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Lunar CRM

★★★★★ 4.9 · 7 Reviews

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What is Lunar CRM?

Bespoke CRM solutions tailored for your business. Perfect for finance brokers for pensions, mortgages, life insurance and more… Key Benefits Lunar CRM encompasses all the benefits you’d expect, like safe and secure cloud hosting, extensive MI, enhanced operational control and so much more. We work closely with you to create the best workflows for your business and create a fully tailored, bespoke CRM solution. - Cloud based system - Improved operations - No wasteful IT equipment - Enhanced control - Fully managed service - Extensive MI - Safe and secure data - Customised dashboards Consultancy We work directly with your internal key stakeholders to add value with troubleshooting and streamlining your business processes. Think of us as one of the team. Workflow We'll help create the right skill-based workflows to ensure your staff complete the right tasks, saving time and money with process automation. Reports Our solution includes a highly configurable reporting engine allowing you to customise MI reports to find any information you like, including at-a-glance dashboards to help visualise and pinpoint trends.

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Lunar CRM Reviews (7)

4.9
★★★★★
7 reviews
  • ★★★★★6
  • ★★★★1
  • ★★★★★0
  • ★★★★★0
  • ★★★★0

Review Summary

Generated using AI from real user reviews

Lunar CRM earns consistently strong ratings, with users praising its core functionality and customer support.

Users highlight how the software simplifies customer relationship management—several mention it made tracking prospects and customers noticeably easier, and one reviewer credits it with teaching them the value of organized customer data in the first place. The support team comes up repeatedly as a major strength; multiple users describe staff as helpful and invaluable during business setup. One user contrasts the experience favourably against a previous CRM that had been problematic, suggesting Lunar recovered their operations effectively.

The flexibility of the platform receives specific mention, and users consistently emphasise that they wouldn't return to their old way of working. No substantive criticisms appear across the reviews—all seven ratings are four or five stars, with the majority at five stars. The feedback is uniformly positive without offering much detail on specific features, limitations, or use cases where the software might fall short.

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