changes happen only after a document is confirmed (the English interface often shows this as Approved). A draft is a worksheet. Confirming a sale reduces stock and records what the customer still owes. Recording a payment in Finance reduces that balance. The same pattern runs through purchases, transfers, and production. Each module page spells out the exact steps and the exceptions.
Roles
The Owner sees every module. Other people see only what their role allows. View can be limited to their own records, their department, or the contacts they manage. Create, edit, delete, print, and confirm are separate. See Navigation for the full permission list, and Employees for where an owner changes it.
Demo profile used for screenshots
| Field | Value |
|---|---|
| Screenshot company | BrightSmile Dental |
| Structure notes also draw on | Global Freight Solutions |
| Signed-in user | Michael Carter |
| Login email | [email protected] |
| Role | Owner (also shown as CEO on Company) |
| Language | English |
| Plan shown on Company | Professional |
| Main currency | USD, with AMD as an extra currency |