FAQs
Everything you need to know about Lucro — the simple CRM for businesses of 1–5 people.
Lucro is a simple online CRM and customer portal built for small and micro businesses of 1–5 people. One login, on any device, with everything about your customers in one place.
Yes. Customer relationship management is at its core — every customer sits at the centre, with their notes, emails, quotes, invoices and activity around them.
It replaces scattered spreadsheets, inboxes and sticky notes with one central system, so you can see every customer interaction, quote and invoice at a glance.
There’s no separate app to download. Lucro runs in your browser and is designed to work on any phone, tablet or computer.
Yes. There’s a free forever plan with no card needed — it includes 1 user and up to 100 companies and contacts. Paid plans add more users, contacts and features.
We use a freemium model. The free plan is scaled back but genuinely useful — around 85% of users find it’s all they need.
No — because the free plan never expires. We’d rather you take your time than rush a decision in a short trial.
On dedicated servers in UK data centres only. Lucro is GDPR compliant.
Three ways: add customers manually (under 30 seconds each), upload our Excel template from the Customers menu, or send the completed template to our support team and we’ll upload it for you.
No — as long as your data matches our standard Excel template. If you need extra columns or fields, we’ll quote for a customised upload covering just those fields.
Everyone goes in the Customers section. Each record has a Status — such as Suspect, Prospect or Customer — which you can change at any time and filter by.
A Customer is the main record — a company or an individual. Contacts are the people who work at that Customer, and each Customer can have unlimited Contacts.
Create the Customer first, then add, edit or remove Contacts from inside that Customer’s record.
The main person you deal with at a Customer. Each Customer has one, and you can change it whenever you like.
A Super Admin goes to the Users menu, clicks Add Users and chooses a User Type to set permissions. The new user receives an email with their login details.
Yes. Super Admins can reset passwords from the Users menu, via Actions › Edit.
Luca, our AI assistant, is available 24/7. Our team is available Monday to Friday, 09:00–17:30 — just choose “Connect to an Agent” or “Get more Help” from Luca.
Yes. Click the green Lucro circle at the bottom right of any page when you’re logged in to ask Luca anything about set-up or support.
Yes — our Help Centre has step-by-step guides and answers to common questions. Log in to Lucro to access it.
Start free in minutes — no card, no trial period, no set-up fees.