The table below shows a quick price comparison of all the Credit Unions CRM system solutions that we’ve researched:
| Company name | Starting price | Free trial length |
|---|---|---|
| Zoho CRM | $20 | 15 day |
| SugarCRM | $19 | 7 day |
| LeadSquared | Not stated | No trial available |
| Creatio | Not stated | 14 day |
| SolutionsMetrix | Not stated | No trial available |
| Unify | Not stated | No trial available |
| Onovative | Not stated | No trial available |
*The prices in the table above (where available) come directly from each company’s website and were accurate at the time of writing. Since then, those prices may have changed.
We’ve listed the results of our CRM systems research and the features of each company’s product in a bit more detail below. You’ll be able to see the benefits of their service and some general information about the company as well.
*companies are ranked in no particular order.
1. Zoho
- They offer a CRM solution for financial services that includes credit unions and it helps to deliver client loyalty.
- It brings together your sales, marketing and service in a single platform that is an all-in-one CRM.
- The CRM centralizes your client information and provides your staff with quick access to information.
- It can automate your processes to improve your follow-ups and completion rates.
- You can manage your entire customer journey through the CRM with a 360-degree view of clients.
- They provide email templates that can be personalized to meet your needs and support you with your client interactions.
- The CRM is fully compliant with the latest security standards such as GDPR to keep your data secure.
- They provide reporting facilities on a customized dashboard that also includes inbuilt AI which can help you to make smarter decisions.
- It can be integrated with the popular apps that you use so that it can extend your capabilities.
- Offers a 15-day free trial and demo of the software so that you can learn more about it.
Website: https://www.zoho.com/crm/solutions/financial-services/
2. SugarCRM
- Offers CRM software that is tailored for financial services including credit unions which can help streamline processes and personalize solutions.
- It is designed to help you deliver member-centric relationships that are easy to manage.
- The CRM centralizes your member information including all your past and present information.
- It can assist you in finding opportunities to cross-sell and up-sell to increase your revenue.
- They provide flexible workflows to help manage your processes and can automate them to make them more efficient.
- The CRM can aid collaboration between your teams regardless of their location to help deepen relationships with members through unified information and experience.
- It can support you in delivering omnichannel service to create better customer service.
- You can integrate your middle and back-office systems with the CRM to increase your data synchronization.
- They provide valuable insights about your business and your member’s needs.
- A free 7-day trial of the software is available so that you can explore what it can offer before committing.
Website: https://www.sugarcrm.com/industries/financial-services/credit-unions/
3. LeadSquared
- They offer a credit union CRM that is designed to help you build lasting member relationships.
- It provides you with a 360-degree view of your member profiles and enables you to engage with your community.
- You can automate your marketing which can include email drip campaigns, sending updates and lead distribution.
- It can assist you in increasing your agent productivity with sales automation, task management, lead scoring, upselling and cross-selling functions.
- The CRM provides marketing tools to help grow your business including journey builder, landing page designer, email campaigns, and email and website tracking.
- It can assist you in managing your referrals with a partner portal, marketing campaigns, source tracking and activity scoring.
- They provide customizable workflows to manage your processes including member acquisition, engagement and sales.
- It provides a range of reports on your performance for your teams, agents and more.
- The CRM employs strict measures to protect the security and privacy of your data.
- You can book a demo of the CRM so that you can see first-hand how it works.
Website: https://www.leadsquared.com/credit-union-crm/
4. Creatio
- Offers CRM software for credit unions that can automate your workflows and requires no code.
- They provide an end-to-end member-centric solution with centralized information that can be shared between teams and locations.
- It gives you a 360-degree view of your members which includes their history, current products, loyalty programs and AI-powered predictions for what to offer them.
- You can manage all your leads effectively with data verification and customizable lead management processes.
- The CRM can help you find opportunities including cross-selling and upselling products.
- You can personalize your engagements and client interactions to aid retention and nurture leads.
- They support you with omnichannel communication and marketing tools to manage your campaigns and segment audiences to better target messages.
- It also provides front-office support for onboarding, lending management, underwriting and verification functionality.
- They offer real-time analytics and reporting to assist you in monitoring your performance and KPIs.
- A free 14-day trial is available of the CRM which enables you to see what the software can do.
Website: https://www.creatio.com/industries/credit-unions
5. Solution Metrix
- They offer an integrated CRM solution for credit unions that can automate your processes and enhance member experience.
- It provides 360 member profiles so that you can track their journeys from onboarding onwards.
- The CRM allows you to have centralized information which gives all your team access to the same information on members and products.
- You can track and capture all your leads from a variety of sources and record them in a unified database that can qualify them and send follow-ups.
- It incorporates AI technology that can assist you in identifying opportunities and upselling products.
- The CRM provides service ticket management and queue management to aid you in managing your members.
- The CRM provides a dashboard and member analytics so that you have visibility of what is happening and can track KPIs.
- You can integrate the CRM with other software including your core banking systems to keep your data updated.
- It provides robust security protocols and compliance features that are designed to meet regulatory standards and protect your member data.
- They offer a demo of the CRM to enable you to find out more about it.
Website: https://solutionsmetrix.com/industry/crm-solutions-for-credit-union/#
6. Unify
- Offers software for credit unions that is a tailored and innovative solution that supports mortgage lending.
- The software is customizable so that you can fit it your business’ specific needs.
- You can streamline and automate your processes and workflows so that you can enhance your operational efficiency.
- It is designed to help you deliver personalized member engagement by tailoring interactions and communications.
- The platform can streamline loan processing to create efficiencies in the application process.
- The centralized database enables staff to access member information including financial history and interactions to support making decisions.
- It supports you in delivering marketing campaigns and sales initiatives that can aid cross-selling and up-selling.
- They provide stringent security and compliance standards as well as comprehensive audit and approval mechanisms.
- It can be integrated easily with your existing systems to extend its capabilities.
- You can schedule a demo of the software to learn more about it.
Website: https://unifycrm.com/credit-unions
7. Onovative
- They offer a CRM for banks and credit unions that can assist with increasing your engagement and revenue.
- The CRM is customizable to fit your sales processes by enabling you to define the products, stages and permissions.
- It provides you with a complete picture in an instant so you can view all your relationships, products and opportunities in one place.
- The CRM records all your communications making it easier for any of your staff to talk to the member or prospect.
- They provide marketing and communication tools including templates in the CRM to support you.
- It can automate your processes including your internal referral processes and sending emails.
- The CRM can assist you in segmenting your data so that you can target your members more effectively.
- You can utilize the CRM to track opportunities and cross-sell products to increase revenue.
- They provide reports and dashboards to help you track campaigns, visualize your data and gain insights about your members and business.
- You can request a demo of the CRM so that you can learn more about the software before signing up.
Website: https://onovativebanking.com/crm-for-banks-and-credit-unions/