About Lunar CRM
Lunar CRM is a customer relationship management software from Lunar Media that supports businesses in managing client interactions. It combines contact management, sales automation, and reporting tools so teams can track engagement and drive sales effectively. This software helps improve communication with customers by centralizing all client data and interactions in one place. Users can create detailed reports to gain insights into customer behavior and sales trends. Key capabilities: contact management sales tracking task automation reporting tools integration with other software Best for: small to medium-sized businesses that need a comprehensive solution to manage customer relationships and improve sales processes.
Lunar CRM by Lunar Media is a UK-based customer relationship management software designed to provide businesses with a customizable, flexible, and fully cloud-based solution for managing customer interactions, sales, and operational workflows. Tailored particularly for financial services and brokers, Lunar CRM offers a white-label system that can be adapted to a company’s branding and unique operational needs. It supports sales pipeline management, compliance documentation, lead generation, and real-time reporting, making it a versatile tool for companies looking to streamline client management while maintaining high regulatory standards. The user interface of Lunar CRM is clean, modern, and functionally organized to help users focus on the tasks that matter most. The dashboard presents important client and business data in a straightforward, easily digestible layout, with customizable widgets and reporting tools that allow users to tailor their view according to individual or team priorities. Navigation is intuitive, with menus and submenus logically arranged and minimal clutter on screen.
Pros & Cons
- Integrated Dialler: Seamless phone capabilities within the CRM.
- Customizable CRM: Tailored to specific business needs.
- Cloud-Based: Accessible and reduces IT overhead.
- Workflow Automation: Improves efficiency through process automation.
- Detailed Reporting: Offers customizable reports and visual dashboards.
- Consultancy Services: Provides expert support for optimization.
- Limited Feature Details: Specific CRM features beyond dialling and reporting are not extensively described.
- Potential Complexity: A highly customized system might require more setup and training.
- Reliance on Vendor: Bespoke solutions can create a stronger dependency on the specific vendor.
Features
Key features
Seamless integration of dialler functionality within the CRM.
Fully tailored CRM designed to meet specific business workflows.
Accessible and hosted in the cloud.
Creation of skill-based workflows to automate tasks and save time.
Customizable MI (Management Information) reports and visual dashboards.
Direct collaboration with stakeholders for troubleshooting and process improvement.
Improved oversight and management of operations.
Secure cloud hosting for data protection.
Additional features
Easy integration of dialler capabilities.
Dialler accessible directly within the CRM platform.
Claim of cost reduction compared to traditional diallers.
Tailor-made CRM solution.
CRM workflows designed specifically for the business.
CRM hosted on cloud infrastructure.
Enhanced efficiency and management of business processes.
Reduced need for on-premises hardware.
Greater oversight of CRM and related processes.
Ongoing support and maintenance of the CRM.
Comprehensive data insights.
Protection of data through secure hosting.
Personalized visual representations of key data.
Collaborative work with internal teams.
Assistance in resolving business process issues.
Improving efficiency of workflows.
Routing tasks based on employee skills.
Automating repetitive tasks.
Customizable report creation.
Ability to tailor reports to specific information needs.
Visual summaries of key performance indicators.
Tools to identify patterns and insights in data.
Pricing
Monthly plans
Countries & Languages
Interface languages
Billing currencies
No reviews yet
Be the first to drop a review
Alternatives to Lunar CRM
Unleashified
Unleashified is a software platform from GFA Technologies that provides capable, flexible solutions for every…
Trembi
Trembi is a project management software from Trembi that supports teams in planning and executing…
Skynamo
Skynamo is a sales management software from Skynamo that supports field sales teams in managing…
Sense Talent Engagement Platform
Sense Talent Engagement Platform is a talent engagement software from Sense that supports recruitment and…
Spot something wrong or outdated?
Suggest a correction — a reviewer verifies every change.
About Lunar CRM
Lunar CRM is a customer relationship management software from Lunar Media that supports businesses in managing client interactions. It combines contact management, sales automation, and reporting tools so teams can track engagement and drive sales effectively. This software helps improve communication with customers by centralizing all client data and interactions in one place. Users can create detailed reports to gain insights into customer behavior and sales trends. Key capabilities: contact management sales tracking task automation reporting tools integration with other software Best for: small to medium-sized businesses that need a comprehensive solution to manage customer relationships and improve sales processes.
Lunar CRM Details
Lunar CRM's In-App Market Place
Does Lunar CRM have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Plans
Monthly plans
Accepted Payment Currencies
Usd ($), Eur (€), Gbp (£), Aud (AU$), Cad (CA$), Jpy (¥), Chf (CHF), Cny (CN¥), Rub (₽)
Pros & Cons
- Integrated Dialler: Seamless phone capabilities within the CRM.
- Customizable CRM: Tailored to specific business needs.
- Cloud-Based: Accessible and reduces IT overhead.
- Workflow Automation: Improves efficiency through process automation.
- Detailed Reporting: Offers customizable reports and visual dashboards.
- Consultancy Services: Provides expert support for optimization.
- Limited Feature Details: Specific CRM features beyond dialling and reporting are not extensively described.
- Potential Complexity: A highly customized system might require more setup and training.
- Reliance on Vendor: Bespoke solutions can create a stronger dependency on the specific vendor.
Lunar CRM's Support Options
Email Address
support@lunarcrm.comContact
1-800-555-1234Lunar CRM's Alternatives
Unleashified
Unleashified is a software platform from GFA Technologies that provides capable, flexible solutions for every…
Trembi
Trembi is a project management software from Trembi that supports teams in planning and executing…
Skynamo
Skynamo is a sales management software from Skynamo that supports field sales teams in managing…
Sense Talent Engagement Platform
Sense Talent Engagement Platform is a talent engagement software from Sense that supports recruitment and…
