Workflow Management

Full control

The Lunar CRM allows you to manage your business through our highly configurable workflow system.

Build your business workflows based on the needs of the customers, your business priorities and your staff skills. Giving you peace of mind that all work will be completed in a timely manner.

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Increased efficiency

Reduce staff time wasting, by leading them directly to the jobs you want them to complete.

Lead prioritisation

Separate your new leads into clearly marked pots, allowing higher quality data to be tackled first. Define the order in which your data is called. Maybe you’d like to call your newest data first followed by your call backs.

Quick response

Call your brand new web leads within seconds of receiving the lead.

Reminder system

Never miss a call back again with the integrated reminder system.

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