Lunar CRM: Tailored Cloud-Based Solutions for Enhanced Finance Industry Efficiency

About Lunar CRM

Lunar CRM offers an impressive suite of features that truly sets it apart in the competitive landscape of CRM software. Their bespoke solutions are particularly noteworthy, as they are tailored specifically for industries such as finance, including pensions, mortgages, and life insurance. This level of customization ensures that businesses can optimize their workflows and enhance operational efficiency.

One of the standout aspects of Lunar CRM is its cloud-based system, which not only improves operations but also eliminates the need for wasteful IT equipment. The platform's emphasis on safe and secure data hosting is crucial for businesses that prioritize data security, especially in the finance sector.

The integration of a plug-and-play dialler solution directly within the CRM is a game-changer, allowing for seamless communication and substantial revenue savings compared to traditional dialler platforms. This feature, combined with extensive management information (MI) capabilities, empowers businesses to make informed decisions based on real-time data.

Moreover, Lunar CRM's commitment to working closely with clients to develop skill-based workflows and customized dashboards demonstrates their dedication to adding value and streamlining business processes. The highly configurable reporting engine is another highlight, enabling users to create tailored MI reports and visualize trends effectively.

Lunar CRM is a robust and versatile CRM solution that not only meets the needs of finance brokers but also provides a comprehensive approach to lead and sales tracking. Their focus on collaboration, customization, and operational excellence makes them a top choice for businesses looking to enhance their customer relationship management.

CRM Features

• Calendar/Reminder System
• Call Logging
• Document Storage
• Email Marketing
• Internal Chat Integration
• Marketing Automation Integration
• Mobile Access
• Quotes / Proposals
• Segmentation
• Social Media Integration
• Task Management