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

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

How can Lunar CRM optimize your Workflow Management Workflow?

Unidentified

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 successful claims company - Claims Management

A successful claims company wanted to grow their business but relied on manual processes. They needed integrated reporting and performance management tools. Lunar CRM helped by automating the custome...r journey and creating bespoke reporting. This led to marked improvements in business performance and better lead management.

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Unidentified - Insurance

A client was struggling to manage their Call Centre and Sales operations using Excel. They manually entered client details into multiple systems to find the best home insurance quote. The Lunar Team ...partnered with Payment Shield to integrate a quoting engine into the CRM. This allowed Call Centre, Sales, and Admin staff to work together on the same system. As a result, the business grew into a successful Home Insurance company, streamlined operations, and saved money without needing more staff.

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Unidentified - Insurance

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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Unidentified - Financial Services

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.

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Unidentified

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.

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Lunar CRM Features

  • Low
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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