Lunar CRM: Product updates, Customer stories, and Insights | 2026 Cuspera

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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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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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.
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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.
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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.
Show More..

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.
Show More..