Lunar CRM offers a bespoke customer relationship management (CRM) platform, providing tailored workflows that enhance operational control for financial service businesses. While its deep specialization makes it less suitable for companies outside the finance sector, its consultative approach and robust, compliance-focused features ensure a precise fit for regulated industries.
Lunar CRM Specifications
Contact Management
Lead Management
Opportunity Management
Customer Communication Tracking
What Is Lunar CRM?
Lunar CRM is a cloud-based, bespoke software solution designed to streamline and automate business processes, primarily for the financial services sector. It moves beyond a one-size-fits-all model by working directly with clients to build tailored systems. Lunar CRM features, such as skill-based workflow automation and a configurable rules engine, help businesses enhance staff productivity and ensure operational consistency. This approach is ideal for companies facing complex challenges that require a more customized and integrated solution than generic CRM platforms can offer.
Lunar CRM Pricing
Lunar CRM cost offers three tiers:
- Standard: £40.00/month
- Professional: £75.00/month
- Professional PLUS: £80.00/month
Disclaimer: The pricing is subject to change.
Lunar CRM Integrations
The software supports integration with multiple systems and platforms, such as:
- Salesforce
- PostcodeAnywhere
- Iress
- Lead Hippo
- Collstream
- Avaya
- LeadPoint
Who Is Lunar CRM For?
Lunar CRM is ideal for a wide range of industries and sectors, including:
- Pension review firms
- Mortgage brokers
- Life insurance brokers
- Claims management companies
- Mortgage brokerage
- Outsourced call centres
Is Lunar CRM Right For You?
If your business operates within a regulated UK industry and requires more than an off-the-shelf solution, Lunar CRM software is an excellent fit. Its standout benefit is the deep, consultative partnership it offers, ensuring the final platform perfectly mirrors your unique operational and compliance workflows. This bespoke model, designed to function as an extension of your team, provides a strategic advantage for businesses aiming to optimize complex processes and drive growth through a truly tailored system.
Still doubtful if Lunar CRM is the right fit for you? Connect with our customer support team at (661) 384-7070 for further guidance.
Lunar CRM Features
Dashboards provide high-level, at-a-glance management reporting with real-time performance updates. These can be customized for different business levels, from senior management to team leaders, allowing for effective monitoring of KPIs, identification of business trends, and data-driven strategic actions.
See How It WorksThis feature enables the creation of skill-based workflows to automate processes and guide staff through the correct tasks. Streamlining complex operational sequences helps reduce manual effort, minimize errors, and ensure that every lead and customer interaction is managed efficiently.
See How It WorksThe system integrates directly with telephone platforms to offer click-to-dial functionality from within the CRM. This eliminates manual dialing, improving agent efficiency in call centers. All calls can be recorded and logged against customer records for quality assurance and training.
See How It WorksThe configurable rules engine allows businesses to implement specific automated actions based on predefined triggers and conditions. This powerful tool helps enforce business logic consistently across the organization, from lead distribution and task assignment to automated customer communications and data validation.
See How It WorksLunar CRM includes an accounting package that supports key financial processes directly within the platform. It facilitates the management of scheduled payments, invoice generation, and financial reconciliation, providing a consolidated view of customer accounts and streamlining revenue-related administrative tasks for your team.
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