# Lunar CRM Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Lunar CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more.

Source: https://www.capterra.com/p/129918/Lunar-CRM

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# 

 Lunar CRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Lunar CRM

## What is Lunar CRM?

Lunar CRM incorporates all the benefits you'd expect, like safe and secure cloud hosting, extensive MI, enhanced operational control and so much more. We work closely with you to create the best workflows for your business and create a fully tailored, bespoke CRM solution.

## What is Lunar CRM used for?

[CRM](https://www.capterra.com/customer-relationship-management-software/)

Top alternative

Featured

Overall rating

Based on 2 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

£55

Per User, Per Month

Free trial  
available

Includes Free Version

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

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Do you work for Lunar CRM?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.lunarcrm.co.uk&name=Lunar CRM)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Lunar CRM

4.5 (2)

VS.

[4.5 (4,470)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/)

Starting Price

£55

Per User, Per Month

Starting Price

$20

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.5 (2)

Ease Of Use

4.4 (4,371)

Value For Money

4.0 (1)

Value For Money

4.3 (3,503)

Customer Service

4.5 (2)

Customer Service

4.4 (3,512)

## Lunar CRM alternatives

[4.4 (18,790)](https://www.capterra.com/p/61368/Salesforce/reviews/)

Starting price

$25.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

90%

of reviewers

rated it above 4 stars

[4.3 (6,982)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

Starting price

$14.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

85%

of reviewers

rated it above 4 stars

Highest Rated

[4.7 (738)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/)

Starting price

$7.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[4.2 (1,314)](https://www.capterra.com/p/135618/Odoo/reviews/)

Starting price

$31.10

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

83%

of reviewers

rated it above 4 stars

## FAQs about Lunar CRM

Overview

### What company size and specific industries is Lunar CRM built for?

Lunar CRM is designed for finance brokers, particularly those in mortgages, pensions, home insurance, life insurance, and related financial services. The target audience appears to be small to mid-sized brokerages that need a CRM built around client management and sales workflows common in these advisory and insurance sectors.

Features and Usability

### What are the key features of Lunar CRM?

Lunar CRM offers contact management, a contact database, lead capture, lead generation, lead qualification, and lead management for sales tracking. It also includes pipeline management, opportunity management, sales forecasting, reporting and analytics, customizable reports, email templates, calendar management, task management, workflow management, and third-party integrations.

Integrations

### Which third-party tools and platforms does Lunar CRM integrate with?

Lunar CRM integrates with CloudCall and TeleWare Mobile Voice and SMS Recording for communication and call recording needs. These catalog integrations support phone and messaging workflows within the CRM, giving teams two named third-party connections to extend contact management and activity tracking.

Getting Started and Support

### What training and onboarding options does Lunar CRM offer?

Lunar CRM offers live online training sessions to help teams get started. These sessions provide guided instruction in a virtual format, allowing users to review setup steps, ask questions, and follow structured training with a trainer.

Getting Started and Support

### What customer support options does Lunar CRM offer?

Lunar CRM provides email/help desk and chat support. No reviewer feedback on support is available, so user experience details such as response speed, helpfulness, or common frustrations cannot be verified from the catalog data.

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Contact Management

4.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Manage, organize, and store contact information

Document Storage

3.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Store and organize documents in a centralized system

Lead Management

4.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Marketing Automation

4.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Automate workflows and trigger campaigns based on customer actions

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Lunar CRM 28 features

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Track and manage schedules and meetings via an integrated calendar

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Manage, organize, and store contact information

Customize data fields to support various needs and use cases

Alter the layout and content of reports

Import and export data to and from software applications

Store and organize documents in a centralized system

Manage, store and organize emails within the system or via third-party apps

Pre-made examples and templates for emails

Form predictions based on past and present data/trends

Automatically identify and save contact information of potential customers

Manage the process of attracting and converting business prospects into leads

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Score a lead on their quality or likelihood to buy based on certain behaviors

Automate workflows and trigger campaigns based on customer actions

Access software remotely via mobile devices

Generate quotes or estimates for customers

Log and store the source of contacts/leads

Timed notification for any upcoming task, deadline, appointment, or activity

View and track pertinent metrics to find patterns and gain insights from data

Pipeline view and tracking lead status

Reports specific to sales analysis for trends and strategies

Create, manage and track all task activities and progression

Set up connections to third-party platforms to improve business processes

Create, design and manage workflows for repetitive tasks

Get Advice

We can help you find the software with the features you need.

Features

3.0 (1)

3.0

Based on 1 reviews

## Pricing

Value for money

4.0 (1)

Free Trial

Basic

£55.00

Per User,Per Month

Value for money

4.0 (1)

4.0

Based on 1 reviews

## Integrations

[

CloudCall](https://www.capterra.com/p/135009/CloudCall/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.5 (2)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.5 (2)

4.5

Based on 2 reviews

## User reviews

Overall rating

4.5

Based on 2 reviews

Filter by rating

5(1)

4(1)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

AB

Andrew B.

Director

Marketing and Advertising

### "Very good"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

3.0

3.0

Customer Service

4.0

4.0

Likelihood to Recommend

7/10

November 3, 2020

Overall a good experience. I would recommend.

Pros

It is very easy to follow and all flows making perfect sense.

Cons

The features are a bit limited compared to more complex crms.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

NS

Nathan S.

Director

### "Great CRM"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

0.0

0.0

Customer Service

5.0

5.0

Likelihood to Recommend

0/10

January 21, 2015

Lunar CRM has been a great outside help while getting my small business up and running. They were an invaluable resource.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

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