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.

Credit Unions Success

Personalized Service

Gives your sales and service teams a complete view of your members with a single marketing, sales, and service solution that integrates with your other systems.

Move From Selling to Solutions

Grow revenues by building greater efficiency in every stage of the client lifecycle and uncover opportunities to cross-sell and up-sell other financial products.

Workflows for The Win

Streamline and automate multi-stakeholder processes, like onboarding, compliance, and KYC, with flexible workflows built to automate and simplify processes across front, middle, and back-office.

Better Team Collaboration

Increase internal collaboration between regions and lines of business to deepen your member relationships, drive referrals, and provide a cohesive customer experience.

Laptop screenshot of business opportunity executive summary dashboard in software

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.