Send website relaunch offerIn progressHigh
Draft is ready, add the hosting package.
OverdueMax Mustermann
Four modules,one interface
Every module works on its own. Together they interlock, in the same interface. You use and pay for only the modules you need.
Core
The foundation that connects everything
The heart of LUKIVA that every module builds on: dashboard, password storage, email inbox and a calendar of its own. The start page shows what is happening across your modules, with your mailboxes and appointments right alongside.
Unified dashboard
Key figures from invoicing, CRM and Todo on a single screen.
Email in LUKIVA
Mailboxes right inside LUKIVA, messages in the right customer context. Two mailboxes included.
Passwords & calendar
Credentials stored securely and a calendar of your own for your appointments.
Included
- Customizable dashboard
- Quick actions and search across modules
- Your own calendar for appointments
- Email inbox in LUKIVA, two mailboxes included
- Store passwords and credentials securely
Planned
- Use AI coworkers to draft and answer emails
Invoices & Offers
Offers and invoices, done without fuss
Build offers and invoices from reusable line items, keep track of open payments and send payment reminders. An accepted offer turns straight into the invoice.
Invoice draft
Muster Immobilien GmbH
Draft
Where do tax number, website & co. come from?
- Configure e-invoicing with ease, prefilled per customer.
- Set up line items once and reuse them every time, in offers too.
- Pull in saved customer details with one click.
- Configure texts once and reuse them, default texts included.
- Invoice status always in view.
- Save drafts or finalize right away.
- Live invoice preview that follows every change you make.
The interactive demo to try out is available on desktop.
Reusable line items
Set up services and items once and reuse them in every offer and invoice.
From offer to invoice
Convert an accepted offer directly into an invoice with little extra typing.
Payment deadlines at a glance
Overdue invoices are flagged automatically and payment reminders are prepared.
Included
- Create offers and invoices in a few clicks
- Unlimited invoices and offers
- Ready-made PDF designs with your company branding
- Create e-invoices
- Payment reminders and dunning letters for overdue invoices
- Manage reusable invoice line items
- Store invoices securely in one place
- Automatic invoice status tracking with notifications
- Manage customers directly in the invoicing module without CRM
- Access for your tax adviser
Planned
- Manage delivery terms
- Export invoices to accounting and third-party software
- Connect your bank account and match incoming payments automatically
- AI assistance for creating and managing invoices
CRM
Every customer relationship in one place
Manage contacts, contact persons and activities in one place so important information and processes do not get lost. Keep track of upcoming tasks and your contacts.
Muster Immobilien GmbH
Regular customerCompany · Contact number 1007
Prepare quarterly reviewOpenMedium
Compile the tenant file figures.
Due todayLea Muster
Training session for property teamOpenLow
Agree two dates with Ms Probe.
10/11/2026Lea Muster, Tim Probe
- Your own statuses and contact types, fields adjustable per type.
- As many contact persons per contact as you like.
- Configure your own attributes, as many as you need.
- Keep contracts and files with the customer. Invoices made in LUKIVA are linked automatically.
- Email integration and AirCall: write or call at the push of a button.
- Linked to invoicing: create offers and invoices for the customer right here.
- Open tasks, past activities or team discussion: everything within reach.
The interactive demo to try out is available on desktop.
One profile per contact
Master data, contact persons, documents, activities and comments in one place.
Tasks linked to contacts
Todos and follow-ups are linked directly to contacts, with automatic reminders.
Fits how you work
Your own contact types, custom fields and tags that match your processes.
Included
- Manage contacts and contact persons centrally
- Define your own contact types for your workflows
- Use email addresses and phone numbers with one click
- Send emails from the app through your own mailbox
- Store documents centrally and exclusively in Germany
- Link tasks and follow-ups directly to contacts
- Automatic reminders for planned actions
- Document contact activities clearly
- Create custom fields for individual information
- Use comments to collaborate with your team
- Organize contacts with tags
- Connect Aircall telephony directly to the CRM
Planned
- Custom boards to build your sales funnels step by step
- AI assistance for customer care and sales
- Create automated email campaigns
- Connect contact forms directly to the CRM
Todo
Know what comes next
Organize tasks by priority, due date and owner. Your personal overview shows what is open and what is up next.
All tasks
Send website relaunch offerIn progressHigh
Draft is ready, add the hosting package and maintenance contract.
OverdueMax Mustermann
Muster Immobilien GmbHErika Musterfrau
File the VAT returnOpenMedium
Export the receipts from invoicing and send them to the tax advisor.
OverdueMax Mustermann
Call back about the wallbox installationOpenHigh
Ms Beispiel would like two dates for the site visit.
OverdueLea Muster
Jana Beispiel
Renew maintenance contractAwaiting replyMedium
Term ends in four weeks. Agree the new terms with Paul.
Due todayTim Probe
Beispiel Elektro GmbHPaul Beispiel
Prepare quarterly reviewOpenMedium
Compile the tenant file figures and confirm the date with Mr Beispiel.
Due todayLea Muster, Max Mustermann
Muster Immobilien GmbHTom Beispiel
Onboard new team memberIn progressLow
Create accounts, assign roles and plan the first customer meetings together.
31/10/2026Max Mustermann, Tim Probe
Defect list for the main street propertyOpenHigh
Sort the photos from the inspection and request quotes from contractors.
01/11/2026Tim Probe
Muster Immobilien GmbHSara Probe
Follow up on the offerAwaiting replyMedium
The offer went out a week ago, no reply so far.
02/11/2026Lea Muster
Beispiel Elektro GmbH
Plan the December newsletterOpenLow
Collect topics: year in review, opening hours over the holidays.
07/11/2026Lea Muster
Schedule the annual electrical inspectionOpenMedium
12/11/2026Tim Probe
Beispiel Elektro GmbH
Call the bank about a loan for new toolsOpenLow
Documents: the last two annual accounts and the dealer quotes.
No due dateMax Mustermann
- Quick filters: one click on a tile filters the list.
- Everything important at a glance. Statuses and priorities are fully customisable.
- Deadlines and owners at a glance.
- Links to other modules show up too, such as the contact from the CRM.
The interactive demo to try out is available on desktop.
My todos
Open, due today and overdue tasks at a glance.
Clear ownership
Every task has an owner and can be linked to other modules.
Priorities & reminders
Priority, due date and reminder date right on the task.
Included
- Capture and manage tasks quickly
- Create your own todo statuses for your workflow
- Prioritize tasks individually
- Set personal reminders for tasks
- Automatic notifications when tasks are due
- Link contact tasks directly to the CRM
- Structure tasks with tags and find them faster
Planned
- Hand tasks to AI coworkers and let them work on them
More modules are planned
Files, AI coworkers, products, tax and Flowboard. Order and phases are on the roadmap.
RoadmapBecome a pilot project
Pilot phase until 31 Dec 2026: €20 per month for all users and all modules.
(all prices excl. VAT, for businesses only)
We are looking for companies that use LUKIVA day to day and help shape it. Tell us briefly how your team works.
Request a pilot project