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CRM for Credit Unions

One Login. Period. 

With an integration between Symitar and SugarCRM, your CRM can act as a one-stop-shop to get a full picture of your member. With one login, your employees can stop switching between windows and platforms, and start building relationships through solid member servicing.

CRM for Credit Unions Graphic


This solution provides one login to: 

  • Get a full picture of your member
  • Manage referrals & incentives
  • Onboard new members
  • Segment your member base for marketing campaigns

Our team of experts is ready to show you how this solution works for your business. Fill out this form to see a demo.

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