CRM for Credit Unions

Sugar is a complete CRM platform that collects every bit of critical information across sales, service and marketing. It easily integrates with Jack Henry Symitar and other applications. And Sugar gives you a personalized user experience that works seamlessly on the devices you use every day.

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Sugar for Credit Unions

With SugarCRM, credit unions can transition from a transactional, account-centric relationship to a needs-based, member-centric relationship. With a 360 view of the member and a centralized repository of all interactions like activities, offers, opportunities, accounts, leads, you have the insights and information needed to be member centric, transparent and accountable. Household and account information allows credit unions to understand their members financial needs better and recommend a tailored mix of solutions that is unique to each individual.

With its rich set of customer service capabilities, Sugar helps streamline customer service with easy access to consolidated customer data and customer service tools. While Sugar’s SugarBPM™ and collaboration tools automate cross-department collaboration and follow-up, helping deliver proactive, omni-channel and superior customer service.

Sugar’s easy to integrate platform allows integration with middle-office and back-office systems like marketing, lending, service, and other core systems helping streamline end-to-end processes and reduce complexity. Integrating with in-branch and teller systems, member-facing branch employees can also deliver the same personalized client service.

Credit Unions CRM Dashboard

A Little Love From Our Customers

"No matter what we ask of Sugar, there is a way to do it."

Klaus Hoeling IT Group Director - Sennheiser

Sugar had the capabilities and features to check all the boxes that we required.

Jason Maher Vice President of Sales - Materion

"Sugar gives us those management tools to know what our clients want and where revenue potential exists."

Diego Yatchesen CIO - Puente Hermanos

"The standardization of information systems at the group level has optimized the TCO."

Yann Duchemin IT Director for Western Europe - Intrum Justitia

"Sugar has given us more quality time for sales."

Dimitris Melexopoulos Brokers & Non-Tied Agents Manager - Generali Hellas

"SugarCRM is generating the leads that sustain sales for our success."

Jose Carlos Nery CRM head - HPE AUTOMOTORES DO BRAZIL (formerly Mitsubishi)

"I've been blown away by the enthusiasm. The sales team sees this as a tool to grow their business."

Avi Bar National Sales Manager - American Specialties Inc

"Each step is taking us closer to our goal of creating an optimum straight through process."

Alison Clack Director of Business Transformation - Mazars