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.

Use Cases

Customers recommend Workflow Management, Lead Tracking, Lead Management, as the business use cases that they have been most satisfied with while using Lunar CRM.

Other use cases:

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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

Peer review evidence (same sources as the product rating summary)

"...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
"...Providing lead management crm, life insurance crm, home insurance crm, mortgage crm, pension review crm, cloud crm, lead tracking system, pension software, sales lead management, crm systems for small business in UK...." Sales Tracking Software in UK
"...Providing lead management crm, life insurance crm, home insurance crm, mortgage crm, pension review crm, cloud crm, lead tracking system, pension software, sales lead management, crm systems for small business in UK...." Sales Tracking Software in UK

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

Why is Lunar CRM the best choice for Workflow Management?

Unidentified

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.

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Unidentified - Financial Services

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.

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Unidentified - Insurance - Small

Lunar CRM helped a home insurance company move from manual Excel processes to an integrated CRM. The new system included a quoting engine with Payment Shield and a multi-tiered CRM for call centre, s...ales, and admin teams. The company streamlined operations and saved money. They grew without hiring more staff. Now, they plan to expand their product lines.

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Debt management business (unnamed) - Financial Services - Small

Lunar CRM helped a debt management business move from paper-based processes to a digital CRM. The new system automated case handling for debt management, trust deeds, and sequestration. Staff can now... track outstanding work and report on campaign and staff performance. Productivity increased and business growth followed. The CRM also improved communication with customers.

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Unidentified - Financial Services - Small

Lunar CRM helped a pensions business improve its operations. The company needed a system to manage cases, adapt to change, and support all departments. Lunar CRM built a custom CRM to handle pension ...processing from enquiry to fund transfer. The solution automated documents and emails, cutting the need for extra software. The result was higher processing power and lower costs, making the business thrive.

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A claims management company - Insurance - Small

Lunar CRM helped a claims management company automate manual processes. The team built custom reporting and new workflows for the business. Managers now track performance with integrated tools. The r...eporting suite highlights areas for improvement. Sales workflows help maximize every new lead. The company saw better performance after using Lunar CRM.

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Lunar CRM Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

3.83/5 ★

Read Reviews (5)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

3.83/5 ★

Read Reviews (5)

Software Failure Risk Guidance

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for Lunar CRM

Top Failure Risks for Lunar CRM

Lunar Logic Services Ltd Profile

Company Name

Lunar Logic Services Ltd

Company Website

https://www.lunarcrm.co.uk/

HQ Location

No 2 Wellington Place Leeds LS1 4AP

Employees

1-10

Social

Linkedin Twitter

Financials

NA