Credit Union CRM Software
Credit Union CRM software helps organizations manage and track interactions with their current and potential leads. +Show More
| Products | Position | Customer satisfaction | |||
|---|---|---|---|---|---|
Pipedrive |
Leader
|
Satisfactory
|
|||
|
Pipedrive is a sales-focused CRM (customer relationship management) tool with 100,000+ paying customers from 179 countries.
Pipedrive focuses on ease of use and offers a simple yet powerful solution.
Basis for EvaluationWe made these evaluations based on the following parameters; Customer satisfaction
Average rating
Market presence
Number of case studies
50-100 case studies
Company's number of employees
400-1k employees
Company's social media followers
100k-1m followers
Company
Type of company
private
Founding year
2010
|
|||||
Monday sales CRM |
Leader
|
Satisfactory
|
|||
|
Monday CRM enables sales teams to manage the entire sales cycle all customer data in one place. Users can capture leads, manage contact communication, automate manual processes, track deals and run sales analytics using real-time data in customizable dashboards.
Once a sales is closed, all relevant stakeholders including finance, legal, and account managers can use Monday CRM to collaborate with access to all relevant information for billing, contracting, onboarding, and more.
Basis for EvaluationWe made these evaluations based on the following parameters; Customer satisfaction
Average rating
Market presence
Company's number of employees
2k-3k employees
Company's social media followers
100k-1m followers
Total funding
$250-500m
# of funding rounds
8
Latest funding date
June 10, 2021
Last funding amount
$100-250m
Company
Type of company
public
Founding year
2012
|
|||||
Creatio |
Leader
|
Satisfactory
|
|||
|
Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Creatio offering includes a no-code platform (Studio Creatio), CRM applications (Marketing, Sales and Service), industry workflows for 20 verticals and marketplace add-ons:
- Marketing Creatio - a ready-to-use platform to automate marketing campaigns and lead management workflows with no-code and maximum degree of freedom.
- Sales Creatio - an end-to-end platform to automate sales processes of any type with no-code and maximum degree of freedom.
- Service Creatio - an omnichannel platform to automate customer service workflows of any complexity with no-code and maximum degree of freedom.
- Studio Creatio - a no-code platform to automate workflows and build applications with maximum degree of freedom.
Creatio products can be deployed as a single CRM bundle or as standalone solutions to fit your company’s exact needs.
Millions of workflows are launched on our platform daily in 100 countries by thousands of clients.
Basis for EvaluationWe made these evaluations based on the following parameters; Customer satisfaction
Average rating
Market presence
Number of case studies
50-100 case studies
Company's number of employees
400-1k employees
Company's social media followers
100k-1m followers
Total funding
$50-100m
# of funding rounds
1
Latest funding date
February 22, 2021
Last funding amount
$50-100m
Company
Type of company
private
Founding year
2014
|
|||||
SugarCRM |
Leader
|
Low
|
|
||
|
SugarCRM enables businesses to create extraordinary customer relationships with the most innovative and affordable CRM solution on the market.
Basis for EvaluationWe made these evaluations based on the following parameters; Customer satisfaction
Average rating
Market presence
Number of case studies
100-200 case studies
Company's number of employees
400-1k employees
Company's social media followers
50k-100k followers
|
|||||
LeadSquared |
Leader
|
Satisfactory
|
|
||
|
LeadSquared is a marketing automation and customer relationship management (CRM) platform that helps businesses capture leads, manage customer interactions, and drive conversions. It provides tools for lead scoring, email marketing, and analytics to optimize marketing efforts and enhance customer engagement.
Basis for EvaluationWe made these evaluations based on the following parameters; Customer satisfaction
Average rating
Market presence
Company's number of employees
1k-2k employees
Company's social media followers
100k-1m followers
Total funding
$100-250m
# of funding rounds
4
Latest funding date
June 21, 2022
Last funding amount
$100-250m
Company
Type of company
private
Founding year
2011
|
|||||
CRMNEXT |
Challenger
|
Satisfactory
|
|
||
|
CRMNEXT is a specialized CRM system for the banking sector, designed to simplify work, drive growth, and enhance customer relationships. It provides robust, easily integrated solutions and features advanced AI and machine learning engines for seamless operations and predictions, tailored to meet the specific needs of financial institution.
