What is Lunar CRM? Lunar CRM is a software platform with all the benefits you expect, such as secure cloud hosting, comprehensive MI, advanced operational control and more. We will work closely with you to create the most appropriate workflow for your business and create a fully customized customer relationship management software that fits your business needs. Ideal software for mortgage financing brokers, retirement insurance, home insurance, life insurance and more. This software is web-based and has the ability to work on the cloud, but does not have versions that can be installed on personal computers and mobile phones. Support is provided via chat with the Software Support Unit. The software also has online training services. Software components include: Calendars and reminder systems, document storage, internal chat integration, marketing automation, quotes and estimates. It is very easy to follow the items in this software and all the streams make complete sense. Lunar CRM will be a great helper to start your business. It is very easy to follow and all streams make complete sense. It has fully managed services, fully customized dashboard and advanced controls. Our software includes a highly customizable reporting engine that allows you to customize MI reports to find information you like, including at-a-glance dashboards to help visualize and break down the trends.