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
- Plug and Play Dialler Solutions via CRM
- Seamless integration of dialler functionality within the CRM.
- Bespoke CRM Solution
- Fully tailored CRM designed to meet specific business workflows.
- Cloud-Based System
- Accessible and hosted in the cloud.
- Workflow Automation
- Creation of skill-based workflows to automate tasks and save time.
- Configurable Reporting Engine
- Customizable MI (Management Information) reports and visual dashboards.
- Consultancy Services
- Direct collaboration with stakeholders for troubleshooting and process improvement.
- Enhanced Operational Control
- Improved oversight and management of operations.
- Safe and Secure Data
- Secure cloud hosting for data protection.
Additional features
- Plug and Play Dialler Solutions
- Easy integration of dialler capabilities.
- Direct CRM Integration (Dialler)
- Dialler accessible directly within the CRM platform.
- Revenue Savings (Dialler)
- Claim of cost reduction compared to traditional diallers.
- Bespoke CRM
- Tailor-made CRM solution.
- Custom Workflows
- CRM workflows designed specifically for the business.
- Cloud Based System
- CRM hosted on cloud infrastructure.
- Improved Operations
- Enhanced efficiency and management of business processes.
- No Wasteful IT Equipment
- Reduced need for on-premises hardware.
- Enhanced Control
- Greater oversight of CRM and related processes.
- Fully Managed Service
- Ongoing support and maintenance of the CRM.
- Extensive MI (Management Information)
- Comprehensive data insights.
- Safe and Secure Data
- Protection of data through secure hosting.
- Customised Dashboards
- Personalized visual representations of key data.
- Consultancy
- Collaborative work with internal teams.
- Troubleshooting
- Assistance in resolving business process issues.
- Streamlining Business Processes
- Improving efficiency of workflows.
- Skill-Based Workflows
- Routing tasks based on employee skills.
- Process Automation
- Automating repetitive tasks.
- Highly Configurable Reporting Engine
- Customizable report creation.
- Customisable MI Reports
- Ability to tailor reports to specific information needs.
- At-a-Glance Dashboards
- Visual summaries of key performance indicators.
- Visualise and Pinpoint Trends
- Tools to identify patterns and insights in data.
Pricing
Monthly plans
Standard
GBP 40
Professional
GBP 75
Professional Plus
GBP 80
Countries & Languages
Interface languages
Billing currencies
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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
Standard
GBP 40
Professional
GBP 75
Professional Plus
GBP 80
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
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