Pension CRM - Key Features
The Lunar CRM is 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
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! "
Want more info?
Complete the quick form below and we'll get right back to you.