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.

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Add Predictability

Instantly see all the relevant member information, including past, present and even the future—with no blindspots.

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Grow Your Wallet Share

Build greater efficiency, uncover opportunities to cross-sell and up-sell, and ultimately grow your revenue.

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Win with Workflows

Let the platform do the work with flexible and configurable workflows that automate and simplify multi-stakeholder processes.

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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.

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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.

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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.

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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.

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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.

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