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Lunar CRM

Lunar CRM delivers a custom-built customer relationship management (CRM) solution, designed to optimize workflows and improve operational efficiency for busines...

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Lunar CRM delivers a custom-built customer relationship management (CRM) solution, designed to optimize workflows and improve operational efficiency for busines...

Watch Demo Get Pricing
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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

✘ security
✘ training
✘ dashboard
✘ invoicing
✘ reporting
✘ timeclock
✘ mobile app
✘ mobile crm
✘ purchasing
✘ online help
✘ ai analytics
✘ audit trails
✘ chatgpt said
✘ integrations
✘ lead routing
✘ sales orders
✘ client portal
✘ hr compliance
✘ insurance crm
✘ time tracking
✘ crm for retail
✘ healthcare crm
✘ mobile crm app
✘ sales pipeline
✘ sales tracking
✘ tax management
✘ budget tracking
✘ case management
✘ crm for coaches
✘ crm for outlook
✘ crm integration
✘ deployment type
✘ email marketing
✘ lead generation
✔ lead management
✘ market position
✔ task management
✘ accounts payable
✘ crm for facebook
✘ crm for startups
✘ customer support
✘ distribution crm
✘ donor management
✘ event management
✘ expense tracking
✘ fundraising tool
✘ grant management
✘ sales automation
✘ activity tracking
✘ budget management
✘ crm for b2b sales
✘ crm for education
✘ crm for marketing
✘ donation tracking
✔ email integration
✘ fundraising tools
✘ project templates
✘ sales forecasting
✘ vendor management
✘ activity dashboard
✔ contact management
✘ content management
✘ crm for healthcare
✘ crm for nonprofits
✘ financial tracking
✘ hotel crm software
✘ invoice management
✘ payment processing
✘ payroll processing
✘ project scheduling
✘ route optimization
✘ accounts receivable
✔ alertsnotifications
✘ analytics reporting
✘ automated workflows
✘ bank reconciliation
✘ campaign management
✘ collaboration tools
✘ contract management
✘ crm for consultants
✘ crm for contractors
✘ crm for field sales
✘ crm for freelancers
✘ crm for hospitality
✘ crm for real estate
✘ crm for restaurants
✘ crm for sales teams
✘ crm for wholesalers
✘ customer management
✘ document management
✘ employee management
✘ employee onboarding
✘ financial reporting
✘ marketing campaigns
✘ mobile crm software
✘ online crm software
✘ reporting analytics
✘ resource allocation
✘ workflow automation
✘ android crm software
✘ banking crm software
✘ crm for associations
✘ crm for distributors
✘ higher education crm
✘ inventory management
✘ it ticketing systems
✘ marketing automation
✘ merchandise transfer
✘ multichannel support
✘ performance tracking
✘ quotation management
✘ volunteer management
✘ warehouse management
✘ compliance management
✘ crm for loan officers
✔ customer segmentation
✘ membership management
✘ mortgage crm software
✘ multi channel support
✘ productivity tracking
✘ safety and compliance
✘ crm for digital agency
✘ crm for small business
✘ ecommerce crm software
✘ financial crm software
✘ guest intelligence crm
✘ multi currency support
✔ opportunity management
✘ performance management
✘ sales enablement tools
✘ analytics and reporting
✘ consulting crm software
✘ crm for media companies
✘ customer servicesupport
✔ customizable dashboards
✘ enterprise crm software
✘ recipe menu engineering
✘ registration management
✘ reporting and analytics
✘ sales pipeline tracking
✘ sales tracking software
✘ social media management
✘ alerts and notifications
✘ communication management
✘ crm for event management
✘ crm for insurance agents
✘ crm for marketing agency
✘ crm for mortgage brokers
✘ crm for rental companies
✘ customer service support
✔ deal pipeline management
✘ multi channel management
✘ omnichannel crm software
✘ social media integration
✘ task activity management
✘ training and development
✘ automated purchase orders
✘ budgeting and forecasting
✘ crm for equipment dealers
✘ crm for insurance brokers
✘ crm for service providers
✘ customer service software
✘ customizable hr workflows
✘ email integration implied
✘ mobile crm mobile crm app
✘ sales pipeline management
✘ ai integrated crm solution
✘ crm for content management
✘ crm for financial advisors
✘ crm for financial services
✘ crm for logistics industry
✘ crm for outside sales reps
✘ crm for project management
✘ crm for real estate agents
✘ customer support ticketing
✘ sales engagement platforms
✘ account management software
✘ channel management software
✘ contact management software
✘ crm for political campaigns
✘ crm for training management
✘ crm for workflow management
✘ email marketing integration
✘ sales acceleration software
✘ small business crm software
✘ auto dealership crm software
✘ crm for construction company
✘ customer engagement platform
✘ employee database management
✘ task and activity management
✘ task assignment and tracking
✘ time and attendance tracking
✘ crm for professional services
✘ customer feedback and surveys
✘ investorcustomer segmentation
✘ crm for manufacturing business
✘ crm for social media marketing
✘ crm for health insurance agents
✘ crm for real estate wholesalers
✔ customer communication tracking
✘ employee information management
✘ project planning and scheduling
✘ sales force automation software
✘ sales forecasting via analytics
✘ appointment managementscheduling
✘ crm for digital marketing agency
✘ crm for membership organizations
✘ delivery planning and scheduling
✘ integration with marketing tools
✘ integration with thirdparty apps
✘ mobile crm implied mobile access
✘ crm software for accounting firms
✘ email integration email marketing
✘ integration with third party apps
✘ cloud based crm for small business
✘ mobile crm analytics and reporting
✘ recruitment and applicant tracking
✘ task management alertsnotifications
✘ customer relationship management crm
✘ opportunity deal pipeline management
✘ workflow automationautomated workflows
✘ sales pipeline deal pipeline management
✘ workflow automation automated workflows
✘ social media integration via integration
✘ sales forecasting pipeline value tracking
✘ crm for offices and public administrations
✘ multi channel support email sms whatsapp chat
✘ analytics and reportingreporting and analytics
✘ analytics and reporting reporting and analytics
✘ casesupport ticketing customer support ticketing
✘ deal pipeline management sales pipeline tracking
✘ social media integration lead capture from social channels

Pros

  • ✔ Tailored for financial services
  • ✔ Automates compliance workflows
  • ✔ Integrated click-to-dial functionality

Cons

  • ✘ Less suitable for non-finance industries
  • ✘ Bespoke setup requires collaboration

Price

Professional

Custom

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Ratings

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

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.