About Lumio
The operating system for growing UK businesses
Your business, fully connected.
Lumio is the connected operating system for growing businesses — workflows, CRM, HR, finance and AI in one platform. Today it powers teams across professional services, healthcare, recruitment, SaaS, education and beyond.
Why we exist
The problem that wouldn't go away
Before founding Lumio, our team spent years consulting for and working inside growing businesses — publishers, professional services firms, SaaS companies and schools. The companies were different. The operational reality was always the same.
Every Monday morning, someone was copy-pasting from four tabs. The CRM didn't talk to accounting. The HR system was a spreadsheet. Support data lived in one place, customer health in another. New customers got onboarded three different ways depending on who was available.
The market had Zapier, Make and a hundred generic tools. None came with workflows pre-built for real business problems. None had a dashboard that showed the whole business. None were built for teams of 20–500 who didn't have a RevOps function or a dev team to wire things together.
What we kept seeing
- →New customers onboarded manually across 5–7 systems
- →Invoice chasing done by hand every 10 days
- →New joiner provisioning split across IT, HR and payroll emails
- →Renewal dates tracked in a spreadsheet column
- →Churn noticed only when it was already too late
- →Weekly reports taking 3 hours to compile
- →Support tickets triaged manually with no prioritisation
- →Lead follow-up happening days after the demo, not hours
What Lumio does instead
Automates every one of those things. With pre-built workflows, 40+ integrations, and AI-powered steps powered by Claude — so your team can focus on growth, not admin.
What we build
One platform. Every department.
Lumio Business OS
The connected operating system for growing UK businesses. CRM, HR, finance, projects, partners, support and operations — all in one platform with AI workflows and unified inbox.
Explore →Lumio Schools
A complete school management OS — admissions, attendance, communications, safeguarding, governor reporting, Ofsted prep and parent portals. Built for UK primary and secondary schools.
Explore →Lumio CRM
AI-powered CRM with deal scoring, contact intelligence, scheduled outreach, smart pipeline workflows and integrations with Microsoft 365, Gmail, Slack and 40+ other tools.
Explore →Workflows
150+ pre-built workflows across 14 departments. Invoice chasing, lead scoring, onboarding automation, renewal reminders, weekly board reports — all running in the background.
Explore →Integrations
40+ integrations with Microsoft 365, Google Workspace, Xero, QuickBooks, HubSpot, Stripe, Slack, Teams and more. Connect your existing tools — Lumio orchestrates the rest.
Explore →AI by Claude
Claude-powered AI assists across the entire platform — drafting emails, summarising calls, scoring leads, generating reports and surfacing the insights that matter most.
Explore →How we work
Our values
SMBs first, always
We build for growing businesses. That focus means every workflow, every integration, every design decision is shaped by the specific problems SMBs face — not generic SaaS assumptions.
Privacy by design
GDPR compliance isn't bolted on. We architect data handling from the ground up — for school data, customer data, and staff data alike. Every integration is scoped to the minimum necessary access.
Speed to value
You should see ROI in your first week. We measure our own success by how quickly customers connect their first workflow and how many manual hours it saves by the end of month one.
History
How we got here
The problem becomes undeniable
Consulting for three UK publishers and platforms simultaneously. Every company had brilliant products — and the same mess underneath. Different CRMs, different billing tools, different support platforms, all disconnected.
First prototype, Oxford
Built the first version as an internal tool to fix the problem we kept seeing. Piloted with two growing businesses. The feedback was immediate: "We've been waiting for this." Realised it was a product, not just a script.
Lumio is incorporated
Seed round closed. Team grows to six. First paying customers go live. The core dashboard and workflow engine are built from scratch for growing SMBs — not adapted from a generic tool. First integrations with Xero, HubSpot, and Microsoft 365.
Platform opens to all sectors
150 workflows live across 14 departments. AI-powered steps powered by Claude added to the platform. Now serving growing businesses of 10–500 people across professional services, recruitment, healthcare, SaaS, education, and beyond.
The team
Who's building Lumio
Arron Margeison
Founder & CEO
Former operations consultant. Spent years watching brilliant companies struggle with the same operational problems. Built Lumio to fix that.
"I've sat in enough Monday morning meetings watching people copy-paste from four different tabs. Lumio is the tool I wished existed every single time."
TBA
Head of Engineering
We're hiring. If you love building reliable, high-volume automation infrastructure and care about SMB automation, we want to hear from you.
TBA
Head of Customer Success
We're hiring. If you've worked in growing businesses and know what "good" looks like for onboarding and retention, let's talk.
Come and meet us
We'd love to show you what Lumio can do for your business. Book a call — no sales pitch, just a real conversation about whether it's a fit.
Book a conversation