Finally, a CRM designed for pensions!

Pension CRM

A feature rich system, incorporating tools to help managers and staff alike.

Track every aspect of your customer Pension Reviews and Rension Release. Great for LOA providers or review companies.

  • LOA pre-population
  • Letters, text and emails templates
  • Document storage
  • Automated Customer Updates
  • Workflow processes
  • Fully Compliant

30 day free trial

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Testimonials

" From day 1 Lunar CRM was there for my business and possibly saved us! The previous customer relations management we tried to work with was a nightmare. The Lunar team got us back on track! "

 

" Before I tried Lunar CRM, I didn't know what a CRM was. I mean I recorded potential customers and prospects but I didn't know the value of this different information until I tried Lunar CRM. A friend recommended it to me and I must say, what a difference it has made to my business. I will never go back! "

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