Lunar CRM | CRM Software , Lead Tracking, Sales Tracking
Failure Risk for
Lunar CRM
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Lunar CRM Overview
Lunar CRM delivers specialized cloud-based solutions tailored for various insurance sectors, including life, home, and mortgage, along with pension review services. It serves as an efficient lead management and sales tracking system, particularly advantageous for small businesses in the UK. This platform integrates lead tracking and management capabilities, enhancing your ability to streamline client interactions and sales processes. Notably, Lunar CRM offers distinct modules for different insurance types, providing a customized approach to customer relationship management. Its cloud-based infrastructure ensures accessibility and scalability, facilitating business growth and operational agility.
Lunar CRM Use-Cases and Business Priorities: Customer Satisfaction Data
Reviews
"...We work closely with you to create the best workflows for your business and create a fully tailored, bespoke CRM solution...."
Peer review from Lunar Media
Lunar CRM,
belong to a category of solutions that help CRM.
Each of them excels in different abilities.
Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Lunar CRM is a leading cloud-based software company in the UK, providing specialized CRM solutions for various industries. Their services include lead and sales tracking, as well as industry-specific CRM systems.
Lunar CRM Customer wins, Customer success stories, Case studies
What benefits does Lunar CRM offer for Workflow Management?
The CRM system offers tailored workflow management capabilities.
It works with users to create customized workflows that meet specific business needs.
The system also automates processes to save time and money.
"...We work closely with you to create the best workflows for your business and create a fully tailored, bespoke CRM solution...."
Peer review from Lunar Media
Our client wanted to streamline their mortgage sales and packaging processes while ensuring compliance with government regulations. Lunar CRM developed an enhanced version of their CRM for Mortgages,... adding specific workflows and bespoke MI reports. This system-generated documentation ensured compliance. As a result, the client improved sales team performance, increased mortgage sales, and enhanced cash flow. Customer satisfaction also rose due to clearer documents.
A client needed a system to process pensions efficiently. The Lunar Team built a CRM to handle the entire process from enquiry to fund transfer. This CRM pre-populated documents to save costs. As a r...esult, the client saw increased processing power and reduced costs, leading to a successful pensions business.
Our client wanted to improve their data usage and found their existing dialler expensive and limiting. Lunar Media replaced the dialler with a Lunar CRM for Contact Centres using click to dial techno...logy. The CRM was integrated with the Lunar Lead Delivery Platform to optimize data usage. As a result, operational performance improved, and costs were reduced by removing the dialler and its associated resourcing.
A client needed a CRM that included client management, workflows, MI reporting, documentation, and a life insurance quoting platform. Off-the-shelf CRMs couldn't meet their needs. The Lunar Developme...nt Team mapped their needs and integrated Avelo Exchange's Life Assurance Quoting Platform into the Lunar CRM. This provided a tailored CRM solution. As a result, the client gained greater operational control, reduced costs, and improved the customer journey.
Our client wanted to streamline their mortgage sales and packaging processes while ensuring compliance with government regulations. We developed an enhanced version of our Lunar CRM for Mortgages, ad...ding specific workflows and creating bespoke MI reports. This system-generated documentation ensured compliance. As a result, the client improved sales team performance, increased mortgage sales, improved cash flow, and enhanced customer satisfaction.
A client needed a system to process pensions efficiently. The Lunar Team built a CRM to handle everything from initial inquiries to fund transfers. This CRM pre-populated documents to save costs. As ...a result, the client saw increased processing power and reduced costs, leading to a successful pensions business.
