How It Works

March 2022

How It Works: How We Make your Bespoke CRM Work for You

The best part about any brilliant gadget is finding out how it works – your bespoke CRM is just such a handy gadget. So how does it work then?

While there’s a lot of innovative tech at the heart of your bespoke CRM package, it ultimately boils down in to four parts. Each are equally important, and the Lunar Team is here to share a little insight in to how your CRM works for you…


Your Needs

Well, all the parts of your bespoke CRM package are important, but your needs come first. So a consultation to start will help us understand what your bespoke CRM needs.

Lunar CRM has powerful reporting features, helping your monitor your KPIs and track ROI easily from your CRM dashboardWorkflow management features give you full control over your schedule, and dialler integration allows you to easily make customer calls.

There are a variety of features you can choose from when building your bespoke CRM package. It’s entirely up to you to choose the best ones for your business’ needs.


Cloud Based Innovations

Lunar gives you access to your bespoke CRM anytime, anywhere all thanks to being a cloud-based CRM solution. That means all you’ll need to get on with business is an internet connection (a laptop or other such device wouldn’t hurt either, of course).

Your business’ security is top of our concerns, and it can be easy to worry about your data when it’s not stored on your own site. That’s we why have powerful off-site servers that keep your data safe, with regular back-ups created in the unlikely event anything goes amiss. And we stress, that’s a very unlikely event.


Bespoke Additions

Your bespoke CRM solution wouldn’t be very bespoke without some just-for-you features. With Lunar you have extensive third-party integration options at your disposal. If you’ve already got a CRM and are looking to upgrade, we’ll even help you migrate your data to ensure a smooth transition that suits your needs.

We’re experienced with many leading data providers, helping you easily generate leads within your CRM. Widening your sales net will help put your mind at ease, so you can focus more on expanding your business.


There for You

We’re here whenever you need us, every step of the way. You’ll have a dedicated point of contact when you access your bespoke CRM with Lunar, and we’ll be here 24 hours a day. So if you ever need a hand with anything, all you have to do is get in touch. We’re here to help you.

Now you know what goes in to your bespoke CRM package, why not try out Lunar CRM? Get in touch to request a demo, or take a look through our website to find out more.