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.
Add Predictability
Instantly see all the relevant client information, including past, present and even the future—with no blindspots.
Shift From Selling to Solutions
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.
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.
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.
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.
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
