Lunar CRM

star star star star star 0.0 (0 reviews) | CRM Software · CRM For Financial Services

Transform your financial service operations with Lunar CRM's tailored workflows and compliance-focused features, designed for optimal control and efficiency.

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Product Overview

Lunar CRM delivers a custom-built customer relationship management (CRM) solution, designed to optimize workflows and improve operational efficiency for businesses in the financial services sector. Although its focused expertise may limit its appeal to organizations outside of finance, the platform's consultative methodology and strong compliance-oriented functionalities guarantee it meets the specific needs of regulated industries.

Product Details

What Is Lunar CRM?

Lunar CRM represents a cloud-based, custom software solution aimed at enhancing and automating business operations, specifically tailored for the financial services industry. Unlike generic systems, it collaborates closely with clients to create personalized solutions. With features like skill-based workflow automation and a customizable rules engine, Lunar CRM empowers businesses to boost employee efficiency while maintaining operational uniformity. This tailored strategy is particularly beneficial for organizations that encounter intricate issues requiring more specialized and cohesive solutions than standard CRM applications provide.

Lunar CRM Pricing

The pricing structure for Lunar CRM includes three distinct tiers:

Standard: £40.00/month
Professional: £75.00/month
Professional PLUS: £80.00/month

Get in touch today for a customized Lunar CRM pricing estimate for your organization!

Please note that pricing may vary.

Lunar CRM Integrations

This software seamlessly integrates with various systems and platforms, including:

Salesforce
PostcodeAnywhere
Iress
Lead Hippo
Collstream
Avaya
LeadPoint

Check out the Lunar CRM demo to discover more about its integration capabilities.

Who Is Lunar CRM For?

Lunar CRM is well-suited for a diverse array of industries and sectors, such as:

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 industry in the UK and needs more than just an off-the-shelf product, then Lunar CRM could be an ideal choice. Its primary advantage lies in the deep, consultative relationship it fosters, ensuring that the final solution aligns perfectly with your specific operational and compliance needs. This custom approach is designed to act as an extension of your team, offering a strategic edge for businesses looking to refine complex processes and promote growth through a truly customized system.

If you're still uncertain whether Lunar CRM is the right solution for you, feel free to reach out to our customer support team at info@softwareseekers.com for additional assistance.

CRM Software Features

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Pros & Cons

Pros

checkTailored for financial services

checkAutomates compliance workflows

checkIntegrated click-to-dial functionality

Cons

closeLess suitable for non-finance industries

closeBespoke setup requires collaboration

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Frequently Asked Questions

Lunar CRM does not offer a mobile app.

Lunar CRM price offers three tiers: Standard at £40.00/month, Professional at £75.00/month, and Professional PLUS at £80.00/month.Request a personalized Lunar CRM pricing quote for your business today!

Typical users are businesses in the UK financial services sector, such as finance brokers, call centres, and companies specializing in pensions, mortgages, life insurance, claims management, and debt management.

The platform integrates with a range of third-party systems, including Salesforce, PostcodeAnywhere, Iress, and Lead Hippo.

Yes, Lunar CRM has an API.

Lunar CRM offers support to existing clients through a dedicated portal within the CRM system.

Lunar CRM supports the English language.

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