What is Lunar CRM?Bespoke CRM solutions tailored for your business.
Perfect for finance brokers for pensions, mortgages, life insurance and more…
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
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.
We'll help create the right skill-based workflows to ensure your staff complete the right tasks, saving time and money with process automation.
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.