Service You Can Bank On

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 client information, including past, present and even the future—with no blindspots.

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Shift From Selling to Solutions

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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Find A Foundation

Increase collaboration between regions and business lines to deepen member relationships, drive referrals, and improve customer experience with a unified CRM platform for credit unions.

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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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Ditch Old Passwords

Reduce complexity for your teams and technology with our easy-to-integrate software that works with middle- and back-office systems like marketing, lending, service, and more. Sugar even integrates with in-branch and teller systems so member-facing branch employees can deliver the same personalized client service.

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