Basis for EvaluationWe made these evaluations based on the following parameters; Customer satisfaction
Average rating
Market presence
Number of case studies
10-20 case studies
Company's number of employees
400-1k employees
Company's social media followers
30k-40k followers
Total funding
$10-50m
# of funding rounds
2
Latest funding date
July 8, 2021
Last funding amount
$10-50m
Company
Type of company
private
Founding year
2002
|
|||||
Doxim CRM |
Challenger
|
Satisfactory
|
|
||
|
Doxim CRM is designed for community banks and credit unions to foster and maintain relationships with customers by providing staff with essential tools and information. Its features include contact management, a holistic view of customer data, and sales tracking, among others, aiming to improve customer service and sales effectiveness.
Basis for EvaluationWe made these evaluations based on the following parameters; Customer satisfaction
Average rating
Market presence
Company's number of employees
400-1k employees
Company's social media followers
50k-100k followers
Total funding
$10-50m
# of funding rounds
1
Latest funding date
October 4, 2016
Last funding amount
$10-50m
Company
Type of company
private
Founding year
2000
|
|||||
360 View CRM |
Challenger
|
Satisfactory
|
|
||
|
360 View CRM is tailored for banks and credit unions, aiming to provide a holistic customer view to serve them better. The CRM focuses on tracking interactions, consolidating customer information, and integrating with core banking systems.
Basis for EvaluationWe made these evaluations based on the following parameters; Customer satisfaction
Average rating
Market presence
Company's number of employees
50-100 employees
Company's social media followers
3k-4k followers
Company
Type of company
private
Founding year
2001
|
|||||
Encore |
Challenger
|
N/A
|
|
||
|
Encore Business Solutions is the largest provider of Microsoft Dynamics and Microsoft Cloud solutions in Canada and the Pacific Northwest. Encore's team consists of well over a hundred solution specialists that have delivered on more than a thousand client projects. Services offered by Encore include systems integration, systems configuration, custom development, project management, change management, and IT strategy consulting - focusing specifically on all things Microsoft.
Basis for EvaluationWe made these evaluations based on the following parameters; Customer satisfaction
Average rating
Market presence
Number of case studies
10-20 case studies
Company's number of employees
100-200 employees
Company's social media followers
2k-3k followers
Company
Type of company
private
Founding year
1990
|
|||||
Intuity Technologies |
Challenger
|
N/A
|
|
||
|
Intuity Technologies offers CRM solutions using Microsoft's CRM, aiding businesses in managing sensitive data and developing insights with tools like Power BI and Office 365, along with providing support for other Microsoft products and bespoke solutions.
Basis for EvaluationWe made these evaluations based on the following parameters; Customer satisfactionMarket presence
Company's number of employees
30-40 employees
Company's social media followers
2k-3k followers
Company
Type of company
private
Founding year
1974
|
|||||
“-”: AIMultiple team has not yet verified that vendor provides the specified feature. AIMultiple team focuses on feature verification for top 10 vendors.
Sources
AIMultiple uses these data sources for ranking solutions and awarding badges in credit union CRM software:
Credit Union CRM Leaders
According to the weighted combination of 4 metrics
What are credit union CRM
customer satisfaction leaders?
Taking into account the latest metrics outlined below, these are the current credit union CRM customer satisfaction leaders:
Which credit union CRM solution provides the most customer satisfaction?
AIMultiple uses product and service reviews from multiple review platforms in determining customer satisfaction.
While deciding a product's level of customer satisfaction, AIMultiple takes into account its number of reviews, how reviewers rate it and the recency of reviews.
