--- title: "Lunar CRM Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Lunar CRM Software - reviews, pricing plans, popular comparisons to other Financial CRM products and more." source_url: "https://www.capterra.com/p/129918/Lunar-CRM/" page_type: "product" language: "en" publication_date: "2026-09-28" --- # Lunar CRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 28, 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? [Financial CRM](https://www.capterra.com/financial-crm-software/)[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 Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Lunar CRM?[Manage this product listing](https://www.g2.com/products/lunar-crm/claim_requests/new?auto=true) ## 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. [4.3 (718)](https://www.capterra.com/p/76/Intacct/reviews/) Starting Price £55 Per User, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.5 (2) Ease Of Use 4.2 (85) Value For Money 4.0 (1) Value For Money 4.0 (73) Customer Service 4.5 (2) Customer Service 4.0 (75) ## Lunar CRM alternatives [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) [4.1 (85)](https://www.capterra.com/p/121349/RedTail-CRM/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 74% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/121349/RedTail-CRM/) [Maximizer CRM](https://www.capterra.com/p/154610/Maximizer-CRM/) [4.1 (366)](https://www.capterra.com/p/154610/Maximizer-CRM/reviews/) Starting price $65.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 80% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/154610/Maximizer-CRM/) [eWay-CRM](https://www.capterra.com/p/152769/eWay-CRM/) [4.5 (830)](https://www.capterra.com/p/152769/eWay-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/152769/eWay-CRM/) Highest Rated [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) [4.5 (4,491)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/152373/HubSpot-CRM/) ## FAQs about Lunar CRM Overview ### What company size and specific industries is Lunar CRM built for? Lunar CRM is designed for finance brokers, especially those working in mortgages, pensions, home insurance, life insurance, and related financial services. The description does not specify a company size, so it appears aimed at broker teams of any size within these sectors. Features and Usability ### What are the key features of Lunar CRM? Lunar CRM offers contact database and contact management, lead capture, lead generation, lead qualification, and lead management for sales tracking. It also includes pipeline management, opportunity management, sales forecasting, reporting and analytics, workflow management, campaign management, email templates, document storage, calendar management, reminders, 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 workflows. These native connections support voice, SMS, and mobile recording functions, giving teams two catalog-listed integration options within the platform. Getting Started and Support ### What training and onboarding options does Lunar CRM offer? Lunar CRM provides live online training for teams getting started with the product. This format supports guided sessions with an instructor and can be used for setup, feature walkthroughs, and questions during onboarding. Getting Started and Support ### What customer support options does Lunar CRM offer? Lunar CRM provides email/help desk and chat support. No reviewer feedback about support is available, so user experience with response times, helpfulness, or common issues cannot be assessed from the catalog data provided. ## Features AI summary Based on 14,838 Financial CRM reviews Capterra reviewers point to the following as the CRM features buyers care about most: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) Lunar CRM focuses on other CRM capabilities that reviewers also value, including **Contact Database** (**47%**) and **Contact Management** (**44%**). Together, these features give teams a central place to store customer details, track interactions, and keep records organized, helping businesses manage relationships more efficiently and follow up with contacts more consistently. 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 Calendar/Reminder System 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Notifications/alerts for upcoming events or tasks 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 Lunar CRM 37 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Document Storage: Store and organize documents in a centralized system - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Templates: Pre-made examples and templates for emails - Forecasting: Form predictions based on past and present data/trends - Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure - Lead Capture: Automatically identify and save contact information of potential customers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Quotes/Estimates: Generate quotes or estimates for customers - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Task Management: Create, manage and track all task activities and progression - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Workflow Management: 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. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.