TEL: 0330 335 5330

Rules Engine

Make you own rules

Use the Lunar CRM Rules Engine to distribute leads to different departments or external partners.

The rules can save you time and money by screening ineligible or unwanted leads, and stopping them from progressing further into your business. This process can also be run automatically to forward the data onto your partners in real-time.

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Lead platform

Use the lead distribution rules to operate the CRM as a lead platform.

Streamline operations

The rules engine can determine which business area a lead should be passed to.

Save money

Save time and money by automatically sifting out the leads that won’t turn into real business.

Unwanted leads

Automatically pass outside of criteria leads to a third party as soon as they hit the CRM.

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