Lunar CRM

Lunar CRM

7 Reviews · Last reviewed on 17 April 2014

What is Lunar CRM?

Bespoke CRM solutions tailored for your business.

Perfect for finance brokers for pensions, mortgages, life insurance and more…

Key Benefits

Lunar CRM encompasses all the benefits you’d expect, like safe and secure cloud hosting, extensive MI, enhanced operational control and so much more.

We work closely with you to create the best workflows for your business and create a fully tailored, bespoke CRM solution.

- Cloud based system
- Improved operations
- No wasteful IT equipment
- Enhanced control
- Fully managed service
- Extensive MI
- Safe and secure data
- Customised dashboards

Consultancy
We work directly with your internal key stakeholders to add value with troubleshooting and streamlining your business processes. Think of us as one of the team.

Workflow
We'll help create the right skill-based workflows to ensure your staff complete the right tasks, saving time and money with process automation.

Reports
Our solution includes a highly configurable reporting engine allowing you to customise MI reports to find any information you like, including at-a-glance dashboards to help visualise and pinpoint trends.

Lunar CRM Key Features

Cloud Based System

Workflows

Live Reporting

Dashboards

Dialler Integration

Serchen Index

61.71
1
Employee
7
Reviews
472
Followers
67
Likes

Lunar CRM Reviews

4.9

Excellent!

7 Reviews

Last reviewed on
17 April 2014

What do you think?

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Tuesday, April 22, 2014

Lunar CRM has been a great outside help while getting my small business up and running. They were an invaluable resource.

3 of 4 people found this review helpful.
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Tuesday, February 25, 2014

from Kimmy's Housekeeping

Before I tried Lunar CRM, I didn't know what a CRM was. I mean I recorded potential customers and prospects but I didn't know the value of this different information until I tried Lunar CRM. A friend recommended it to me and I must say, what a difference it has made to my business. I will never go back!

1 of 4 people found this review helpful.
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Wednesday, November 13, 2013

from jProductions

Lunar CRM has been a terrific change of pace for my business. It makes keeping up with my customers a breeze. I don't know how I ever got along without it!

2 of 4 people found this review helpful.
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Friday, December 28, 2012

I am so glad I decided to use Lunar CRM for my business. The staff have been wonderful and I am completely satisfied.

2 of 5 people found this review helpful.
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Thursday, December 27, 2012

Lunar CRM have been invaluable in getting my business up and running the right way. I couldn't have done it without them. I would highly recommend their services.

2 of 4 people found this review helpful.
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Tuesday, December 18, 2012

from PhotoWorks

From day 1 Lunar CRM was there for my business and possibly saved us! The previous customer relations management we tried to work with was a nightmare. The Lunar team got us back on track!

4 of 5 people found this review helpful.
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Thursday, November 29, 2012

The Lunar CRM team have been extremely helpful and added real value to our team. The CRM is very flexible and I would recommend it to anyone.

4 of 5 people found this review helpful.
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This page was last updated 03 December 2018 02:08