- Number of reviews is important because it is easier to get a small number of high ratings than a high number of them.
- Recency is important as products are always evolving.
- Reviews older than 5 years are not taken into consideration
- older than 12 months have reduced impact in average ratings in line with their date of publishing.
What are credit union CRM
market leaders?
Taking into account the latest metrics outlined below, these are the current credit union CRM market leaders:
Which one has collected the most reviews?
AIMultiple uses multiple datapoints in identifying market leaders:
- Product line revenue (when available)
- Number of reviews
- Number of case studies
- Number and experience of employees
- Social media presence and engagement
What are the most mature credit union CRM software?
Which one has the most employees?
Which credit union CRM companies have the most employees?
572 employees work for a typical company in this solution category which is 549 more than the number of employees for a typical company in the average solution category.
In most cases, companies need at least 10 employees to serve other businesses with a proven tech product or service. 11 companies with >10 employees are offering . Top 3 products are developed by companies with a total of 4k employees. The largest company in this domain is monday.com with more than 2,000 employees. monday.com provides the credit union CRM solution: Monday sales CRM
Insights
What are the most common words describing credit union CRM software?
This data is collected from customer reviews for all credit union CRM companies. The most positive word describing credit union CRM software is “Easy to use” that is used in 8% of the reviews. The most negative one is “Difficult” with which is used in 2% of all the credit union CRM reviews.
What is the average customer size?
According to customer reviews, most common company size for credit union CRM customers is Not Provided. Customers with Not Provided make up 41% of credit union CRM customers. For an average Financial Services solution, customers with Not Provided make up 26% of total customers.
Customer Evaluation
These scores are the average scores collected from customer reviews for all credit union CRM software. are most positively evaluated in terms of "Ease of Use" but falls behind in "Likelihood to Recommend".
Where are credit union CRM vendors' HQs located?
Trends
What is the level of interest in credit union CRM software?
This category was searched on average for 0 times per month on search engines in 2024. This number is still 0 in 2025. If we compare with other financial services solutions, a typical solution was searched 743 times in 2024 and this decreased to 0 in 2025.
Learn more about Credit Union CRM Software
A credit union Customer Relationship Management (CRM) system is specialized software developed to manage, track, and optimize interactions and relationships with their members. As credit unions are member-focused financial institutions, a CRM system can be very helpful in maintaining a more personalized approach to their services.
Banks, like any other business, need to maintain and grow their customer base, and a CRM system can be instrumental in achieving this through:
Improved Customer Service: A CRM gives bank employees an overview of each customer, allowing them to respond to questions or problems more quickly.
Cross-selling and up-selling: Banks can make relevant product or service recommendations by having an in-depth knowledge of a customer's transaction history and preferences.
Risk management: By monitoring customer interactions and feedback, banks are able to see possible problems early on and take appropriate action.
Operational Efficiency: Routine work can be automated, and processes may become more efficient.
Data-Driven Decisions: Banks are able to make informed choices based on reliable information owing to the analytics and reporting capabilities of a CRM.
Retention: Banks can boost customer loyalty as well as retention by recognizing and meeting their customers' requirements.
A CRM system can lead to cost savings in several ways:
Reduced Administrative Costs: Every business aims to optimize its operations. By automating routine tasks, businesses can reallocate resources to more strategic initiatives.
Centralized Data Storage: Fragmented data can lead to inefficiencies and inaccuracies. By centralizing data storage, businesses can ensure that all departments are working with consistent and up-to-date information.
Increased Sales Efficiency: By prioritizing leads and opportunities using data-driven insights, sales teams can focus on high-potential prospects. This means shorter sales cycles, more closed deals, and a better utilization of the sales team's time, leading to increased revenue.
Targeted Marketing: Marketing campaigns can be a significant expenditure. By targeting specific customer segments, businesses can achieve a higher return on investment (ROI). This means more effective campaigns, better customer engagement, and a stronger brand presence in the market.