Member Service You Can Bank On
A CRM software tailored specifically for the financial services industry can greatly benefit a credit union by efficiently streamlining processes, enabling efficient management of member data, personalized financial solutions, and seamless member interactions. Sugar offers credit unions a smooth way to make the move from transactional, account-centric relationships to need-based, member-centric relationships—without all the headaches and hassles of traditional CRM.
Add Predictability
Instantly see all the relevant member information, including past, present and even the future—with no blindspots.
Grow Your Wallet Share
Build greater efficiency, uncover opportunities to cross-sell and up-sell, and ultimately grow your revenue.
Win with Workflows
Let the platform do the work with flexible and configurable workflows that automate and simplify multi-stakeholder processes.
Make Members Happy
Increase collaboration between regions and business lines to deepen member relationships, drive referrals, and improve customer experience with a unified CRM platform for your credit union.
Wave Goodbye to Spreadsheet City
Get the insights and information you need to better understand credit union members’ financial needs and recommend a tailored mix of solutions unique to each individual—and accurately predict the next best action without a single spreadsheet.
Trade Weight for Wins
Deliver proactive, omnichannel and superior customer service with consolidated customer data, service and collaboration tools. From cross-department collaboration to automated business processes, the Sugar CRM software takes the weight of busywork, so you can take the win.
Integrate for High-Definition Member Views
Reduce complexity for your teams and technology with our easy-to-integrate CRM software that works with middle- and back-office systems like marketing, lending, service, and more. Sugar even includes a mobile application that enables users to work were they are.
The workflows have made us capable at managing a high amount of leads simultaneously, without losing track of a single customer. Without Sugar, the whole business would be down.
MARC HALLAUER CEO / CREDARIS
SugarCRM Resources
2024 CRM Buyer’s Guide
CRM and Sales Impact Report
S is for Sell
